Pick services by finding the leak. If homeowners never learn you offer financing, fix your website and estimates first. If they learn about it but don't act, work on follow-up and scripts. If you're not sure, start with tracking, because guessing is expensive in a business where one signed roof can be worth five figures.
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Roof financing pages and estimate wording
Website pages and estimate inserts that explain your lender partner's payment option in its approved words, so homeowners stop treating the full price as a dead end.
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Replacement-season ad campaigns
Search and map ads timed to your region's re-roofing windows, aimed at homeowners comparing full replacements rather than patch jobs.
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Estimate follow-up through the off-season
A consent-based text and email rhythm that keeps a $15,000 roof estimate warm from the autumn quote to the spring install.
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Estimator and canvassing scripts
Kitchen-table and doorstep wording that raises financing at the right moment, stays inside the lender's rules and respects provincial selling laws.
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Financing uptake tracking
A monthly view of how many estimates mention financing, how many homeowners apply with the lender, and what happens to your signed-job rate.
Roof financing pages and estimate wording
This is the foundation, and the place most roofing companies should begin. A homeowner who reads a clear page about paying over time before calling you arrives with one fewer objection.
We write a dedicated financing page, a short block for each replacement service page, and a consistent line for your printed and digital estimates. Everything uses your lender partner's approved wording. Read the full scope on the roof financing pages service.
Replacement-season ad campaigns
Ads make sense once your site can explain financing well. Without a good landing page, you pay for clicks that leave confused.
We run search and map ads aimed at people pricing a full replacement, timed to the re-roofing windows in your region. Spring and early autumn get the budget; deep winter gets a lighter "book your estimate now" message. The details are on the replacement-season campaigns page, and the seasonal calendar guide explains the timing by region.
Estimate follow-up through the off-season
Follow-up suits companies with plenty of estimates and a weak signing rate. In roofing, the gap between estimate and decision can be six months, and most companies stop calling after one attempt.
We set up a consent-based text and email rhythm that reminds homeowners, at sensible intervals, that their estimate stands and that payment options exist. It respects Canada's anti-spam rules and stops the moment someone asks. See the estimate follow-up service.
Estimator and canvassing scripts
Scripts help when your estimators each describe financing differently, or avoid mentioning it because they're worried about sounding pushy.
We write kitchen-table and doorstep wording that brings up the payment option after the homeowner has understood the roof's condition and the price, never before. For door-to-door teams, we flag the provincial direct-selling rules to check with the right office. The scope is on the estimator scripts page.
Financing uptake tracking
Tracking is for owners who want to know whether financing is actually doing anything. Without it, the program becomes a line on the estimate that nobody measures.
We build a simple monthly view: estimates written, estimates where financing came up, homeowners who applied with the lender (as reported to you by the lender, in totals only), and signed jobs. The tracking service page explains what we measure and what we never collect.
What every service has in common
Each service follows the same three ground rules, whichever you pick.
- The lender's words win. If your lender partner has approved a description of its program, we use that description, even when we'd phrase it differently. Marketing copy that drifts from the approved wording is the most common way financing promotions get roofing companies into trouble.
- No invented numbers. We never calculate a monthly payment, quote an interest rate or estimate an approval rate. If a figure appears in your marketing, it came from the lender's own materials.
- You own everything. Pages, ad accounts, message templates and tracking sheets belong to your company from day one. If you stop working with us, nothing disappears.
Those rules make the work slower at the start, mostly because lender reviews take time. They also mean you're never left defending a claim you can't support when a homeowner, a lender or a consumer-protection office asks about it.
How to choose in five minutes
Answer these questions with last season's numbers:
| If this is true | Start with |
|---|---|
| Your website doesn't mention financing, or buries it | Financing pages |
| You write many estimates but sign fewer than one in four | Follow-up, then scripts |
| Estimators rarely mention the option | Scripts |
| You have budget for ads but a thin spring pipeline | Seasonal campaigns, after the pages |
| You can't say how many financed jobs you did last year | Tracking |
Prices for each plan are on the pricing page. Whatever you choose, nothing we do involves lending, brokering or roofing work. We're a marketing service, and the lender and your crews do their own jobs.
Frequently asked questions
Do I have to buy all five services?
No. Most owners start with the financing pages and estimate follow-up, because those work on homeowners you already reach. Ads and scripts come next if the numbers support them.
Do I need a lender partner before you start?
Yes, for the customer-facing work. We can't market a program that doesn't exist, and we only use wording your lender approves. If you're still choosing, we can plan the rollout while you decide.
Can you write wording that promises low monthly payments?
We won't invent monthly figures or rates. Any payment example comes from your lender's approved materials, with the disclosures the program requires.
Which service pays back fastest?
Usually estimate follow-up, because the homeowners have already asked for a price. It costs far less to revive a written estimate than to buy a new lead.