Welcome to RooferOps. Meet your new back-office marketing & tech team:

Josh Boesen

Owner, JAB Exteriors Partner, RooferOps

Chris Langille

Lead Performance Marketer, Partner

Anthony Cucchi

Onboarding & Account Manager

Kevin Bowers

Technology Lead & Operations Engineer


We're glad to have you. There are a few things we need to get your marketing and automation up and running. Below is a checklist with video walkthroughs for a few things.

Step 1: Complete the Onboarding Form:

Here's a checklist of what You need to have set up and have access to:

  • You need a Facebook Business Manager account https://business.facebook.com/overview (this is where you/we can access the necessary things we need like your Facebook Business Page, Pixel, Ad Account, etc.) We can help you set this up if you don't already have it in place
  • You should have an Instagram page/account, and know the login to your Instagram
  • Where is your domain registered? You/we will need access to your domain account for the landing page and funnel URLs we build. Is it GoDaddy? Namecheap? Someone else? Figure out your login credentials. If you don't know where your domain is registered, paste the URL into this page and it will tell you
  • Where is your email hosted? Outlook? Gmail? Something else? Just figure that out for now.
  • We need your business logo (you can upload this to the onboarding form above)
  • We need you to send us a few different selfies we can use in your campaign (examples below)
  • We need a simple selfie video for a video ad campaign (these convert like crazy; example below)
  • We need a "what to expect video" for your funnel (example below)
  • Grab your phone and download an app called Lead Connector, it looks like this (we'll set you up with a login shortly)

**Once you take the selfie photos and videos, text them to (484) 844-2340

**The sooner you can get us everything the sooner we can start your campaigns; we cannot get started without these items; do your best to get us everything in the next 5 business days

Bonuses (but not immediately required):

  • Make sure you setup a Bing Places profile; this is the equivalent to your Google Business Profile, but on Bing; this is important because more and more people are using Ai tools like ChatGPT to find local roofers and ChatGPT pulls much of it's data from Bing, thus having a Bing Places profile is key

Examples of selfie images that we need from you:

We need at minimum, 3 different selfies (preferably 5-8), ideally on a job site, or even on a roof. The images below, albeit somewhat generic have resulted in multiple 6-figures in roofing job revenue. Real, friendly images of people resonate with homeowners. The more an ad looks like an ad, the faster someone will scroll right by it.

**The photos do not necessarily have to be you. If you have a team/employee/crew member who you feel would look better on camera, the photos can be of that person(s) if need be.

**Make sure you smile in the photo, you need to look friendly and unassuming.

**If you have team photos, or photos of your team/crew members on a job, send those to us also, they convert really well and build trust with the homeowner that you are not some fly-by-night company.

We need several different images because we test multiple different ad creatives to see which combination of image and ad copy works the best. This is crucial in optimizing your campaign(s)!

Example of selfie video that we need from you for your ad campaign(s):

Video can convert at a much higher clip than image-only ads sometimes, as such, we want to create a video in your campaign as well. We can do all kinds of cool stuff with video, like targeting people who have watched a certain percentage of the video with new/different ads.

Here is an example below. We recommend doing the video outdoors on a nice day, or at a job site, just walk around and talk to the camera. Just be yourself, and do not come off as salesy.


Example of selfie video that we need from you for your landing page funnel:

When you are dealing with the general public, people are skeptical sometimes about who you are and if your roofing company is legit. Any opportunity you have throughout your ads or landing page to disarm their fears or skepticism should be taken advantage of.

The example video below is a video we will use in your funnel, right before the page where they schedule their estimate. The purpose of the video is to simply explain to them what to expect, and/or what happens next after they schedule their estimate.

We have seen simple videos like this increase funnel conversions by over 25%, which could easily be an extra 6-figures in revenue from the same ad spend. We want to make the most out of every penny you are spending on ads, and videos like this help us do that.


Here's what We will be doing for you:

  • SMS phone number registration
  • Complete automation CRM build-out with SMS/Email follow-up system
  • Estimate Calendar booking system for leads who want an estimate
  • Facebook/Instagram Campaign(s)
  • Facebook retargeting audiences
  • Facebook Conversions API setup
  • Landing Page/Funnel build out
  • Google Analytics setup
  • Google Tag Manager setup (for advanced conversion tracking)
  • Mobile App (for CRM and communicating with leads)
  • Ongoing campaign management & accountability reporting/calls

A few accountability reminders

  • we're dealing with the general public, a.k.a., we cannot control lead quality. Most leads will be solid, but some will be bad or hard to get a hold of, that's just how it goes; take the good with the bad
  • lead volume is like the stock market; its not always a bull market; some weeks may be leaner than others, while other weeks you can't keep up with the volume, but overall, in the long run, the system will be highly profitable for you
  • leads by themselves don't make you money; you still need to call them and sell them; we can't do that part for you (yet) so be sure you and your team are ready to hustle 💪
  • RooferOps is a territory based system; we will never take another roofer in your territory as long as you are our client
  • we will schedule a few calls with you over the next few weeks for CRM training so you know how to use the system and track leads and revenue; you cannot miss these calls; we will get with you to block off time so we can help you get the most out of our systems