Podcast appearances and mentions of ruby receptionists

Episode 84: Using technology to grow a family law practice with Jason Rice of Dirigo-Divorce. Get ready to revolutionize your practice as Jason Rice from Dirigo-Divorce joins me to discuss how he uses technology to improve the services he provides to his clients. Jason is a Family Law attorney based in Maine and New England who has harnessed technology to manage his legal practice. He has a deep passion for family law, clearly fostered through his years of legal experience. Jason worked as a Staff Attorney for the 13th Judicial Circuit Court in Tampa, FL, where he assisted judges in various areas, including family law. Jason has also taught Family Law at a community college for nearly ten years and co-authored "Relocations: A Judge's Perspective" with the Honorable Judge Daniel Sleet. Join Jason and me as we discuss the following three questions and more! What are three pieces of tech software hardware that solos and small firms might be surprised are not "big firms" only? What three pieces of tech software and hardware make working with virtual remote services seamless? What are the top three tips when communicating with clients through an LPM, text, or email? In our conversation, we cover the following: [01:11] Jason's Mac-based Legal Practice [11:00] Essential Tech for Solos and Small Firms [21:07] Seamless Remote Work: Essential Tools for Virtual Collaboration [31:14] How to Communicate Effectively with Clients: Texting and Email TipsTop of Form [34:34] Connect with Jason Resources: Connect with Jason: LinkedIn: linkedin.com/in/jasonmrice/ Website: dirigo-divorce.com/ Hardware mentioned in the conversation: External monitors Apple XDR: apple.com/pro-display-xdr/ Software & Cloud Services mentioned in the conversation: Backblaze: backblaze.com/ Calendly: calendly.com/ Clio: clio.com/ Daylite: marketcircle.com/legal/ Fastcase: fastcase.com/ Google Voice: voice.google.com/ HumbleFax: humblefax.com/ Kofax: knowledge.kofax.com/ Marketcircle: marketcircle.com/ Nuance Power PDF: shop.nuance.com/store/nuanceus Posh Virtual Receptionist Service: posh.com/ Ruby Receptionists: ruby.com/  

Want to sell more roofing jobs? Financing might be the answer for you! In today's show, you'll learn how to boost your sales with a seamless process of fast funding that appeals to your customers. Join us to learn more!   Chris Scoville is a pioneer in home improvement financing. He is a true advocate for roofing contractor success while looking out for the best benefits for homeowners, as well. His expertise at Scoville Financing is helping to educate and support contractors about financing for their consumers at the point of sale.   What you'll hear in this episode: How John is finding success by offering financing options to his customers How financing options work for the financial benefit of the consumer while boosting your sales Why financing makes perfect sense in today's changing market How the prequalification and approval processes work with financing Common misconceptions (mostly from old-school roofers) about financing How dealer fees work in the financing process A look at the numbers proving that financing benefits both consumer and contractor Resources: Connect with Chris Scoville: Website and LinkedIn Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: (510) 612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize, and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service! Additional bonuses are available for the first 100 contractors who sign up for the newest version, which just launched on August 1, 2023!

Today's episode is all about closing the sale! Tune in to hear more about why conversion beats more leads with Ryan Groth. Resources Mentioned: Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: (510) 612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize, and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service! Additional bonuses are available for the first 100 contractors who sign up for the newest version, which just launched on August 1, 2023!  

Welcome to this episode of The Roofer Coach! My co-host, John DeLaurier, is not with us today because he is attending a seminar and learning cool, new stuff. I'm talking with one of our mastermind group members about why and when you might need an attorney when working with insurance companies. Join us to learn more!   Brian Huf is the owner of Modern Roofing Group in Denver, Colorado. We are getting Brian's take on working with insurance companies and how he's learned to make this relationship work. His attorney, Michelle Le, joins us to give valuable insight from her role in the process. She is the owner of her practice, the Law Offices of Michelle C. Le, and is licensed to practice law in four states: Texas, Colorado, Kansas, and Mississippi.   What you'll hear in this episode: What Brian gets out of our residential mastermind group at The Roofer Coach Brian's background and work as the owner of Modern Roofing Group Michelle's background and work as the owner of her law practice What Brian sees as the problem AND the solution in working with insurance companies How Brian gains the trust of the homeowner by being transparent and educating them about the roofing and insurance claim process Why Brian works with Michelle to address problems when insurance companies don't want to pay How Brian works with insurance adjusters and gets paid How Michelle works on a contingency fee agreement to get paid What roofing contractors can do to improve their process and get paid Brian's recent rebrand and how it's made him easier for people to find Resources Mentioned: Connect with Brian Huf: Modern Roofing Group website or text 720-334-3449 Connect with Michelle C. Le: The Law Offices of Michelle C. Le website or text 210-491-2054 Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: (510) 612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize, and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service! Additional bonuses are available for the first 100 contractors who sign up for the newest version, which just launched on August 1, 2023!

Are you looking to grow your construction business, but hate bookkeeping and accounting? Are you skeptical about hiring any accountant for fear of embezzlement or being ripped off? If so, tune into today's podcast to get quick and easy tips on how to turn a people-dependent money pit, into a process-dependent cash cow with today's guest, Randal DeHart. Listen to Randal and Dave discuss: The difference between construction accounting and regular accounting Differences between costs and expenses 5 key performance indicators and setting up a dashboard Why you should use QuickBooks Easy tips to do your own accounting Getting in touch with people to help you set up your dashboard Top problems and causes for embezzlement Setting up programs to avoid rip-offs Being smart with your money Getting involved with a bookkeeping company The system Randal's company uses Business Quick Tip: We found out that we were having a lot of customer callbacks on our work, at one point in our business. Most of the time it was a leak that was causing problems. We ended up developing The Perfect 10 Checklist and sent an inspector to the job site at the end of every job to assess how well the crew did the top 10 things that caused leaks. If they scored a Perfect 10, then the crew got a bonus. We were able to cut our callbacks by 90% with this simple checklist. It also cut our costs and improved customer satisfaction. It's a win-win. Go to the website to get the checklist and start implementing it! Resources Mentioned: Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: (510) 612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize, and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service! Additional bonuses are available for the first 100 contractors who sign up for the newest version, which just launched on August 1, 2023!

In today's episode, Dave and John are joined by Chris Pendergast of Peakleads, to discuss how to make the move into commercial roofing. Resources: Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: (510) 612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize, and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service! Additional bonuses are available for the first 100 contractors who sign up for the newest version, which just launched on August 1, 2023!

 We've got a great show for you today with our returning guest, Tommy Mello. He is “The Home Service Millionaire” who joined us for Episode 281: How to Build a $100 Million Home Service Business. Tommy is the owner of A1 Garage Door Service, host of The Home Service Expert podcast, creator of the Freedom Conference, and author of Home Service Millionaire and his latest book, Elevate: Build a Business Where Everybody Wins.    My co-host, John DeLaurier, and I are excited to welcome Tommy back to the show and hear his expert advice in today's show! Join us!   What you'll hear in this episode: What we are noticing in the roofing market right now–and why now is NOT the time to cut your marketing budget Highlights of the big milestones in Tommy's business and personal life since his last show with us–and why he has made BIG changes Why Tommy wrote his latest book, Elevate Why having the “there just aren't good people out there to hire” attitude means you, as a business owner, have poor leadership  Why your company culture is an essential form of marketing Where to find the best job recruits How Tommy works to keep employees happy at his company and even offers an equity incentive program How Tommy has saved millions by spending the money to rebrand Tommy's advice for contractors as the market slows down Why profit is more important than revenue “It's all in the numbers!” (Tommy reviews the most important KPIs in your business and why you MUST know them!) What Tommy would say to his younger self An overview of the Freedom 2023 event in Orlando, Florida, on November 1-3 Resources: Connect with Tommy Mello: Website Elevate book The Home Service Millionaire book, The Home Service Expert podcast https://tommymello.com/freedom Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: (510) 612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize, and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service! Additional bonuses are available for the first 100 contractors who sign up for the newest version, which just launched on August 1, 2023!    

Are you ready to see your sales numbers skyrocket? This is the show for you! We have talked for months about doing a show about the best sales process that we teach in our coaching program. My co-host, John DeLaurier, and I developed this process after many years of trial and error in the roofing business. The point is that a smart guy doesn't learn from his own mistakes but from the mistakes of others. Think of us as your crash test dummies who have been there, done that, and made the mistakes–and now we can teach you how to do it right! Join us to learn more about how your sales process can build a solid foundation for your roofing business to grow and thrive! What you'll hear in this episode: How to build an org chart for your business by asking, “Who does what?” What is your process for selling work, doing work, and keeping score? How John describes the structure of DeLaurier Roofing and how he handles relationships with his subcontractors Why your marketing plan needs to be firmly committed to spending 5% of your total revenue to secure a high lead flow Why your prequalification process is essential to a good lead flow How a good CRM (not a file folder system!) makes everything about your sales process more efficient How a pre-meeting sales sheet helps you pre-sell the job and separate yourself from the competition How to ask open-ended questions at the site meeting to find out from the customer how to make the sale  How an automated appointment confirmation system adds professionalism, allows you to “seed the review,” and adds another level of touch to the sale How to handle the roof inspection, which is the precursor to the proposal Why the follow-up process should include texts, emails, and calls with both manual and automated contacts Resources: Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize, and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service! Additional bonuses are available for the first 100 contractors who sign up for the newest version, which just launched on August 1, 2023!    

