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Roofer MBA

Module 9 · 14 plays

Sales & Leads

Where the next job comes from and how it gets sold: counting which sources actually paid for last year, the same inspection visit run every time, the video of the roof she cannot see, one price sent the same day, what to say when she asks for a ballpark on the ladder, the three things every homeowner pushes back on, six follow-up touches and then a hard stop, the customers who own more than one roof, asking for the review you already earned, financing that pays you in days without making you the bank, the storm week, the insurance job you decide to take on, putting a man on sales without a commission plan, and the one number that tells you what next month looks like while you can still do something about it.

The plays

  1. M9-01Count Where Last Year's Jobs Actually Came FromRoofing lead sources, counted instead of guessed: tally where last year's jobs actually came from before you buy another lead package. Free sheet.Spreadsheet
  2. M9-02Run the Same Visit Every TimeA roof inspection checklist your second man can run, so the shop's front door is one visit every time instead of three different experiences.Printable card · En español
  3. M9-03Show Them the Roof They Can't SeeHow to show a homeowner the roof he can't see: what beats a cheaper guy's story, when four blurry close-ups of flashing mean nothing to him.Printable card · En español
  4. M9-04One Price, Sent TodayHow to write a roofing estimate that doesn't lose to a bare number: one price, sent the same day, with enough around it to compare.Printable card
  5. M9-05What to Say When They Ask What It'll CostWhat to say when they ask what a roof will cost: answer the ballpark question without quoting a roof you have never seen, or stonewalling.Printable card · En español
  6. M9-06The Three Things They Push Back OnThe three roofing sales objections — too expensive, can't start soon enough, too much up front — and how to answer each without knocking money off.Printable card · En español
  7. M9-07Six Touches, Then StopA follow-up cadence for roofing estimates: six touches, then stop. So your quotes stop sitting in a folder, never chased and never formally dead.Printable card
  8. M9-08The Roofs You Already WonThe cheapest job in your pipeline is the second roof from a customer you already have — and how to ask the man signing your final invoice for it.Printable card
  9. M9-09The Review You EarnedHow to ask for a Google review without it feeling like begging: when to make the ask, and why the reviews you already have keep getting older.Printable card
  10. M9-10Financing Makes You the BankRoofing financing for customers, from your side: a financed job usually has no deposit, so the material and the crew come out of your account.Printable card
  11. M9-11When the Storm HitsStorm response for a roofing shop: who gets served first when new leak calls, warranty calls, estimates and material all spike in the same week.Printable card · En español
  12. M9-12Taking On an Insurance JobThe roofing insurance claim process from the contractor's side: what you agree to when somebody else decides what your work is worth.Printable card
  13. M9-13The Salesman on SalaryRoofing sales commission or salary: what commission actually costs you, and how to pay a salesman without putting him opposite your customer.Printable card
  14. M9-14The Number That Tells You Next MonthLeading indicators for roofing sales: the number that tells you next month, six weeks before the bank account does. Free sheet.Spreadsheet

Then about one email a week: a play from the library, now and then a new sheet. Nothing else.

These plays are how we run a shop — they are not legal, tax, or accounting advice. Rules change by state and by contract, so before you act on the legal-sounding parts, run them past your own attorney or accountant. It's your business, and what you do with any of this is your call and your responsibility.

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