Decide what growth should change
Before planning 2027, write down what you want the business to give you: more profitable jobs, predictable work for the crew or fewer evenings spent returning calls. Pick one primary goal and a constraint you will protect, such as delivery quality or available cash. This is a planning guide prepared in November 2026, not a forecast of 2027 market conditions.
Review your last completed jobs by service type, travel time, selling price and actual direct costs. Revenue alone will not tell you which work to pursue.
Find the constraint before buying more leads
| What you observe | First action |
|---|---|
| Few suitable inquiries | Clarify your service area and acquisition channels |
| Calls but few inspections | Review response and qualification |
| Inspections but delayed quotes | Assign the missing measurement or pricing inputs |
| Sales but cash shortages | Review job costs and collection timing |
Use the same group of opportunities when comparing stages. A contract signed today may come from a call received weeks ago.
Build a repeatable customer journey
Choose one service and a realistic territory before expanding. Give each inquiry an owner, an agreed next action and a date. After an inspection, make scope, exclusions and customer decisions explicit in the proposal. Follow up on the promised date rather than sending the same message repeatedly.
For estimating preparation, satellite roofing proposals can organize property information; remote measurements do not replace verification of site conditions.
Make the weekly review small enough to use
Track qualified inquiries, delivered proposals, accepted jobs, actual job margin and upcoming cash commitments. Ask which one changed and inspect the underlying records. Give the next improvement one owner and a due date. Do not add another crew just because the calendar looks busy; verify funded work and supervision capacity first.
Use the 90-day roofing growth plan to turn this into weekly work. If customer communication is the bottleneck, discuss call and follow-up support with LeanLine. No growth rate or sales result is guaranteed.