If you've ever spent any time thinking about retiring or any other reason for why you might sell your business somewhere down the line, don't miss today's show! My guest, David Lupberger, helps contractors with strategies in exit planning when they're thinking about selling their businesses. There's a lot that goes into this planning, and that is what we're going to get into today. David is not only a business coach, but he's also the owner of Remodel Force, an author, and he currently writes a monthly column for Qualified Remodeler magazine. He is a friend of mine and a fellow member of an amazing Mastermind group. What you'll hear in this episode: When most business owners walk out the door, the value of that business walks with them because their businesses depended on their participation, their knowledge, and their experience. According to David, your real job is to work yourself out of day-to-day-operations, because the long-term goal is that the company works as well and creates revenue as well without you as it does with you. You create equity, a transferable asset, when you have a company and people that can continue when you're not in the day-to-day operations. David addresses the “value” of a company. Preparing to leave can take years, and involves contingency planning. Three things to consider regarding the end purpose of your business: When do I want to transition out of day-to-day? If I'm replacing myself, which will usually increase overhead costs: Do I have a financial foundation in place to deal with that overhead? How will I increase revenue to pay for that additional overhead? Am I able to identify a successor? With exit planning, allow for a minimum of five years, and realistically seven to eight years. David explains the rewarding and transferring of equity concept. David drills down into various contingency scenarios and explains why having back-up plans is so vital. Connect with David! Website - Take Your Exit Readiness Assessment! Book Mentioned: The E-Myth by Michael E. Gerber Resources: Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize, and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service! Additional bonuses are available for the first 100 contractors who sign up for the newest version, which just launched on August 1, 2023!  

In today's episode you will learn how to find more free time in your roofing business. Links For anyone who would like to sign up for a demo of SendJim, please  schedule that at https://learn.servicemoxie.com/schedule-product-demo. Make sure you mention The Roofer Show Podcast for those exclusive templates.      If you're interested in learning more about The Roofer Mastermind groups or our Coaching Programs text me at (510) 612-1450 or book a free strategy call with me at https://davesullivan.as.me/free-strategy-call   Download my FREE 1 Page Business Plan and get organized, focused, and profitable https://theroofershow.com/plan Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! https://get.ruby.com/theroofercoach. Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service! Additional bonuses are available for the first 100 contractors who sign up for the newest version, just launched on August 1, 2023!

What you'll hear in this episode: A recap of John's week and Dave's week The value of going to conferences–IF you implement what you learn Why getting back to the basics begins with communication and answering every phone call How DeLaurier Roofing uses systems and processes to do radius marketing How Daniel came to SendJim four years ago and now helps contractors leverage their customer lists with automation How SendJim handles Quote Follow-up for their clients–AND increases their close rate How to stay “top of mind” in the neighborhood and get referrals Why “multiple touch” marketing works best How you can learn more about SendJim via a screen share video and a guaranteed ROI Resources Check out these videos for Radius Bomb and Neighbor Mailing: Radius Bomb Property and Demographic Filters June Update Neighbor Mailing Filters August Update For anyone who would like to sign up for a demo of SendJim, please schedule that at https://learn.servicemoxie.com/schedule-product-demo. Make sure you mention The Roofer Show Podcast for those exclusive templates. If you're interested in learning more about The Roofer Mastermind groups or our Coaching Programs text me at (510) 612-1450 or book a free strategy call with me at https://davesullivan.as.me/free-strategy-call Download my FREE 1 Page Business Plan and get organized, focused, and profitable https://theroofershow.com/plan   Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! https://get.ruby.com/theroofercoach. Be the modern-day contractor! We help you leverage technology to generate, organize, and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service! Additional bonuses are available for the first 100 contractors who sign up for the newest version, just launched on August 1, 2023!

Welcome to The Roofer Coach podcast! We have made some changes and improvements and are rebranding the podcast, business, and platforms from The Roofer Show to The Roofer Coach. Everything we do here is to help you grow a more successful roofing business! We want to help contractors, and we keep it simple by giving you tools to make things happen. I'm joined by my co-host, John DeLaurier, who brings a wealth of knowledge and experience to the table. Today's show focuses on the value of a service department in your roofing business, and our guest is Brian Mitchell from the Sales Transformation Group. Brian has immense experience in building service departments, and he teaches others to build their service department and sell with confidence. Join us to learn more from Brian! Check out the courses available at www.salestransformationgroup.com/roofershow.   ***Today's ONE THING:  The One-Page Business Plan can help you know your ideal customer and not try to serve EVERYONE. It will help you identify your avatar, focus on the services that deliver the most value and profitability, and stick with serving your region with excellence.  What you'll hear in this episode: A recap of the past week from John and Dave A reminder about the Employee Retention Credit (ERC) that we covered in detail in Episode 284; I have clients who are getting BIG money refunds. Check out www.rpcfinancial.com to learn more and see if you qualify! John gives his insight into commercial roofing repairs (You CAN be profitable with a service department– if you do it right!) This is a Non-Scale Zone! Why The Roofer Coach focuses on profitability rather than scaling your business The importance of the “three-legged stool” of your business, your two-week vacation, and why you need The One-Page Business Plan from our website (Click on Start Here to get your copy!) How your service department solves problems and offers huge savings to the building owner From Brian: How Brian ended up writing a sales training course on building service departments Why roofing service departments are built to withstand recessions and economic downturns and maintain profitability How (and why) you should get started with a service department How to use Brian's pyramid model to structure your service department Why proposals, marketing, and sales are different in service An overview of Brian's course, software, and coaching program at the Sales Transformation Group Resources To connect with Brian and check out his program, go to salestransformationgroup.com/roofershow If you're interested in learning more about The Roofer Mastermind groups or our Coaching Programs text me at (510) 612-1450 or book a free strategy call with me at https://davesullivan.as.me/free-strategy-call Download my FREE 1 Page Business Plan and get organized, focused, and profitable https://theroofershow.com/plan Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! https://get.ruby.com/theroofercoach. Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service! Additional bonuses are available for the first 100 contractors who sign up for the newest version, which just launched on August 1, 2023!  

Today's episode is a little unusual in that John DeLaurier and I are taking a deep dive into his business, DeLaurier Roofing. When we coach clients together, we emphasize that business success begins with a business plan. John explains how he has implemented a business plan, put strategic systems/processes into place, and built a successful team. Join us to learn more!   What you'll hear in this episode: How to attract the right people without recruiting–and without headaches How John has built a team that increases profitability and gives him the time freedom he wants and needs Why good character and a good attitude are more important than hiring for specific skills Fact: People want to work on a winning team with good leaders. The secret of business: the three-legged stool of success: Sell work–Know your market and target your ideal customers with systematic communication. Do work–Use a prequalification process and good project management to maximize profitability. Keep score–Pay attention to job costing, gross profit, and more; know your numbers! Resources If you're interested in learning more about The Roofer Mastermind groups or our Coaching Programs text me at (510) 612-1450 or book a free strategy call with me at https://davesullivan.as.me/free-strategy-call Download my FREE 1 Page Business Plan and get organized, focused, and profitable https://theroofershow.com/plan Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! https://get.ruby.com/theroofercoach. Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service! Additional bonuses are available for the first 100 contractors who sign up for the newest version, just launched on August 1, 2023!

What are the trends affecting your roofing business in 2023? How can you prepare to grow your profitability with a solid marketing plan despite slowdowns in the industry? Join us to learn more in today's show! We are joined by Aaron Hockel, who is a frequent guest on the show because he has great insights about marketing, online reviews, and getting quality leads. Aaron is a partner and vice president at AltaVista Strategic Partners, and I call him my marketing go-to guy. Join us to get valuable marketing advice about today's changing roofing industry. My co-host, John DeLaurier, has just returned from the Roofing Process Conference in Orlando, and he gives an update about how this conference is changing his business for the better and why you don't want to miss the next one. ***Today's ONE THING: Fresh from the conference, John shares his big takeaways as the value of a tool like RoofQuote PRO from Roofle and the importance of being consistent in answering the questions that homeowners have (from Marcus Sheridan, author of They Ask You Answer).   What you'll hear in this episode: An update from Aaron about what's going on at AltaVista SP right now What Aaron sees as current trends around competition in the roofing business and the “pie getting smaller” Why you need a tactical plan for the profitability growth you want in 2023–and commit to spending at least 5% on marketing Steps to take to boost your $3M roofing business to $5M How to capitalize on brand marketing opportunities to dominate your area Why the old-school mentality will not work in today's roofing market Why online reviews matter to your roofing business–and how to get them in the easiest ways possible How AltaVista can implement the individual aspects of your marketing plan by being the “doer” for you Resources Connect with Aaron Hockel: AltaVista Strategic Partners (Schedule your free discovery call today!) Email Aaron: aaron@altavistasp.com If you're interested in learning more about The Roofer Mastermind groups or our Coaching Programs text me at (510) 612-1450 or book a free strategy call with me at https://davesullivan.as.me/free-strategy-call Download my FREE 1 Page Business Plan and get organized, focused, and profitable https://theroofershow.com/plan Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! https://get.ruby.com/theroofercoach. Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service! Additional bonuses are available for the first 100 contractors who sign up for the newest version, just launched on August 1, 2023!

Why do so many roofing businesses fail? Why do many family roofing businesses fizzle out before the second and third generations? Today's guest has the perspective and experience to give us the answers. Join us to learn more! We are joined by Chris Diroll of Tresnak Roofing, located in the Detroit area. Chris took his corporate background in manufacturing into the family roofing business, and now he is finding success in helping other contractors make their businesses more profitable. Chris joined us previously for Episode 328 about the value of a virtual assistant to a roofing business. Before our conversation with Chris, John DeLaurier gives updates about the new ProLine CRM, just launched on August 1. Check out ProLine and use promo code “Dave50” for 50% off your first month's service!  What you'll hear in this episode: How Chris has found his place as a consultant, helping other contractors find solutions and clean up their processes Why contracting businesses are much different than they were a few years ago Why having an Exit Plan is crucial for your family and the legacy of your business Why the majority of family businesses don't make it to the 2nd or 3rd generation How automated systems and processes make every roofing business more profitable and give a better customer experience How to move the needle on your roofing business Why your pre-qualification process should be an interview for every homeowner Two important factors in your business: revenue per capita and gross profit per day Why “busy” does NOT equal profit Why contractor mastermind groups are super valuable, along with consultants/coaches, and podcasts like this one Resources: Connect with Chris Diroll and Tresnak Roofing: Facebook Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service! Additional bonuses are available for the first 100 contractors who sign up for the newest version, just launched on August 1, 2023!

