Portafolio – Marketing Assets

MARKETING ASSETS

Ebooks, ads, thumbnails, social media, and one-pagers—I create marketing assets that scale brands with clarity and impact.

High-Impact Roofing Industry Report, Designed Fast

With just one week and only a rough PowerPoint of chart screenshots and text, I was tasked to design a polished, high-end 40-page report. Built entirely in Figma, the final piece was a professional, cohesive publication that quickly became a key marketing asset.

The results spoke for themselves:

3,519 total website views
377 downloads, generating qualified leads
8 new subscribers directly from the report
33 customers who expanded or upgraded their subscription plans after engaging with it

Beyond metrics, the report was recognized internally as a major design success and continues to influence how the company approaches high-value marketing content.

Download report

Below are a few of the pages I designed for a Product Playbook eBook.

Revamping CFI’s YouTube Presence

At CFI and Macabacus, I designed and replaced over 400+ YouTube thumbnails to ensure clear, consistent branding at a key user touchpoint. Collaborating with SEO, I optimized visuals for performance, helping CFI surpass 200K+ subscribers.

3/3

Hundreds of Social Assets, One Consistent Brand at Roofr

I have produced hundreds of social media designs for Roofr, to support campaigns and brand growth. Recently expanded this work by using AI to generate custom, brand-aligned visuals/images—helping create content that stock libraries can’t provide while keeping messaging and branding consistent.

Below are a few of the pages I designed for a Product Playbook eBook.

roofr.com

@getroofr

ROOFR PLAYBOOK

AUTOMATIONS

Automating Your Sales Workflow for Faster Deals

Every winning team has a solid playbook, and your roofing business is no different. This guide is packed with proven plays to help you automate the busy work, tighten up your game, and keep things running smoothly.

Create tasks when an appointment is booked

Edit

If...

Job Stage changes to

If...

Appointment Booked

Then...

Create tasks

Then...

Order a measurement report

Confirm with customer day befo...

Check with Bill to see if material...

INTRODUCTION

Speed to Lead with Automated Follow-Ups

For new roofing businesses looking to maximize every lead.

Your Challenge

roofr.com

AUTOMATIONS

The Game Plan

Close more deals by responding to leads instantly, automating follow-ups, and keeping your pipeline moving—all without adding to your workload.

You're juggling sales, operations, and actual roofing work—there’s no time to think about automations.

You haven’t seen the direct impact of automation, so it’s easy to push it down the priority list.

Leads fall through the cracks because follow-ups aren’t consistent.

The Roofr Playbook - Introduction

Follow-Up Email Template Example

Subject Line: 🏠 [Homeowner's Name], Don’t Miss Out on Your Free Roof Consultation!

Hi [Homeowner's Name],

I just wanted to follow up on my previous email. We’d love to help you with your roofing project, but I noticed you haven’t scheduled your free consultation yet.

Here’s why now is the perfect time to act:

✅ Free, no-pressure consultation to assess your roof.

✅ Exclusive discounts for scheduling this week.

✅ Fast, reliable service to get your project done right.

👉 Click here to claim your free consultation: [Link to Schedule]

Spots are limited, so don’t wait too long! Let’s get started on your dream roof today.

Looking forward to hearing from you,

[Your Name]

Pro Tip

Industry recommends sending at least 3 follow ups (but no more than 6).

roofr.com

AUTOMATIONS

Send follow-up email/text after two days.

Automation

Assign a task for a team member to call the lead.

Internal Task

Repeat this step as needed to ensure no lead is left behind.

Optional

If No Response After 2 Days

The Roofr Playbook - HOW TO RUN PLAY #1

STEP 2

Why it matters

The faster you respond to a lead, the higher your chances of winning the deal. Automate the first touch and the follow-ups so no lead goes cold.

🏆 Play #1

Automated Speed to Lead

How to Run This Play

roofr.com

AUTOMATIONS

Goal

Convert More Leads into Booked Appointments

The Roofr Playbook - play #1

roofr.com

AUTOMATIONS

Email Template Example

Subject Line: 🏠 [Homeowner's Name], Your Roofing Proposal is Ready!

Hi [Homeowner's Name],

Thank you for meeting with us! We’ve prepared a detailed roofing proposal just for you.

Here’s what’s included:

✅ Customized plan tailored to your needs.

✅ Transparent pricing with no hidden fees.

✅ Exclusive offer if you sign within [X] days!

👉 Click here to review and sign your proposal now: [Link to Sign]

Why act now?

- Lock in your spot before our schedule fills up.

- Take advantage of our limited-time offer.

Let’s make your roofing project a reality!

Best,

[Your Name]

When job stage = Appointment Booked→ Assign a task list for proposal creation.

Automation

Set up a proposal template for faster sending.

Pre-Work

Trigger

Appointment Booked

→ Proposal Creation

STEP 1

The Roofr Playbook - HOW TO RUN PLAY #2

Pro Tip

Keep it short, friendly, and include a clear CTA to book an appointment.

roofr.com

AUTOMATIONS

Email Template Example

Subject Line: 🏠 Ready to Transform Your Roof? Let’s Get Started!

Hi [Homeowner's Name],

Thanks for reaching out to [Your Company Name]! We’re thrilled to help you with your roofing project.

Did you know that responding quickly to roofing needs can save you time and money? That’s why we’re offering a free, no-obligation consultation to assess your roof and provide a detailed plan tailored to your needs.

👉 Click here to schedule your free consultation now: [Link to Schedule]

Spots fill up fast, so don’t wait! Let’s get your roof in top shape.

Looking forward to speaking with you,

[Your Name]

Text Template Example:

Hi [Homeowner's Name], thanks for contacting [Your Company Name]! We’d love to help with your roofing project. Click here to schedule your free consultation: [Link to Schedule]. Thanks!

