▣ LEAD ACCOUNT // CODEXO WEBSITE LEADS

Georgia Roof Advisors

Recommended Flow

Account-specific route from scraped lead to reviewed handoff. This is the clean view before the operator edits the script and pushes the next action.

Codexo Website Leads · review
01

Lead snapshot

Marietta, GA · score 50 · needs review.

02

Website findings

C grade with 3 issues and 3 next actions attached.

03

Owner check

3 possible owner records found. Highest confidence is 90%.

04

Recommended script

Codexo prospect research packet is paused with 4 editable touchpoints.

05

Next action

Open account and run PageSpeed / Owner Enrich to score the site.

14-Day Script Layout

Full account-level outreach map. Editable touchpoints stay in the workspace below; empty days are planning windows for review, research, or follow-up spacing.

Codexo prospect research packet · day 0/14
Day 1
call

Owner verification call

Hi [Prospect Name], this is [My Name] from Codexo. We work with roofing companies like Georgia Roof Advisors to help them capture and convert more leads. I noticed your team's strong reputation for customer service and your 'repair-first' approach in Marietta. Often, even top-tier service businesses find that managing all their inbound inquiries and ensuring timely follow-up can be a challenge as they scale. We specialize in centralizing communications and automating lead nurturing to prevent revenue leaks. Is this a terrible time for a quick 2-minute chat about how a 'Lead Flow Audit' could help you identify opportunities to boost your booked jobs?

draft
Day 2
email

Quick question about Georgia Roof Advisors' lead flow

Hi [Prospect Name], My name is [My Name] from Codexo. We help service businesses like Georgia Roof Advisors streamline their client communications and lead follow-up. I noticed your team's dedication to quality and customer service, and your 'repair-first' mentality is a clear differentiator. However, even the best roofing companies can lose revenue through missed calls, slow lead responses, or scattered client conversations as they grow. We've helped other roofing contractors centralize their communications, automate follow-ups, and reactivate old leads, often leading to a significant increase in booked appointments. If you're open to it, I'd love to show you how a quick 'Lead Flow Audit' could reveal opportunities to capture more revenue from your existing efforts. It takes about 15 minutes. Would you be available for a brief chat sometime next week?

draft
Day 3
sms

Lead flow audit

Hi [Prospect Name] - [My Name] from Codexo here. Saw Georgia Roof Advisors' great work in Marietta. Quick question: are you confident no leads slip through the cracks with your current follow-up system? If not, I have a quick idea to share. Lmk if now's a bad time.

draft
Day 4
review

Planned spacing window

No message scheduled on this day. Use this window to verify context, update notes, or keep the cadence natural.

planned
Day 5
linkedin

LinkedIn note

Hi [Prospect Name], I noticed Georgia Roof Advisors has built an impressive reputation in Marietta, even being named 'Best Roofer in Cobb' multiple times, and your 'repair-first' approach really stands out. Many successful roofing companies like yours, focused on quality and customer service, often find that as they grow, managing all the incoming leads, ensuring fast follow-up, and keeping client conversations organized across different channels can become a silent revenue leak. It's not about lacking effort, but about the sheer volume making it hard to maintain that personal touch and speed. We help businesses like Georgia Roof Advisors centralize all their client communications – calls, texts, emails, even social messages – into one platform. This means faster response times, more organized lead nurturing, and ultimately, more booked jobs without adding headcount. Would you be open to a brief 15-minute call next week to explore how a 'Lead Flow Audit' could identify any hidden gaps in your current system and potentially boost your conversion rates? No pressure, just insights.

draft
Day 6
review

Planned spacing window

No message scheduled on this day. Use this window to verify context, update notes, or keep the cadence natural.

planned
Day 7
review

Planned spacing window

No message scheduled on this day. Use this window to verify context, update notes, or keep the cadence natural.

planned
Day 8
review

Planned spacing window

No message scheduled on this day. Use this window to verify context, update notes, or keep the cadence natural.

planned
Day 9
review

Planned spacing window

No message scheduled on this day. Use this window to verify context, update notes, or keep the cadence natural.

planned
Day 10
review

Planned spacing window

No message scheduled on this day. Use this window to verify context, update notes, or keep the cadence natural.

planned
Day 11
review

Planned spacing window

No message scheduled on this day. Use this window to verify context, update notes, or keep the cadence natural.

planned
Day 12
review

Planned spacing window

No message scheduled on this day. Use this window to verify context, update notes, or keep the cadence natural.

planned
Day 13
review

Planned spacing window

No message scheduled on this day. Use this window to verify context, update notes, or keep the cadence natural.

planned
Day 14
review

Planned spacing window

No message scheduled on this day. Use this window to verify context, update notes, or keep the cadence natural.

planned

▣ ACTIONS TAKEN · 0

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