Today, Dave is joined by John DeLaurier from DeLaurier Roofing in Savannah, Georgia. They discuss the importance of having a well-balanced business and personal life. John shares updates on his roofing business, highlighting the success of their Athens location and the ongoing efforts to expand in the Savannah area. They talk about the challenges of building a team and the mistakes John made in the early stages of his business. John emphasizes the importance of generating leads and implementing effective follow-up strategies. To solve this problem, John and his marketing partner AJ, developed Proline, a software solution that automates communication through text messages and emails, leading to increased close rates for leads and improved profitability. Dave and John also discuss the importance of having a team-oriented approach, treating employees well, and fostering a positive work environment. They emphasize the value of coaching and the benefits of the mastermind group they run for contractors. Resources: Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out!   Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters!   Vetted Sponsors of the Roofer Show   Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow.   Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach   Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!

Know your numbers! You've heard it here at least a million times. “Keeping score” is one leg of the three-legged stool of your business, and one of the most important numbers is your gross profit. The roofing business is packed with ups and downs around your cash flow, and you need to navigate that ride with the right approach. Join us to learn more in today's show! Diane Gilson created Info Plus Accounting in 1994 to help business owners. She has created many workshops and classes for contractors and is recognized as a top expert in her field. She is Dave's go-to financial guru, and she returns to today's show with more expert advice. Diane knows the numbers of the roofing business inside and out, and she loves to teach others how to handle the month-to-month rollercoaster of gross profit.    Before our interview with Diane, hear the conversation between Dave and John DeLaurier about a specific job of John's that went south quickly with a customer who was impossible to please–and how John handled the situation. On the other hand, he shares the success of a big job that is going well and staying well under budget. Dave gives insight into a consulting job of his on a huge, multimillion-dollar commercial roofing project.    What you'll hear in this episode: How knowing your numbers will keep you on a constant correction process, which is necessary for gross profit How Diane came to the work she does today What is gross profit? Why does it matter? Considerations in a cash-basis business How accrual basis accounting works with mismatching and adjustments Why the first step in conquering the gross profit rollercoaster is to have an estimate How your bookkeeper can get more training and knowledge An overview of Diane's resources and classes Resources: Connect with Diane and find lots of resources and information: Website Get Diane's FREE ebook, A Tale of 4 Companies. Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!

Welcome to The Roofer Coach podcast! We have made some changes and improvements and are rebranding the podcast, business, and platforms from The Roofer Show to The Roofer Coach. Everything we do here is to help you grow a more successful roofing business! We want to help contractors, and we keep it simple by giving you tools to make things happen. I'm joined by my co-host, John DeLaurier, who brings a wealth of knowledge and experience to the table. We are joined today by Luke Hansen from CompanyCam. The superior service provided by CompanyCam is the best way to ensure that your customers have the best roofing experience. Luke explains the new features coming soon to CompanyCam that will help get those Google reviews that are vital to your roofing business. Join us now!  ***Today's ONE THING: Getting reviews is a HUGE deal! Most contractors don't do this very well, but getting reviews should be one simple step in your standard sales process. Reviews will help your business grow, and everything begins when you establish good communication with your customers from the very first phone call.  What you'll hear in this episode: How CompanyCam works to document job site details for you–and make everything easier! “What's in it for me?” as a contractor in using CompanyCam Why CompanyCam operates in alignment with its mission: “To build trust through truth and transparency” How DeLaurier Roofing uses CompanyCam in their production process Why CompanyCam is working to improve and simplify the accessibility of the app Why CompanyCam wants to help contractors get each job and be the differentiator for their business How Dave's company used their “Perfect 10” list to ensure a quality job for the homeowner How CompanyCam prevents every job from being a problem How CompanyCam differentiates between “structured capture” and “unstructured capture” What's coming soon for CompanyCam Today's “Stupid Roofer Story” of bookkeeper embezzlement to the tune of $400,000! Resources: Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!      

  In the roofing business, profitability and success come to those who brand the best. Your brand is much more than the single elements of your company name, logo, and taglines; it is the whole picture of what your ideal customer thinks about your company–and IF you come to mind when they need a roofer. So many roofing contractors struggle with branding, and today's expert guest has great tips to help you, no matter the size and revenue of your business. Learn how to increase your branding while decreasing your marketing dollars spent! Join us to learn more! Dan Antonelli is the president and Creative Director of KickCharge Creative, a home service branding company specifically for small businesses. He began hand-lettering trucks at age 14, and he's been chasing his passion for brand building and logo design ever since. KickCharge is the premier brand-building agency for small businesses, and they have collectively earned over 200 design awards. Dan is the author of Building a Big Small Business Brand and his latest, Branded Not Blanded.  What you'll hear in this episode: How Dan got started in the branding business Why a “better brand” means less money spent on marketing How to assess your “brand promise” Why it makes sense in some cases to rename your company Why your ideal customer has to like your brand Considerations in your brand: name, logo, colors, vehicles, billboards, and mascots When is the right time to rebrand? Why your company vehicles are the most recognizable aspect of your brand How to consider “brand-building exercises” to make your company known Why too much IS too much–on truck wraps and billboards Specific things to consider in your brand/logo colors, mascots, and trademarks An overview of Dan's book and YouTube channel Resources: Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!      

If you've been a roofing contractor for any length of time, you know that the industry is changing, customers are changing, and technology is changing. Everything about roofing is changing, and you'll be left behind if you don't look for ways to change, grow, and keep up. Old-school ways just don't work in today's market. If you want to outpace the competition and create happy customers who give five-star reviews, today's show is for you! My co-host, John DeLaurier, and I are talking with two of the smartest guys we know to explain what a tech stack is and why it's essential for contractors. Jon Gardner is the National Training Leader at Owens Corning. His work is around developing and implementing resources, tools, and technologies to help contractors scale their businesses. Stephen Knuth is the Director of Sales at Quality Discount Roofing, and he is the Owens Corning Platinum Contractor Innovator of the Year for 2022. Jon joined us previously for Episode 148, and Stephen was featured more recently in Episode 327. What you'll hear in this episode: How OC University is packed with an extensive library of webinars and videos for online training, in addition to their live trainings each year How Stephen Knuth got into roofing and immersed himself in digital learning Why John DeLaurier believes strongly that being educated on the products you install makes you a better salesperson What Jon Gardner sees in today's changing roofing market How a tech stack works–and what a solid tech stack can do for your roofing business Why expectations from homeowners are different than in past years How Stephen's business improved when he implemented a tech stack system with OC's training and guidance Why the key to a solid tech stack is having technologies that work together efficiently Why a tech stack with repeatable processes is the foundational element of a good CRM system Why John DeLaurier says building a tech stack takes work and consistency to innovate and stand out from the competition How Owens Corning's ProSell program can help contractors with leads, communication, and reviews Why Stephen says it's important to have your entire team buy into the tech stack ecosystem for your business What it takes to get great reviews from customers, and why you should “plant the seed” in the very beginning Resources: Connect with Stephen Knuth: Email and Website Connect with Jon Gardner and Owens Corning: Website and OC Learning Center Previous episodes featuring today's guests: Hear from Jon in Episode 148, and catch Stephen in Episode 327. Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!

Running a roofing business is a journey fueled by blood, sweat, and tears. No matter how much money you have, you want to optimize your marketing dollars to get the most bang for your buck. Today's show will be helpful for roofers at any and every stage of the business, whether you're a grizzled veteran in the business or a rookie who is just starting. Let's talk about how to best spend those marketing dollars!   Tim Brown is the owner/CEO of the Hook Agency, where he teaches people how to optimize their websites, improve their SEO, and drive more Google traffic to their websites. His marketing strategies help contractors focus their marketing on their best customers. Tim has been featured on several episodes of The Roofer Coach, and we are glad he's here to share more marketing insights with us today.   Before we jump into the conversation with today's guest, my co-host, John DeLaurier, and I are discussing how our contractor mastermind groups work. The benefits to these groups are numerous, and the camaraderie and collaboration go a long way in helping us solve problems that are common in our industry. If you'd like more information, visit The Roofer Mastermind.   What you'll hear in this episode: Guidelines for spending marketing dollars in fiscally-responsible ways Where to focus and where to start to market to your ideal customer 5 steps to market your roofing business: Build your brand with a clear, memorable, and specific name, logo, message, story, and tagline. Pay attention to your Google Business Profile and Google Local Service Ads, making sure that your NAP (name, address, and phone #) listings are consistent.  Get more reviews on a regular basis. Have a professional website design that speaks to your customer.  Start small as you begin your SEO journey, but start with a plan.  The difference in a good website and a bad website How the Hook Agency does website design, and how they created the website for DeLaurier Roofing Resources: Connect with Tim Brown and the Hook Agency: www.hookagency.com   Whitespark listing service mentioned Previous Episodes with Tim Episode 208: Attract More Website Visitors That Turn Into Appointments That Turn Into Sales with Tim Brown Episode 255: Attract More Website Visitors That Turn Into Appointments That Turn Into Sales with Tim Brown Episode 267: How To Design A Website To Convert Visitors Into Sales, with Tim Brown Episode 294: When To Bring Your Marketing In House with Tim Brown Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!

