Storm Response Checklist

Phase-based structure. A checklist that mixes canvassing tasks with materials ordering and adjuster scheduling in a single list creates confusion. Phase-based structure keeps each role focused on their current priority — deploy first, intake second, schedule third — so no one is trying to do three things simultaneously while the critical window is open.

A named role on every item. "Confirm hail size with HailTrace" is a task with no owner. "Sales manager confirms hail size with HailTrace and texts deployment zone assignments to all reps" is a task with an owner. When responsibility is shared between multiple people, no one owns it — and in the first two hours of a storm response, that ambiguity costs leads.

A lead intake protocol that handles surge volume. During a storm, leads come in from canvassers, inbound calls, web forms, and referrals at the same time. Without a single defined intake log managed by one person, leads get duplicated, lose attribution, or go unassigned entirely. The checklist needs an explicit intake protocol that handles ten times your normal inbound volume.

A materials pre-order threshold. The best checklists include a defined trigger for materials pre-ordering: if you confirm X inspections in the first 24 hours, pre-order for Y squares. This prevents the production backlog and margin-killing expedited orders that hit when storm volume exceeds your materials supply two weeks in.