The Home Service Cold Calling Machine

Most home service companies don't have a lead problem. They have a system problem.

Calls get made, notes get lost, follow-up never happens, and good leads go cold in a spreadsheet.

This playbook is the full operating system we run inside our own roofing company.

What's inside

• The 7-stage machine, start to finish: list → CRM → dialer → disposition → pipeline → automations → appointment

• The exact list filters we pull (roof age, ownership length, equity, owner-occupied, storm overlay, phone)

• CRM setup: custom fields, import mapping, tagging, duplicate and DNC scrub

• All 7 call dispositions and what each one should trigger automatically

• The full pipeline: New Lead → Contacted → Warm Follow-Up → Appointment Set → Inspection → Proposal → Won/Lost

• 3 automation sequences written out step by step (interested, appointment, long nurture)

• Cold call script, 6 objection responses, and a 15-second voicemail

• The numbers: dials, contact rate, appointment rate, show rate, close rate — plus the daily math

• "Mistakes that kill this stage" checklists on every stage

• A 30-day launch checklist so you actually run it

Who it's for Home service business owners who want appointments on the calendar instead of a call list nobody follows up on.

Who it's not for Anyone looking for a magic script with no system behind it.