It's always nice to talk to someone in the business who is doing it RIGHT. Tommy Mello, “The Home Service Expert,” knows how to take care of his team members, customers, and himself. His business, A1 Garage Door Service, began in 2007 and grew to be a $30 million-plus home service business with over 200 employees in nine states in just seven years. He hosts The Home Service Expert podcast and has written a book, The Home Service Millionaire: What Successful Home Service Entrepreneurs Do To Make More Money AND Work Less.  Tommy has built a thriving Facebook group, the Home Service Expert Community, which is “a community of resilient business owners who are hungry to learn and grow.” We can learn a lot from Tommy– because whatever you are going through, he has been there. He knows what he's doing, and he has practical principles that can set you on the path to success. Join us! What you'll hear in this episode: How Tommy has learned to hire out the tasks he knows he isn't good at and live a life he enjoys Why Tommy focuses on living big today and surrounding himself with successful people How Tommy has learned to live with perseverance and tenacity Why it pays off to build a business that is a sellable asset Why you have to start with your WHY Why it's important to know your numbers and operate with accountability How Tommy has been committed to working ON his business–not IN his business The importance of the three letters A-S-K How Tommy trains employees to master eye contact, body posture, and building relationships with clients What it takes to be a good salesman What's most important in recruiting A-players The most important KPIs (key performance indicators) to track Why Tommy makes the investment to have coaches to help him Resources: Connect with Tommy: Website (and podcast) Home Service Millionaire book Facebook Twitter LinkedIn Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!

Every roofing contractor wants MORE leads, MORE activity, and MORE sales. The big question is, “How do I make those things happen?” Today's show is about using AI technology as part of a cohesive strategy to get there. If you aren't taking advantage of what AI can do for your roofing business, you are already behind the times. Get with the program! Don't be afraid to branch out and learn something new! Join us to learn more! I'm joined by Aaron Hockel, a partner and the VP of Digital Marketing at AltaVista Strategic Partners. He is a marketing expert who specializes in working with both commercial and residential roofing contractors, acting as their marketing coordinator to do the behind-the-scenes work to get more qualified leads and sales for his clients.    What you'll hear in this episode: How AI is transforming roofing businesses to save time and manpower and get more qualified leads From Dave: An example of using ChatGPT to generate an outline of marketing tips How Aaron is using ChatGPT to keep up with technology advances Why you might be wasting money with your current marketing plan What AltaVista does in their behind-the-scenes work with clients to improve SEO and revamp marketing strategies Why any tool, like ChatGPT, must be used with guidance as part of a well-defined marketing plan with a cohesive strategy Why you have to use caution with any AI tool Why most contractors are NOT investing enough dollars in marketing and not spending in the right places Resources: Connect with Aaron and AltaVista: Website, LinkedIn, Email, or call 443-960-4004 Books mentioned: They Ask You Answer by Marcus Sheridan Past episodes featuring Aaron Hockel: Ep. 34 and Ep. 163 Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!

Are you taking advantage of technology for today's best time-saving hacks? A virtual assistant can make ALL the difference in your roofing business! Today's conversation is about finding a VA and determining what tasks they should do to improve your profitability and refine the touchpoints you have with every customer. Blending cutting-edge technologies and automation with the human element is the BEST way to grow your roofing business intelligently.   My co-host, John DeLaurier, and I are joined by Chris Diroll of Tresnak Roofing in the Detroit area. Chris has taken his manufacturing background into the family roofing business, and he is finding great success with the crew of virtual assistants that work with him in various ways. He shares what he has learned and implemented to tweak and refine his sales process.   What you'll hear in this episode: How Chris implemented the move from pen/paper to using more automation in problem-solving from day to day How COVID made innovation a necessity for Chris' roofing business How John uses reverse engineering to identify the WHY of what he does, what he wants his life to look like, and how the numbers fit into that purpose Why it's important to streamline your work hours with timesaving techniques and spend your time on $1000/hour activities instead of $25/hour stuff Why Chris began using VAs to streamline his sales process with scorecard reports, lead follow-up, and prequalification—and much more How VAs can function as inside salespeople who have a thorough working knowledge of your business How John's VA, Kathleen, helps streamline the prequalification process so DeLaurier Roofing is only dealing with target customers–and making a great first impression How Chris' team of VAs functions to divide tasks and subtasks to make his life easier, increase touchpoints with customers, and have a backup in place for every contingency How Chris trains his team on SOPs and uses new technologies in every step of the sales process Why Chris uses his website as his primary sales tool Resources: Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!  

  Is the newest technology necessary for success in the roofing business? Is there a place for AI in our industry? Maybe it's time for you to uplevel your sales process and marketing efforts with new, exciting technology, and that's our focus for this episode. Our guest is a self-proclaimed computer and technology nerd who just happened to find his happy place in a profession he never imagined for himself, the roofing business. Join us for helpful insights and information from today's guest!   Stephen Knuth is a highly skilled roofing sales professional currently serving as Director of Sales at Quality Discount Roofing in Jacksonville, Florida. Stephen's company came to our attention when they won the prestigious 2023 Innovator of the Year Pinnacle Award at the Owens Corning Platinum Conference. With a background in the tech business, Stephen brings proven systems and processes and meticulous attention to detail to every project he undertakes, ensuring exceptional quality and customer satisfaction. In this episode, Stephen shares how Quality Discount Roofing is handling changes and updates to the ever-changing automation processes that are the key to their success and profitability.    Before we jump into our interview with Stephen, I want to share a clip from our mastermind group this week in which John DeLaurier shares more about his sales process.  In our mastermind group, we currently have eight contractors who meet once each month, and we have a great time as we learn from each other. Maybe our mastermind is the right fit for you! Visit our Contact page at theroofershow.com to learn more!   What you'll hear in this episode: How Stephen learned the ropes of roofing sales the hard way How Quality Discount Roofing has implemented more technology available through their CRM system, AccuLynx Why even the latest and greatest technology is worthless unless you utilize it How the roofing business is learning to implement AI tools like ChatGPT Why Google SEO is HUGE for any roofing contractor–but it has to be used in the right way Stephen's take on marketing with a targeted net, spending marketing dollars aimed at the ideal customer, and using a specific and consistent sales process Why the customer experience is everything in the roofing business (Every touch by your staff should have the end goal of a 5-star review from a great customer experience!) Resources: Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!  

Sell Me This Pen If you saw the movie The Wolf of Wall Street you'll remember the final scene where Leo, just out of jail and banned from selling stocks, is teaching a group of eager salesmen looking for the “silver bullet” of selling. Leo asks a nervous victim in the front row that classic sales manager question, “Sell Me This Pen”. The movie ends before we get the answer. Today, I show you the right way to answer this question and how it applies to home services sales. The 4 Takeaways: Establish the need and problem by asking questions. Then LISTEN. Provide a solution and get his agreement. Ask if there is an opportunity to expand and up sell the sale. Only after getting his agreement and trust along the way do we ask for the order and close the deal. The question is asked to make you feel uncomfortable. Turn it around and take control of the sale process. Resources: Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!  

Today my guest is Sarah Allen. Sarah is the partner account manager for Ruby Receptionists - the same company that is a sponsor for this podcast and has been for many, many years. In terms of full disclosure, I was a client of Ruby long before I started the podcast, and so it was a natural connection there when they agreed to become a sponsor and have been from near the beginning of this podcast. But Ruby has evolved over the years. And they recently really went through a management shake-up and they've added a bunch of features that they didn't have at the time when I first started with Ruby. We've had a feel representative from Ruby back in the day when we talk just about Virtual Receptionist. Today, we talk about why Ruby is such a great company, and why the services offered are so appropriate for solo and small firm practitioners. So without any further delay, here is my friend Sarah Allen.In this episode, Neil and Sarah discuss:What Ruby does for law firms. Capturing more client calls and standing out with your client experience. Utilizing the calls you're receiving to track your marketing strategies. The importance of having live chat on your website to better serve your clients. Key Takeaways:The number one thing you should do if you are looking to automate and grow your law practice is to hire a virtual receptionist. Your virtual receptionist can do more than you are likely allowing them to do. As they work with you, they will get to know you and your firm and will be able to serve your clients better.Your website is your new front door - that is where people are coming to meet you, learn about your service offerings, and learn more about what they need. It takes a lot of moving parts to run a business, which is what your law firm is. Utilizing a virtual receptionist, like Ruby, will save you time, save you effort, and free you up to do the important work that only you can do. "Every call is more than just a conversation, it's more than just answering the phone. There's a lot more that goes into handling all those calls, and everything that goes along with them." — Sarah AllenGet in touch with Sarah Allen:Website: https://get.ruby.com/TLE LinkedIn: https://www.linkedin.com/in/sarahcallen/ Thank you to our sponsors!Ruby Receptionist - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to https://get.ruby.com/TLE or call 844.311.7829The Net Profit CFO - Ryan Kimler works with attorneys who want to enjoy higher net profits without working longer or harder. With just 9 Simple Numbers, Ryan will help you drive more profit to your bottom line-and he won't confuse you with all the details! Connect with Ryan at www.netprofitcfo.com.Get in touch with Neil:Website: https://thelawentrepreneur.com/Twitter: https://twitter.com/lawentrepreneurFacebook:

