26 Virtual Assistant Tasks That Will Fulfill Your Roofing Business Plan

In the last couple of years, the roofing industry is projected to grow to more than $17 billion dollars in 2025, according to a report by Business Wire. That’s a lot of growth potential for roofing business owners. 

In order to take advantage of that growth potential and growing demand, you need to have the systems and human capital in place in order to support that growth. That’s why we highly recommend hiring a virtual assistant for roofing companies. 

By hiring a virtual assistant, you can delegate all of your non-essential tasks, such as prospecting for new clients, marketing your services, administrative work, customer support, and more. 

By outsourcing and delegating the work at cost-effective rates, you and your in-house crew can focus on revenue-generating activities or on-site jobs. In this article, we go over some of the key tasks you can delegate to a virtual assistant.

How Can Virtual Assistants Work With Roofing Companies?

While work in the roofing industry is generally done in person, there are still a lot of tasks concerned with running a business that you can outsource to remote virtual assistants. 

You may be wondering, “What can a remote assistant do for my roofing business? I need someone on-site.”

You can have your virtual assistant run marketing campaigns, generate leads, call prospects, and so much more. They can be anywhere in the world, as long as you have set expectations with them.

With the mainstream adoption and normalization of remote work in the last two years, virtual assistants have been able to help more businesses -roofing consultants and commercial roofing contractors included-, that otherwise rely on an in-person team.

At Virtudesk, we offer virtual assistants from the Philippines to leverage the cost savings of outsourcing (up to 78% cost savings). You get to choose your virtual assistant’s schedule, and get help from Account Managers that keep track of your virtual assistant’s progress and keep them accountable.

Team members who work remotely have also been reported to be more productive, improving your chances of having very productive administrative support for your business.

26 Virtual Assistant Tasks to Delegate for Your Roofing Business

Below is a list of the most common tasks you can delegate to a virtual assistant for roofing companies. This list is not comprehensive, but it’s a great place to get you started in offloading a ton of tasks that can help you focus on the revenue-generating tasks of your roofing business plan.

1. Data Entry

A virtual assistant for roofing companies can do data entry for you. This includes updating spreadsheets, inputting customer data into your CRM, or updating invoices and payment statuses for customers and vendors.

Sometimes, as a roofing business owner, you have to do these tedious, time-consuming admin tasks that just come with managing a company. However, by hiring a virtual assistant, they can take care of all of that for you.

2. Email Management

A virtual assistant for roofing companies can also manage your company email inboxes. They can answer inquiries, address customer questions and concerns, and coordinate the scheduling of appointments.

They can filter emails and file them away under the necessary tags or folders. They can even manage the inbox of several high-level in-house employees, and alert team members to important messages they receive. 

Tim Ferriss, author of “The Four Hour Workweek” and business guru does this, and it saves him hours a week!

3. Schedule Appointments and Calendar Management

Do you need someone to manage your company calendar, so you don’t accidentally overlap appointments? A virtual assistant can take care of that too. 

Not only can they coordinate times and schedule meetings for you and other team members, but they can schedule roofing jobs that take up the time of multiple employees too.

4. Manage Inquiries 

Another administrative task a virtual assistant can do is managing inquiries. If you get inquiries via email, phone call, text, social media, or some other form, then a virtual assistant can be the first person of contact for your roofing business.

5. Outbound Calling 

This prospecting task can save you and other in-house employees a ton of time! If you have a marketing virtual assistant running lead generation campaigns, you can have your virtual Inside Sales Agent reach out to these leads and probe for buyer motivation.

Not only can they reach out to marketing qualified leads, and qualify them as SQLs, but they can do active prospecting and make cold calls to prospects as well.

6. Create and Update Spreadsheets

If you are starting a new project or department for your business, you can task a virtual assistant to determine what spreadsheets and trackers to create for successful project completion.

Not only that, but they can update those spreadsheets and make sure everyone on your team is updating them too. 

For example, let’s say that you start a new marketing lead generation campaign, and you want to create a new spreadsheet that will track the workflow and completion of ad collateral between team members, then a virtual assistant can do that for you!

Tracking progress by the numbers is especially helpful in making sure your roofing business plan is progressing correctly. You won’t have to spend hours doing it though if you have a virtual assistant on your team.

7. Upload and Update Contacts and CRM 

This is an essential task that your business needs to be doing, but it can take a considerable amount of time out of your day. A virtual assistant for roofing companies can manually or bulk upload leads that you get from events, referrals, ad campaigns, and other sources.

