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SHAI for Roofers

Storm weeks are feast, the rest is chasing, and the chasing is unstaffed.

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How this business runs

Storm weeks are feast and the rest of the year is chasing, and the chasing is unstaffed. Inspections that never became quotes, and quotes that never became jobs, are two lists that sit untouched between storms.

The recommended team

8 agents from the roster, in the order this trade needs them.

/ghl-pipeline/ghl-calendar/seo/ads-metrics/ads-optimize/organic-content-creator/build-flyover/site-speed

The tasks that will run

Chase the quotes that went quiet

every weekday at 7am

The chasing is unstaffed, and it is where the off-season revenue is.

/ghl-pipeline · runs the agent · delivered to dashboard

Respond to a storm enquiry fast

every two hours between 7am and 7pm

In a storm week the first roofer to answer gets the street; a check costs nothing the rest of the year.

/ghl-pipeline · checks a condition first and only starts a run if it trips · delivered to dashboard

Report what the ads cost per booked job

every Monday at 8am

Roofing clicks are expensive enough that guessing is not an option.

/ads-metrics · runs the agent · delivered to dashboard

Keep the storm and area pages ranking

on the 1st of each month at 9am

Storm demand is searched for by suburb within hours.

/seo · runs the agent · delivered to dashboard

Every one of these arrives as a proposal you approve or decline. Nothing is scheduled by signing up.

The tools to connect

Go High Level (GHL)

GoHighLevel is where the leads, the pipeline, the calendar and the conversations live. Almost every task below reads or writes it.

Google Ads API (paid ads)

Google Ads is where demand that is already searching gets bought.

Google Calendar

Google Calendar is what SHAI writes to when the booking does not live in the CRM.

Each one is your own account, connected once. Every tool carries its price and the exact steps.

The first week

  1. Connect the CRM and let SHAI list every inspection this year that never became a quote.
  2. Turn on the quiet-quote chase and read a week of drafts.
  3. Ask for cost per booked job on last quarter's ads before the next storm.
  4. Add this week's roof permits on Permit Tracker, and let SHAI text the crew the day each one is issued.
  5. Switch on the Receptionist after hours so storm-week calls get booked instead of missed, each one on your calendar and Dispatch board.

What to read on a Monday

  • Inspection-to-quote rate — Where the free inspections stop being free.
  • Quote-to-job conversion — The number storms flatter and the off-season exposes.
  • Cost per booked job — Roofing leads are expensive; only booked jobs justify them.
  • Average job value — Repair versus replacement is most of the year's margin.

What SHAI will not do in this trade

  • Anything that texts or calls a customer runs on a registered A2P 10DLC brand and campaign with the consent record on file. /ghl-a2p sets that up; SHAI will not send a customer message before it exists.
  • TCPA: no call or text to anyone who has not opted in, nothing outside 8am-9pm in the recipient's own time zone, and an opt-out honoured on the first message it arrives in.
  • Every message SHAI sends to someone who is not the owner says it is an AI assistant acting for the business (master prompt 4.7). It is never presented as a person.
  • SHAI never writes a review, never offers anything in exchange for one, and never posts as a customer. It drafts replies to reviews that already exist, for the owner to send.
  • Licence numbers on advertising where the state requires them.
  • Insurance claims are the homeowner's, not the contractor's. Nothing SHAI writes offers to handle, negotiate or interpret a claim, or to waive a deductible - several states make the last one a criminal offence.

Every line in this file is a recommendation written from an operator's knowledge of how this trade actually runs, never a promise about a result. Cadences are starting points; the owner changes them. Compliance notes are a reminder to check, not legal advice. Written 2026-09-15.

A playbook is a head start, not a requirement: SHAI works for any business, and a trade that is not on this list gets the same agents and a general plan built the same way.

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