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5 Steps to Help Your Roofing Company Make Next Year’s Top 100 List

By Ryan Groth.

Roofing Contractor Magazine’s Top 100 Roofing Contractors List is a really special honor to achieve that indicates several aspects of your roofing business are successful. When looking up and down the list each year, I recognize market leaders who I know are doing certain things better than everyone else. To be fair, the top 10 or top five isn’t everyone’s measure of success for building their roofing business. However, if you’re looking to become the best operator you can possibly be, just look at this list and attend a Best of Success conference. You’ll notice a group of professionals inspired by the others on the list and are driven to innovate and share what they’ve learned to grow — which helps the industry grow. It’s a great honor to be on that list if you’re a roofing contractor. So, if you’re looking to find a way on the list or want to find yourself higher on the list, here are five steps you can take to help you get there and stay there.

1. Find Your Leader
The first step your company should take is to designate a leader to oversee sales — after all, the list is about the bottom-line number: revenue. The “sales manager” is one of the roofing industry’s most under filled positions, however, when occupied by the right person it can be like switching out a four cylinder for a V-8 engine for your company. Finding a good sales manager can be difficult, but with using the right tools you can identify the right competencies for the job. From my experience working with several top 100 roofing contractors, grabbing a sales leader from a different industry can serve very well because they are used to more-developed sales structures, which translates very well in roofing. However, be sure to screen them by using tools like I recommend. Candidate assessment tools, for example, from Objective Management Group based in Boston, Mass., is a great way to identify sales competencies. The greatest skills you seek in a sales manager are: desire for sales success; commitment to do whatever it takes — morally and ethically; the right outlook about themselves and your company’s future; willingness to take responsibility (the opposite of excuse making), accountability, motivation, recruiting and coaching. Roofing technicalities are the easy part and they can learn that over time. Chances are, you as the owner or experienced roofing contractor have plenty of technical expertise, what you likely lack is the sales competency — which is where the sales manager comes in.

2. Serve and Maintain
The second step you should take is making service and preventative maintenance a top priority. The reason I say this is that service repairs take the least amount of time to close, which makes the sale easier. When you can more easily sell to someone it’s more likely you’ll sell to many more people, which means you have a low barrier to entry to build many relationships. You also have a chance to provide a great experience for the client.
It’s only when someone has worked with you that they can refer you, and it’s only when you have referrals and repeat business that you build more and more trust in your market. If you know me already you’ll know that I preach that the big work comes naturally when you’re consistently focusing on the small work. As service revenue goes, construction revenue should go accordingly. Make sure that when you focus on service, also lock them into a preventative maintenance plan so that they only see your truck arriving at their property for years to come. At this point, you’ll be their trusted advisor and will be able to develop the scope and perhaps cut right through any red tape that could cause you to get your bid shopped out and must compete more heavily on price.

3. Prime the Pipeline
The third step you should take is to get a grip on your sales pipeline. Too often do I see in the roofing industry a “bid-it and forget-it” mentality. First, they jump right into the presentation of the bid upon invitation without slowing the process down to ask great questions and listen. The only question that most roofers ask when they get to a lead is “where’s your leak?” They don’t learn the real problem that’s a compelling reason to buy. The best management of the sales opportunity is when there’s urgency discussed before gathering the real qualification questions, like what they think a roof costs and their decision criteria and timeline.
Too many times I see the roofing industry have “happy ears,” which describes contractors getting all excited about an opportunity and not having healthy skepticism. In fact, Objective Management Group has data of over 3,000 specialty contractor sales people and the findings say that we are in the bottom 11 percent in consultative selling and qualifying competencies out of 1.8 million sales people around the world. Our industry really stinks at managing the pipeline, but if worked on it can pay huge dividends. I’ve seen it myself while working with many of the top 100 roofers on the list.

4. Time for a CRM
The fourth step you should take is to get a sales pipeline CRM program. Did I just say a curse word, CRM? AH!!! Yes, you need to be able to see what’s going on in your future sales opportunities anytime you want. However, if you really want to see revenue grow then you should score each deal in the pipeline and hold everyone accountable to the appropriate expectations to drive more business into the pipeline. Each deal should be followed up on until a decision is made along with a status of when the decision will be made. There are some great tools out there.

