Improve your follow-up conversations

A better reason to reach back out.

The Energy Savings Estimator is not only a lead generation tool. It can also help you re-open quiet roofing conversations by giving building owners something useful: a realistic estimate of how much they could save with a cooler roofing solution.

Why this matters

“Just following up” gets old fast.

Most prospects do not need a never-ending stream of messages asking if they are ready. They need a useful reason to keep the process moving with you. The energy savings estimator gives you a simple way to offer value before asking for the next step.

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Value

It gives the building owner a number they can actually think about.

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Excitement

Huge energy savings can make a roofing project feel more strategic.

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Helpfulness

You are helping them understand the benefits before pushing for a decision.

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Sensible urgency

Waiting may have a cost, but the message stays grounded instead of relying on pressure.

The shift: Instead of saying, “Are you ready yet?” you can say, “Here is another reason to consider doing your roof sooner rather than later.”
How to use it

A simple follow-up workflow.

Use this after a proposal, inspection, roof coating conversation, restoration discussion, or any stalled sales opportunity where the building owner may still be weighing the cost of moving forward.

1

Send the estimator

Share the landing page and explain that it can help them see a realistic estimate of potential A/C cost savings.

2

Invite a better question

Encourage them to look at the project through a different lens: “What might the current roof be costing us each year?”

3

Guide towards next steps

Offer to compare options, timing, restoration, replacement, coating, or maintenance paths.

Examples of when to send it

Ideally, use it when the conversation is still warm.

After quote

They received a proposal but have not signed.

Send the estimator as a helpful planning tool, not as a pressure tactic.

After inspection

They understand the roof problem but are unsure about timing.

Use savings to show that waiting may have an ongoing cost beyond roof deterioration.

After silence

The prospect went quiet.

Reach out with something useful instead of another “just checking in” message.

Future month

They are still not ready.

Move into a helpful long-term follow-up sequence with new options, planning questions, or legitimate timing opportunities.

Copy-paste templates

Start with a helpful message.

Replace the brackets with your company details, the contact’s first name, and the correct landing page URL.

Email template

Tip: Send this after a proposal, after an inspection, or when a good prospect has gone quiet.

Text message template

Tip: Keep text messages short. The goal is to be useful, not to explain everything at once.
Don't have the estimator on your website?

Another option: Use our public estimator and copy the results into a personalized follow-up.

You can run our estimator manually and copy over the most relevant 5-year savings range in the email below.

Run the estimate

Enter the prospect’s building information, then use the most relevant 5-year savings range in the personalized email below.

Open Public Estimator
1. Open the tool Use the public Energy Savings Estimator.
2. Enter building details Use the best information you have for the prospect.
3. Copy the range Add the most relevant 5-year savings range to your follow-up.

Email: Personalized Savings Estimate

Tip: Use this when you run the estimate yourself and want to send the prospect a more personalized follow-up.
After they use it

Turn the estimate into a better next conversation.

The estimator gives you a natural reason to ask smarter questions and offer practical options.

If the savings look strong

“Would it be helpful if I showed you what a coating option could look like compared with doing continual repairs?”

If they ask how accurate it is

“It is a planning estimate. Actual savings can vary based on the building, roof condition, system, usage, utility rates, insulation, and other factors.”

If they still need time

“No problem. Would it help if I gave you a couple of options based on budget, timing, and how long you plan to hold the property?”

Future-month follow-ups

Helpful ways to follow up if they still do not sign.

Not every prospect is ready after seeing the potential savings. That does not mean the follow-up should become repetitive. Rotate in messages that offer options, planning help, real timing benefits, or a simple open door.

Offer more options

Ask if they would like to see another path, such as repair now and restoration later, coating instead of replacement, or phased work across multiple roof sections.

Stay useful without pressure

Sometimes the best message is simply an open invitation to reach out when they are ready or when something changes. If your schedule is filling up, mention it as a helpful planning note, not a push.

Share legitimate volume savings

If you are placing a large material order, let them know you may be able to include their products and pass along real volume savings.

Check for plan changes

Ask if anything has changed since the last conversation. New leaks, budget updates, or insurance issues can all reopen the door.

Good urgency is real. A big order, seasonal scheduling, weather windows, facility downtime, budget planning, or worsening roof conditions can all be valid reasons to follow up. Fake urgency trains people to ignore you.
More messages to use

Short follow-up ideas you can personalize.

More options

Volume savings

Anything else?

Latest thoughts

Open door

Best way forward

Follow-up mindset

Be useful, specific, and easy to reply to.

Do this

  • Send something that helps them make a better decision.
  • Connect the message to their building, timing, or budget.
  • Use real reasons to follow up, such as planning windows, material orders, or updated options.
  • Make the next step easy: “Would it help if I sent over two options?”

Avoid this

  • Repeated “just checking in” messages with no new value.
  • Unrealistic discounts or invented deadlines.
  • Making the estimator sound like a guaranteed savings number.
  • Pressuring someone who needs more information or a different option.
The goal is simple: give prospects a better reason to keep talking with you.