Industry Pack
Turn a compressed seasonal lead window into fast roofline scope, deposits, inventory assignment, and route-ready installs.
The operating reality
The customer sends the address, desired display areas, inspiration, timing, and property photos. Aerial and street imagery can support roofline measurement for visible, standard elevations. Steep pitches, concealed lines, complex peaks, unusual access, fragile surfaces, and electrical uncertainty remain operator-reviewed.
The estimate separates roofline footage, peaks, ridges, trees, wreaths, garland, timers, extension and power needs, install difficulty, service allowance, takedown, and storage. That scope becomes a seasonal-service proposal with timing and renewal expectations stated clearly.
Bulk light, wire, clips, timers, and accessories are bought before or during the sales surge. A deposit must be tied to the inventory allocated to that customer and the labor required before final collection; unallocated shelves should never be confused with profitable sold work.
Lead quality
Holiday-light demand arrives in a short burst while phones, estimates, installation calendars, and inventory all compete for attention. A lead that waits two days may book elsewhere, while an accepted job can still fail operationally if roofline complexity, power, storage, or available product was not captured.
Qualify without the windshield time
The customer sends the address, desired display areas, inspiration, timing, and property photos. Aerial and street imagery can support roofline measurement for visible, standard elevations. Steep pitches, concealed lines, complex peaks, unusual access, fragile surfaces, and electrical uncertainty remain operator-reviewed.
From scope to price
The estimate separates roofline footage, peaks, ridges, trees, wreaths, garland, timers, extension and power needs, install difficulty, service allowance, takedown, and storage. That scope becomes a seasonal-service proposal with timing and renewal expectations stated clearly.
Protect the sold job
Bulk light, wire, clips, timers, and accessories are bought before or during the sales surge. A deposit must be tied to the inventory allocated to that customer and the labor required before final collection; unallocated shelves should never be confused with profitable sold work.
Common objections
The workflow should reduce routine labor without removing the judgment that protects scope, safety, and customer trust.
Connected system
The trade pack applies one financial operating system through trade-specific inputs.
Simple dollar example
A $2,400 first-year install includes $650 product, $700 install/takedown labor, $150 service reserve, and $300 acquisition cost. Contribution is $600, or 25%. If $800 of deposit funds $950 of product and early labor, the job begins with a $150 gap.
Illustrative only. Use your own numbers and assumptions; this is not financial advice or a guaranteed forecast.
Run your numbers
Model the economics behind a christmas lights customer with your own numbers.
Open the calculatorWhat changes
The customer sends the address, desired display areas, inspiration, timing, and property photos. Aerial and street imagery can support roofline measurement for visible, standard elevations. Steep pitches, concealed lines, complex peaks, unusual access, fragile surfaces, and electrical uncertainty remain operator-reviewed.
The estimate separates roofline footage, peaks, ridges, trees, wreaths, garland, timers, extension and power needs, install difficulty, service allowance, takedown, and storage. That scope becomes a seasonal-service proposal with timing and renewal expectations stated clearly.
Bulk light, wire, clips, timers, and accessories are bought before or during the sales surge. A deposit must be tied to the inventory allocated to that customer and the labor required before final collection; unallocated shelves should never be confused with profitable sold work.
The CloseDay flow
The workflow stays consistent while measurement, qualification, cash commitments, and fulfillment language adapt to the trade. Routine response and movement can be automated; risk, scope exceptions, final pricing, and relationship decisions stay human.
Frequently asked questions
Many visible standard rooflines can be scoped with customer photos and available imagery; pitch, access, power, and complex elevations may require field confirmation.
The record preserves prior scope and customer history so the operator can price and schedule renewal work with current-year labor, product, and service assumptions.
Yes. Reusable product is still committed to a customer for the season and unavailable for another install.
Routine response, photo collection, proposal reminders, and deposit steps can move automatically while the team handles design and exceptions.
Related reading
See how CloseDay would apply the workflow to your trade and market.
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