REVENUE LEAK AUDIT | SOUTHWEST WASHINGTON
Recover Revenue Hiding in Your Unsold Roofing Estimates
Do You Know What Happens to Every Lead and Estimate?
How quickly does every new lead hear back from someone on your team?
What happens after you send an estimate and the homeowner goes quiet?
Can you see which estimates still need follow-up?
Does everyone on your team handle new inquiries the same way?
You do not need a perfect process. But if you cannot easily answer those questions, you may be losing opportunities between the first call and the signed job.
Before you buy more leads, find out where you're losing current opportunities. CLX identifies the three biggest breakdowns in your lead response, estimate follow-up, and pipeline, and shows you what to fix first.
FIRST FIVE PILOT: $297 | REGULAR PRICE: $995
Limited to five qualified roofing companies in Clark, Cowlitz, Lewis, or Skamania counties. There is no charge to apply.
Diagnostic Clarity
New lead response: How quickly are new inquiries noticed, assigned, and contacted? Are missed calls or web inquiries ever left unanswered?
Estimate delivery and follow-up: How long does it take to send an estimate? Once it is sent, does someone consistently follow up?
Pipeline tracking: Can you quickly tell which homeowners were contacted, which estimates are outstanding, and which opportunities were won or lost?
Team and payment process: Does everyone follow the same basic steps? Are project updates and payment milestones handled consistently?
Why Roofing Estimates Go Unsold
Lead handling varies by person
Many estimates don’t receive a consistent next contact after they’re delivered.
The next step isn’t defined
An estimate may be sent without a clear date or responsibility for the next follow-up.
Stalled estimates disappear from view
Without clear pipeline tracking, active opportunities can become indistinguishable from truly lost jobs.
Follow-up stops too soon
When different team members follow different processes, response times and follow-up become inconsistent.
WHAT YOU’LL WALK AWAY WITH
Each audit is conducted by CLX founder Jeff Tennyson, an experienced business operator and consultant with a background in P&L management, customer acquisition, multi-unit operations, and process improvement. The audit uses a structured framework to evaluate lead response, estimate follow-up, pipeline visibility, workflow consistency, and payment processes.
Who Conducts the Audit
1. Submit the application: Tell us about your company, trade, service area, and current process. There is no charge to apply.
2. CLX reviews your fit: We confirm whether your company meets the First Five pilot requirements.
3. Complete payment if selected: Accepted companies receive instructions for the $297 pilot payment and the information needed to begin.
4. Provide business activity totals: Share information such as lead volume, estimates, follow-up activity, and completed sales. Individual homeowner information is not required.
5. Receive and review your findings: Within seven business days after receiving all required information, CLX identifies the three most important areas to address and reviews them with your owner or decision-maker during a 45-minute meeting.
HOW IT WORKS
If your company is selected, you’ll receive:
A Revenue Leak Risk Score
The three biggest gaps found in your process
A clear explanation of why each gap matters
Practical recommendations for addressing them
An ordered list showing what to fix first
A 45-minute meeting to review the findings and answer questions
Regular price: $995 | First Five pilot price: $297
This is a diagnostic audit—not a promise of additional sales or revenue.
Comprehensive Breakdown
Four Key Review Stages
1 Lead Response Speed
2 Estimate Follow-Up
3 Pipeline Visibility
4 Workflow Uniformity
How quickly and consistently every new inquiry receives a response.
What happens after you deliver an estimate and the homeowner goes quiet?
Whether you can see which opportunities are active, stalled, won, or lost.
Whether everyone follows the same basic process from inquiry through payment.
First Five Cohort
IS YOUR COMPANY A FIT FOR THE FIRST FIVE?
CLX is selecting up to five roofing companies serving Southwest Washington for the initial pilot.
The regular price of the Contractor Revenue Leak Audit is $995. Companies selected for the First Five receive the complete audit for $297 while CLX tests and refines the audit process with a limited group of local roofing companies.
A good fit is a company that has delivered estimates during the last 90 days, can provide reasonably accurate business activity totals, wants to improve its lead or estimate process, and can have an owner or decision-maker attend the findings review.
Individual homeowner information is not required. Applying does not guarantee selection.
Audit Application
Complete the application below so CLX can determine whether your roofing company is a good fit.
There is no charge to apply. If selected, you’ll receive instructions to complete the $297 payment and provide the information needed for the audit.
CLX uses the information you provide to evaluate your application, administer the Revenue Leak Audit, communicate with you, and support related CLX services. CLX does not sell your audit information or share it with homeowners or other contractors. Information may be processed by trusted service providers that support our application, payment, scheduling, and audit processes, as described in our Privacy Policy.
CLX believes more leads create more value only when a contractor has a process that can convert them. The Revenue Leak Audit helps identify what happens after a homeowner inquiry reaches your business—where follow-up slows down, estimates go quiet, or opportunities fall out of the pipeline. By strengthening those areas first, your company can be better prepared to make the most of future opportunities, including qualified homeowner opportunities available through Contractor Lead Exchange.