The recession is coming! The recession is coming! That's what you hear on the news every night. Manufacturing is down, property values down, and retail stores filing bankruptcy. But construction is booming, we can't find people to do the work because unemployment is low, and the stock market is at record highs. Recession? What recession? What's going on? It's been over 10 years since the last recession and most of our listeners weren't even in business then. All they know is business is great and it's going to last forever! But the party is coming to an end. It's just that nobody knows when. What have you done to prepare your business to not only survive but position yourself to thrive during a downturn in the economy? Today I'm going to give you 10 simple tips to recession-proof your business and also take advantage of the opportunities when the economy comes back. Show Highlights: Tip No. 1: Be prepared by having a plan. Download my FREE 1-page business plan to simplify your process. This plan asks you the important questions, the ones that really get you to think about what your business is, where you're making your money, what your ideal customer looks like, where's your business going to come from, etc. This will also help you figure out where you want to go with it. If you're looking at retiring in 5 years, that takes some serious planning. If you're a young person starting out, you want to build a business that's sellable, and that can support you in the lifestyle to which you've become accustomed. Tip No. 2: You need to know where you're making your money (residential, commercial, etc) because when things slow down, you're going to want to focus on that niche and bag the rest of it. You want to see what it looks like to have a 20% drop in business. What tends to happen during recessions is a building owner isn't going to want to spend big money to put a new roof on, so they're going to look at repairs (maintenance, coatings, resurfacing). This is where a huge opportunity exists. It is a low cost, low risk, high margins business. If you have a service department, now is the time to get the process down, and consider expanding. Service is a great profit center both inside and outside of a recession. If you do not have a service department, it might be time to consider one. Check out the Show Notes for a link to my past podcast with Greg Hayne on How To Start An Extremely Profitable Service Department! Tip No. 3: Cash! Have a lot of cash on hand to get you through a lean period to cover your overhead. Having a good amount of working capital solves a lot of problems. It will also be useful in case of opportunities present themselves. Collect your money on accounts receivables. If you aren't in the practice of doing this regularly, you need to start getting a good process put in place. This is how you make your profits, and where your cash is going to come from. When things slow down, people are slow to pay, so you need a way to stay on top of this. Check out the Show Notes for a link to my past podcast with Thea Dudley on 5 Reasons You May Have Cash Flow Problems! Check out the Show Notes for a link to my past podcast with Alex Barthet on How To Get Paid! Tip No. 4: Cut the fat! What expenses do you currently have that you can cut back on? Do it now so it isn't so painful later. Tip No. 5: Have your sales process down. When things slow down, there will be fewer opportunities, so you need to have a properly trained sales force that can go out there and sell for a higher price so that you can get your margins. Tip No. 6: Know your numbers. The number one reason contractors go out of business is because they don't charge enough money for their services. This is because they don't understand the costs of doing business. When the market turns, you'll have to be more competitive, and you can only do that if you understand your costs. You need a good reporting system.s, Tip No. 7: Have a good CRM set up to track your team, leads, jobs, and scheduling. Quick Tip: A good way to rustle up some business that you may not have thought of is dead leads! A simple way to bring those leads back to life is to send an email with the subject line, “Are you still looking to re-roof your home in (City)?” In the body of the email, just state “Let me know.” Include your contact information, your signature, and that's it! Send to all your dead leads! Tip No. 8: Make sure your website is fully optimized to attract visitors and to convert them, building trust as you go, into an actual lead. Then convert the leads into sales. Tip No. 9: Tips for your website: Establish yourself as an expert. It has to be fast and look great on a mobile device. Have the button on your website that they can click to call you. Don't use stock photos. Show photos of your guys and your equipment. Have a good “About” page. Include your photo and a short welcome video. Tip No. 10: Make sure that you're getting reviews. Make it an easy system by asking for a review upon completion of a project and making it a part of your sales process. Bonus Tips: 11) Get with your bank and set up a credit line. 12) Be sure you're taking your discounts with vendors. 13) Don't cut your marketing; increase it. You want repeat business and referral business. 14) Put out a newsletter to keep your name out in front of everyone. Resources: Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!  

  Roofing contractors all over North America are seeing a slowdown in the economy. Those who can't adapt creatively will be left by the wayside, and you cannot be successful without a winning sales process.   We began discussing this topic in Episode 323, and we continue with Part 2 as John DeLaurier gives us a closer look at his sales process at DeLaurier Roofing. Don't get left behind! Join us to learn more!   What you'll hear in this episode: How John's sales process begins with the initial customer inquiry, the “first touch” Why your communication MUST be superior over all competitors in your area (Automation makes ALL the difference!) How John's winning sales process combines old-school sales techniques and new, cutting-edge technology tools How John's virtual assistant, Kathleen, fits into his winning sales process How John is implementing a combination of inside/outside sales reps to increase the chances of making sales Why John is committed to having the best follow-up process in the roofing industry with ProLine (Use “Dave 50” for 50% off your first month's service!) Why it is essential to cultivate and develop relationships with every single homeowner Resources: Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!

A winning sales process is a MUST to have a profitable roofing business. Many contractors are seeing a drop in profit as the US economy slows down. Whether your sales are trending upward or going in the other direction, there are always tweaks that can take you to the next level. Join us to learn about a winning sales process!   My co-host, John DeLaurier, recently attended the Roofing Insights Retreat with his family on Lake Superior in the snowy north. He shares his takeaways from the retreat, along with shared concerns from other roofing contractors about trends in the economy. While some roofing contractors are crushing it right now, many saw a dip in 2022 profit margins, close rates, and total revenue. Another common challenge for contractors is finding a balance between using new technology and maintaining in-person contact with the customer.     What you'll hear in this episode: John's perspective on margins, price ceilings, and customer experience Why the gross profit margin is the main KPI for every job–and how to figure it Possible issues that lead to profit margin problems Questions to ask about your sales process: Am I selling correctly? Am I priced too high? How John is driving people to his website Why a good pre-qualification process and a system to answer every call are vital Why John has hired a virtual assistant, Kathleen—and loves how she helps his business What happens next in a winning sales process? Join us for next week's episode to find out! Resources: Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!

To run a profitable roofing business, you have to understand the basics of accounting and the basics of setting up your financial system. In this episode, I discuss with my go-to accounting expert, Diane Gilson, the easiest way to do just that! Diane Gilson created Info Plus(+) Accounting® In 1994 to help business owners establish job-cost accounting systems so they can access critical day-to-day operations data using QuickBooks as their primary management accounting tool. Diane's passion is designing, customizing, and upgrading accounting systems and financial controls for small to mid-sized construction and manufacturing companies. What you'll hear in this episode: Re-organize the Chart of Accounts so that it provides more meaningful and useful information Construction businesses fail when owners don't charge enough money because they don't understand their costs The Chart of Accounts is your accounting system foundation Understanding direct costs Above and below the line and why it's important to get this right Consistency is necessary to do comparisons of estimates vs. actuals How to keep your Chart of Accounts simple Having a consistent cash flow allows you to take a regular salary Net profit is NOT part of your salary, it is money that you'll be reinvesting into the business Diane has created a Building Your Chart of Accounts Class! Why you shouldn't ignore your balance sheet Resources: Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service! Diane's Resources: Diane's Website: Build Your Numbers Building Your Chart of Accounts Class Remodeling Your QuickBooks Chart of Accounts Time Tracking and (Job-Costing) Payroll Class Enjoy These Other Podcast Episodes Featuring Diane Gilson: 77: The Cost of Chaos: What's It Costing Your Company with Diane Gilson 112: How To Calculate Your True Labor Burden And Why It Matters With Diane Gilson 105: Increase Your Profit With Effective Job Costing Reports With Diane Gilson

Are you using the “spray and pray” method of spending your marketing dollars? There is a better way! Throwing your marketing money around without a strategic plan will NOT yield the results you want. Join me and my co-host, John DeLaurier, to learn more in today's show!   We are joined by Joe Hughes and Amanda Veinott-Praml, Business Development Leader from Contractor Dynamics, a marketing training company that equips growth-minded construction companies with the tools to transform and grow. Joe is a proven master at marketing, and he has the expertise and knowledge to help grow your local business. He helps contractors use their marketing dollars in planned and skillful ways to bring big returns on the investment. Joe teaches contractors how to “Be Five Mile Famous” in building their brand. He previously joined us for Episode 259, How to Get More Qualified Leads for Your Roofing Business. Visit our Website to check out Episode 259.   What you'll hear in this episode: Key takeaways from John DeLaurier about the recent Roofing Process Conference  What's going on right now at Contractor Dynamics in the world of marketing training Why it's essential to generate leads through your brand Highlights of Amanda's winding story from corporate dropout to her work as the Business Development Leader at Contractor Dynamics Why it takes an investment of money AND time to get started with successful marketing Why consistency in showing up and “showing off” on social media pays off in building your brand Why every strategy in your business marketing has to spring from your bigger WHY Amanda's advice about making the most of Facebook pages John's take on using your influence to selflessly help people instead of looking to sell more–and why this approach leads to more referrals Joe's advice about leaving meaningful social media comments/posts EVERY DAY Do you have a plan to consistently reach your sales goals this year? Resources: Connect with Joe, Amanda, and Contractor Dynamics: Website Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up. Download my FREE 1-Page Business Plan template at www.theroofershow.com. Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!  

I'm so excited to bring you this interview today. Rick Dutmer is my old business coach that helped me build my roofing company over the course of thirty years into an extremely profitable business so that I was later able to successfully exit and do the things that I wanted to do in life. When I first hired Rick, I was really struggling and wearing all the hats in the business. I knew there was a better way, and Rick was the one that helped guide me through it all, and it started with building a business plan that set me up with a saleable business. Today you'll hear all about how to build a profitable business that will support you and your family with a great lifestyle, how to build a valuable business that you can sell when you're ready to retire, and so much more. What Rick did for my roofing business, I can do for yours. Have you downloaded my FREE 1-Page Business Plan, yet? What you'll hear in this episode: Rick shares how his business background has helped contractors improve their own businesses. Rick provides an overview of the process he used in helping Dave build his business plan. While building your business up, always be thinking about the horizon! This is when business goals transition to more of a business/personal goal. You have a strategy for growing your business and for growing your people. What's your strategy for exiting? Rick addresses the main reason that contractors go out of business. “Profit thrills, volume kills” Building a business that has saleable value depends on your goals. You must have a strong team that will continue the business beyond you or your generation. Rick's recommendations around selling if/when you decide to exit. Roll-ups: the good, the bad, and the ugly. Resources: Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up.  Download my FREE 1-Page Business Plan template at www.theroofershow.com.   Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! get.ruby.com/theroofercoach Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!  

