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LiveRoofing & HVAC · Southwest Florida, serving contractors nationwide

We book buyers, not leads.

Qualified roofing and HVAC appointments, on your calendar. Then the CRM, the rehash engine and the sales floor that turn them into signed contracts.

Book a free auditSee the numbers

This week

Sample week

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Booked
14
Qualified
14
In territory
14
Budget confirmed
14

No-shows are rebooked at no charge. They do not count against your package.

Proof

Attributed to date

01

$1,323,580

In attributed sales

02

468

Appointments booked and kept

03

317

Projects sold from those appointments

04

1,000+

Dead leads reactivated

05

12+

Revenue systems shipped

And counting!

The diagnosis

You don’t have a lead problem.

You have four leaks, and every one of them sits downstream of the thing you keep paying to fix. More leads into a broken pipe just costs more.

Leak 01

A lead isn’t an appointment

A form fill is a phone number. Somebody still has to call it, qualify it, and get a time on the calendar. Lead vendors sell you the phone number and leave the hard part to your sales team — then bill you again next month.

Leak 02

Your CRM is a filing cabinet

It stores what already happened. It doesn’t chase the no-show, flag the stalled estimate, or tell you which rep is sitting on twelve open bids. If your pipeline only moves when someone remembers to move it, that’s a cabinet, not a system.

Leak 03

Your old database is a graveyard

Every contractor doing real volume has thousands of contacts nobody has touched in a year. You already paid to acquire them. Most owners never work them again because nobody owns the job.

Leak 04

Every rep runs a different pitch

Your best closer has a process in his head. Nobody has written it down, so your newest rep invents his own. You can’t coach what you can’t see, and you can’t scale what you can’t repeat.

The system

Five lanes. One engine.

The order is real. You cannot train a sales floor on a pipeline that does not exist yet, and a booked appointment dies in a CRM nobody maintains.

Who we run this for

Two trades, and the operators next to them.

Roofing

Retail and insurance work, storm cycles, supplements, and the difference between a homeowner who wants a roof and one who wants a claim handled.

See the detail

HVAC & plumbing

Replacement demand, maintenance plans, and the seasonal swing that decides whether your techs are stacked in July and idle in November.

See the detail

Other home trades

Siding, windows and doors, bathroom remodeling. Same engine: a filtered homeowner list, a person on the phone, and confirmed appointments on your calendar.

See the detail

Selected work

The work behind the numbers.

Appointment setting

Built from zero, ongoing

From no website to $550,000 in tracked revenue

A startup roofing company with nothing — no site, no CRM, no pipeline. We built the whole operation and then filled it: 100+ replacement appointments, 30+ repairs, and over half a million dollars in tracked revenue.

$500K+
In roof replacement revenue
100+
Replacement appointments booked
30+
Repair jobs booked
$50K+
Added from repairs and online sales

Read the case

Appointment setting

First package, now on a second

Five roofs signed off a $5,000 package

Fourteen qualified appointments, thirteen kept, five roofs signed. Just under six figures in new revenue on a five thousand dollar package — and they re-upped.

5
Roofs signed
14
Appointments booked
93%
Appointments kept
$2.33
Gross profit per $1 invested

Read the case

Appointment setting

Live engagement, early

A $12,000 project off the first appointments we booked

Our first HVAC partner. Replacement and install appointments only — no service calls — and the first project off them signed at twelve thousand dollars.

$12K
First project signed
100%
Booked for replacement or install
0
Service calls sent to their team
25
Appointments booked to date

Read the case

How it runs

Kickoff to a booked calendar in six to eight weeks.

Day 0

01

Onboarding call

Thirty minutes on your funnel, your CRM and your numbers. We agree the territory, the offer and the definition of a qualified appointment in writing. We also tell you whether we are the right people to fix it — sometimes the answer is no.

Days 1–4

02

List built

Property records filtered to your service area and to the thing you sell, the script written, and the calendar integration wired into whatever your team already opens every morning.

Days 5–7

03

First appointments

Our team starts dialling and every homeowner who clears the standard gets booked. The first confirmed appointment is usually on your calendar inside the first week.

Weeks 2–4

04

Tune

We review recorded calls against the scorecard, tighten the list and the script, and work your aged database alongside the new demand. Weekly numbers, no vanity dashboards.

Weeks 6–8

05

Full calendar

A repeatable week of qualified appointments, a CRM that moves work without being pushed, and a sales process your team runs the same way twice.

Run your own numbers

Don't take our word for it. Take yours.

Move the sliders to your close rate, your average job, your margin. The model runs against the Standard package — twelve qualified appointments a month at $5,000, plus a share of up to 10% on the backend revenue we help produce.

