Today, Dave Sullivan explores why having a solid business plan is essential for roofing contractors. He discusses the importance of knowing where your business is headed and the reasons behind your goals. He also talks about the key role financial statements and cash flow management play in running a successful business. Plus, he mentions a handy free resource—a "one-page business plan" that you can grab from his website. If you want to write a strong business plan, Dave will give you what you need to get it done, so tune in!

What you’ll hear in this episode:

• Importance of a well-rounded business plan for roofing contractors
• Understanding the destination and "why" behind the business
• Significance of financial statements and cash flow management
• Common pitfalls faced by contractors in financial management
• Development of a mentoring program for ongoing support and accountability
• Eight essential steps to building a solid business plan
• Importance of customer service and operational efficiency
• Introduction of a free resource: the "one-page business plan"
• Emphasis on tracking key performance indicators (KPIs)
• Planning for long-term goals and exit strategies in business

Resources:

Connect with Dave!

Text Dave: (510) 612-1450

Free Strategy Call

Want to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-call

Free Resource

Download your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/plan

Watch on YouTube

Subscribe for weekly tips and full episodes → @DaveSullivanRooferShow

Trusted & Vetted Sponsors

Ruby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.

ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.com.

Today, host Dave Sullivan speaks with Chris Diroll from SMA Support to discuss the real-world challenges that roofing contractors face with CRM systems. They dive into some of the most common issues, like messy data entry, missed follow-ups, and swap tips on how to clean up your data, switch from one CRM to another, and automate your lead management. Chris really drives home how crucial it is to follow up quickly and communicate well, while Dave talks about why having someone dedicated to managing your CRM can make all the difference. Together, they share practical advice to help contractors get the most out of their CRMs, boost sales, strengthen customer relationships, and grow their businesses. Tune in!

What you’ll hear in this episode:

• Importance of Customer Relationship Management (CRM) systems for roofing contractors
• Common challenges contractors face with CRM tools
• The significance of proper CRM setup and data management for business growth
• Role of data migration and cleanup in optimizing CRM usage
• Benefits of human and automated phone answering services for lead capture
• Strategies for effective follow-up with leads and past customers
• Importance of maintaining clean and organized data within the CRM
• Utilizing CRM data to identify additional sales opportunities and improve marketing strategies
• The concept of "rehash" and its role in converting open leads into sales
• Recommendations for integrating various software tools to streamline workflows and enhance lead management

Resources:

Connect with Chris Diroll!

SMA Website

Book a Call!

To get a business process audit, click here.

Connect with Dave!

Text Dave: (510) 612-1450

Free Strategy Call

Want to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-call

Free Resource

Download your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/plan

Watch on YouTube

Subscribe for weekly tips and full episodes → @DaveSullivanRooferShow

Trusted & Vetted Sponsors

Ruby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.

ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.com.

SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.

In this episode of The Roofer Show, host Dave Sullivan is joined once again by Ryan Groth from Sales Transformation Group. They dive into how roofing contractors can actually make more money, not by just chasing after more leads, but by getting better at turning those leads into real jobs. Dave and Ryan chat about what it takes to build a strong sales team, why having a clear sales process matters, and how setting up accountability and clear KPIs can make a big difference. Ryan also shares some great tips for handling sales when business is slow, how to use technology to your advantage, and why fractional sales management might be worth considering. If you’re a contractor looking for practical ways to grow your business, run things more smoothly, and build a sales team that really performs, you’ll find plenty of useful advice in this episode.

What you’ll hear in this episode:

• Converting existing leads versus generating more leads for roofing contractors
• Strategies for building effective sales teams within roofing businesses
• The importance of implementing structured sales processes and accountability measures
• Utilizing technology and AI to enhance lead response and booking efficiency
• Having a consultative, question-based sales approach to improve customer engagement
• Tracking key performance indicators (KPIs) to measure sales effectiveness and drive accountability
• Role of referrals and self-generated leads in achieving higher conversion rates
• Planning and strategizing for slower sales seasons to maintain business momentum
• Necessity of creating systems that allow business owners to step back from daily operations
• Ongoing training and coaching for sales teams to foster growth and performance improvement

Resources:

Connect with Ryan Groth and the Sales Transformation Group

Website Book a Call!

Sales Athlete podcast

LinkedIn

YouTube

Connect with Dave!

Free Strategy Call

Want to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-call

Free Resource

Download your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/plan

Watch on YouTube

Subscribe for weekly tips and full episodes → @DaveSullivanRooferShow

Trusted & Vetted Sponsors

Ruby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.

ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.com.

SMA Support – Roofing-specific virtual assistants who know the...