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Halo Roofing Services

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What to do next:

  1. Review your plan (scroll down)
  2. Save this link (For your records)
  3. Execute it (start with ONE section)

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Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • Homeowners, strata managers, and builders in need of reliable, high-quality roofing services that provide peace of mind and long-term property protection.

Audience Type

  • B2C
  • Homeowners, Strata Managers, Builders

Needs – Primary Buying Considerations

  • Quality and reliability of roofing work
  • Long-lasting materials and workmanship
  • Transparency and clear communication

Demographics

  • Age Range: 40+
  • Gender: Primarily Female
  • Geography: Local (Website doesn't specify city, but is Australian based)
  • Income Level: High
  • Profession: Office Job, Administrative Industry

Psychographics

  • Lifestyle: Work From Home
  • What they value: Quality, Durability, Honesty, Personalised Service
  • Pain Points: Poorly done roofing work, lack of transparency in services
  • Buying Behavior: Values being heard and listened to, seeks trusted local service providers

Secondary Target Market

  • Smaller to medium-sized construction businesses in need of a trusted roofer for building projects. They value quality, punctuality, and transparency in billing and communication.

2. My Message to My Target Audience

Refined Elevator Pitch

  • Halo Roofing Services delivers trustworthy, high-quality roofing work to homeowners, strata managers, and builders, using only premium materials for durable and long-lasting results. We prioritize transparent communication, ensuring you are always informed and can feel confident in your property's protection.

Understanding Their Pain Points

  • Unreliable or poor-quality roofing work leading to recurring issues
  • Difficulty finding honest, high-quality roofers
  • Lack of transparency in service and communication

Transformation

  • Confidence in a durable, high-quality roof providing long-term protection
  • Peace of mind knowing that they can trust their roofer's workmanship and communication
  • Easy-to-manage roofing task with clear communication and transparency in process

Unique Selling Proposition (USP)

  • Quality over quantity: We never compromise on workmanship or materials
  • Transparency in communication: Clients always receive clear, honest information
  • Small operator advantage: We provide a personalized, reliable service that larger firms can't match

Brand Values & One-Liners

  • "Your Most Trusted Local Roofers: Quality, Transparency, Reliability."
  • "Protect Your Property, Preserve Your Peace Of Mind With Halo Roofing."
  • "Quality Materials, Superior Workmanship, Clear Communication: That’s Our Guarantee."

Tone

  • Our brand communicates with professionalism, confidence, and honesty. We aim to instill a sense of security and satisfaction in our clients, mirroring the feeling of having a safe, well-protected home.

Hero Text Idea

  • Flag Text: "Local Expert Roofers"
  • Main Headline: "Securing Your Property with Premium Roofing Services."
  • Sub Headline: "Experience the Halo difference with our superior workmanship, high-quality materials, and our commitment to clear, transparent communication."
  • CTA: "Schedule Your Inspection Today."

3. The Media I Will Use to Reach my Target Market

Website

  • Optimize mobile usability to cater to customers researching services on-the-go.
  • Track conversions like 'schedule an inspection' or 'quote requests'.

Social Media

  • Focus on Facebook and Instagram, popular with the 40+ demographic.
  • Implement daily posts with a mix of service highlights, testimonials, and works-in-progress images.

Paid Advertising

  • Google Ads, focusing on roofing service-related keywords in the business's locale.
  • Local Facebook and Instagram ads targeting homeowners, and property managers.

Content Recommendations

  • Blogs on roof maintenance, the importance of quality materials, and understanding roofing services.

Directories

  • Listings on Home Improvement directories, local business listings, and builder databases.

Publications

  • Reach out to local magazines or home improvement online portals for feature articles or ad placements.

Partnerships & Outreach

  • Collaborate with local hardware stores or builder's merchants (tile companies, waterproofing services).
  • Offer speaking engagements at local property management events/seminars.

SEO and Content

  • Create blog content with keywords surrounding roofing services, maintenance, and common roofing problems.
  • Leverage Google Business Profile for greater local visibility.

Offline and Local Media

  • Branded banners or signage at local home improvement stores.
  • Print flyers or door hangers in neighborhoods with older homes needing roof repairs/updates.

Online Events

  • Webinars on 'Understanding Your Roof' targeting homeowners and property managers.

Online Networking

  • Participate in local community Facebook groups, Home Improvement forums/discussions.

Cold Outreach

  • Email marketing targeting local strata managers and builders, offering discounts on bulk or repeat service commitments.
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • Free Roof Inspection Checklist (Downloadable PDF Guide)
  • Common Roofing Problems And How To Spot Them (Article or eBook)
  • Online Roofing cost Estimate Tool (Interactive calculator)

Tripwire Offer

  • Discounted initial roof inspection
  • Small repair work or routine maintenance at a reduced price

Welcome Sequence

  • Automated thank you email after lead capture/inspection booking
  • Regular update emails during the job process
  • Request for review or testimonial after completion

Segmentation

  • Segments based on client type: homeowners, property managers, builders
  • Segments based on job type: repair, replacement, maintenance

Chatbot and Automation

  • Implement a chatbot on website to ease booking and answer common questions
  • Review CRM to improve tracking of lead source and job status

2. My Lead Nurturing System

Marketing CRM

  • Current platform: Not specified, but CRM used
  • Automation capabilities: Unclear from available information
  • Recommended improvements: Evaluate dedicated marketing CRM platforms such as HubSpot or ActiveCampaign for enhanced automation and segmentation features

Sales CRM

  • Current platform: Not specified
  • Pipeline tracking or handoff process: An admin calls leads, books inspection, logs into the CRM, and maintains follow-ups
  • Recommended upgrades: Align sales process with marketing automation using a fully integrated CRM platform