3

One cycle equals one month of appointments.

112
30%

What your reps close when they're in front of a qualified homeowner.

5%100%
$18,000

Your typical contract on a full replacement.

$6,000$45,000
35%

Revenue left after materials, labor and crew cost.

5%100%
Appointments per month
12
Package price per month
$5,000
Backend revenue share
UP TO 10%
No-shows rebooked
NO CHARGE

Net gross profit after Stratify

$33,600

Over 3 months · 36 appointments · 11 jobs closed

Appointments delivered
36
Jobs closed
11
Contract revenue produced
$194,400
Your gross profit on that revenue
$68,040
Package cost
−$15,000
Backend share (up to 10%)
−$19,440
Return per $1 invested
$1.98

You cover the entire investment at 4 closed jobs. Everything after that is margin.

This is a projection built entirely from numbers you entered, not a forecast and not a promise. We guarantee appointment volume and the qualification standard. We do not guarantee close rates or installs — what happens in the living room depends on your pitch, your pricing and your reps.

The backend share is calculated on collected contract revenue from appointments we set. Where a backend share applies it is agreed in writing before work starts, and the rate is on your agreement. Gross profit uses the margin you entered and does not include your overhead, sales commissions, or financing costs.

From the operators we work with

Named, with the company attached.

“Stratify took us from chasing leads to a calendar that fills itself — 100+ booked appointments and real roofing sales behind them.”
Seth DaffinOwner · Royal Ridge Roofing · Florida
“I tried a 5-pack to test it. Closed 2 out of 5 in a retail Florida market — no price-dropping to compete. The lead quality just spoke for itself.”
Hunter GrahamProject Manager · Green Coast Roofing · Florida

Why this exists

Everyone here has sold the work.

We have knocked the door, sat at the kitchen table, and watched a homeowner decide whether to trust us. Between us we have been on the wrong side of that conversation enough times to know exactly what a bad lead feels like at 7pm on a Thursday.

That is why Stratify does not sell leads. We have driven to them. We have sat outside a house where nobody was home, holding a phone number somebody had already sold twice.

So we built the opposite. We call every homeowner before you ever hear about them. If they do not own the house, are outside your area, have no budget or no timeline, you never see them — and you are not billed for them.

Everything else we do exists to protect that appointment. We build the CRM, because a booked meeting dies in a system nobody maintains. We work your old database, because the contacts you have already paid for are worth more than any new list. And we train your reps, because a good meeting in front of an uncoached closer is a wasted one.

We are not a marketing company. We put appointments on your calendar and we tell you the numbers every week, including the weeks they are bad.

The Stratify team

Southwest Florida, working nationwide

Questions

The ones owners actually ask.

If yours is not here, ask it on the audit call. You will get the same answer either way.

What counts as a qualified appointment?

Four things, all of them. The homeowner owns the property. They are in your service area. They have confirmed a budget and a timeline. And they have agreed to a specific time on your calendar. Miss any one and it does not count against your package. That standard is in your agreement, not just on this page.

How is this different from buying leads?

A lead is a phone number. An appointment is a meeting a human has already confirmed. The work between those two things — calling, qualifying, handling the objection, getting a time agreed — is the part lead vendors leave to your sales team. It is also the part that decides whether the money was worth spending. We do that part.

Why won’t you guarantee a close rate?

Because we do not control your pricing, your reps, your crews or your reputation. We control how many qualified homeowners are sitting on your calendar and whether they meet the standard. That is what we guarantee. Anyone promising you signed contracts is guaranteeing something they cannot deliver, and you will find that out in month three.

How fast does the first appointment land?

Five to seven days from the onboarding call. The list takes a few days to build and dialling starts as soon as it is ready. Working through the whole package usually runs six to eight weeks, though it can be finished inside the first week — it depends on the volume you bought and what the market gives back. Pacing that is our job, not something you have to manage.

Can you work inside the CRM we already have?

Yes. We work in GoHighLevel, JobNimbus and AccuLynx, and we book directly into the calendar your team already opens every morning. If your CRM is the bottleneck we will say so and quote the fix separately — but we will not force a migration to start booking.

What size company is this a fit for?

Roofing and HVAC contractors doing roughly $1M to $20M. Below that, the appointment volume usually outruns the crew and you end up paying for meetings you cannot service. Above it, you generally need something built rather than bought, which is what the systems work is for.

Free 30-minute audit

Show us the bottleneck. We’ll tell you straight.

Bring your funnel, your CRM and your numbers. We will walk through them and tell you what we would run — or why we are not the right fit.

Book a free auditNo deckReal numbersA straight answer