- Case Studies
How We Built a Full SaaS System for a Roofing Client Inside HighLevel
A roofing company came to us, looking for a website. What they got was a full sales and marketing system. See how we turned a roofing company's website into a full SaaS system with automated booking, pricing, and follow up.
+82%
Increase in Booked Calls
2.4×
Leads and Call Conversions
37h
Hours Saved Per Month
About the client
Volumecontact is a roofing company that needed more than a website. Leads were coming in from Facebook, phone calls, and the site itself, but there was no system tying it together, so follow up depended on someone remembering to do it manually.
They came to LeadsFlex to build a complete SaaS system inside HighLevel: a full website, working pricing packages, booking, and automation that runs without anyone chasing leads by hand.
Industry
Roofing Company
Location
United States of America (USA)
Team size
4 People
Tools
HighLevel
Timeline
1-2 Weeks
- The Challenge
Challenges Before LeadsFlex Takeover
These were the challenges our roofing client faced before our work. We did a proper consultation to find out these issues and highlighted them for our roofing client.
No Leads Central System
Leads came in from multiple sources with no central system to catch them.
No Automated Flow
No automated follow up for missed calls or unanswered forms.
No Onboarding Flow
Pricing and packages weren't connected to any purchase or onboarding flow.
No Booking System
No booking system built into the site itself. Users were leaving site without booking.
- The Solution
Things That Are Done by LeadsFlex for Roofing Business
We’re not an agency of everything. We are Certified HighLevel Experts. We go deep on HighLevel and we want teammates who want to do the same.
Built 16 Pages
Built a custom 16 page website inside HighLevel with a roofing cost calculator by state.
New Lead Automation
Added instant email and text alerts so every new lead gets a response within seconds of coming in.
AI Chatbot / Live Chat
Added an AI chatbot to the website and social pages that answers questions and captures leads 24/7.
Pipeline Stages
Built a visual pipeline from New Lead to Job Completed, so every lead's status is always clear.
Follow-Up & Nurture Campaigns
Set up instant, weekly, and monthly follow-up sequences that run automatically for a full year.
Appointment & Estimate Automations
Automated booking confirmations, reminders, no-show messages, and reschedules end to end.
Database Reactivation
Built a reactivation campaign that reaches out to past customers and turns old contacts into new jobs.
Do-Not-Disturb Management
Set up automatic opt-out handling to keep every campaign compliant.
Missed Call Text Back
Added instant text-back on missed calls, so no lead goes to voicemail.
Reviews Automation
Built a review flow that routes happy customers to public reviews and unhappy ones to private feedback.
Team Notifications
Set up instant team alerts for new leads, bookings, and hot replies.
- AI Automation We Set Up
How AI Handles Leads After Our Work
We didn’t just automate follow-up, we put an AI layer on the front end so leads get answered the moment they land on the site, day or night.
AI Chat Widget
Added directly to the roofing website, the AI chat widget engages visitors in real time, answers questions, and can move a lead into the booking flow without a human touching it.
24/7 Lead Response
Whether someone visits at 2pm or 2am, the chat widget is there to respond immediately instead of leaving them to fill out a form and wait.
Smart Hand-off to Booking
Once a visitor is ready, the chat widget routes them directly to the booking page, so the AI isn't just answering questions, it's actively moving people toward an appointment.
Automated AI Replies
Once a lead is booked automated AI replies and follow-ups kickoff and the mature the lead into a converting client.
The Results After Our Work
VolumeContact now runs their entire front end from one system. Every lead, no matter where it comes from, gets tagged, followed up with, and tracked through a pipeline automatically. No manual work, no leads falling through the cracks.
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