Vertical Playbook · For PE-backed Platforms
Roofing
Residential roofing, storm response, and retail re-roof.
Roofing platforms split cleanly into two operating models: storm-chase and retail. Each demands a different marketing engine, and most sponsors don't fund both correctly. The platforms that build a defensible retail brand on top of a storm capability are the ones that exit at a real multiple.
Working roofing shot, technician on the job or shop scene
Operating Realities
The way the trade actually runs.
- 01Storm work has 90-day attention windows; retail work has 18-month consideration cycles. The marketing org has to support both calendars.
- 02Insurance-claim navigation is the highest-converting consultative sale in the trade. The marketing has to teach it, not just close.
- 03Roof financing changes which ticket sizes a household will entertain. Most marketing engines don't surface it correctly.
The Sheppard Playbook
What we install in roofing platforms.
, 01
Storm-response capability as marketing
Pre-staged geo-targeting, ad creative, and door-to-door routing for the 72 hours after a hail or wind event. This is operational, not creative.
, 02
Retail brand investment
Most roofing brands are interchangeable. Sponsors who differentiate on warranty, workmanship guarantee, and consultation experience build pricing power that compounds.
, 03
Financing surfacing
Surface affordability inside the lead form, not at the kitchen table. Average ticket goes up; close rate goes up; CAC stays flat.
KPIs We Move
What the sponsor sees on the dashboard.
Storm response time-to-market
Retail lead-to-inspection ratio
Inspection-to-contract conversion
Average ticket by lead source
Financing attach rate
Frequently Asked
On roofing in private equity.
Should I market storm and retail roofing on the same site?
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What's a good lead-to-contract rate for residential roofing?
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How do I prepare for the next storm event in marketing?
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What's the role of financing in roofing marketing?
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What KPIs matter most for roofing marketing?
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How does PE-backed roofing marketing work?
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Engage Sheppard
Have a roofing platform under LOI?
We can be in the data room next week with a commercial diligence on the marketing engine. Pre-close, post-close, or pre-exit, same operating model.
For PE sponsors backing roofing platforms specifically: See the private equity brief