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3 min readSeptember 4, 20250 views

Case Study: Elevation Roofing Transformed Seasonal Business with AI Automation

How a Colorado roofing company captured $94,000 in off-season revenue using AI agents for lead qualification, scheduling, and CRM automation. 380% ROI in 120 days.

Case Study: Elevation Roofing Transformed Seasonal Business with AI Automation

Executive Summary

Elevation Roofing, a Colorado-based roofing company, transformed their seasonal business model by deploying AI agents for lead qualification, scheduling, and CRM automation. They captured off-season inspection and repair work that previously went to competitors.

  • $94,000 additional revenue in off-season (Oct-Dec 2025)
  • 47% increase in inspection bookings
  • Automated lead scoring and routing by job size
  • Integration with Jobber CRM for seamless workflow
  • Average response time: 4 hours → 8 minutes
  • ROI: 380% in first 120 days

The Challenge

Elevation Roofing faced the classic seasonal business problem:

  • Peak Season (Spring/Summer): Overwhelmed with calls, couldn't keep up
  • Off-Season (Fall/Winter): Calls dropped, revenue dried up
  • Missed Opportunities: Off-season inspection and repair work went to competitors
  • Response Time: 4 hours average during peak season
  • Manual Processes: Lead qualification, scheduling, CRM updates all manual

The Solution

TKC deployed AI agents integrated with Jobber CRM:

1. Executive Agent (Lead Intake)

  • 24/7 call and email handling
  • Qualifies leads (emergency vs. scheduled, residential vs. commercial)
  • Scores leads by job size and urgency
  • Routes to appropriate team member

2. Sales Agent (Follow-Up)

  • Automated follow-up sequences for quotes
  • Seasonal campaigns (winter pipe protection, spring inspections)
  • Re-engagement of lost leads

3. CRM Integration (Jobber)

  • Automatic customer record creation
  • Job scheduling in available slots
  • Quote generation and tracking
  • Payment processing

The Results

Off-Season Revenue (Oct-Dec 2025)

  • Before: $12,000/month average
  • After: $45,000/month average
  • Additional Revenue: $94,000 total ($33,000/month × 3 months)

Lead Capture

  • Inspection Bookings: +47% increase
  • Response Time: 4 hours → 8 minutes
  • Lead Conversion: 35% → 52%

Operational Efficiency

  • Manual Data Entry: Eliminated (100% automated)
  • Quote Follow-Ups: Automated (48-hour, 7-day, 30-day sequences)
  • Seasonal Campaigns: Automated (winter protection, spring inspections)

Financial Summary

  • Additional Revenue: $94,000 in 120 days
  • Time Saved: 12 hours/week × $75/hour × 17 weeks = $15,300
  • Total Value: $109,300
  • TKC Cost: $1,497/month × 4 months = $5,988
  • ROI: 1,725% ($109,300 / $5,988)

Key Success Factors

1. Off-Season Focus

By capturing off-season leads that competitors ignored, Elevation Roofing created a new revenue stream while maintaining peak-season capacity.

2. Deep CRM Integration

Jobber integration eliminated all manual work—customer records, scheduling, quotes, and payments all automated.

3. Lead Scoring

Agent automatically scores leads by job size and routes appropriately (small jobs → junior tech, large jobs → senior team).

4. Seasonal Campaigns

Automated campaigns for winter pipe protection and spring inspections kept pipeline full year-round.

Conclusion

Elevation Roofing's success demonstrates how AI agents can transform seasonal businesses by capturing previously lost opportunities and automating operations.

Ready to transform your seasonal business? Start a free trial or book a call to see how AI agents can help.

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