THE ROOFING SOLUTIONS
TOOLKIT IMPLEMENTATION
PROCESS FLOW

Welcome to the Roofing Solutions Toolkit Implementation Process Flow! On this page,
we’ll show you the 6 easy steps we’ll take so you can get more roofing leads, inquiries,
referrals, and clients on autopilot in no time!

STEP 01

ACCESS

To get the ball rolling, we’ll first need your access credentials to the following:

Google Analytics
Google Search Console
Google My Business
Your Website

We’ll need all of these so we can:

Install the automation features of the Roofing Solutions Toolkit
Leverage your business data for better lead generation, marketing, and sales performance
Optimize your roofing business’s online ecosystem for improved conversion

You can provide your access credentials to via email, call, or SMS. Once provided, we will then proceed to the onboarding process.

After getting your access credentials, we’ll then proceed to an onboarding call. You can set this onboarding call on your preferred date and time through our schedule link:

Onboarding Call Schedule Link

In this onboarding call, we’ll discuss the whole project scope and the next steps we’ll make to ensure both of our teams are on the same page.

You’ll be introduced to our key personnel so you know exactly who to reach out to for questions and concerns and we’ll also discuss what we’ll do with your key accounts and data so there will be no surprises.

Once the onboarding call is done, we’ll then proceed to the testing phase.

STEP 02

ONBOARDING

STEP 03

TESTING

After completing the onboarding call, we’ll now proceed to the testing phase where we’ll go through a rigorous testing process to make sure every automation software installed to your business accounts and system are running well.

This phase is necessary so you can fully enjoy the power of# automation without a hitch.

Once done, we will now proceed to the launch phase of your roofing business’s upgraded online ecosystem!

Once the testing phase is done, we’re now ready to launch your fully-automated roofing business online!

All you have to do is sit back and watch your roofing business get more leads, inquiries, referrals, and clients on autopilot!

STEP 04

LAUNCH

STEP 05

REPORTING

After the launch of your automated roofing business, you’ll receive routine reports on the performance of your roofing business online.

We’ll provide you with key data and metrics report so you’ll know exactly which part of your marketing campaign should you maximize and identify the leaky parts of your sales pipeline so you can plug it as soon as possible like the roofing expert that you are!

Last, but not the least is we’ll set up recurring Quality Assurance meetings so we can ensure that the power of your business’s automation software and system is always in top condition.

We’ll need these recurring QA meetings so we can always adapt to the inevitable rapid growth of your business!

STEP 04

SETUP RECURRING
QA MEETINGS

Just click on the ‘Ready’ button below so we can finally start
the Roofing Solutions Toolkit!

YES, I UNDERSTAND AND I’M READY TO START!

QUESTIONS? CLARIFICATIONS? NEED ASSISTANCE?

Just email us at info@locusvisualarts.com or call us at 555-5555 so we can help you get the
answers and assistance you need right away!

THE ROOFING SOLUTIONSTOOLKIT IMPLEMENTATIONPROCESS FLOW