In order to grow a solid and profitable roofing business, you're going to need salespeople that can get out there and produce for you. My guest today is Adam Bensman, an expert when it comes to helping salespeople and sales teams reach peak performance. Adam is also known as The Roof Strategist, and he has a podcast with the same name and a YouTube channel, as well. On today's show, we'll be talking about where to find the right kinds of salespeople, how to attract them, and what it takes to build a team of A-players. Listen in, I think you're going to find this conversation very helpful! What You'll Hear in This Episode: Consider your goals, as Adam explains. What the average sales should be per rep, per year, conservatively, according to Adam. Before you begin hiring, you need a clear plan for what that salesperson will be responsible for. Adam discusses the options for paying your salespeople. Financial models must be run to maintain your profitability and your financial health in order to stay in business, serve customers, and grow. Have transparency with your team on when and how they will get paid. Adam details how to find great salespeople and the common mistakes made in the hiring process. Adam shares how he breaks down training into three categories. Most sales reps waste 80% of their time because they were never shown the most effective and most profitable way to sell by following a proven system. Accountability is necessary for managing the team for the retention of performance. Ideas for having great sales meetings. Thinking fast on your feet is the most valuable skill in sales. Resources: Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up.  Download my FREE 1-Page Business Plan template at www.theroofershow.com.   Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service! Connect with Adam! The Roof Strategist YouTube Learn More About Hiring + Training Options Email Adam: adam@roofstrategist.com

Everything in the roofing business depends on sales. Today's show will teach you how to sell more work, how to build your sales process, and how to handle sales objectives. Selling more is not the main goal, but you have to learn to sell at the price you need. Want to reach your sales goals and close more deals? Join us to learn more!   Joining us today is John DeRosa, Director of Contractor Training at SRS Distribution. His previous appearance on the show was over five years ago in Episode 43, How to Escape Price-Driven Sales. Visit our Website and listen to that episode if you want to learn more from John. He's a legend in the contracting industry who stays busy coaching and teaching salespeople, and he's sharing his sales expertise with us today.   What you'll hear in this episode: What John does today in traveling and teaching sales skills to contractors What to consider in selling a roof at the price you need How the psychology of price can work FOR you and not against you Why transparency, confidence, and knowing the numbers are working for John DeLaurier  Why sales skills are a series of definable and repeatable steps that EVERYONE can learn How to take the first HUGE step toward a more successful sales process Common mistakes salespeople make that lead to sales objections Why your price does NOT depend on what a competitor is charging John DeRosa: “Sales are made emotionally and justified rationally.” How “people” in your pictures and presentations in ads and on social media make ALL the difference in relationship-building How to ask the right questions in sales conversations AND listen to the prospective customer How sales conversation role-playing and rehearsing a script can help you sound less “scripted” Final words from John DeRosa: “Be accountable and stop blaming everyone else. At the end of the day, it's about your reactions and behaviors. What are you doing to bend the probability curve in your favor and put yourself in a position to win?”  Resources: Connect with John: Website, Email, Business Builders podcast, and SRS Sales Academy on Facebook Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450  Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up.  Download my FREE 1-Page Business Plan template at www.theroofershow.com.   Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!

Sales are the lifeblood of the roofing business, and referrals are a major part of consistent sales. Today's show covers how roofing contractors can maximize the potential of a solid referral system to boost sales and radically improve their business. Join us to learn more!   As John looks to expand DeLaurier Roofing with the hire of a new salesman, Dave, and John discuss the plan and process for recruiting, training, and retaining a quality salesperson, along with the variables in compensation. You'll hear lots of practical information in this discussion!   Our conversation continues with Matt Danskin, owner and creator of the Restoration Referral System. He's a lifelong learner who uses his unique mindset and drive to crack the code in referral marketing, and he teaches contractors how to build referral relationships with insurance agents for efficient and more profitable work without using high-pressure sales tactics. Matt lives with his wife and sons in Tennessee, but he works across the country as a contractor and consultant.    What you'll hear in this episode: How Matt came to the unique work he does today Why many contractors depend on door knocking for sales–and how it works How Matt helps clients in the restoration business establish successful referral relationships with insurance agents through online courses and live coaching How Matt uses his “6-Factors” to teach clients his referral system How Matt focuses on a big problem for roofers and offers a profitable solution Why it pays to be very intentional and consistent in implementing Matt's referral system to stand out above the crowd Highlights of Matt's online university program and live coaching (including his 30-day, 110% money-back guarantee!) Resources: Connect with Matt:  Website, Instagram, and Facebook  Time is running out! Are you eligible for the Employee Retention Credit (ERC)? Visit www.rpcfinancial.com to find out! Do you need help with your books? We have a certified Quickbooks pro who is waiting to help you! Email John or Dave or contact us on Instagram for more information! Connect with John DeLaurier:  www.calldrr.com, Instagram, and Facebook Connect with Dave via text message: 510-612-1450 Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofershow.com or visit The Roofer Mastermind to sign up.  Download my FREE 1-Page Business Plan template at www.theroofershow.com.   Contact me about one-on-one coaching at www.theroofercoach.com. We need reviews of the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with Ruby Receptionists. Use this link for up to $150 off your first month's service! Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!

Steven Aldrich '91, a seasoned entrepreneur and executive with a wealth of experience in growing successful companies, joined Catalyze during a visit to UNC–Chapel Hill this spring. Steven shares with scholar co-hosts Elias Guedira '26 and Stella Smolowitz '26 about his experiences starting GoDaddy's California offices and taking the company public as chief product officer; selling an online insurance marketplace he co-founded to Intuit; and his current role as chair of the Oakland Roots Sports Club, a community-focused pro soccer team in Oakland, California. The alumnus also serves on the Boards of Blucora, Xero, and Ruby Receptionists.Steven earned a bachelor's in physics from Carolina, and an MBA from Stanford as an Arjay Miller Scholar. As a Morehead-Cain Scholar, the alumnus was co-captain of the fencing team. Music creditsThe intro music is by Scott Hallyburton '22, guitarist of the band South of the Soul. How to listenOn your mobile device, you can listen and subscribe to Catalyze on Apple Podcasts or Spotify. For any other podcast app, you can find the show using our RSS feed.The Catalyze podcast is a series by the Morehead-Cain Foundation, home of the first merit scholarship program in the United States and located at the University of North Carolina at Chapel Hill. The show is directed and produced by Sarah O'Carroll, Content Manager for Morehead-Cain. You can let us know what you thought of the episode by finding us on Facebook, Twitter, LinkedIn, or Instagram at @moreheadcain or you can email us at communications@moreheadcain.org.

Times are changing in the roofing business, and you as a contractor have to change with them. What used to work is probably NOT going to work in the future, and we all need a mindset change to learn and embrace new, innovative tools and technologies that can make a HUGE difference in what we do. Don't be the guy that gets left behind! Join us to learn more in today's show!   Travis Harvego is the president of Roofle, a company founded in 2020 to build technology designed BY their team of contractors FOR contractors. They empower their clients with the best estimating and lead generation tools for their websites. Their new tool, RoofQuotePRO is the future of roofing, and Travis is here to explain what it can do for your business.   Today's ONE THING: Adopt a “Speed to Lead” attitude regarding response to prospects and calls. Whether a roofer uses automated technologies or live people to respond, consumers' expectations are changing, and sending their calls to voicemail is not cutting it. Your response should be in seconds–not minutes or hours. No tool can be more useful to you than Ruby Receptionists. Use the link now for up to $150 off! Ruby is the #1 customer communication solution for roofing businesses because they create exceptional experiences for your callers and website visitors by turning every ring into a relationship.   What you'll hear in this episode: How Roofle began in 2020–and what they can do for roofing contractors How RoofQuotePRO was developed and launched in 2022 How RoofQuotePRO gives the homeowner/customer what they want–right now How the RoofQuotePRO tool works on a roofing contractor's website to direct traffic to exactly what they are looking for: a price NOW How RoofQuotePRO allows contractors to put price stipulations, customizations, and guidelines into each quote How RoofQuotePRO helps as a lead-generation AND sales conversion tool that reduces wasted time and money John's advice to contractors to best use RoofQuotePRO What Travis sees as best practices that are working for roofing contractors today Why the “old ways” will NOT work anymore for today's successful roofing contractors What's coming next for Roofle: a tool that prequalifies customers for financing and a new integration for field use Resources: Connect with John DeLaurier:  www.calldrr.com, Instagram, Facebook, and Email Connect with Dave via text message: 510-612-1450  Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofercoach.com or visit The Roofer Mastermind to sign up.  Download my FREE 1-Page Business Plan template at www.theroofershow.com.   Contact me about one-on-one coaching at www.theroofercoach.com.   I need reviews for the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with https://get.ruby.com/theroofercoach. Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!  

