Storm-Triggered Marketing Infrastructure for a Roofing Agency

Storm-Triggered Marketing Infrastructure for a Roofing Agency

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OA

ORANTS AI

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3 days ago

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A white-label digital marketing agency serving multiple roofing companies across the United States, requiring a scalable and fully automated lead management and storm alert infrastructure.


Challenge:

The agency was managing roofing clients manually - no centralized lead tracking, no automated storm alerts, no scalable onboarding process, and no unified reporting. Review collection was inconsistent, SMS compliance was unaddressed, and there was no way to measure real ROI per client.


SOLUTION:

We built a complete white-label infrastructure on GoHighLevel, integrated with Make.com and OpenWeatherMap, delivered across six structured milestones.


Agency Infrastructure

• White-label GHL setup with custom domain, branding, and Mailgun SMTP

• Agency dashboard: traffic, form/chat submissions, BrightLocal citations,

heatmaps, keyword rankings, reputation stats, and landing page leads

• Missed Call Text Back, custom contact fields, and automated review requests

triggered at the right pipeline stage (BBB, Facebook, Trustpilot)


Lead Capture & Tracking

• 3 landing pages + 1 website form + 1 chat widget, each tracked separately

• 4 GHL tracking numbers for website and landing pages

• "1st In Town" outbound funnel with Loom video link tracking — auto-tags

contacts as Warm Lead or Follow Up based on engagement within 24 hours


Client Sub-Account Snapshot

• Master GHL sub-account built to be duplicated instantly for any new client

• Includes: forms, chat widget, missed call text back, pipeline stages, custom fields, tracking numbers, and reputation automation (Google + Yelp)

• Client dashboard: leads, conversions, ROI (auto-calculated from job revenue),

GBP stats, LSA & Facebook ad numbers, page visits, reputation stats

• Call report showing all inbound calls with source attribution by date range


Storm Automation System (Make.com + OpenWeatherMap + GHL)

• Make.com pulls zip codes directly from GHL for all paying clients, deduplicates them, and queries only those zip codes for live weather data

• Configurable thresholds per storm type: Wind, Rain, Hail, Tornado, Hurricane

• Contact filtering: only paying clients, correct zip code, opted-in contacts

• Three-phase communication workflow:

Phase 1 — Pre-storm email with roof protection checklist

Phase 2 — Silence during active storm (no spamming)

Phase 3 — Post-storm SMS + Email with inspection offer + 2-day follow-up

• Auto-removal of storm tags so contacts re-qualify for future events


Compliance & Documentation

• A2P 10DLC registration completed at agency level

• Opt-in checkboxes and STOP logic added across all forms and SMS workflows

• Full documentation delivered: snapshot duplication, client onboarding, A2P registration steps, storm threshold adjustment, and troubleshooting guide


RESULTS

• New clients onboarded in minutes via master snapshot duplication

• Storm alerts fire automatically — zero manual effort required

• All lead sources tracked and attributed separately across every channel

• ROI auto-calculated per client from job revenue data in GHL

• Review collection fully automated at the right pipeline moment

• Full A2P compliance protecting SMS deliverability across all clients


KEY TECHNOLOGIES

· GoHighLevel

· Make.com

· OpenWeatherMap API

· BrightLocal

· Search Atlas

· Mailgun

· Twilio

· A2P 10DLC


"We went from manually managing everything to a fully automated system that tracks leads, sends storm alerts at the right moment, and shows us real ROI - all without manual work."

- Orants AI