The challenge
Connect incoming roofing leads and canvasser-submitted requests with appointment scheduling, CRM tracking, and follow-up.
Customer story / K2 Roofing & Remodeling
A clearer path from roofing call to appointment.
How Shirley and the K2 Roofing team worked with Lacy.ai to connect lead intake, appointment booking, and the follow-up that comes next.
Industry · Roofing & remodelingLocation · Albuquerque, New MexicoFocus · Lead to appointment
In the customer’s words
Hear it from Shirley.
“Lacy.ai helped us think through the full customer journey, not just the phone call. The team moved quickly, listened closely, and helped us connect the pieces between lead capture, booking, CRM, and follow-up.”
Shirley CarterPresident · K2 Roofing & Remodeling
The story
Built around the way
K2 Roofing works.
A roofing inquiry is the start of a process. The team needs the right project details, a clear booking path, and information they can use when it is time to follow up.
The approach
Map the process with Shirley’s team, define the required information, and design the AI Phone Agent around that workflow.
The focus
Keep customer details structured and make the next step clear, from the first inquiry to the team’s follow-through.
How the workflow fits together
One inquiry. A connected next step.
The framework brings intake, scheduling, and customer records into the same process.
- 01 / CAPTURE
Understand the request
Collect the caller’s contact information, property address, roofing needs, and lead source.
- 02 / SCHEDULE
Support the booking
Capture required details and appointment preferences through the appropriate scheduling flow.
- 03 / CONNECT
Prepare the record
Structure customer and appointment details so they are ready for the team’s CRM and workflows.
- 04 / FOLLOW UP
Keep things moving
Support configured confirmations, reminders, and internal notifications through SMS and email workflows.
A more connected process
Less back-and-forth.
More useful information.
The workflow is designed to address the handoffs that make roofing leads harder to manage.
Before / Lead intake
Details collected across channels
Calls, field requests, and booking forms can leave the team piecing information together.
With the framework
A consistent set of lead details
Required contact, property, and project fields give the team a clearer starting point.
Before / Appointment booking
More manual coordination
Missing details and separate scheduling steps create extra back-and-forth.
With the framework
A defined booking path
The process is designed around required fields and the correct scheduling system.
Before / Follow-through
Records and reminders handled separately
CRM entry and follow-up can depend on manual handoffs.
With the framework
Information ready for the next action
Structured records support CRM visibility and configured follow-up workflows.
The partnership
A workflow shaped
with the team.
Lacy.ai worked with Shirley and K2 Roofing to map the customer journey, clarify booking requirements, and connect the pieces between the phone conversation and the work that follows.
The framework focuses on lead intake, appointment booking, and CRM-ready data, with room for reminders, lead-source tracking, and additional follow-up as the process develops.
A few practical questions
Roofing calls, connected.
Can Lacy.ai answer roofing calls after hours?
Yes. Lacy.ai can support inbound call handling when the team is unavailable, including after-hours, overflow, and missed-call scenarios.
What roofing lead details can the AI Phone Agent collect?
The agent can collect name, phone number, email, property address, product interest, appointment preferences, and custom fields needed by the business.
Can it support appointment booking and canvasser requests?
Yes. The booking workflow can collect required details from callers or canvasser-submitted requests and connect to the appropriate calendar or scheduling system.
Can customer details connect to the CRM and follow-up?
Yes. Structured call and booking data can be sent to configured CRM and workflow systems. SMS and email workflows can support confirmations, reminders, and internal notifications.
Can the workflow be tailored to the roofing team?
Yes. The call flow, required fields, booking logic, CRM mapping, and follow-up actions can be configured around the team’s operational needs.
Does Lacy.ai replace the team?
No. Lacy.ai supports the team by answering calls, collecting customer information, and helping reduce manual follow-up so staff can focus on the work that needs them.
Your next step
Give every roofing call
a clear next step.
See how Lacy.ai can support your intake, booking, and follow-up process.
Book a Free 30-Minute Demo →