Are you leaving a great first impression on prospective customers? Do you take the time to do the simple things? Of all the things I cover with coaching clients, like the basics of financials, profit, leads, and marketing, nothing is as important as simply answering the phone when people call. Join us to learn how to capitalize on your ONE chance to leave a great first impression! John and I are joined today by Sarah Allen with Ruby Receptionists, our show sponsor of about four years, and we both recommend Ruby to all our coaching clients and colleagues. Sarah explains how Ruby enhances your customer experience, beginning with the very first phone call.   ***Today's ONE THING: Using Ruby Receptionists can save you time, increase productivity, build trust, and enhance your customers' experience. Let Ruby uplevel your roofing business today! Use this link for up to $150 off your first month's service: https://www.get.ruby.com/theroofercoach.  What you'll hear in this episode: An update from Sarah on what's going on with Ruby Receptionists since the COVID-19 pandemic How Ruby puts your marketing dollars to good use in capturing every opportunity–by answering your phone and building a great customer experience Highlights of John's experience with Ruby The ugly statistics of what it costs you NOT to answer your phone (There is a $17K/yearly turnaround by answering your phone!) How Ruby helps pre-qualify your prospects, make appointments, and complete the sale How the Ruby app helps you run your business from your phone How Ruby becomes an extension of your team and sounds like an in-office receptionist on the phone Why Ruby emphasizes listening skills, kindness, and empathy with their receptionists Why Ruby Receptionists should be the first step in the automation process of your roofing business Today, Dave and John have a wonderful interview with Sarah Allen of Ruby.com. Resources: Connect with John DeLaurier:  www.calldrr.com, Instagram, Facebook, and Email Connect with Dave via text message: 510-612-1450  Let me know if you'd like to join one of our new Mastermind groups for contractors. Email me: dave@theroofercoach.com or visit The Roofer Mastermind to sign up.  Download my FREE 1-Page Business Plan template at www.theroofershow.com.   Contact me about one-on-one coaching at www.theroofercoach.com.   I need reviews for the podcast! Please leave a five-star review. It matters! Vetted Sponsors of the Roofer Show Check out the programs that will help you gain confidence in your sales process, become a better leader, and build a winning sales team at Salestransformationgroup.com/roofershow Tee up the sale and make a great first impression by having a friendly, professional receptionist answer your phone with get.ruby.com. Be the modern-day contractor! We help you leverage technology to generate, organize and maximize commercial roofing leads. Find out more about Peak Leads at Peakleads.io. Automate your systems and do follow-ups better! Check out ProLine and use promo code “Dave50” for 50% off your first month's service!  

I have an important question for you today. Where are you taking your family on your two-week vacation this summer? If that sounds absolutely crazy and far-fetched, then your company is too reliant on you. Your business should work for you–not the other way around. If you are stuck on the hamster wheel of “Maybe next year” that never comes, I can help! Join me as we take a deep dive into beefing up your sales process so you can work less and sell more. “Nothing happens in your business until someone sells something!”Join me for today's show about improving your sales close rates and freeing up more of your time!   What you'll hear in this episode:   How to improve your sales close rate:   Identify the problem. Why are you not selling?   What excuses are you making? How much time are you spending on unprofitable tasks? Have you identified your ideal customer?  Are you pre-qualifying leads? Do you have systems and processes in place, including a CRM system? Are you building the know-like-trust factor with ideal customers? Do you know your close rate? Are you differentiating your business to be different from the competition?   Communicate with your prospects. “You can eliminate 50-60% of the competition by simply answering your phone.”     Are most of your incoming calls going to voicemail? (Ruby Receptionists can help you make a great first impression with every prospect!) Are you pre-qualifying prospects with questions from a Project Discovery Sheet? (“The customer will give you a roadmap on how to sell if you ask open-ended questions and listen to their answers.”) Are you entering every lead into your CRM system? Are you following up leads by setting appointments, giving quotes, and using an auto-responder? Are you differentiating your company at every touchpoint? Are you using opportunities for building trust with every customer? Are you asking open-ended questions about their problem and how you can solve it? Are you getting reviews and referrals from EVERY SINGLE JOB? Are you following up with customers with newsletters and small gestures that separate you from the competition?   Resources: Our show sponsor: Call my buddy, Ryan, and check out these programs to help you gain confidence in your sales process, become a better leader, and build a winning sales team at: Salestransformationgroup.com/roofershow   Connect with me. Check out my NEW website: The Roofer Coach   Download my FREE 1-Page Business Plan   Text me @ (510) 612-1450 and say Hi!   I would love to hear your feedback, pros and cons!   **Please leave me a review on iTunes!   Please share my podcast with other contractors!

Contractors are really good at what they do, but when it comes to sales, it is just another skill that contractors should be learning. Since nothing happens until somebody sells something, today's show is going to be all about how to sell. My guest, Dominic Rubino, details the common sales mistakes that roofing contractors make. Knowing what to avoid will enable you to polish your sales skills and provide a professional experience to your customers that will help you to secure repeat and referral business. Dominic Rubino is the host of Profit Toolbelt Podcast and is a business coach for contractors. What you'll hear in this episode: How to know and understand your sales numbers. Contact me to set up a 30-minute call to learn more! Dominic also uses Ruby Receptionists and appreciates their professional services. The selling process is like doing a roof: There's a certain way to do it, and there's a certain way to do it right. “You don't have to be great at selling, you have to be great at following your own process.” – Dominic The 8 sales mistakes roofing contractors make: You skipped the 20-minute pre-meeting. You didn't show up on time, as promised. You forgot to make a light social media touch before that first face-to-face meeting. You didn't get all of the decision-makers to the sales meeting. You did your presentation without everybody sitting down. You forgot to have the paperwork ready. You did more talking than listening. You forgot to ask for the business. Dominic explains why you need to say this within the first 30 seconds of doing the on-site visit: “We'd be proud to do another home like yours.” Sales is a skill that you learn that will help you grow your business and make more money. It will also enable you to have more free time to do the things you want to do.   Connect with Dominic: Profit Toolbelt – FREE Downloads! Profit Toolbelt Podcast Dominic's LinkedIn Resources/Links: Download My FREE 1-Page Business Plan Text Me @ (510) 612-1450 – Say Hi! I would love to hear your feedback, pros & cons! **Please leave me a review on iTunes!** ~Please Share My Podcast With Other Contractors~ THE ROOFER SHOW SPONSOR INFO: Need Help Answering the Phone Or Online Chat? Use Ruby Receptionists!! Find Out How They Can Help Bring In Leads!! Click here and use the code Roofer50 for a special $50 discount! https://www.callruby.com/roofershow Or Call Ruby at (844) 326-7829 Check out the app!! My Listeners Get a 21-Day Money-Back Guarantee! Enjoy This Other Episode: Podcast 171: How to Run a Paperless Roofing Business with Armando Jacox

John is a new coaching client of mine, and has he really got it dialed in! He's a residential contractor from Georgia, and I want to share this excellent conversation with you, with his prior permission, of course. Today, you're going to hear about his sales process and how he manages to run a successful business as a solopreneur. John is a testament to how the roofing business can provide you with a great lifestyle when you get it all set up correctly. You're not going to want to miss this! What you'll hear in this episode: John lays out his team structure. By using my 3-legged stool principle (sell work, do work, keep score) as a guideline, John was able to create five major tasks for each role within his company. John utilizes the services of Ruby Receptionists, which also happens to be The Roofer Show sponsor! Using a checklist to pre-qualify your leads allows you to determine who you want to work with. John handles all of the sales. SumoQuote and JobNimbus helps him to write his estimates and differentiates him from his competition. Having his systems and processes in place allows John to spend more time with his family. John downloaded and used my FREE 1-Page Business Plan. Have you downloaded yours yet? Be willing to learn something new every day. John gives an overview of his leads generation process. John is a big believer in getting reviews! Marketing tips, courtesy of John. John discusses his sales and follow-up processes, and close ratios. NEXT WEEK: The second part of my conversation with John, where he covers the hand-off to production, and how he keeps up with his numbers. Resources / Links: Check Out My NEW Website: The Roofer Coach Download My FREE 1-Page Business Plan Text Me @ (510) 612-1450 – Say Hi! I would love to hear your feedback, pros & cons! **Please leave me a review on iTunes!** ~Please Share My Podcast With Other Contractors~ THE ROOFER SHOW SPONSOR INFO: Need Help Answering the Phone Or Online Chat? Use Ruby Receptionists!! Find Out How They Can Help Bring In Leads!! Click here and use the code Roofer50 for a special $50 discount! https://www.callruby.com/roofershow Or Call Ruby at (844) 326-7829 Check out the app!! My Listeners Get a 21-Day Money-Back Guarantee!

We spend a lot of time talking about gaining leads, but what about when the leads come to you? This episode of Biz School is all about closing deals! This week, I'm talking to Scott Hansen, founder and CEO of LeadSigma - a company that ensures that every inbound lead gets a call and helps your team know when and how each follow-up happens.  When it comes to closing a deal, Scott has what you need. Before LeadSigma, he developed Professional Chats - a company he grew to 150 employees - before selling to Ruby Receptionists.  If you're ready to dive in, let's get down to business! Tune in to the newest episode of BizSchool and find out the key to closing inbound deals. 

