The Call Center Doctors
Prepared for
Anthony Schoen · Schoens Roofing
September 2026 · Confidential
Full-service growth partnership

We run the whole company. You get your life back — and $10 million is the floor.

We take sales, operations, marketing and the back office off your plate. You get about 20 hours of your week back -- and a business that is worth more the day you decide to sell it.

Schoens Roofing
x The Call Center Doctors
Already your call center
1.07M dials/mo · 0 disputes
150–200 jobs
booked together by Christmas
Start here

Right now, are you running Schoens Roofing -- or is it running you?

Here is the hard part, said plainly. You did not build a $10 million business. You built a $10 million job that owns you. That is exactly why it stopped climbing, and exactly why it is worth less than you think.

A business runs without the owner. A job stops the day the owner stops. So the real test is simple: if you stepped away for 30 days, what happens to your revenue? That answer is the whole problem -- and everything below is how we fix it.

And you already trust us with the hardest part. For a year we have run your dedicated call center. You are our largest dedicated client, with zero disputes. Here is what that looks like, and the money sitting untouched right beside it.

1.07M
dials a month on your dedicated campaign
91.8%
of your appointments pass our quality check
481,419
leads loaded that have never been dialed since their last reset
1,732
booked appointments sitting in the system, never followed up

You have bought appointments from us for over a year and we have delivered against that steadily. But your real prize is the database of leads and old bookings you already paid to create, that nobody is working. That is money on the floor. We pick it up.

Figures from your live campaign and quality records, September 2026. Your own CRM database is larger still; we size it exactly on day one.

The cost of doing nothing

Standing still is not free. Here is a year of it, in your own numbers.

Doing nothing feels like the safe call. It is actually the only option on this table with no plan attached to it. Every number here is yours -- measured, not made up.

481,419
leads never dialed -- jobs you already paid for and never called
1,732
booked deals gone stale, cooling off while everyone was too busy to chase them
~300
old customers who would come back with one phone call -- and never get it
~$10M
top line that used to grow, now softening -- a flat number going quietly backward

None of this is a lead problem. You have more leads than you can ever call. It is a bottleneck problem, and the bottleneck is that every decision still runs through you. Every week it stays that way, that bill gets paid -- quietly, out of your pocket.

And here is why it happens. Companies at your level -- the top 1 to 2% of a $92.5 billion industry split across 109,000 shops that average about $849,000 a year -- stall for the same eight reasons, every time.

1
Speed to leadAnswer a lead in one minute and you convert about 391% better. The average contractor takes 24 to 42 hours. Sixty-second callbacks win roughly 4x more bids.
up to 75% of revenue
2
Missed inbound callsHome-services businesses miss about 27% of calls; 85% of people who hit voicemail never call back and 7 in 10 dial the next roofer.
~$1,200 per call
3
Leads dying in the CRMOnly 27% of leads ever get contacted. 60% go completely unworked. The leads you already paid for are unrealized inventory, not garbage.
60% of pipeline
4
Follow-up falls apartThe estimate-to-close stretch is where 30 to 40% of revenue quietly disappears while homeowners compare two or three quotes.
30–40% of revenue
5
Sales turnoverRoofing sales turnover runs 50 to 70% a year. Replacing one rep costs $50,000 to $75,000, and an inconsistent process leaves 25 to 40% of close rate on the table.
$50–75k per rep
6
Scheduling and dispatchThe NRCA finds companies lose up to 25% of potential revenue to poor scheduling alone, and waste 12 to 18% of labor hours before a crew touches a roof.
up to 25% of revenue
7
Supplements left uncontestedSupplements recover $7,000 to $8,000 per claim. Roofers leave 20 to 40% of storm revenue on the table when the first estimate goes unchallenged.
$7–8k per claim
8
You are the bottleneckAn owner-dependent company can't scale and can't be sold well. No documented systems means the business lives in your head, and every decision waits on you.
your time & exit value

Sourced industry benchmarks (IBISWorld, NRCA, Kixie, LIMRA, ServiceTitan, Sofer Advisors and others). Ranges, not false precision; roofing varies by market. The lead and booking counts are from your live system, September 2026.