They can set up the tagging system, lead scoring and sourcing system, segment your list, and update the status of your lead as well. They can denote inside your CRM, where leads are in the sales journey.

8. Act as the Liaison Between Team Members  

If you or your in-house employees get a phone call regarding an important business matter, they can transfer the phone or message to the appropriate person. 

They can also serve as the communicator and assistants to transfer information or manage admin work between teams or departments. Additionally, they can serve to supervise or manage whole teams or other team members as they complete projects.

For example, if you want to complete a project-based task through Fiverr or an agency, you can have your virtual assistant be the point person between them and your company, providing all the necessary updates and reports in order for you or other high-level employees to make important business decisions.

Another example can include being the liaison between you and the insurance companies you work with to get payments for your services.

9. Database and Process Management

Not only can a virtual assistant for roofing companies manage your databases and company CRM, but they can manage processes as well.

They can analyze current processes and develop strategies and action plans to make those processes more efficient and effective. Plus, they can look at how to automate processes and workflows, like audience segmentation or lead nurturing.

For example, they can help you research ways to automate the sending of invoices to customers.

10. Prepare Presentations, SOPs, and Other Company Documents

Another admin task administrative virtual assistants can help you with includes creating company presentations and Standard Operating Procedures (SOPs). Suppose you have employees that need help preparing monthly, quarterly, or annual presentations on company performance, milestones, new initiatives, or projects. In that case, virtual assistants can help compile and design these presentations so they are ready to use.

SOPs are essential documents to have for training new employees and making sure processes are streamlined. A virtual assistant can create one if you don’t already have these documents for each team or department.

Have them create an SOP for how your sales reps approach, manage and pass on leads. Have an SOP for when you start working with a new customer, or an SOP on how to deliver a service. There are so many you can create in order to create standardization in your company.

11. Process Receipts and Invoices

A virtual assistant can also manage your invoices and receipts, and keep track of when your company receives payment. They can use Quickbooks, Zoho Invoice, FreshBooks, or other invoicing software to collect payments, send payment reminders, create invoice templates, and more.

12. Put Together Contracts and Estimates

A virtual assistant for roofing companies can help your in-house employees put together contracts and estimates for new leads and customers.

They can also be responsible for sending contracts and receiving signed versions for internal filing and use.

13. Provide Customer Support

You can determine a flexible schedule for your customer service virtual assistant, so they can answer calls when you’re not in the office, or take that load off from you entirely - unless it’s a call from a super important customer.

They can act as the first point of contact for your customers, in providing updates on their roofing jobs and invoices.

14. Social Media Management

Social media can be a goldmine for leads nowadays. Managing multiple profiles and keeping up with algorithms can be quite a task, too.

Social media virtual assistants can help you out in strategizing your social profiles to become appealing customer touchpoints. This can help expand your brand’s reach, as well as improve your image.

You can delegate tasks such as content creation, social copywriting and scheduling, and even creating a targeted ads strategy to your social media virtual assistant. 

A social media virtual assistant can help make sure your roof consulting services are continuously promoted to new and old clients while you focus on revenue-generating activities.

15. Edit Videos for Online Content

Video editor virtual assistants can also provide your business with the visual aid it needs both internally and externally.

These creative professionals can create compelling videos for your audiences on social media, for your website, for ads, and more. As a roofing specialist, you can get the help of a video marketing virtual assistant to create informative videos that showcase your expertise and level of service.

They can edit organized and thorough training videos for your new hires as well.

16. Create Graphics and Designs for Marketing Collateral

Marketing virtual assistants can help your brand achieve that look and presence you’ve always wanted. With their design skills, they can create high-quality templates for your marketing collateral and graphic publications. They can also create a brand kit, so your designs across all your online and print channels align.

This can improve your audience’s experience when it comes to interacting with your posts on social media, without having you learn the intricacies of design, color theory, and other factors that matter in graphic design.

Besides social media, they can create designs for conference materials, your website, email newsletters, ads, marketing collateral you give to customers, and more.

17. Copywriting 

Another time-consuming, but highly effective task your business should have is copywriting. Copywriting virtual assistants can help you create compelling captions for your social updates. 

They can also be tasked with writing SEO-optimized content websites. They can start and manage a blog section on your website as well.

They can write calls to action for your ads, and lead magnets, and take care of drafting your email campaigns. They can write company documents and service guides for customers.