Contractors are really good at what they do, but when it comes to sales, it is just another skill that contractors should be learning. Since nothing happens until somebody sells something, today's show is going to be all about how to sell. My guest, Dominic Rubino, details the common sales mistakes that roofing contractors make. Knowing what to avoid will enable you to polish your sales skills and provide a professional experience to your customers that will help you to secure repeat and referral business. Dominic Rubino is the host of Profit Toolbelt Podcast and is a business coach for contractors. What you'll hear in this episode: An overview of how to know and understand your sales numbers. Contact me to set up a 30-minute call to learn more. Dominic also uses Ruby Receptionists and appreciates their professional services. The selling process is like doing a roof: There's a certain way to do it, and there's a certain way to do it right. “You don't have to be great at selling, you have to be great at following your own process.” - Dominic Dominic details the 8 sales mistakes roofing contractors make: You skipped the 20-minute pre-meeting. You didn't show up on time, as promised. You forgot to make a light social media touch before that first face-to-face meeting. You didn't get all of the decision-makers to the sales meeting. You did your presentation without everybody sitting down. You forgot to have the paperwork ready. You did more talking than listening. You forgot to ask for the business. Dominic explains why you need to say this within the first 30 seconds of doing the on-site visit: “We'd be proud to do another home like yours.” Sales is a skill that you learn that will help you grow your business and make more money. It will also enable you to have more free time to do the things you want to do. Connect with Dominic: Profit Toolbelt - FREE Downloads! Profit Toolbelt Podcast Dominic's LinkedIn Resources / Links: Check Out My NEW Website: The Roofer Coach Download My FREE 1-Page Business Plan Text Me @ (510) 612-1450 - Say Hi! I would love to hear your feedback, pros & cons! **Please leave me a review on iTunes!** ~Please Share My Podcast With Other Contractors~ THE ROOFER SHOW SPONSOR INFO: Need Help Answering the Phone Or Online Chat? Use Ruby Receptionists!! Find Out How They Can Help Bring In Leads!! Click here and use the code Roofer50 for a special $50 discount! https://www.callruby.com/roofershow Or Call Ruby at (844) 326-7829 Check out the app!! My Listeners Get a 21-Day Money-Back Guarantee! Enjoy This Other Episode: Podcast 171: How to Run a Paperless Roofing Business with Armando Jacox

Our guest today went from being a chef to working in the IT industry to being in the field of martial arts and is now a practicing attorney for the last fifteen years. Episode Introduction:  In today’s Law Chat episode, we are accompanied by Neil Tyra who shares with us his vivid list of experiences in various professions. He shares where he began from, what he’s done in life and what he plans to do. He also speaks about the importance of continuously educating oneself. Episode Summary:  Neil Tyra shares with us every step of his journey, some fun facts and lets us in on his secret to an extremely streamlined process of content creation and marketing. He shares the various phases of his journey, his challenges, and also how he overcame them. Main Takeaways: As an entrepreneur, it is very important to have a working knowledge of even the most minuscule tasks in your business. Consistently educating yourself will help you in various areas of your life and business. In today’s day and age, it’s very important for an entrepreneur to have an online presence. One of the most efficient methods to get things done is to treat your work like a job where you’re dedicating a particular amount of time to it every day. Neil Tyra’s top tips to work ON your business:  Clearly define who your clients are. Find out where your ideal client is present and active. Ask yourself what concerns your ideal clients have. Whatever business you’re in, go watch what other people in that field are doing. Observing will give you direction. Resources Mentioned:  LinkedIn Learning: https://www.linkedin.com/learning Ruby Receptionists: https://www.ruby.com/ Susie Q Bookkeeping: https://www.susieqbookkeeping.com/ Find Neil Tyra: Website: https://tyralawfirm.com/ Podcast: https://thelawentrepreneur.com/about-the-show/ Connect With Girija: Website: https://www.gbplaw.com/ Instagram: https://www.instagram.com/gbplaw/ Facebook: https://www.facebook.com/GBPLaw/   Get Ready To Use Contact Templates At: https://yourcontractbuddy.com/

Contractors are really good at what they do, but when it comes to sales, it is just another skill that contractors should be learning. Since nothing happens until somebody sells something, today's show is going to be all about how to sell. Dave's guest, Dominic Rubino, details the common sales mistakes that roofing contractors make. Knowing what to avoid will enable you to polish your sales skills and provide a professional experience to your customers that will help you to secure repeat and referral business. Dominic Rubino is the host of Profit Toolbelt Podcast and is a business coach for contractors. What you'll hear in this episode:  Dave provides an overview of how to know and understand your sales numbers. Contact Dave to set up a 30-minute call to learn more. Dominic also uses Ruby Receptionists and appreciates their professional services. The selling process is like doing a roof: There's a certain way to do it, and there's a certain way to do it right. “You don't have to be great at selling, you have to be great at following your own process.” - Dominic The 8 sales mistakes roofing contractors make: You skipped the 20-minute pre-meeting. You didn't show up on time, as promised. You forgot to make a light social media touch before that first face-to-face meeting. You didn't get all of the decision-makers to the sales meeting. You did your presentation without everybody sitting down. You forgot to have the paperwork ready. You did more talking than listening. You forgot to ask for the business. Dominic explains why you need to say this within the first 30 seconds of doing the on-site visit: “We'd be proud to do another home like yours.”  Sales is a skill that you learn that will help you grow your business and make more money. It will also enable you to have more free time to do the things you want to do. Connect with Dominic: Profit Toolbelt - FREE Downloads! Profit Toolbelt Podcast Dominic's LinkedIn Dave's Resources: Download My FREE 1-Page Business Plan Text Me @ (510) 612-1450 - Say Hi!  I would love to hear your feedback, pros & cons! **Please leave me a review on iTunes!** ~Please Share My Podcast With Other Contractors~ THE ROOFER SHOW SPONSOR INFO: Need Help Answering the Phone Or Online Chat? Use Ruby Receptionists!! Find Out How They Can Help Bring In Leads!! Click here and use the code Roofer50 for a special $50 discount! https://www.callruby.com/roofershow Or Call Ruby at (844) 326-7829 Check out the app!! My Listeners Get a 21-Day Money-Back Guarantee! Enjoy This Other Episode: Podcast 171: How to Run a Paperless Roofing Business with Armando Jacox

147. Ruby Receptionist | Jill Nelson is CEO of Ruby Receptionists. She's grown the business into a four-time winner of FORTUNE magazine’s top five Best Small Companies to Work for, and a Portland Business Journal’s Fastest Growing Companies in Oregon recipient for the record breaking past twelve years. Today, Ruby's 600+ employees provide friendly, live, receptionist service integrated with a "front desk in your pocket" mobile app, helping over 10,000 small businesses across the US win new business and create loyal, raving, customers.This Episode is Sponsored By:BetterHelp helps you connect with professional counselors in a safe and private online environment. BetterHelp is available Worldwide - with over 3,000 USA Licensed Therapists that you can talk with about any issues. For a Limited Time, Get 10% OFF your first month with discount code: MILLIONAIRE. For this discount, go to: millionaire-interviews.com/betterhelp.Gusto is making Payroll, Benefits, and HR easier for Small Businesses. In fact, 9 out of 10 customers say Gusto is easier to use than other payroll solutions. Gusto also saves you time – 72% of customers spend less than 5 minutes to run their payroll. Get 3 Months FREE by using this link: millionaire-interviews.com/gusto.Honeybook is the #1 Business Project Management Tool for business owners. Honeybook helps organize your client communications, bookings, contracts, & invoices. They even have built-in automation that consolidates services like Quickbooks, Google Suite, Excel, Gmail, Mailchimp, & more. Right now, Honeybook is offering 50% OFF your 1st Year when you visit: millionaire-interviews.com/honeybook.Online Trading Academy is the leader in investing and trading education. Their flexible learning style lets you take classes in person or online. Online Trading Academy even has a 94% Satisfaction Rating based on more than 190,000 Reviews! Sign up for a Free 3-Hour Introductory Investing Class & also receive a Professional Insider’s Kit as a BONUS, by using this link: millionaire-interviews.com/otatrade. Want to Support the Show? Well we'd love for you to join our Patreon Group!  What's in it for you?  Well you'll instantly get a scheduled call from Austin, where he'll help you with your current or future business... Sign-Up Now at millionaire-interviews.com/patreon.

Jill Nelson is an entrepreneur who studied business as, in her words, “an act of rebellion.” She wound up as a receptionist for a business broker. She learned firsthand what buyers are looking for in a business acquisition and what gives a company value. That experience led her to build an answering service called Ruby Receptionist. She built a unique product and culture that made buyers flock to her door. Jill explains how she built such a strong culture and made sure Ruby had value beyond the bottom line. Jill’s story is a perfect example of how to do it right and go to market on your own terms. She is still CEO of Ruby Receptionist but she sold her company in a stock sale to a private equity firm. She walks me through the process and explores how it was so different from any other experience she’s had previously in her career. What you will learn: Jill’s decision to study business. How she built Ruby Receptionist. The struggle to get Ruby off the ground. Why metrics are so important. The things Jill believes contributed to her success. Jill’s motto: easy to hire, hard to empower. How she built a unique and valuable business culture. How Jill dealt with the sales process and due diligence. How to create organic growth by empowering. Why an investment broker was a key part of Jill’s deal. How finding alignment with buyers is a lot like dating. What life is like as Ruby’s CEO. Jill’s advice to the audience. Takeaways: Jill is a textbook example of the five principals. She had the vision of what she wanted. She aimed for targets to build value into her business. She researched her exit plan options and found the right one for her. She created a system that could run without her. She was on top of due diligence and hired the right people to help her. Links and Resources: GEXP Collaborative Ruby Receptionist Jill on LinkedIn Jill on Twitter About Jill: A driven entrepreneur passionate about building a one-of-kind company, Jill Nelson has grown Ruby Receptionists into a nationally recognized organization for its inclusive, people-powered company culture and its record-breaking position as one of Oregon’s fastest growing companies for the past 11 years. Since founding the company in 2003, Jill has led Ruby to double-digit revenue growth every year, and in 2015 sold the majority share of Ruby for $38.8 million to Updata Partners. In addition to her own entrepreneurial endeavors, Jill has been recognized by her peers, receiving the Pacific NW 2017 Ernst & Young Entrepreneur of the Year Award and named the 2017 Oregon Technology Executive of the Year—the first woman to receive this recognition. A fervent supporter of local business, Jill has served on the board of Entrepreneurs Organization in a variety of roles including President of the Portland chapter and acted as a mentor in its Accelerator program, successfully helping business owners reach the $1,000,000 revenue mark.

Katharine Nester, Chief Product & Technology Officer at Ruby Receptionists, one of the 10 most admired companies in Oregon, joins us to talk about how businesses can turn simple transactions — digital and in person — into moments of magic that delight their customers, build loyalty, and increase profitability.