# RidgeQuote search-to-pilot attribution map

Connect roofing estimating software traffic to live app proof, buyer evidence, pilot package interest, and launch details so the demo can be sold and improved from real intent data.

North star metric: Proposal packets generated with approved margin and current price-book evidence
Instrumentation phase: Instrument roofing estimator landing CTA, app preview, estimate edit, margin approval, price-book drift review, proposal export, and spec download.
Canonical page: https://ideas-realized.com/demo-library/roofing-estimator
Live app: https://roofing-estimator.ideas-realized.com

## Attribution Stages

### 1. Industry search entry
Route: https://ideas-realized.com/industries/roofing-estimating-software
Event: industry_page_viewed_roofing_estimator
Trigger: roofing estimating software visitor lands on the indexable industry page.
Owner: Growth lead
Destination: Search console, analytics landing report, and CRM first-touch source
Success signal: 2 qualified roofing inquiries per quarter
Proof asset: Roofing estimating software helps contractors convert field measurements into priced scopes, margin-aware line items, branded proposals, and signed customer agreements.
Next action: Route engaged visitors into RidgeQuote instead of a generic contact form.

### 2. Live app launch
Route: https://roofing-estimator.ideas-realized.com
Event: demo_opened_roofing_estimator
Trigger: Prospect opens the roofing estimator app preview.
Owner: Growth lead
Destination: Analytics event stream and CRM source field
Success signal: Roofing estimator pages produce a 5 percent page-to-demo click rate.
Proof asset: 14/14 clickable flows in the demo app.
Next action: Tag the session with demo slug, source page, buyer role, and selected workflow.

### 3. Workflow proof interaction
Route: https://ideas-realized.com/demo-apps/roofing-estimator
Event: estimate_math_reviewed
Trigger: Estimator opens estimate calculation, scope, labor, or material sections.
Owner: Product lead
Destination: Product analytics funnel
Success signal: Estimate math is viewed in 80 percent of qualified demo sessions.
Proof asset: Authenticated estimate workspace with scope assumptions and line item model.; Material, labor, waste, markup, and margin controls for contractor-specific pricing.; Proposal builder with warranty, financing, scope, and customer-facing sections.
Next action: Use the touched workflow as the first follow-up proof point.

### 4. Proof and ROI review
Route: https://ideas-realized.com/roi-calculators/roofing-estimator-roi-calculator
Event: margin_exception_reviewed
Trigger: Sales manager approval gate or margin exception is opened.
Owner: Sales manager
Destination: Buyer proof and audit ledger dashboard
Success signal: Margin gate is included in every roofing pilot proposal.
Proof asset: /case-studies/roofing-estimator-pilot-case-study plus ROI calculator and production evidence export.
Next action: Attach ROI, case-study, and proof-pack links to the buyer follow-up.

### 5. Pilot package qualification
Route: https://ideas-realized.com/pilot-packages/roofing-estimator-pilot-package
Event: pilot_package_viewed_roofing_estimator
Trigger: Buyer opens Roofing estimate and proposal software pilot package after live app or ROI review.
Owner: Sales lead
Destination: CRM opportunity score and deal desk queue
Success signal: Buyer can approve price book categories, margin floors, proposal language, and one estimator-owner for weekly review.
Proof asset: $20k-$38k setup, $900-$3.2k/month recurring, 1 week price-book prep, 2 weeks estimate and approval hardening, 2 weeks proposal pilot..
Next action: Confirm One sales manager, one estimator, sample price book, two recent estimate examples, and customer proposal copy approval.

### 6. Launch details handoff
Route: https://ideas-realized.com/implementation-intake/roofing-estimator-implementation-intake
Event: proposal_packet_generated
Trigger: Proposal builder or proposal export flow is viewed.
Owner: Estimator
Destination: Sales operations dashboard
Success signal: Proposal packet proof moves at least one buyer from demo to written scope.
Proof asset: The current demo already covers scope inputs, estimate math, proposal sections, material mix, status tracking, cash close, production handoff, scheduling, and supplement packet operations. A production version would add user accounts, photo uploads, pricing templates, PDF proposals, e-sign, CRM sync, and payment provider integration.
Next action: Collect required assets, source-data owner, approval gates, and production-domain decision.

## CRM Fields
- source_route
- demo_slug
- buyer_role
- workflow_touched
- proof_asset_opened
- pilot_package_viewed
- implementation_intake_started
- next_sales_action

## Dashboards
- Roofing acquisition dashboard (Sales and marketing)
  - Estimator keyword traffic
  - Demo opens
  - Proposal workflow views
  - Spec downloads
- Estimator operations dashboard (Estimator and sales manager)
  - Open estimates
  - Margin exceptions
  - Price-book drift flags
  - Proposal packets generated

## Privacy Guardrails
- Customer proposal data: Customer names, addresses, and financing notes stay out of marketing analytics.
- Margin sensitivity: Margin events can track approval state and threshold category, not exact gross-profit values, unless approved.
- Vendor pricing: Vendor price-book freshness can be tracked by item category and review status without exporting raw vendor costs.