21d (edited) • Chatroom 💬
Pre-Qualify Before You Book
Most contractors waste time on bad leads because they try to “sell first” instead of filter first.
If you fix this, your close rate goes up without getting more leads.
Here’s how to do it:
1. Add friction (on purpose)
Your form should NOT be easy—it should be intentional.
Ask questions like:
- “When are you looking to complete this project?”
- “Have you set a budget for this yet?”
- “Are you the homeowner making the final decision?”
This filters out tire kickers instantly.
2. Force micro-commitments
Before they book:
- Require full name, phone, email
- Ask 1–2 qualifying questions
- THEN show calendar
People who complete this = higher intent.
3. Disqualify aggressively
You don’t need more leads—you need better leads.
Examples:
- No timeline → nurture, don’t call
- No decision maker → don’t book
- Price shopping only → low priority
4. Set expectations upfront
On your booking page say:
“This call is for homeowners ready to move forward in the next 30 days.”
This alone increases close rate.
Bottom Line:
Better qualification =
Less time wasted + Higher close rate + More revenue per lead
2
3 comments
Pre-Qualify Before You Book
powered by
skool.com/the-roofing-inner-circle-4561
Free community for roofing contractors to network, share best practices, ask questions, and get real-world help from other roofers.
Suggested communities
Powered by