The takeover

We don't advise. We run it. Five pillars, one accountable partner.

Everything below is us doing the work, not handing you a to-do list. Grouped into five systems that plug into each other.

Revenue engine

  • World-class sales team. We recruit, hire and manage 10 closers, not door-knockers, feeding each 4 pre-set appointments a day, 6 days a week.
  • Every appointment provided. Insurance appointments delivered by us; retail lead handling built in.
  • Reactivate your database. We run your leads and old bookings back through our follow-up engine and sell ~300 jobs from leads you already own.
  • New profit lines. Add retail to your storm mix, winter windows & siding to fill the off-season, and ~100 permanent-lighting jobs a month.
  • Full sales audit + AI coaching on every rep, every call.

Operations

  • CRM, run for you. We operate and clean your CRM end to end.
  • All follow-up + 24/7 inbound. Every lead worked, every call answered, day and night.
  • Dispatch + complete calendar system. Setter calendars, inspections and crew scheduling, all managed.
  • Offshore your back office. We audit the office team and move the routine roles to our trained team in Monterrey and Guadalajara, roughly halving that salary line.
  • All recruiting, going forward.

Enablement

  • Custom-branded training platform. Your own LMS with a full program for the whole team.
  • Every process mapped. We map every process and every dead end, and write an SOP for each one. No loose ends.
  • Your decisions, captured. Every decision you make is logged and categorized into a searchable playbook -- the business stops living only in your head.

Leadership

  • Virtual COO we manage, running your operating cadence and KPIs.
  • Virtual CFO plus virtual project managers for everything.
  • Line-by-line profit hunt. We go through every item on your P&L and cut or automate each cost, with a dollar figure per line.
  • 20 hours a week back. We take the grunt work and structure your day around growth.

Marketing & reputation

  • All of it, run for you. We take over marketing entirely.
  • Social content. Instagram and Facebook business-page content, done for you.
  • Reviews. We solicit every customer for a review; 64% of homeowners only consider 4-star-and-up companies.
  • SEO at $3,000/month on top of your already-strong web presence.
The one no competitor can hand you

Anthony GPT

We document and synthesize your whole brain into a working clone. It learns from every question you answer a rep, every email, every text and every call, and from your key people. Any team member can ask "Anthony" and get your answer, in your voice, instantly. The company stops depending on you being in the room -- and the more you run it, the smarter it gets. This is the piece that quietly removes you as the bottleneck, which matters more than you think when it is time to sell.

The revenue engine

The math behind the machine we build you.

The new sales floor is 10 closers. Each one signs about 4 roofs a week. That is 40 signed roofs a week. At your average job of about $15,000, here is what that engine produces.

40
signed roofs a week (10 closers x ~4 each)
$600k
a week -- 40 roofs x ~$15,000
~$2.6M
a month in season
$24–26M
a year over a 10-month season

That is the new floor team by itself. Your existing door-knock team is on top of this -- additive, not replaced:

+ your door team, on top: about 2 to 5 a week today (your estimate, finalized at kickoff)

So look at the $10 million guarantee again. At $600,000 a week, $10 million is about 17 weeks of full-pace production -- roughly 38% of a 10-month run. The guarantee is not the target. It is the floor the engine clears in under five months, before your door team adds a single dollar.

Engine math from the 10-rep model at your average job value. The $15,000 average and your door-team weekly output are confirmed against your real numbers at kickoff.

First, the proof — the Christmas sprint

150 to 200 jobs booked together, by Christmas.

Before you ever have to trust the 12-month number, we prove the machine in the first 90 days, side by side with you.

Weeks 1–2 · Onboard

Wire up and light the fuse

Connect your CRM and phones, size your real database, map the first SOPs, and launch the reactivation campaign against your old leads and bookings. First recovered deals land inside days.

Weeks 3–6 · Staff

Stand up the sales floor

Recruit and ramp the first closers, feed them 4 appointments a day, install the AI call coaching and the sales audit. Virtual COO and CFO begin the operating cadence.

Weeks 7–10 · Scale

Full appointment flow + retail on

Appointment volume at target, retail pipeline live, dispatch and calendar system running, permanent-lighting line launched. Back office moving offshore.

