Guide
How to track where your roofing leads come from
If you spend money on websites, ads, yard signs or canvassing, you need to know which ones bring jobs, not just phone calls. It starts with one question on every lead.
Published · welvy team
Ask on every lead
When a lead comes in, record where it came from before anything else: which website, a referral, a past customer, a yard sign, a door knock. Use the same short list every time, so the numbers add up later.
Keep the list short and clear
- One source per website if you run more than one
- Separate referrals from past customers, since they grow in different ways
- Merge duplicates, such as two names for the same website, so one source isn't split in two
- Retire sources you no longer use instead of deleting their history
Look past the lead count
A source that brings ten calls and no jobs is worth less than one that brings three calls and two jobs. Compare the leads from each source with how many became sold jobs and what they were worth. Check it monthly, and over a full year, since roofing is seasonal.
How welvy does it
In welvy every lead has a source from your own list, and a website can fill in the trade for you. The leads-by-source report shows how many leads each source brought over any date range, and the closing rate and sales reports show what turned into work.
Common questions
How do I track roofing leads?
Record every lead in one place the moment it comes in, with its source, contact details and address, then follow it through estimate, approval and invoice.
Which lead sources work best for roofers?
It depends on your market. The only reliable answer comes from your own numbers: track the source of every lead and compare how many from each one became sold jobs.
How often should I review lead sources?
Monthly for a quick check, and once a year to compare whole seasons before you set next year's marketing budget.