Lead Importer

Upload CSV → Validate → Score with Roof Intel → Export to GHL

CSV Upload

Step 1

Import your leads from spreadsheet

Roof Intel Score

Automated

AI-driven lead qualification

GHL Export

Ready-to-Use

Download or sync to campaigns

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UploadValidateScorePreviewExport

Upload CSV File

Drag & drop your CSV here

or

CSV Requirements

  • ✓ Required: Address, Owner Name
  • ✓ Optional: City, State, ZIP, Email, Phone
  • ✓ Optional: Roof Age, Property Value, Year Built
  • ✓ Format: Plain CSV (Excel Save As CSV)
  • ✓ Max file size: 50 MB

Scoring Explained

  • 📊 Composite Score: 0-100 based on roof age & property value
  • 🔴 Priority Tier: Scores 60+ = hottest leads
  • 🟢 Watchlist Tier: Scores 30-59 = nurture sequence
  • 💡 Recommendations: Custom outreach suggestions per lead
  • 🎯 Risk Flags: Identifies data gaps and cross-sell opportunities