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May 22, 2026
HighLevel's Free Roofing Playbook: What's Actually Inside the Official Snapshot
HighLevel's free Roofing Playbook includes snapshot, funnel, Facebook ads, and a setup course. What's inside and when the paid upgrade is worth it.
Most affiliate sites selling a “free roofer snapshot” for $197–$297 are reselling a third-party template. What they don’t mention is that HighLevel itself ships an official Roofing Playbook — done-for-you snapshot, funnel, workflows, Facebook ads, social posts, and a setup course — free with the 14-day trial.
This is not a stripped-down starter pack. HighLevel puts a $997 value on it. Here’s what’s actually inside, how to install it, and an honest take on when a paid snapshot is worth the upgrade.
TL;DR
- The official HighLevel Roofing Playbook is free with the 14-day trial — no upsell required
- Works on any paid plan tier, including $97/mo Starter — no Unlimited account needed
- Paid third-party snapshots ($197–$297) are only worth it for storm-chasers who need hail-event workflows and EagleView/HOVER recipes
What’s in the Roofing Playbook
The Playbook bundles seven components into a single trial signup:
- Done-for-you roofing snapshot — pre-built sub-account with pipelines, workflows, and templates ready to customize. You’re not starting from a blank CRM.
- Roofing website template — a functional site with contact form, service pages, and review section. Plug in your logo and phone number and it’s live.
- Offer funnel template — a lead-capture funnel built for roofing estimates. Drives traffic from ads or organic to a booking page.
- Pre-built workflow automations — missed-call text-back, lead follow-up drip, review request after job completion, appointment reminder sequences.
- Pre-built forms and calendars — estimate request form, inspection booking calendar, and intake questionnaire. All wired to the CRM pipeline.
- Social posts and Facebook ad templates — a library of ready-to-post graphics and FB ad copy for storm season, spring maintenance, and referral campaigns.
- Setup guide and course — video walkthrough of how to configure and launch each piece. Not a generic GHL tutorial — this is roofing-specific.
What it does in practice
The snapshot is built around the highest-leverage problems a roofing shop faces: missed calls, slow follow-up, and reviews that trickle in instead of pile up.
The missed-call text-back workflow fires within seconds of a missed call — “Hey, saw I missed your call. Can I help you get a free estimate?” — before the lead calls the next contractor on their list. During storm season, when you’re on a roof and calls are stacking up, that automation is the difference between booked jobs and lost ones.
The review automation triggers after you mark a job complete in the pipeline. It sends a text with a direct link to your Google review page, waits three days, then sends one follow-up if there’s no review yet. Most shops go from a trickle to a flood of reviews inside 60 days.
The Facebook ad templates include storm-season creative that can go live the same day a hail event hits your area — no designer, no agency.
How to install it
- Start the 14-day trial through the HighLevel Roofing Playbook page (link below).
- The snapshot loads into your first sub-account automatically during onboarding. If you’re on Starter and need to load it manually: Agency view → Sub-accounts → select your account → Actions → Load Snapshot.
- Swap in your company name, logo, phone number, and address across the funnel and website template.
- Connect your business phone number via LC Phone (HighLevel’s built-in calling) or Twilio. This powers the missed-call text-back — it won’t fire without a connected number.
- Connect your Google Business Profile for the review automation.
- Test the missed-call workflow by calling your number from another phone and confirming the text fires.
The whole setup is 1–2 hours if you’re comfortable in CRM software. HighLevel’s onboarding team can walk you through it if you’re not.
No charge until trial ends. Includes the full snapshot, funnel, and setup course.
