Microstax Revenue Engine Lead Automation System
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Pipeline

Your Roofing Pipeline: The 5 Stages Between a Lead and a Booked Job

By Microstax4 min readMay 2026

Every roofing job follows the same path, from a fresh lead to a signed contract. If you can't see that path, you can't see where jobs fall out of it, and they fall out at every step.

FROM 100 LEADS TO BOOKED JOBSNew lead: 100Contacted: 68Call booked: 42Quote sent: 27Job won: 16Most leads fall out in the first two stages, before a quote is ever sent.

The drop-off is front-loaded

Notice where the funnel narrows fastest: between a new lead and a real conversation. That is the slow-follow-up leak again. By the time you reach the quote stage, the hard filtering is already done.

WHERE THE 84 LOST DEALS GOLead never contacted in time32 lostNo follow-up after the first call26 lostQuote sent, then silence26 lostReached the finish line16 wonAlmost every leak is a follow-up gap, not a bad lead.

Why a visible pipeline wins more jobs

When every lead sits in one pipeline with a clear stage, nothing gets forgotten. You can see the quote you sent on Tuesday that never got a follow-up, and the call that was booked but never confirmed. Those are jobs, sitting in plain sight.

You don't manage it. The system does.

The goal isn't to stare at a pipeline all day. It's to have one that moves leads forward on its own: confirming appointments, chasing quotes, and flagging the deals that need you. You just work the ones that are ready to close.

See exactly where your leads are leaking

Book a free 10-minute lead-loss audit. We'll map where jobs slip away in your business, and what plugging it is worth. No pitch, just clarity.

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