What is the 48-hour convert to contract goal and pilot KPI?

The pilot target is to convert 30% of qualified storm-driven leads to signed one-page contracts within 48 hours. This metric focuses execution and reporting for the pilot market.

What are the key operational SLA targets for rapid response?

Key SLAs include ingesting leads in under 5 minutes, SDR scoring within 10 minutes, response target 15 minutes, site tarped within 24 hours when required, proposal delivered within 24 hours, and signed contract within 48 hours.

How is the lead qualification score calculated and what threshold is required?

Lead‑qual is the sum of proximity (0–3), storm relevance (0–4), and contactable (0–3). Accept leads scoring 7 or higher. Example: proximity 3 + relevance 4 + contactable 3 = 10 => accept and dispatch.

What is a battlecard and what should it include?

A battlecard is a one‑page playbook for lean crews. It should include proof points, fixed pricing bands, one‑line scripts, SLA targets, quick assets (one‑page contract, mobile estimate PDF), and decision triggers for field roles.

What must the proposal package contain for fast execution?

The proposal should include a fixed pricing band, clear scope examples, a weather contingency and start window, a one‑page contract with quick‑fill signature fields, and any photo or checklist evidence.

How do we remain TCPA compliant when contacting leads?

Use clear opt‑in language for SMS and robocalls such as Reply YES to opt in, log consent with timestamp and channel, and follow 47 U.S.C. §227 requirements. Always record consent in the CRM.

How should the pilot be run and measured for success?

Run small pre‑registered experiments in two ZIP codes, track conversion to signed contract within 48 hours, aim for a 30% conversion rate, and monitor post‑job NPS and KPI dashboards before scaling.

How can an ops team quickly create an Opportunity in CRM?

Use a CRM quick‑create call to add an Opportunity with StageName Proposal/Price Quote and a close date, then attach the prefilled one‑page contract via Flow or Quick Action. Preserve timestamps and agent initials for audit.

How to Convert Storm-Driven Local Attention into Fast Contracts

TLDR

Goal: convert storm-driven interest into signed roofing contracts within 48 hours.
Audience fit: small crews (≤10) doing short-cycle B2B sales with annual decision cadence.
Use a lean playbook: battlecard, fixed-price bands, one-page contracts, simple scripts, and clear SLAs.
Prioritize leads by proximity, storm relevance, and contactability; target a total score ≥7.
Run a two ZIP-code pilot; aim for ~30% conversion to signed contracts in 48 hours; iterate with post-contact debriefs.

How to Convert Storm-Driven Local Attention into Fast Contracts

Gulf Coast 2025-09-12

KPI: 48-hour convert-to-contract target — 30% (pilot market)

Incident snapshot

Storm-driven attention creates concentrated local demand. Quick operational targets: response target 15 minutes, lead-qual score ≥ 7, contract-ready in 48 hours.

Aerial-style map highlighting storm-impacted neighborhood with ZIP clusters and hot spots for rapid post-disaster response and contract acceleration. Framed by Kelly

Convert in 48 hours is the measurable pilot goal used to focus execution and reporting.

Local-signal cues and prioritization

Public housing attributes and local chatter help prioritize outreach. Neighborhoods with older roofs and high owner-occupancy get higher weight. Score leads on three dimensions: proximity, storm relevance, contactability.

ACS DP04: Household and housing characteristics data used to estimate roof age and owner occupancy for prioritization.
Lead-qual score: Numeric rubric combining proximity (0–3), storm relevance (0–4), contactable (0–3). Threshold: accept ≥7.
Battlecard: One-page, playbook-style decision aid that includes proof points, fixed pricing bands, scripts, and SLA targets for fast execution.

Scoring example (expand for a sample)

Example: a property 0.4 miles from a hot spot (proximity=3), reported roof leaks after the storm (storm relevance=4), and answered phone on first try (contactable=3) => total 10 => accept and dispatch.

Lean-crew battlecards (templates)

Battlecards keep small crews aligned. Each row below is a single-row template to copy into a printable one-page sheet.

