F-02Case studies

Index
CS-05 · Reference content

Helping people prepare for commercial roof assessments

For commercial roof assessments, everyone reads the same briefing before the first conversation.

01 Starting point

How it worked before

Each commercial roof assessments inquiry triggered a hand-written preparation email from the commercial roof survey and maintenance firm. The wording depended on whoever happened to send it.

02 The problem

What it cost the team

Day to day with commercial roof assessments, the briefing's content depended on its author and their afternoon. Consistency, not quality, was what was missing.

03 What we built

The specified works

The new guide walks through building use, roof type and site location in everyday language and sets out inspection access requirements and maintenance scope. The website asks only for first-contact information; anything sensitive moves through the business's own approved channel later.

Schedule of items4

  1. S-01Preparation page
  2. S-02Minimal initial fields
  3. S-03Staff-approved instructions
  4. S-04Secure-process signposting
04 Timeline

10 working days, approval to handover

10 working days after content approval, including staff review and handover.

05 What changed

The as-built result

For commercial roof assessments, everyone reads the same briefing before the first conversation. Staff stopped re-writing instructions, and attendees stop arriving with the wrong ones.

The guide for commercial roof assessments means I explain the process once, properly, instead of rushing a rewrite every afternoon.

Olive SaxtonCustomer inquiries lead, commercial roof survey and maintenance firm Tulsa, Oklahoma

Questions about this build

How long did this build take?

10 working days after content approval, including staff review and handover.

What did the business have before?

Each commercial roof assessments inquiry triggered a hand-written preparation email from the commercial roof survey and maintenance firm. The wording depended on whoever happened to send it.

What did the build include?

The new guide walks through building use, roof type and site location in everyday language and sets out inspection access requirements and maintenance scope. The website asks only for first-contact information; anything sensitive moves through the business's own approved channel later. The items used were: preparation page, minimal initial fields, staff-approved instructions, secure-process signposting.

Which plan covers this kind of work?

One page per roofing service is included on every plan. Weekly detail updates is included on every plan. Plans start at $127 a month, with a $697 build fee invoiced only after launch.

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See how a build like this would work for your roofing company

A live walk-through of the site you would get, on your screen. Plans from $127 a month, the $697 build fee invoiced only after launch.