Roofing storm-lead intake scorecard
Qualify storm inquiries quickly without misleading urgency or insurance promises.
Reviewed September 7, 2026 · Educational information, not professional advice.
Verify location and event
Capture address, storm date, damage description, property type and safe inspection availability. Do not imply coverage or claim approval.
Detect duplicate and bad leads
Normalize phone numbers and addresses, then flag repeated submissions and out-of-area properties before assigning sales time.
Measure inspection quality
Track contact rate, inspections set, inspections completed and signed work. Lead count alone rewards low-quality acquisition.
Quick decision checklist
- Define the operational outcome before choosing software.
- Test with real scenarios and document failures.
- Confirm pricing, data ownership and cancellation terms in writing.
- Run a small pilot and compare results with your baseline.