The short answer: respond within an hour, walk them through the portal, schedule the inspection within 48 hours, drive the pipeline by deal type. Insurance jobs flow through scope → supplement → install; retail jobs flow through estimate → contract → install. Roof Launch automates deposit confirmation + portal walkthrough + scheduling; the rep drives the relationship through close.
The onboarding flow — insurance path
- Deposit confirmation (within 15 minutes). Automated email + SMS.
- Personal call (within 1 hour). Gather claim status, carrier, deductible.
- Customer portal walkthrough. Homeowner sees their rendered new roof in selected material color + square count + claim-flow explanation.
- Roof inspection scheduled within 48 hours. Photo documentation for adjuster meeting.
- Adjuster meeting coordinated. Schedule the carrier's adjuster to walk the roof with you or your supplement specialist.
- Initial scope received → supplement filed. Capture items the initial scope missed.
- Approved supplement → material order → install scheduled.
- Install + final walkthrough + warranty registration.
The onboarding flow — retail path
- Deposit confirmation (within 15 minutes).
- Personal call (within 1 hour). Gather material tier preference + decision-maker info.
- Customer portal walkthrough.
- Estimate scheduled within 48 hours. On-site or photo-estimate.
- Contract signed. 30-50% material deposit typical.
- Material order → install scheduled.
- Install + final walkthrough + warranty registration.
What to collect during onboarding
- Claim status (filed, approved, or not started — drives the path).
- Insurance carrier + adjuster contact. Get the adjuster name early; build the relationship.
- Deductible amount. Material to the homeowner's out-of-pocket math.
- HOA approval status for shingle color (where applicable).
- Material tier preference. 3-tab vs architectural vs designer vs metal.
- Decision-maker check. Both spouses sign the contract before scheduling.
Common onboarding mistakes
- Slow first-hour response. Storm-zone homeowners are talking to 2-3 contractors. Speed is decisive.
- Skipping the supplement. Initial scope misses code-required items and hidden damage 70-80% of the time. Supplement-writing competence is the margin lever.
- Not setting expectations on permit + material lead times. 1-3 week material lead times feel like the deal is stalled. Tell the homeowner up front.
- Final walkthrough that misses follow-up items. Walk every valley, every flashing, every accessory before requesting final payment.
Automate the first three stages. Drive the rest.
Roof Launch handles deposit confirmation, portal walkthrough, and scheduling automatically. $1 per mailed roof quote.
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