5. Goal Set
The fifth and final step you should take to help you get on the Top 100 List is to set goals. Goals should be specific, measurable, attainable, realistic and time sensitive. You should really consider what is it that you want to achieve and to reverse engineer what it’s going to take to achieve it. It would really help if you and your sales manager came up with a compensation plan that matched these goals and held your salespeople and estimators accountable for performance. I also want to be clear: just because you don’t have a true “salesperson” right now, doesn’t mean you can’t incorporate these things. One of my favorite lines from a mentor of mine — BEST Roofing President and CEO Gregg Wallick — is “on the way to perfect, you pass up a lot of good.” The principle that I take from this (and teach my clients) is to get started, and don’t expect perfection right away. Tiger Woods said recently in an interview when talking about Lebron James, “anyone can be great for a week, a month, a year. But can you be great for a decade, two decades? What Lebron is doing is unbelievable because he’s doing it for such a long time.” In closing, you should think about getting on the Top 100 and earning a spot with the top revenue-generating roofing contractors in the business. But do what Tiger says, be on there for a long time. Can you stay on there for five years, 10 years, 20 years? I hope you can.

Note: This article first published on Roofing Contractor magazine’s website and can be viewed here.

 

5 Takeaways for Contractor Marketing from the 2018 Internet Trends Report

By Shashi Bellamkonda

Each year, Kleiner Perkins Caufield & Byers’ partner Mary Meeker releases an Internet Trends Report. This year, the report was released at the Code Conference on May 23rd.

Big Picture:

At 3.6B, the number of Internet users has surpassed half the world’s population. Internet usage is now mainstream. Internet users continue to increase time spent on Internet services based on the perceived value at 5.9 hours spent per day. According to Recode:

People, however, are still increasing the amount of time they spend online. U.S. adults spent 5.9 hours per day on digital media in 2017, up from 5.6 hours the year before. Some 3.3 of those hours were spent on mobile, which is responsible for overall growth in digital media consumption.

Trends: 

  1. Local – Offline connections are driven by online interactions. Example: Growth of Nextdoor with 17M neighbor recommendations on Nextdoor for local businesses
  2. Mobile video viewing is growing exponentially
  3. Voice technology is lifting off. Google’s machine learning word accuracy now equals the threshold for human accuracy
  4. Personalization with data improves engagement and provides better experiences for consumers. Examples: Facebook Newsfeed, 200MM Pinterest users pinning images, 100MM Waze users
  5. Offline businesses are using online payment systems and integrating purchase financing to close more business

Action Plan for Contractors

#1 – Offline to Online Interactions

#2 – Mobile Video

  • Create well-produced videos for your projects
  • Use quick videos to tell your company’s story by using your mobile phone

#3 – Voice Technology

You don’t have to do anything specifically for voice. You should create your website using structured data and schema and get your business listed in all the major directories

Create content around specific questions that homeowners ask your teams frequently

#4 – Personalization

Target very specific personas of customers using lookalike audiences on websites like Google, Facebook, etc.

#5 – Integrating Purchase Financing

If you have agreements with banks and other lenders, integrate that into your proposal process. Use online payment gateways to make it easier for homeowners to pay for the project

Watch the video presentation.

Note: This article first published on Surefire Local’s blog and can be viewed here.

Shashi Bellamkonda, Speaker and Digital Marketing Expert, is Chief Marketing Officer (CMO) of Surefire Local – Bellamkonda is also the Adjunct faculty member of Georgetown University. Shashi is passionate about helping small business and has spoken on Small Business and social media tools at conferences like SXSW, IABC, PRSA, Mid-Atlantic Summit, MarketingProfs and Affiliate Summit.

Shashi was honored with the Washington Business Journal’s Washington Minority Business Leader award. He was previously featured in Washingtonian’s Top 100 Tech Titans list in the Community and Thought leadership category of the Washington Tech Titans list and the Washington Business Journal called him the Social Listener. He has co-authored chapters in two books also been featured in 15 books on marketing and social media.

RT3 to Hold Live Meetup in Washington, D.C. on Capitol Hill

The meetup is set for March 6, 2018, prior to the start of NRCA’s Roofing Day.

