ManagedCRM.org
RoofingDenver, CO

Chen Roofing Co.

12 techs, $3.8M annual revenue

"We stopped losing leads to competitors who followed up faster. The automation handles the follow-up I never had time for."

— Sarah Chen, President

The Challenge

No nurture sequence for cold leads, inconsistent follow-up on estimates, manual data entry between Jobber and marketing tools

The Solution

Jobber sync, automated lead nurture campaigns, estimate follow-up automation, seasonal promotion workflows, dedicated account manager

Timeline: 4-week onboarding, live within 45 days

The Results

MetricBeforeAfter
Cold lead conversion8%19%
Estimate follow-up rate45%94%
Time saved on data entry12hrs/week2hrs/week
Seasonal campaign response2.1%7.8%
Referred customer repeat rate23%41%

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