Automated Follow-Ups

  • Types of automations: Post-quote, post- inspection, re-engagement after inactivity
  • Frequency or triggers: After every interaction (quote, inspection), after 2 days of inactivity post-quote

Newsletter

  • Frequency: Monthly
  • Topics: Roof maintenance tips, company service highlights, testimonials
  • Segmentation: Homeowners, strata managers, builders

Retargeting & Ads

  • Platforms and goals: Facebook and Google Ads for retargeting visitors who didn’t convert or engage sufficiently

Social Media and Content

  • Posting frequency: Daily on Facebook and Instagram
  • Content type or campaign focus: Service highlights, testimonials, work-in-progress

Webinars and Events

  • Suggested cadence: Quarterly webinars on topics like - Understanding Your Roof, Spotting Roofing Issues

Other Nurture Channels

  • Implement live chat or chatbots for instant query resolution and lead capture on the website
  • Review and enhance CRM for better tracking of lead source and job status

3. Sales Conversion Strategy

Sales Process

  • Continue the process flow: lead generation > reception call > scheduling inspection > inspection and photo documentation > quotation > email presentation > follow-up
  • Include a digital contract in the email presentation to reduce friction between quotation and job commencement
  • Automate follow-up reminders in CRM after the initial post-quotation call

Sales Assets

  • Design an attractive digital proposal template that includes inspection photos, quotation, contract, and testimonials
  • Prepare a script for the admin/inspector to address common concerns during the initial call/inspection
  • Develop an SOP for admin to track, update and maintain a streamlined lead management in the CRM

Testimonials and Case Studies

  • Collect testimonials post-job completion via email or text message prompt; incentivise with discounts for future services
  • Showcase testimonials on the website's homepage, proposal template, and social media
  • Create case studies of complex jobs to demonstrate expertise and problem-solving proficiency

Conversion Rate Insights

  • Utilise CRM to track conversion rate from quotation to job commencement
  • Aim to increase conversion by 10%, adjusting sales process or assets based on lead feedback

Urgency and Offers

  • Promote seasonal offers for autumn leaf-cleaning or winter damage inspection
  • Stress the importance of regular roofing repair and maintenance to reduce long-term costs
  • Offer referral discounts to incentivize past clients to bring in new leads

Guarantees and Risk Reversal

  • Emphasize the use of premium materials and provide a warranty on job completion for a stipulated period
  • Assure customers with the promise of free rectification service if the job develops a flaw within the warranty period

Shock and Awe

  • Following quotation acceptance, send a personalized thank you email/letter expressing excitement to work with them
  • After job completion, provide a surprise discount voucher for future services or a referral incentive
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Welcome email with details of the scheduled inspection.
  • First roof inspection includes a walkthrough with the client explaining the process.

Communication Cadence

  • Text message reminders before due dates of appointments or inspections.
  • Monthly email updates on preventative maintenance and roofing tips.

Client Education

  • FAQ section on the website explaining common roofing problems and solutions.
  • Blog posts on roof maintenance, material selection, and cost optimization.

Personalized Touches

  • Surprise inspection upgrades for long-term clients.
  • Birthday emails with discount coupons for future services.

Visuals and Documentation

  • Detailed before and after photos on the conclusion of each project.
  • Comprehensive final report with maintenance recommendations.

Feedback and Proactive Support

  • Email survey after each completed service for client feedback.
  • Rapid-response customer service hotline for immediate roofing issues.

Guarantee or Promise

  • Clear warranty terms for each project outlined in final reports.
  • 'Satisfaction or rectification' policy on all services.

Operational Excellence

  • Scheduling based on client's convenience and weather predictions.
  • Uniform and branded vehicles for professionalism and easy recognition.

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Offer long-term maintenance contracts with periodic inspections and maintenance.
  • Develop pre-payment discounts for annual contracts.

Upsells & Cross-Sells

  • Introduce service add-ons such as gutter cleaning or skylight installation.
  • Offer premium materials as an upsell for more durability.

Bundling & Packaging

  • Create different service packages: basic repair, complete restoration, and long-term maintenance.
  • Bundle inspection reports and maintenance guidance as value-add for higher-tier packages.

Loyalty & Retention Programs

  • Develop a referral program: customers earn discounts for each referral that converts.
  • Offer discounts on future work for repeat customers.

Custom Services and Personalization

  • Offer personalized inspection schedules based on roof's condition and material.
  • Develop a white-glove service tier, offering priority scheduling and dedicated support.

Pricing Strategy

  • Introduce a tiered pricing system based on service complexity and materials used.
  • Offer volume discounts for large-scale projects like apartment blocks or housing developments.

Customer Data and Insights

  • Utilize CRM to track repeat customer rates, churn, average contract length, and upsell success.
  • Regularly review customer feedback to identify areas for improvement and growth opportunities.

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Give a discount on the next roofing service for every successful referral.
  • Offer a free roof inspection for referees who avail a roofing service.

Shareable Assets

  • Design referral cards that customers can physically pass on to friends and family.
  • Create a shareable landing page dedicated to the referral program.

Timing and Triggers

  • Ask customers for referrals after job completion and positive feedback.
  • Automate email asks after successful projects.

Client Success Stories

  • Share testimonials on website, social media, and referral landing page.
  • Request testimonial video clips from satisfied customers and share these on various platforms.

Referral Contests

  • Launch a quarterly 'Top Referrer' contest with a free yearly inspection as the prize.

Partner or Affiliate Programs

  • Partner with local construction firms and offer them a referral discount.

Thank-You Experience

  • Send a handwritten thank you note for each referral.
  • Highlight the top referrer of the month on your website or social media platforms.

Take Your Marketing Plan to the Next Level

Now that you have your 1PMP, you've unlocked a FREE Marketing Clarity Call with my team.