Weeks 11–13 · Close

Christmas push

Every reactivated deal, every new appointment and every winter windows/siding opportunity driven to signature. Target: 150–200 jobs closed together by the holidays.

The 12-month pro forma

The path to $10 million, quarter by quarter -- and why that is the conservative read.

Your reactivated database alone carries $3–4 million of it, from leads you already own, before a dollar of new lead spend. The rest comes from the ramped sales floor and the new lines. We build this pro forma with you on day one against your real numbers, and we commit to hitting it. Watch the exit run-rate: this table lands you near $12 million annualized -- and the engine math on the last page points higher still.

QuarterFocusMonthly run-rateJobs / moRevenue
Q1 · Oct–DecBuild systems, database reactivation surge, hire & ramp the floor (the Christmas sprint)$400k → $700k40 → 70~$1.6M
Q2 · Jan–MarFull appointment flow, retail live, offshore back office, winter windows & siding$800k–$900k60–70~$2.5M
Q3 · Apr–JunStorm season at full capacity, supplements maximized, permanent lighting at scale$900k–$950k65–75~$2.8M
Q4 · Jul–SepOptimized machine, financing attach, exit run-rate ~$12M annualized$1.0M+70–80~$3.1M
12-month total~$10.0M

Benchmark-based model. Both an insurance-weighted and a retail-weighted mix converge on ~185–190 booked appointments a month (~2,200/year) and ~56–74 jobs a month. Finalized against your historical close rate and average job value at kickoff.

★ The guarantee

A $10 million floor. In writing. Not a projection.

Read that word again -- floor. At the sales floor's full pace of $600,000 a week, $10 million is about 17 weeks of production, roughly 38% of a 10-month season. So we are not promising a stretch. We are contractually holding a number the engine clears in under five months, before your door team adds a dollar on top. You already did nearly $10M this year and it is softening; we hold the line and grow it, with the reactivation, the retail and lighting lines, and a professional sales floor doing the lifting.

And you do not have to be sure it works -- being sure is our job, not yours. That is what the guarantee is for: it moves the risk off your side of the table. Our only conditions are the fair ones -- you run the playbook with us, and you keep the crews and capacity to install the work we sell.

The part your competitors never think about

We are not just growing your company. We are building the one you sell in about 10 years.

You have told us the plan: build it up, then sell it. So here is the quiet truth about what a roofing company is actually worth when that day comes.

A buyer is not buying your roofs. They are buying whether the business runs without you. A company that depends on the owner tends to sell for about 3 to 4 times earnings. One that runs on systems, without the founder in the truck, tends to sell for about 6 to 7 times. Same profit -- close to double the price -- and the only difference is whether you are the single point of failure.

Every piece of this takeover is built to remove you as that point of failure: the SOP library, the branded training, the virtual COO and CFO cadence, and Anthony GPT holding your judgment so the company stops needing you in the room. Diversifying your storm work with a steady retail line lifts the multiple again -- a balanced book is worth more than a weather-dependent one.

So this pays you twice. Your time back now. And, on the day you sell, a business priced like a system instead of a job -- a gap that, on numbers your size, runs into the millions. We finalize that math against your real earnings at kickoff.

The name on that truck should outlive you. Right now it stops the day you stop driving it. We change that -- and that is exactly what a buyer pays a premium for.

Earnings multiples are general market ranges for shops like yours, not a promise about your specific sale; your exit numbers are modeled against your real financials at kickoff.

What your time is actually worth

The most expensive person in your company is doing the cheapest work in it.

That person is you. Let us put a real number on it -- and finalize it with your figures at kickoff.

Say you took home around $1.5 million last year, salary and profit together, working about 2,000 hours. That puts your hour at about $750. Now divide by four. Your buyback rate is about $187 an hour. That is the line: anything you can hand to someone else for less than $187 an hour, doing it yourself is not saving money -- it is losing it.

So where did last week go? On one side: answering the phone, chasing invoices, calling suppliers, putting out crew fires. That is $25-an-hour work. On the other side: landing the big reroofs, hiring a real GM, cutting supplier terms, planning storm season -- the work only you can do. You already know which side last week lived on. And every hour on the cheap side did not save you $25 -- it cost you about $700.

