Lead Tracking
How to Track Roofline Lighting Leads Without Losing Follow-Ups
June 5, 2026 · 5 min read
The exact fields and follow-up cadence permanent-lighting reps should be tracking on every lead.
Fields every lighting lead needs
- Story height (one-story vs two-story)
- Front-only vs full-wrap interest
- Controller and outlet location
- Spouse/decision-maker status
- Quote amount + date sent
- Objection tag (price, spouse, warranty, timing)
Follow-up cadence after a quote
- Day 2 — text: 'Quick check, any questions on the quote?'
- Day 5 — call: address the most likely objection
- Day 10 — value text: warranty, install timeline, financing
- Day 21 — final touch before archiving to seasonal nurture
In Territoryly, every Quote Sent status prompts the next follow-up. The lead never disappears into a notebook.