▣ LEAD ACCOUNT // CODEXO WEBSITE LEADS

Roofing Georgia

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

Jasper, GA · score 50 · needs review.

02

Website findings

C grade with 3 issues and 3 next actions attached.

03

Owner check

2 possible owner records found. Highest confidence is 80%.

04

Recommended script

Codexo prospect research packet is paused with 5 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

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?

draft
Day 2
email

Quick thought on your lead flow at Roofing Georgia

Hi [Prospect Name], Hope you're having a productive week. I was browsing the Roofing Georgia website and noticed the many different phone numbers listed. While great for tracking, it often creates a challenge for service businesses to ensure every call is answered, every lead is followed up on, and all client conversations are in one place. Many roofing companies we work with find that missed calls and fragmented communication lead to significant lost revenue. Codexo helps by bringing all your calls, texts, emails, and social messages into one unified platform, ensuring faster responses and better lead conversion. Would you be open to a quick 15-minute 'Lead Flow Audit'? We could pinpoint any areas where leads might be slipping through the cracks and show you how a streamlined system could boost your bookings. Best, [Your Name] Codexo

draft
Day 3
sms

Lead flow audit

Hi [Prospect Name] - this is [Your Name] from Codexo. Just left you a voicemail about your lead flow at Roofing Georgia. Noticed a few things on your site that might be costing you missed calls. Worth a quick chat? [Your Calendar Link]

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 your website, Roofing Georgia, has a significant number of phone numbers listed, which is common for businesses trying to track different campaigns or service areas. However, this often creates a challenge in consolidating leads, ensuring timely responses, and preventing calls from slipping through the cracks. At Codexo, we help service businesses like yours centralize all client communications – calls, texts, emails, and social messages – into one platform. This ensures no lead is missed and every conversation is tracked, leading to faster response times and more booked jobs. Would you be open to a brief 15-minute 'Lead Flow Audit'? We could quickly identify any potential revenue leaks from scattered communications and show you how a unified system could streamline your operations. 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
email

Re: Quick thought on your lead flow at Roofing Georgia

Hi [Prospect Name], Just wanted to follow up on my previous email. I know how busy it can get running a successful roofing business, and often, the biggest revenue leaks come from things that seem small – like a missed call or a delayed response. We recently helped a similar roofing company increase their booked appointments by 20% in just three months, simply by centralizing their communications and automating their follow-up. They were losing an estimated $5,000-$7,000 per month from leads that weren't being properly managed. If you're curious about how a 'Lead Flow Audit' could uncover similar opportunities for Roofing Georgia, let me know. It's a no-obligation chat, purely focused on identifying potential improvements. Thanks, [Your Name] Codexo

draft
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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