Your time, in dollars

20 hours a week back is about $750,000 of your own time a year.

Your rate: ~$1.5M taken home / ~2,000 hours worked = about $750 an hour.

What we hand back: 20 hours a week x 50 weeks = 1,000 hours a year -- about $750,000 of your time at your own rate, or six full working months, spent today on work a $25-an-hour person should own.

What it costs to get it: our fee sits far below your $187 buyback line. So handing us the work is not an expense -- it is about a 4-to-1 return on the one thing you can never make more of.

Money you can always make back. This morning is gone forever. The only real question is whether you keep spending the one thing you cannot buy on work anyone can do.

Picture a Tuesday next quarter. You are at your kid's game at 4pm and your phone is not ringing -- because it does not have to. The first week you take fully off and the revenue climbs while you are gone, going back to answering every call is the thing you will not want to do. You did not build a $10M company to become its highest-paid receptionist. What we are actually selling you is your time back.

Investment

First, what it would cost to build this yourself.

To stand up what we hand you turnkey -- the hiring pipeline, a $150,000 sales manager, the call center, the dialer and software, the training platform, the SOPs -- you are looking at roughly $300,000 to $400,000 and 12 to 18 months of getting it wrong twice before it runs. Against that number, here is ours.

One-time setup
$50,000

Builds everything: the SOP library, your branded training platform, Anthony GPT, the audits, the database reactivation, the dispatch and calendar systems, and the whole team stood up.

Option A · Flat
$10,000 / month

Everything above, one predictable monthly number. Simple.

  • Whole takeover, all five pillars
  • No per-deal math to track
  • Best when volume is high and steady
Option B · Performance
We win when you win
  • Insurance: $500 per deal + 10% of the contract — and we provide every appointment.
  • Retail: $1,000 per deal + 15% of the contract.
  • Our pay scales with the revenue we drive you. Total alignment.
What this replaces

Buying this a la carte means roofing SEO (~$7,300), a CRM ($500–1,000), AI sales coaching (~$300/rep), a sales coach ($1,000–5,000), a fractional COO ($8,000–18,000), a fractional CFO ($5,000–7,500), an appointment setter and a supplement VA — from six to eight vendors who don't talk to each other, and you still quarterback all of it.

$25,000–$45,000+ a month, unintegrated → one accountable partner, with a guarantee — for a fraction of the DIY build.
The honest constraint

No fake countdown. Two real clocks.

A full company takeover eats real onboarding bandwidth, so we cap how many we run at once to keep delivery tight -- and we have room this storm cycle. The other clock is the sky: the season sets it, not us. To land 150 to 200 jobs together by Christmas, the kickoff needs to start this week.

Review & sign
Why us

You already know we deliver. Now we bring the whole system.

A year of proof. We already run your dedicated call center, your largest-in-our-book campaign, with a 91.8% appointment quality rate and zero disputes.

Real, built machinery. A follow-up engine that already works thousands of contacts across email and SMS, a full CRM, live call-audit and AI coaching, a branded training platform, a finance and payroll system with hard controls, onboarding across 17 systems, and a trained offshore team.

Stay the owner. Stop being the operator. Your name stays on the door; we carry the weight behind it. Everything under one partner who is accountable to a number, instead of a stack of vendors pointing at each other.

Aligned to your growth and your exit. On the performance plan we only win bigger when you do. On either plan, we carry the operating weight so you finally work on the business -- and hand a buyer a company that runs without you.

Agreement

Schoens Roofing × The Call Center Doctors

Full-service growth partnership as described above. $50,000 setup, plus the continuity option selected below. A guaranteed floor of $10,000,000 in gross revenue over the 12-month term, subject to the stated performance conditions.

Anthony Schoen
Schoens Roofing · Date

Jason Shouldice
The Call Center Doctors · Date

Continuity option selected: ☐ Flat $10,000/mo    ☐ Performance ($500/deal + 10% insurance · $1,000/deal + 15% retail). Signed via DocuSeal.