Weatherguard

Before starting:

• Open Spotio on your mobile device (ensure location tracking is enabled).

• Load your pre-mapped route and review high-priority homes.

• Check past records to avoid redundant visits.

Key Actions in Spotio:

• Log into Spotio & confirm your canvassing area.

• Open lead list and review notes on pre-loaded homes.

• Make sure your phone/iPad is fully charged!

When knocking on doors, every interaction needs to be logged properly to track progress and avoid repeat visits.

If the homeowner answers:

• Introduce yourself and Weatherguard.

• Offer a free inspection & explain the value (storm damage, insurance claims, etc.).

• If interested, schedule an inspection immediately and log details in Spotio.

• If hesitant, note concerns for a follow-up visit.

If no one answers:

• Leave a door hanger or flyer.

• Log the attempt in Spotio as “No Answer – Left Materials”.

• Set a reminder for a second visit if the home is high-priority.

If the homeowner declines:

•  Log response as “Not Interested” in Spotio.

•  Avoid future visits unless they request a callback.

Key Actions in Spotio:

•  Log interaction type (Interested, No Answer, Not Interested).

•  Schedule follow-ups & set reminders for later visits.

•  Attach homeowner notes (e.g., “Wants to think about it, call back in 2 days”).

When a homeowner agrees to an inspection:

• Open Spotio and create an appointment with their preferred time.

• Confirm details & send a calendar invite (if available).

• Sync with Acculynx so the inspection moves into the sales pipeline.

• Send a confirmation text/email (if the homeowner provides contact details).

Key Actions in Spotio:

• Create an inspection event and log homeowner details.

• Sync with Acculynx for automatic project creation.

• Confirm and remind homeowners of their scheduled inspection.

Spotio helps project managers track field activity in real-time, ensuring the process is efficient.

• Mark homes as “Completed” after visits.

• Tag team members if additional follow-up is needed (e.g., manager review).

• Update lead statuses dynamically as you move through the neighborhood.

Key Actions in Spotio:

• Check in and update status as you canvass.

• Notify your team of key homeowner responses.

• Keep leads moving smoothly into the next phase.

Once you’ve covered your route:

• Review your logged interactions and double-check follow-ups.

• Update status for each home (to prevent duplicate visits).

• Your canvassing activities will automatically be synced with Acculynx to manage next steps. 

Key Actions in Spotio:

• Finalize all logged visits and mark follow-ups.

• Send a quick summary to your manager (if required).

• Make sure all new appointments & leads are synced.

•  Real-time tracking – Know which doors have been knocked & what responses you got.

• Seamless follow-ups – No lost leads, no forgotten callbacks.

•  Instant inspections – Homeowners get scheduled right away.

•  Live updates – Managers and teams stay in sync.

With Spotio, every door-knock counts! Stay efficient, log every interaction, and keep moving forward. 

🚀 Next step: Follow-ups!

1. After canvassing, go into Spotio’s lead database to review leads marked for follow-up.

2. Prioritize follow-ups based on response type:

• High-priority (Interested but needs time) – Follow up within 24-48 hours.

• Medium-priority (Asked to call back later) – Follow up within 3-5 days.

• Low-priority (Left materials but no response yet) – Follow up within 7-10 days.

Key Actions in Spotio:

• Open your lead list and filter by “Follow-Up Needed” status.

• Check past notes from the initial interaction to personalize the follow-up.

• Prioritize leads based on urgency and potential interest.

 Follow-ups can be done through calls, texts, emails, or in-person visits, depending on the homeowner’s preference.

Phone Call (Most effective):

•  Remind them of the conversation:
  • ➝ “Hi [Name], we spoke on [date] about your roof. You mentioned needing time to decide. Just checking in—would you like to schedule your free inspection?”
  •  Address any previous concerns (cost, insurance, timing, etc.).
  •  If they confirm interest, schedule the inspection immediately in Spotio.

Text Message (Best for quick responses):

•  Short and direct:
  • ➝ “Hi [Name], following up from Weatherguard. Would you like to set up your free roof inspection this week?”
  •  If no response, follow up after 24 hours with a second message.

Email Follow-Up (For documented communication):

• Subject: Weatherguard Free Roof Inspection – Follow-Up
• Brief message summarizing your discussion and an easy way to book an inspection.
• Include a link to schedule if available.

Door Knock (If No Response to Calls or Texts)

• If a lead hasn’t responded, drop by their house again.
• Remind them of the previous discussion and offer to schedule an inspection on the spot.

 Key Actions in Spotio:

• Use Spotio’s built-in calling & texting features to reach out quickly.

• Log each attempt and update lead status (e.g., “Left Voicemail” or “Scheduled Inspection”).

Set a new follow-up reminder if they still need time.

• Choose the appropriate contract template based on the deal type:

• All Regions: Customer Insurance Agreement (CIA) (Formerly Rep. Agreement)

• Region 1, 3, and 4: Materials Specification Contract (MSC), Pre-Start Checklist, and Change Order

• Weatherguard Credit Application

Select the contract template.

Choose between:

• “Sign Now” (for immediate execution).
• “Send to PM then Customer” (for sequential signing).

1. Step 1: The sales representative receives an email and fills out their portion of the form.
2.  Step 2: Once the sales rep completes their section, an email is sent to the customer.
3. Step 3: The customer fills out their portion of the form.
4. Step 4: After both parties complete the document, a confirmation is sent indicating the contract has been fully executed.

All completed e-contracts must be uploaded into Acculynx as per usual.