Trade show follow-up for roofing leads

What to capture on your lead sheet

The best lead sheets are designed for speed at the booth and clarity later. If you only capture one extra thing, capture a single “next step” note so your follow-up feels personal.

• Name
• Email and/or phone
• Address (or city/zip if they’re hesitant)
• Need type (storm damage / replacement / leak repair)
• Timeline (urgent / this month / later)
• Insurance involvement (yes/no/unsure)
• Best time to contact
• Roof notes (age, material, obvious issues they mentioned)
• One “next step” note (inspection requested, quote requested, brochure)
• Priority tag (Hot/Warm)

A booth-owner workflow that doesn’t fall apart

1. Capture one reliable contact method and one qualifying detail (need type + timeline).
2. Mark Hot leads immediately (storm damage, urgent leaks, ready to schedule).
3. Write one quick note that personalizes the follow-up (roof age, insurance question, concern).
4. Photograph lead sheets clearly before leaving the venue.
5. Upload the photos the same day to avoid “typing delay.”
6. Send the first follow-up within 24 hours offering an inspection time window.
7. Follow up again within 48 hours for Hot leads if no reply (short and direct).

Common booth-owner pain points

• Leads are high value and competitors respond quickly.
• You need to schedule inspections before they forget.
• Paper lead sheets pile up after a long weekend.

Typical booth scenarios

• Storm damage questions
• Insurance notes
• “Free inspection” sign-ups

Upload → review → send

1. Upload a photo/PDF of your lead sheet right after the rush.
2. Review and fix anything unclear (we flag low-confidence fields).
3. Send personal follow-ups while the show is still fresh in their mind.

Qualifying questions (fast + effective)

• Is this storm damage, replacement, or a leak/repair?
• What’s your timeline (urgent / this month / later)?
• What’s the address (for inspection prep)?

A simple follow-up cadence

You don’t need a 12-step sequence. You need a short, consistent cadence that gets replies and moves the right people to the next step.

• Same day / next morning: Schedule the inspection. Offer an inspection booking link or two time windows and ask one qualifying question (storm damage vs replacement).
• 48 hours later: Keep urgency without pressure. Send a short reminder and make it easy to reply with preferred times.
• Day 5–7: Close the loop. Send a last bump asking if you should keep it on your radar.

Start free and upload your lead sheet

Follow-up ideas

• Offer an inspection window and set expectations.
• Ask one qualifying question to prioritize urgency.
• Keep it short: acknowledge + schedule.
• If they mentioned insurance, offer to answer one question (but don’t over-explain in email).
• Use a direct subject line (“Roof inspection follow-up”) and a single next step.
• Send a second touch within 48 hours for Hot leads (short reminder + schedule).
• If they’re out of area, reply quickly with a clear no and a helpful alternative.

Example follow-ups

Hi {{name}},

Thanks for visiting us at {{eventName}}. If you’d like a roof inspection, you can book a time here: {{schedulingLink}} (or just reply with a couple times that work).

{{signature}}

Hi {{name}},

Quick question after {{eventName}} — is this storm damage, a leak/repair, or a replacement? If you share your timeline, I’ll point you to the right next step.

{{signature}}

Hi {{name}},

Following up after {{eventName}} — I can do an inspection on {{option1}} or {{option2}}. Which works better?

{{signature}}

Hi {{name}},

Just closing the loop after {{eventName}} — should I keep this on my radar, or is now not the right time?

{{signature}}

What kills replies after the show

The goal is to be helpful and fast, not perfect. Most missed opportunities happen because follow-up gets delayed or the first message is too long.

• Waiting until mid-week to follow up (homeowners book quickly).
• Not asking for address/service area (wastes time).
• Sending a generic brochure email without scheduling a next step.
• Forgetting to ask whether it’s storm damage vs replacement (changes urgency).
• Not prioritizing Hot leads first (the best jobs get contacted last).
• Trying to fully “clean” the lead sheet before sending any follow-up.
• Over-explaining roofing in the first email (one CTA is enough).
• Skipping touch #2 (many homeowners intend to reply but get busy).
• Not capturing best times to contact (more phone tag).
• Not tracking which leads already scheduled (creates duplicate outreach).

Can I add notes from my paper sheet?

Yes—review the extracted data and fix/complete anything before sending.

How quickly should I follow up after a home show?

Same day or next morning is ideal. Roofing leads shop fast and often book the first inspection that can happen soon.

What should my first message focus on?

Scheduling the inspection. Keep it short and make the next step obvious.

How many follow-ups should I send?

A simple 3-touch cadence works: same day, 48 hours later, and a final bump within a week.