More than 30 representatives from RT3 member companies will hold a live meetup on Capitol Hill, hosted by Senator Barbara Cantwell, D-WA on March 6. The day will feature tech talks from Congressman John Delaney, D-MD and Nicol Turner Lee, Ph.D., Fellow, Center for Technology Innovation at the Brookings Institution.

Senator Cantwell’s Legislative Aide, Sasha Bernhard and SmartBrief’s Senior Associate, Partner Development, Madeline Sarver will also present to the group.

The meetup will include updates from each of RT3’s task teams, including:

  • Membership Task Team
  • Future Workforce Task Team
  • Organizational Task Team
  • Meetings Task Team
  • Communications Task Team
  • Technology Task Team

The RT3 members will tour the Capitol Building before wrapping up the meeting by discussing funding and their recent member technology survey. Following the meeting, the RT3 members will attend the NRCA Roofing Day reception to plan for their Roofing Day meetings on Wednesday, March 6.

If you are part of a forward-thinking, innovative company interested in promoting the use of technology in the roofing industry, complete a membership application in order to get involved and participate in future meetups.

Technology for the Future: How Having a CRM Gives You a Comprehensive View of Your Roofing Business

As the owner of a contracting business, it’s imperative to have a pulse on not only how your company is performing at any given moment, but historically as well.

Everything from leads, current job statuses, contracts, and finances gives you a comprehensive idea of how your company is performing – and comparing that to year over year or month over month historical data provides a snapshot of growth or stagnation.

Finding the right software for your business may seem daunting – there are a lot of options on the market, and none are guaranteed to be the silver bullet you need. When doing research, business owners should consider what they need or want to see when they think of the overall performance of their roofing company, and how a CRM might provide that overview.

Finances at a Glance:

CRM’s that include integrations to your accounting software, such as QuickBooks, can provide an immediate idea of your company’s financial performance. Comparing individual sales figures, having access to overhead, material orders, outstanding contracts, and commissions means that all of your data is compiled into an easy to digest dashboard, specific to owners who want to know where their money is – down to the penny.

Archived Data in Hand:

A business that has been around for a few years is going to have records – previous jobs, insurance forms, material orders… and all of that paperwork needs to be filed and stored so that it can be accessed by employees for reference in the future. Dealing with years of archived paperwork can be a logistical nightmare – for example – a project manager is at a job and the customer mentions work done during a previous storm. The PM would need to call the office, ask an office staff member to locate the previous files and reference the work, then relay that information back to them. All of this can take hours if your staff is busy or can’t locate the files.

Having your files stored digitally in a CRM means your staff doesn’t have to go on a paperwork expedition – your field staff can simply call up the customer’s file, right in front of them, and reference previous work – paperwork, photos, contracts, materials – it’s all there.

This immediate archive retrieval also goes a long way when it comes to personalization. A salesman can reference all of this even before creating the estimate. They can also reference notes that previous teams made – such as if the customer mentioned needing new siding, or potential gutter work “next time”.

None of this would be possible with physical paper documents back in the office.

Easier Employee Onboarding:

During times of high production, roofing companies may hire seasonal, specific trade or additional labor to supplement their increase in business. Having an easy to use, simple software program with pre-built templates ensures that these new employees are creating paperwork that adheres to your company’s protocol, as well as creating records that can be archived for future use.

Software that is intuitive means that there will be fewer mistakes, and new employees can learn quickly and hit the ground running.

Keeping Up with Technology Trends & Tools:

Technology is always changing, as the needs and tools for roofers and exterior contractors become more sophisticated. Software that provides integrations can make your job a lot easier.

Instead of maintaining several applications or accounts for all the different features you need, software that offers integrations within a single application means less toggling back and forth – ordering roofing measurements that immediately populate estimates, photos taken, annotated, shared and stored directly in the job files – these are features that save you time and money in the long run.

Inevitably, technology requires updating. CRM’s that are hosted and maintained by developers, and not your office staff, mean fewer outages, constant updates, and dedicated customer support – meaning one less thing for you to worry about.

CRM’s for Roofing Companies:

CRM’s, business management software – whatever you want to consider – is not a new technology – but the value they provide, in addition to new features being added all the time can help provide the overview roofing business owners need who are looking to make the jump from paper and Excel to an all-inclusive digital space.

Note: This article first appeared on the AccuLynx blog and can be viewed here.