A business scan to solve 8 common lead management challenges

By Brianna Bennett, Leap.  

Now is the time to pause, scan and address your business inefficiencies and optimize opportunities. 

Are you missing out on leads or wasting time on unqualified prospects? This may be a sign that your business can be more efficient. Roofing contractors and business owners have a lot on their plate, and it can be easy to get swamped with tasks, but it’s important to pause and address those inefficiencies. Just like we take our cars in for regular maintenance to scan for any problem areas, and doctors perform wellness exams to check for any issues we might have, it’s key for contractors to do a business scan to notice what is and isn’t working in their business operations.  

Here at Leap, we’ve created a comprehensive Roofing CRM solution to help make sure nothing falls through the cracks. We tackled eight of the most common challenges that contractors face to help you perform a business scan to optimize opportunities and address these challenges head-on. 

1 - Struggling to stay on top of all your leads? 

Just like a body scan identifies areas where health might be declining, your business scan should highlight areas where your lead management process is lacking. Managing leads at various stages without a centralized system can lead to chaos. Leads fall through the cracks, and it’s easy to forget about opportunities that might still be worth pursuing.  

Your business scan: Are you losing track of leads, resulting in missed revenue?  

Leap CRM’s custom workflow buckets allow you to organize and categorize leads based on their status, ensuring that no potential sale is ever forgotten. Whether the lead is “interested,” needs follow-up or has been closed for a while, you can track everything in one place. With Leap CRM, set up custom workflow buckets such as “Interested but Fell Through,” “Follow-up Needed” and “Closed Jobs” to ensure you never lose sight of any opportunity.  

2 - Are you losing track of follow-ups and opportunities? 

If you’re relying on manual notes or reminders, you might forget to follow up with leads. This can result in valuable opportunities slipping away.  

Your business scan: Are missed follow-ups causing you to lose potential sales?  

Leap CRM’s follow-up notes and custom task reminders ensure you don’t miss important touchpoints. When creating a lead, you can set reminders for follow-up tasks, so you reach out at the perfect time to increase conversion chances. Use follow-up notes and reminder tasks to stay on top of your leads. Set reminders for specific timeframes, whether that’s two weeks or one month. 

3 - Is your marketing reach limited to only active leads? 

By focusing only on active leads, you might miss out on the untapped potential of leads that didn’t convert the first time. These contacts are still valuable and should be nurtured for future sales.  

Your business scan: Are you leaving money on the table by ignoring past leads?  

With Leap CRM’s mass export feature, you can easily pull a list of leads who haven’t converted yet but are still worth engaging. Use automated emails or social media ads to target these leads and keep them in your pipeline. Create targeted marketing campaigns for leads that haven’t converted yet by using Leap CRM’s export feature. Whether through email, SMS or social ads, keep prospects engaged and remind them of your services.  

4 - Unsure how to re-engage closed leads for new business? 

Once a job is completed, it’s easy to forget about past customers. But offering them additional services can turn them into repeat customers.  

Your business scan: Are you missing opportunities to capitalize on past sales?  

Leap CRM helps you track past jobs and customer history, so you can re-engage those customers for additional services like roof maintenance or gutter replacements. Use flags in Leap CRM to prioritize high-value customers for future offers, like discounts on additional services (e.g., gutters, windows or siding).  

5 - Need to find the right leads to follow up with, but don’t have time? 

Sorting through a long list of leads to finding the best prospects can be time-consuming. This could waste valuable time that could be spent closing deals.  

Your business scan: Are you wasting time on unqualified or cold leads?  

Leap CRM’s custom flags allow you to prioritize high-value leads, so you and your team can focus on those most likely to convert into sales. Turn closed jobs into new opportunities by offering additional services, like siding or window replacements. Track these past jobs with Leap CRM to identify when it’s time to reach out with new offers.  

6 - How to ensure your sales team is always following up, even if you’re busy? 

Constant follow-up with prospects is vital but can be overwhelming if you have a high volume of leads. Ensuring consistent outreach without burning out your team is key.  

Your business scan: Are follow-up tasks piling up, leading to inconsistent outreach?  

Leap CRM’s automated email reminders ease the burden by sending scheduled follow-ups based on lead status. If a lead moves into the follow-up stage, Leap CRM can automatically trigger an email to keep the lead warm, ensuring consistent outreach. Regularly review and update your Follow-Up Bucket so your sales reps can reach out to leads that may be sitting dormant, either through email, SMS or phone calls.  

7 - Can’t keep track of leads on the go? 

Managing leads while you’re in the field can be difficult. How do you know which leads to focus on when you’re not at your desk?  

Your business scan: Are you struggling to manage leads when you’re away from the office?  

Leap CRM’s mobile app and “nearby” feature allow you to filter leads by distance and see which ones are closest to you. This way, you can stop by leads’ houses and re-engage them in person. Use Leap CRM’s mobile app to find leads near you using the “Nearby” feature. Prioritize which leads to visit, making sure you’re always on top of your sales pipeline.  

8 - Wasting time with disconnected systems? 

If you’re juggling multiple tools to manage leads, it creates a fragmented process and makes it difficult to track where leads stand in your pipeline.  

Your business scan: Are you using too many different systems, leading to data gaps and confusion?  

Leap CRM consolidates everything into one platform, making it easier to track leads, follow up and automate tasks. With everything in one place, you’ll save time and increase efficiency. This keeps your process efficient, even when you’re not at your desk.  

Invest in a powerful roofing CRM   

Conducting a business scan with the help of Leap CRM helps you identify areas where your lead management can be optimized. By streamlining your processes, automating follow-ups and keeping track of both current and past leads, Leap CRM ensures you never miss an opportunity again. If you’re ready to close more deals, simplify your processes and grow your roofing business, it’s time to invest in a powerful Roofing CRM like Leap CRM.  

Original article and photo source: Leap