When job stage = New Lead → Send automated email or text to the homeowner.

Automation

Set up an email & text template for first-touch outreach.

Pre-Work

Trigger

A New Lead Comes In

STEP 1

The Roofr Playbook - HOW TO RUN PLAY #1

roofr.com

AUTOMATIONS

Update lead status to "Closed-Lost" for tracking.

Automation

This helps you analyze your sales funnel and improve follow-up timing.

Why

If No Appointment is Booked After 7 Days

The Roofr Playbook - HOW TO RUN PLAY #1

Pete McKendrick

Just change the status and track!

STEP 3

Why it matters

You’ve done the hard work of getting an appointment—now let automation handle the follow-ups and reminders so deals close faster.

🏆 Play #2

Automating Sales Proposals for Faster Closes

How to Run This Play

roofr.com

AUTOMATIONS

Goal

Move Deals from Proposal Sent to Signed—Without Chasing Prospects

The Roofr Playbook - play #2

MARKETING ASSETS

Ebooks, ads, thumbnails, social media, and one-pagers—I create marketing assets that scale brands with clarity and impact.

High-Impact Roofing Industry Report, Designed Fast

The results spoke for themselves:

3,519 total website views
377 downloads, generating qualified leads
8 new subscribers directly from the report
33 customers who expanded or upgraded their subscription plans after engaging with it

Beyond metrics, the report was recognized internally as a major design success and continues to influence how the company approaches high-value marketing content.

Download report

Revamping CFI’s YouTube Presence

3/3

Hundreds of Social Assets, One Consistent Brand at Roofr

Below are a few of the pages I designed for a Product Playbook eBook.

roofr.com

@getroofr

ROOFR PLAYBOOK

AUTOMATIONS

Automating Your Sales Workflow for Faster Deals

Create tasks when an appointment is booked

Edit

If...

Job Stage changes to

If...

Appointment Booked

Then...

Create tasks

Then...

Order a measurement report

Confirm with customer day befo...

Check with Bill to see if material...

INTRODUCTION

Speed to Lead with Automated Follow-Ups

For new roofing businesses looking to maximize every lead.

Your Challenge

roofr.com

AUTOMATIONS

The Game Plan

Close more deals by responding to leads instantly, automating follow-ups, and keeping your pipeline moving—all without adding to your workload.

You're juggling sales, operations, and actual roofing work—there’s no time to think about automations.

You haven’t seen the direct impact of automation, so it’s easy to push it down the priority list.

Leads fall through the cracks because follow-ups aren’t consistent.

The Roofr Playbook - Introduction

Follow-Up Email Template Example

Subject Line: 🏠 [Homeowner's Name], Don’t Miss Out on Your Free Roof Consultation!

Hi [Homeowner's Name],

I just wanted to follow up on my previous email. We’d love to help you with your roofing project, but I noticed you haven’t scheduled your free consultation yet.

Here’s why now is the perfect time to act:

✅ Free, no-pressure consultation to assess your roof.

✅ Exclusive discounts for scheduling this week.

✅ Fast, reliable service to get your project done right.

👉 Click here to claim your free consultation: [Link to Schedule]

Spots are limited, so don’t wait too long! Let’s get started on your dream roof today.

Looking forward to hearing from you,

[Your Name]

Pro Tip

Industry recommends sending at least 3 follow ups (but no more than 6).

roofr.com

AUTOMATIONS

Send follow-up email/text after two days.

Automation

Assign a task for a team member to call the lead.

Internal Task

Repeat this step as needed to ensure no lead is left behind.

Optional

If No Response After 2 Days

The Roofr Playbook - HOW TO RUN PLAY #1

STEP 2

Why it matters

The faster you respond to a lead, the higher your chances of winning the deal. Automate the first touch and the follow-ups so no lead goes cold.

🏆 Play #1

Automated Speed to Lead

How to Run This Play

roofr.com

AUTOMATIONS

Goal

Convert More Leads into Booked Appointments

The Roofr Playbook - play #1

roofr.com

AUTOMATIONS

Email Template Example

Subject Line: 🏠 [Homeowner's Name], Your Roofing Proposal is Ready!

Hi [Homeowner's Name],

Thank you for meeting with us! We’ve prepared a detailed roofing proposal just for you.

Here’s what’s included:

✅ Customized plan tailored to your needs.

✅ Transparent pricing with no hidden fees.

✅ Exclusive offer if you sign within [X] days!

👉 Click here to review and sign your proposal now: [Link to Sign]

Why act now?

- Lock in your spot before our schedule fills up.

- Take advantage of our limited-time offer.

Let’s make your roofing project a reality!

Best,

[Your Name]

When job stage = Appointment Booked→ Assign a task list for proposal creation.

Automation

Set up a proposal template for faster sending.

Pre-Work

Trigger

Appointment Booked

→ Proposal Creation

STEP 1

The Roofr Playbook - HOW TO RUN PLAY #2

Pro Tip

Keep it short, friendly, and include a clear CTA to book an appointment.

roofr.com

AUTOMATIONS

Email Template Example

Subject Line: 🏠 Ready to Transform Your Roof? Let’s Get Started!

Hi [Homeowner's Name],

Thanks for reaching out to [Your Company Name]! We’re thrilled to help you with your roofing project.

👉 Click here to schedule your free consultation now: [Link to Schedule]

Spots fill up fast, so don’t wait! Let’s get your roof in top shape.

Looking forward to speaking with you,

[Your Name]

Text Template Example:

Hi [Homeowner's Name], thanks for contacting [Your Company Name]! We’d love to help with your roofing project. Click here to schedule your free consultation: [Link to Schedule]. Thanks!