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A step-by-step system for roofing business owners to get their first 10 customers, build a reliable crew member pipeline, and run their business like a business built to last.
Customers choose a roofer based on trust and speed after damage. Here's exactly where to build visibility.
Customers make a roofing decision under stress (storm damage, a leak, an inspection finding), and a skilled, reliable crew is what turns a bid into a completed, referral-worthy job. This playbook gives roofing business owners a real, step-by-step system for both sides of the business, built from 20+ years of HR and business systems experience.
Inside, you'll get 5 complete modules:
Module 1: Getting Your First 10 Customers — Insurance Adjusters & Public Adjusters, Real Estate Agents & Home Inspectors, General Contractors, Current Customer Referrals, and storm response & canvassing, with ready-to-use scripts
Module 2: Crew Member Recruiting System — where to find crew members, job posting templates, referral bonuses, and interview questions that predict great hires
Module 3: Building Referral Partnerships — email templates and a follow-up cadence so no relationship goes cold
Module 4: Marketing System — content ideas and a review generation process
Module 5: Systems & Operations — the bid-to-completion process, essential SOPs, and 6 KPIs including close rate on estimates and insurance claim approval rate
Who it's for: Roofing business owners who want a predictable pipeline of customers and a crew member team that doesn't leave them scrambling.
A step-by-step system for roofing business owners to get their first 10 customers, build a reliable crew member pipeline, and run their business like a business built to last.
Customers choose a roofer based on trust and speed after damage. Here's exactly where to build visibility.
Customers make a roofing decision under stress (storm damage, a leak, an inspection finding), and a skilled, reliable crew is what turns a bid into a completed, referral-worthy job. This playbook gives roofing business owners a real, step-by-step system for both sides of the business, built from 20+ years of HR and business systems experience.
Inside, you'll get 5 complete modules:
Module 1: Getting Your First 10 Customers — Insurance Adjusters & Public Adjusters, Real Estate Agents & Home Inspectors, General Contractors, Current Customer Referrals, and storm response & canvassing, with ready-to-use scripts
Module 2: Crew Member Recruiting System — where to find crew members, job posting templates, referral bonuses, and interview questions that predict great hires
Module 3: Building Referral Partnerships — email templates and a follow-up cadence so no relationship goes cold
Module 4: Marketing System — content ideas and a review generation process
Module 5: Systems & Operations — the bid-to-completion process, essential SOPs, and 6 KPIs including close rate on estimates and insurance claim approval rate
Who it's for: Roofing business owners who want a predictable pipeline of customers and a crew member team that doesn't leave them scrambling.