Always call from a separate business number so nobody has your personal cell. It protects your privacy, keeps callbacks clean, and makes you look established.

This is where you store your call log, notes, follow-ups, and booked inspections. Use Google Sheets so your data is safe in the cloud — if you lose access to a device, you can still log in on any computer and keep working.

Trello is where you store and move leads through your pipeline: Called → Follow Up → Booked → Completed → Sold. This prevents missed follow-ups and makes it easy to scale when you add callers.

Preview: This is what a simple lead pipeline looks like in Trello. We’ll go into much more detail on Trello setup, columns, and workflows in later modules.

You need numbers to dial. Start free using people search tools. Later we’ll cover skip tracing for speed and volume.

You’ll need targeted homeowner data: storm areas, older roofs, insurance claim zones, etc. We’ll break down the best strategies and options in the next module.

A laptop keeps you fast: dial → log → follow up → book. Stable Wi-Fi keeps calls clear and your workflow smooth.

Later you can add a dialer, CRM, and automation — but don’t overcomplicate it. Start lean. Consistency wins.