Free Playbook vs paid $297 roofer snapshots
| Feature | HighLevel Roofing Playbook (free) | Paid 3rd-party packs ($197–$297) |
|---|---|---|
| Done-for-you snapshot | Yes | Yes |
| Missed-call text-back | Yes | Yes |
| Review automation | Yes | Yes |
| Lead capture funnel | Yes | Yes |
| Facebook ad templates | Yes | Varies |
| Storm-chasing workflows | Basic | Advanced (hail-event triggers) |
| EagleView / HOVER recipes | No | Some vendors |
| Spanish SMS templates | No | Some vendors |
| White-glove onboarding | HighLevel team | Vendor-specific |
| Maintenance / updates | HighLevel | Vendor-dependent |
| Cost | Free with trial | $197–$297 one-time |
The free Playbook wins on price, provenance (it’s HighLevel’s own product, not a third party), and maintenance. Paid packs win on niche depth — if your business is storm-chasing multi-state, the hail-event triggers and insurance-claim workflows in a paid pack can pay for themselves fast.
Where the Playbook falls short
Be honest about what it doesn’t do:
- Generic branding — the templates look like every other GHL roofing account until you customize them. Your first week is just renaming and recoloring.
- No storm-specific automation — there’s no workflow that monitors National Weather Service alerts and fires a campaign when hail hits your market. That’s a paid-pack feature.
- English-only SMS templates — all the default texts are English. If a significant share of your leads are Spanish-speaking, you’ll rewrite every SMS template from scratch.
- Generic CRM language — pipeline stages say things like “Lead → Opportunity → Won” instead of “New Inquiry → Estimate Sent → Insurance Approved → Scheduled → Collected.” You’ll rename every stage.
- No measurement tool integrations — EagleView, HOVER, and Xactimate are not pre-wired. You’ll set up Zapier connections yourself or hire someone who knows GHL.
None of these are dealbreakers for a 1–5 truck residential shop. They’re friction points that become real costs at scale.
Our take
For most roofing contractors — 1-truck sole operators to 5-truck residential shops — the free Playbook is the right starting point. The missed-call text-back can recover dropped leads quickly — many contractors find it pays for itself within the first few months. The review automation builds a Google reputation that compounds for years.
Storm-chasers and multi-truck shops doing $2M+ in revenue per year should run the free Playbook first, then evaluate paid packs once they know which workflows they’re actually using. Buying a $297 snapshot before you understand your own follow-up gaps is paying for customizations you might not need. See our full roofing CRM comparison if you’re also evaluating JobNimbus, AccuLynx, or ServiceTitan.
The Roofing Playbook loads into your account automatically. No charge until your trial ends.
Frequently Asked Questions
- Yes. HighLevel includes the Roofing Playbook — snapshot, funnel, workflows, social posts, and setup course — at no additional charge when you start the 14-day free trial. You don't pay for it separately. The only cost is your HighLevel subscription once the trial ends ($97/mo for Starter, $297/mo for Unlimited).
- Yes. The Playbook is tied to the trial, not the plan tier. Starter ($97/mo) gives you three sub-accounts and full access to every workflow, funnel, and automation in the snapshot. The only reason to go Unlimited ($297/mo) is if you're running multiple client accounts or need unlimited sub-accounts — not for the Playbook itself.
- The snapshot loads into your first sub-account automatically when you sign up through the Roofing Playbook trial link. Customizing it — swapping your logo, phone number, company name, and Twilio SMS connection — takes 1–2 hours for a tech-comfortable owner. White-glove onboarding from HighLevel's team is available if you need help.
- Fully. Once the snapshot loads into your sub-account, every workflow, funnel, email, and SMS template is editable. You're working on a copy of HighLevel's template — nothing is locked. Most roofers spend the first week swapping in their branding, tweaking the missed-call text-back message, and adjusting the review-request timing.
- The free HighLevel Playbook covers the core marketing stack: missed-call text-back, lead capture funnel, review automation, and a basic drip campaign. Paid third-party packs (GHL Automations, Top GHL Snapshots, 7-Figure Agency) add storm-chasing-specific workflows, hail-event triggers, EagleView/HOVER integration recipes, and sometimes Spanish-language SMS templates. For a 1–5 truck shop, the free Playbook is enough to start. Paid packs make sense once you've outgrown it.
- The Playbook includes pre-built workflows and funnels — it does not automatically enable HighLevel's Voice AI, which is a separate add-on billed per minute. The missed-call text-back workflow is included and handles the highest-value automation: a text fires within seconds of a missed call. The AI voice agent can be added later inside the same account.