Randy Hurtado

In 2016, DT Roofing plateaued at $2M in annual revenue and found themselves trapped in the “Ad Spend Cycle.” Where they found themselves competing for Google Ads and lead aggregators creating a race to the bottom for margins. They were alsochallenged with:

Operational Rigidity: Legacy CRMs like AccuLynx were too rigid, forcing the business to adapt to the software rather than the software supporting the business.

Founder Bottleneck: Leadership was spread too thin, stifling the ability to offload tasks and scale.

DT Roofing pivoted from chasing claims to creating a high-performing relationship-based machine. They leveraged two key strategies, with RoofLink as the foundation:

The Secret Sales Force: Leverage the insurance industry, DT Roofing partnered with insurance agents to provide free pre-claim inspections, reducing agent risk and securing high-margin referrals.

The Tech Pivot: Migrated to RoofLink for its Open API and flexible workflow customization, so they could seamlessly integrate with other systems.

Custom Workflows: Granular tracking of referral sources (Agents vs. Realtors) to have visibility into the sales cycle, and then double down on what works.integrate with other systems.