- How to set and chase your sales goals
- How to build and manage your sales pipeline
- How to master the art of cold calling
- How to leverage technology and tools to boost your sales performance
- How to provide excellent customer service and generate referrals
Goal Setting
Consider the following goals:
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Your income goal
How much money do you want to make in roofing sales? This will determine how many roofs you need to sell and at what price.
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Market size
How big is your area’s potential market for roofing services? Identifying this will tell you how many leads you need to generate and the level of competition to expect.
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Closing rate
How many leads do you convert into customers? This will determine how many appointments you need to book and how effective your sales pitch is.
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Average job value
How much do you charge for each roof installation or repair? This will determine how profitable your sales are and how much commission you earn.
Once you have decided on the factors, you can calculate your sales goals with this formula:
Sales Goal = Income Goal / (Average Job Value x Closing Rate)
If you want to make $100,000, your average job value is $10,000, and your closing rate is 50%.
Sales Goal = $100,000 / ($10,000 x 0.5) = 20 roofs
You need to sell 20 roofs worth $10,000 each at a 50% closing rate to close at $100,000.
Break the bigger goal into smaller, manageable targets you can track and measure. Monthly, weekly, and daily goals are based on the number of leads, appointments, proposals, and contracts you need to generate.
Hitting the target of 20 roofs in a year boils down to a simple monthly goal: securing two sales. Aim for at least four new leads each week, maintaining a closing rate of at least 50%.
Monthly Goal = 4 leads x 4 weeks x 0.5 closing rate = 8 roofs
Your weekly goal is:
Weekly Goal = 4 leads x 0.5 closing rate = 2 roofs
Your daily goal is: 4 leads / 5 days = 1 lead
Pro Tip: Use a spreadsheet or CRM software (such as JobNimbus) to track your progress and performance against your goals. You can also use a dashboard or a scoreboard (such as Roofing Sales Success Formula) to visualize your data.
Build and Manage Your Sales Pipeline
The second step is to build and manage your sales pipeline.
A sales pipeline visually represents your leads’ stages before they become customers. It helps you organize leads, prioritize tasks, and optimize your sales process.

Source: ActiveCampaign
A typical sales pipeline for roofing sales consists of the following stages:
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Lead generation
This is where you find and attract potential customers interested in roofing services. You can use various methods such as door-knocking, referrals, online marketing, or networking to generate leads.
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Appointment setting
This is where you contact your leads and schedule an appointment with them. You can use phone calls, emails, or texts to reach out to your leads and convince them to meet with you.
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Roof Inspection
This is the stage where you visit your leads and inspect their roofs. You can use tools such as drones, satellite images, or roof measurement software to assess the condition of their roofs and identify their needs and pain points.
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Proposal presentation
This is the stage where you present your proposal to your leads and show them how you can solve their problems and add value. You can use digital contracts, financing options, or testimonials to demonstrate your credibility and professionalism.
You need to have a system to track and measure your pipeline metrics, such as:
- The number of leads in each stage
- The conversion rate from one stage to the next
- The average time spent in each stage
- The value of each stage
A simple Google spreadsheet or CRM software such as JobNimbus can help manage your sales pipeline and monitor pipeline metrics.
Still not sure how to go about it?
Our Business Bootcamp equips sales leaders with hands-on training to master these skills like these.
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Become an expert cold caller
What is the third key to unlocking that 100k in roofing sales? Perfect your cold-calling skills.
Cold calling is all about reaching out to potential clients who haven’t shown any prior interest in your services and offering solutions before they realize they need them. It’s a game of thorough preparation, insightful research, and a well-thought-out strategy.
The Door to Door University offers specialized training modules that focus on mastering cold-calling techniques in the roofing sector. Learn from industry experts, get hands-on experience, and unlock advanced sales strategies and insights.
Discover D2DU: Schedule Your Appointment Today!
Craft Your Script
Your script acts as a guiding framework for your conversation.
Structure it in a way that covers all critical elements. Start with an introduction to establish rapport and an engaging hook to capture interest. Mention the value you offer and ask questions to qualify the lead.
Try to hit all the key points: An introduction, a compelling hook, a clear value proposition, qualifying questions, a decisive call to action, and responses to potential objections.
Tools like the D2DU, which hosts plenty of materials and interactive lessons for roofing sellers, can help you shape the perfect script.
Know Your Prospects
Before dialing that number, take a moment to understand who’s on the other end. Utilize platforms like Google Maps, Zillow, or even Facebook to gather details like their name, address, contact, type of roof, age, condition, or any damages.
This helps tailor your pitch and establishes a connection with your potential client.
