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Sales Enablement, Interactive
Visual Sales Tool
Role
Designer & Builder (Lovable)
Year
2025
Discipline
Sales Enablement
Status
Case study

The Challenge
Sales conversations that need visuals, in the field.
Roofing sales happens at the kitchen table, on a tablet, standing next to a house. Reps were juggling PDFs, photo libraries, financing sheets, and product brochures, every conversation losing momentum every time they tapped between apps.
The tool had to be interactive, editable in real time, and restricted to Rob's sales team, not a public site. One coherent visual story, from the first hello to the signed recommendation.
The Build
A private, interactive presentation, built on Lovable.
Nine guided steps a rep can walk a homeowner through, with per-customer intake, photo uploads from the roof, and a recommendation panel the rep writes live at the table. Every screen carries the Rob's Roofing brand, logo, editorial serif, the same warm orange accent, so the tool feels like the company, not a generic slide deck.
Step 01
Welcome the homeowner by name.
Every presentation opens personal. The homeowner's name in an italic serif headline, three plain-language cards for what the next hour looks like, get to know you, walk your options, personalized recommendation. No jargon, no pressure.

Step 02
Arrival & needs assessment.
Four visual cards for the things the rep is about to look for, leaks, broken or slipped tile, cracks and open seams, areas vulnerable to future damage. Sets expectations before anyone climbs a ladder.

Step 03
Inspection findings, on the spot.
The rep uploads real photos from today's inspection, tags the concern level, and lists what they noted. The homeowner sees their own roof, not a stock image, the whole conversation is grounded in evidence.

Step 04
Who Rob's is, who's helping today.
The company story, Rob arrived in 1989, family-run, 36 years Arizona-trusted, paired with the rep's own card, contact info, and the manufacturer credentials that matter: GAF Master Elite, Polyglass PremioPro. Trust built into the flow, not bolted on.

Step 05
Roofing systems, side by side.
Flat, shingle, metal, tile, four cards with real photography and plain-language notes on what each is best for. Homeowners can compare without a rep having to remember spec sheets.

Step 06
Education, not upsell.
The "How a Cool Roof Works" step turns a technical concept into one image, one big number (53%), and three plain benefits. This is the moment a homeowner stops nodding politely and starts asking real questions.

Step 07
Real work, real neighborhoods.
A gallery of recent installs from Rob's crews, tile replacements, shingle re-roofs, before-and-afters. Reps can filter by roof type as they talk, so a homeowner considering tile sees eight examples of tile.

Step 08
Affordability, honestly.
Tabbed comparison across the four ways Rob's helps homeowners pay: full replace, targeted repair, financing, and cash/card. Each option gets the same warm treatment, no small print, no gotchas, no "sales moves."

Step 09
The recommendation, written for this home.
The rep's live-written recommendation, tied back to the concerns flagged in Step 03, alongside the Rob's mark and a personalized thank-you. The homeowner walks away with a coherent plan, not a generic quote.

What's Inside
Nine steps. One coherent story.
Per-homeowner intake with photo uploads, concern level, and a private recommendation field
Nine guided presentation steps a rep can walk any customer through
Real inspection photography from today's roof, not stock images
Cool-roof education modules with animated diagrams and headline stats
Roofing systems comparison, flat, shingle, metal, tile
Samples gallery filtered by roof type from Rob's crews
Affordability tabs, full replace, targeted repair, financing, cash / card
GAF Master Elite and Polyglass PremioPro credentials woven into the story
Rep card with contact info on every screen
Sales-team-only access, private by default
Why It Matters
Sales tool that pays back its build in a week.
The team stopped juggling PDFs and started walking customers through a single, coherent visual story, one that reflects the company's brand on every screen. Because it's built on Lovable, we iterate on it, new products, new photos, new scripts, the same day feedback comes in from the field.
The private-first architecture keeps it a team tool, not a public site. And because the rep writes the recommendation live at the table, the customer leaves with a plan built for their home, not a spec sheet.
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