# Revenue Desk weekly report: Ridgeline Roofing, week of 2026-10-05

> **Sample deliverable.** Ridgeline Roofing is a made-up company. Every name, number and message below is invented to show the format. None of it is client data. Any resemblance to a real business is coincidence. TeamShift has no client results to publish yet.

Prepared by your TeamShift service owner. Every count links to the call, text or quote record it came from in your workspace.

## This week at a glance

| Measure | This week | Last week |
| --- | --- | --- |
| Calls you missed | 23 | 19 |
| Missed callers texted back within a minute | 23 of 23 | 19 of 19 |
| Callers who answered the questions | 14 | 11 |
| Callbacks or inspections booked | 9 | 7 |
| Open quotes followed up | 31 | 28 |
| Quotes accepted after a follow-up | 3 ($41,600) | 2 ($18,900) |
| No-shows | 1 of 12 booked visits | 2 of 10 |
| Website chat questions answered | 17 | 12 |
| Website chat questions sent to you | 4 | 6 |

## Booked from missed calls

| Day | Caller | Job | Booked for | Source |
| --- | --- | --- | --- | --- |
| Mon | J. Ortiz | Leak over garage after storm | Tue 9:00 inspection | call record 2026-10-05 07:42 |
| Mon | K. Patel | Full replacement quote, 2-story | Thu 3:00 estimate | call record 2026-10-05 18:10 |
| Wed | D. Brooks | Missing shingles | Wed 4:30 callback | call record 2026-10-07 12:05 |

Six more are listed in the workspace. Nine callers did not reply to the text. They are on the list for your Friday callbacks.

## Quotes that need you

Monday's list: these three quotes have had no answer for a week. Each has a short message ready for your OK. Nothing on this list has been sent.

| Quote | Amount | Sent | Last touch | Message ready |
| --- | --- | --- | --- | --- |
| Q-1182, Miller | $14,200 | 2026-09-14 | Day 21 email, no reply | Yes |
| Q-1190, Chen | $9,800 | 2026-09-15 | Day 21 email opened | Yes |
| Q-1194, Ward | $22,500 | 2026-09-16 | Day 21 email, no reply | Yes |

Texts from our line went only to customers who agreed in writing. Everyone else got email, or a text you sent from your phone.

## What the chat could not answer

1. "Do you install metal roofs?" (asked twice). Your site does not say. Add a line and the chat will answer it.
2. "Do you take insurance claims?" Your site does not say.
3. "Can you come Saturday?" Sent to you, because hours are your call.

## Checks before this report went out

- Every count was checked against the call, text and quote records.
- No message went to a customer without your rules or your OK.
- Two callers texted STOP. They were removed from all follow-up.

## Next week

- Friday callbacks: 9 callers who did not reply.
- Your OK on the 3 messages in Monday's list.
- Proposed: add the metal-roof and insurance answers to your site so the chat can use them.

Questions about this report go to your service owner at team@teamshift.io.