Learn to Tackle Common Objections
Objection | Sales Tip | Response |
“I’m not interested” | Don’t take it personally. This objection often means the prospect doesn’t see the value yet. | “I understand, and I appreciate your honesty. Most of our satisfied clients felt the same way initially. However, they found value after understanding how our roofing solutions could benefit them in the long run. May I share a quick insight that might interest you?” |
“I’m busy right now.” | Respect their time and try to secure a commitment for a future conversation. | “I completely understand, and I value your time. Would it be okay if we schedule a brief chat at a more convenient time for you? It might be worth exploring how our roofing solutions could benefit you.” |
“I already have a roofer.” | Position yourself as an alternative or a second opinion, not necessarily a replacement. | “That’s great to hear you have someone you trust. Many homeowners find it beneficial to get a second opinion just to ensure they’re getting the best value and service. Would you be open to a no-obligation assessment from us, just for your peace of mind?” |
“I don’t have any roof problems.” | Emphasize the importance of preventative maintenance and regular check-ups. | “I’m glad your roof is in good shape. However, just like regular health check-ups, it’s beneficial to have periodic roof inspections to catch potential issues before they become costly problems. We offer complimentary assessments; would you be interested in scheduling one?” |
“I can’t afford it.” | Highlight financing options, long-term savings, and the cost of potential future repairs. | “I completely understand budget constraints. That’s why we offer flexible financing options to make it more manageable. Plus, investing in quality roofing now can save you significant costs in the long run by avoiding major repairs. Would you like to hear more about our affordable solutions?” |
Want to go into greater detail on how to deal with sales objections?
Read More:
How to Tackle Sales Objections You Find Selling Roofing Services
How to Overcome Common Sales Objections
How to Leverage Technology and Tools to Boost Your Sales Performance
Still stuck with the old ways?
Start looking into integrating technology and tools into your sales strategy. Leveraging the right tech can streamline your operations and give you a significant edge over competitors still clinging to older methods.
Here’s a breakdown of some game-changing tools and technologies that can supercharge your roofing sales:
1. CRM Software
CRM software like JobNimbus can help you manage everything from contacts, leads, and appointments to proposals and payments. A good CRM tool offers insights into your sales metrics, helping you stay on track with your goals and pinpoint areas for improvement.
2. Roofing Estimation Software
Tools like RoofSnap can help provide accurate roofing measurements, craft professional proposals, and ensure your quotes are spot-on. By minimizing human error, they save costs and enhance your professional image.
3. Drone Inspections
Services like Loveland Innovations are revolutionizing roof assessments. They capture detailed images and videos of roofs with drones and can generate comprehensive reports on the roof’s condition with AI. This saves time, reduces risks, and adds a ‘wow’ factor for your clients.
4. Financing Options
Offering flexible payment plans can be a game-changer. Services like Hearth allow you to provide customers with easy and affordable payment options. This not only makes your services more accessible but can also lead to quicker decision-making by potential clients.
D2DCon is the only major sales event where you can network with industry leaders and learn how they integrate technology to optimize their sales processes.
Provide Excellent Customer Service and Generate Referrals
The fifth and final step is, well, a no-brainer.
It is the key to retaining customers, generating referrals, and building a reputation.
You must provide quality workmanship, timely communication, transparent pricing, and a professional attitude.
1. Active Listening
Pay close attention to what the customer says. Understand their needs, concerns, and desires. This helps provide a solution tailored to them and makes the customer feel valued and heard.
2. Clear Communication
Always keep the lines of communication open. Whether it’s updating the client about the progress of a job, explaining the intricacies of a roofing solution, or addressing concerns, clear and transparent communication builds trust.
3. After-Sales Support
The relationship shouldn’t end once the sale is made. Offering after-sales support, whether through maintenance tips, periodic check-ins, or addressing post-installation queries, can make a difference.
4. Ask for Feedback
Constructive feedback is a goldmine. It helps you improve and shows customers that you value their opinions. Use tools like surveys or feedback forms to gather insights.
5. Encourage Referrals
A satisfied customer is your best advocate. Encourage them to refer your services to friends and family. Consider setting up a referral program with incentives to make it more appealing.
6. Go the Extra Mile
Sometimes, the little things leave the most significant impact. Whether accommodating a last-minute schedule change, offering a discount, or simply sending a thank-you note post-service, these gestures can turn a satisfied customer into a loyal one.
Prioritizing after-sales services doesn’t just help retain clients but incentivizes them to become brand ambassadors. And in an industry where word-of-mouth can make or break a business, this is invaluable. Remember, a happy customer doesn’t just bring repeat business; they bring new customers.
Not a Walk in the Park, But Not the “Mission Impossible” Either!
Hitting the 100k mark is within reach with the right approach.
It’s all about setting ambitious sales targets, nurturing your sales pipeline, honing your cold-calling skills, tapping into the latest tech tools, and delivering top-notch customer service.
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