▣ DAY 1 ACCOUNT ACTIONS // CODEXO WEBSITE LEADS

Action Review

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3 accounts with Day 1 script steps. Completion is based on action logs, not draft script status.

Roofing Georgia

Score 50 · Jasper, GA · review
Open account
callnot completed
Owner verification call

Hello [Prospect Name], this is [Your Name] from Codexo. **[Who Codexo is]:** We help service businesses like Roofing Georgia stop losing revenue from missed calls and scattered client conversations. **[Why this outreach exists]:** I was looking at your website and noticed the numerous phone numbers listed. While this can be good for tracking, it often indicates a fragmented system where leads can easily get lost, and response times might suffer. We specialize in bringing all those conversations – calls, texts, emails – into one place, ensuring you never miss a lead and can respond instantly. **[What the prospect needs to do next]:** I'm calling to offer a complimentary 'Lead Flow Audit.' It's a quick 15-minute conversation where we can identify any potential revenue leaks in your current lead management process. **[What they get from the conversation]:** You'll walk away with clear insights into how a unified communication system could help you book more jobs and improve client satisfaction, without any obligation. Would you be open to scheduling that audit sometime this week?

Castle Roofing Atlanta, GA

Score 50 · Atlanta, NE · synced
Open account
callnot completed
Owner verification call

Hello, is this [Prospect Name]? Hi [Prospect Name], my name is [My Name] and I'm calling from Codexo. The reason for my call is that we work with roofing businesses like Castle Roofing in Atlanta, and we specialize in helping them ensure they're not losing revenue through missed calls, slow response times, or scattered client conversations. We've seen firsthand how often these small gaps can add up to significant lost opportunities, especially in a busy market like yours. I'm calling to offer a complimentary 'Lead Flow Audit' for Castle Roofing. It's a quick 15-minute conversation where we can identify any potential revenue leaks in your current system and show you how other successful roofing companies are solving these issues. Would you be open to a brief chat to explore this?

Elite Roofing LLC

Score 16 · Atlanta, SE · queue
Open account
callnot completed
Owner verification call

Hi Jeremy, this is [Your Name] from Codexo. I'm calling because I noticed Elite Roofing LLC's strong reputation in Atlanta. We often see successful roofing companies like yours, especially during busy periods, struggle with ensuring every inbound call is answered, every lead gets a fast follow-up, and past clients are consistently re-engaged. This can lead to revenue slipping through the cracks. My reason for calling is to offer a quick Lead Flow Audit to pinpoint any areas where your current communication systems might be costing you opportunities. Would you be open to a brief 15-minute conversation to explore this?