18. Run Lead Generation Campaigns

You can also delegate lead-generation campaigns to virtual assistants who are knowledgeable in strategizing ads (Facebook Ads, Google Ads, etc.), drip campaigns, and other lead-generating activities.

You can have them research and interact with your market to populate your call list, too. Lead generation can include more strategies and all you have to do is train your virtual assistant on your chosen tactics.

From there, you can focus on running your business while leads are continuously gathered.

19. Direct Strategy for the Growth of the Roofing Company

Your roofing company can benefit from having a virtual assistant research, plan, strategize, and implement growth strategies for your teams. Roofing virtual assistants can make sure that the growth of your company is always attended to, while you secure bigger contracts.

Executive virtual assistants are very familiar with higher delegations for their clients. You can have an EVA run operations or manage a team of virtual assistants for your business.

20. Geotag Your Digital Assets

If you’re running a roofing business, chances are you’d benefit greatly from a hyper localized marketing strategy.

Geotagging can help out a lot when it comes to getting the attention of your local market. 

It’s not just attaching the location on every social media post. Assign your roofing virtual assistant to work on geotagging your website files and photos before uploading them, as well as updating all previous digital assets already published. You can also have them manage your Google My Business Page.

This will help with your local SEO, improve your discoverability in your area, and generate more local leads.

21. Conduct Demo Calls with Leads

Roofing virtual assistants can be trained to conduct demo calls with leads. They can discuss with leads about various services that you offer and your process, such as doing roof repairs, roof replacements, or maybe assistance with the insurance claims process. 

Having a virtual assistant perform this task means fewer lost leads, considering they will always be available to go on a call. That’s a great advantage of working with remote assistants.

Team members on the field can instead focus on their on-site jobs while your leads have a point of contact who can give them the information about your roofing services. 

22. Conduct Company Research

Virtual assistants are great researchers as it’s a key skill in a lot of the tasks commonly delegated to them.

Like personal virtual assistants, you can have your roofing virtual assistant conduct research for new markets, new service offerings, and other ideas you think of implementing. They can also research your customers, productive market niches, and competitors.

A virtual assistant’s research can provide your company with the edge it needs to beat the competition. 

23. Establish Contact and Qualify Leads

Your roofing virtual assistant can be the first person to contact your leads. This can be through email, SMS, or calls via your company’s VoIP platform of choice.

This will also enable them to have the capacity and information to qualify your leads before placing them into your nurture campaigns or transferring them to your sales team.

24. Score, Categorize, and Nurture Leads

Lead management is another key business task that virtual assistants are more than capable of. They can help you set up a scoring and categorization system, as well as nurture campaigns.

Your roofing virtual assistant can score and categorize your leads so your sales reps are able to quickly identify high-priority, hot leads. Cold and warm leads can be nurtured through drip campaigns by your virtual assistant instead.

A successful roofing business plan requires continuous work on growing and nurturing your database of leads. With you busy managing ongoing projects and going to appointments, delegating lead processing to a virtual assistant can be a massive time-saver.

25. Create Reports

When it comes to gathering data and collating them into reports, a virtual assistant can do this for you on a regular basis.

After training them on how to do it, your role as a business owner shifts back to envisioning your future and making decisions based on data-driven insights. This is how virtual assistants help business owners work on their roofing businesses instead of working in them.

26. Materials Inventory Management

Organizational skills are very common among virtual assistants. You can trust them to keep documents and files organized according to the system you set up.

You can leverage this skill by training a roofing virtual assistant to manage your inventory, report on low levels, and even order restocking in time for project deadlines.

Industrial roofers and commercial roofing contractors can benefit largely from a virtual assistant making sure inventory reports are organized, aligned, and updated. The same goes for roofers who use virtual assistants to find better suppliers, negotiate better rates, and prepare orders and paperwork during projects.

Growing Your Roofing Company

Virtual assistants can be a great asset for the growth of your roofing company. For a lower cost than a local hire, you can get an expansion to your productivity. This could even lead to exceeding the goals you initially set on your roofing business plan.

By delegating work that can be done remotely, you, your roofing foreman, project managers, technicians, and other local crew can focus on delivering in your areas of expertise.

Even just by delegating administrative tasks, roofing consultants can already get a lot of breathing room in a day. Imagine a roofing virtual assistant who can cater to more of your business's needs.

If you’re interested in growing your roofing company with the help of a virtual assistant, fill out this form and one of our Consultants will get in touch with you.

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