Trigger-response battlecard templates for fast field decisions
Trigger	Role	Script (one-line)	Asset	SLA
Emergency tarp request	Field Lead	"Tarp can be on site within 24 hours; final repair window confirmed after inspection."	One-page contract (fixed band $X–$Y)	Site tarped ≤24 hrs
Insurance claim initiated	Estimator	"Estimate submitted to insurer; typical approval 7–14 days; temporary protection offered now."	Prefill insurance scope + contingency checklist	Proposal sent ≤48 hrs
Visible shingle loss	Field Lead	"Quick safety check now; will send one-page estimate with fixed band and start window."	Mobile estimate PDF + photo checklist	Estimate delivered ≤24 hrs
Minor leak, owner prefers quick fix	Technician	"Temporary patch today; full scope and pricing sent within 48 hours."	Pre-filled service order + receipt	Patch same day; full offer ≤48 hrs
Considerations: vary price bands by material and crew availability. Keywords: rapid response, fixed-band pricing, opt-in consent, weather contingency. Use these to find similar templates and playbooks.

One-minute debrief template (click to expand)

Fields to capture after each contact: lead ID, outcome (accept/decline), key objection, script tweak, next step, timestamp, agent initials.

Rapid proof: step-by-step workflow

Detect — Ingest storm chatter and prioritized neighborhoods. Ops fills lead queue in under 5 minutes. Outcome: rapid queue for qualification.
Decide — SDR runs lead-qual score within 10 minutes. Accept leads scoring ≥7 and dispatch Estimator.
Deliver — Estimator sends fixed proposal package (pricing band, start-window, weather contingency) within 24 hours.
Close — Sales obtains one-page signed contract within 48 hours and creates the Opportunity in CRM.

Pilot design: run small, pre-registered experiments in two ZIP codes. Success metric: 30% conversion to signed contract within 48 hours.

Condensed proof bullets

Short experiments reduce noise: test with small registered lists first.
Fixed band pricing removes negotiation friction for quick consent.
One-page contracts increase signature rates versus multi-page proposals.

Timeline (example)

0–5 min: Lead ingested and queued.
5–15 min: SDR scores lead; accepted or rejected.
15–1440 min: Estimator inspects (virtual/photo) and sends proposal within 24 hours.
24–48 hrs: Sales secures signature and books start date.

Ops checklist and paste-ready snippets

Lead-qual rubric: proximity (0–3), storm relevance (0–4), contactable (0–3) — accept if ≥7.
One-minute post-interaction debrief: record outcome, key objection, and script tweak; feed daily KPI dashboard.
TCPA compliance: use opt-in language for SMS and robocalls per 47 U.S.C. §227. Example opt-in language: "Reply YES to opt in for updates." Always log consent with timestamp and channel.

CRM quick-create (paste-ready):

curl -H "Authorization: Bearer $TOKEN" -H "Content-Type: application/json" -d '{"Name":"Storm-Job - 2025-09-12","StageName":"Proposal/Price Quote","CloseDate":"2025-09-20"}' https://yourInstance.salesforce.com/services/data/vXX.0/sobjects/Opportunity

Then attach the prefilled one-page contract via Flow or Quick Action.

Proposal package must include: fixed pricing band, clear scope examples, weather contingency statement (e.g., "Start window: within 7 business days; rain delays extend start by X days"), and a one-page script with quick-fill fields for signatures and dates.

After-action: track NPS post-job against category benchmarks. Iterate battlecards using small experiments and disciplined analytics before scaling.

rapid roof-response, 48-hour contract conversion, fixed-band pricing, one-page contracts, battlecards, SLA targets, lead-qual score 7+, proximity scoring, storm relevance scoring, contactability, local event-driven sales, pilot-market rollout, small crews, emergency tarp, insurance repair package, pre-filled insurance scope, start window, weather contingency, ZIP-code hot spots, exclusive partnerships, proof points, scripts, quick-signature workflows, NPS tracking, mobile estimates, pricing bands, customer experience loops, post-disaster demand, operational playbooks, battlecard templates