The Roofing Operating System Podcast: America’s Top-Rated Podcast for Roofing Software & Scalable Growth #17 - The 10-Step Roofing Sales System That Closes More Deals—Faster
In this episode of The Roofing Operating System Podcast, host Nick Peret (Founder of Better Boss) shares the 10-step sales system that top roofing contractors are using right now to automate follow-up, close faster, and increase average job size—without burning out their team.
From proposal templates and measurement tools to upgrades, financing, and post-job review strategies, this is the complete breakdown of a scalable roofing sales process that actually works.
If you're doing $1M to $10M and ready to tighten your close rate and simplify your sales ops—this is your episode.
💡 What You’ll Learn:✅ The exact 10-step system to close more deals with less effort
✅ How to use automation to speed up follow-up without losing the human touch
✅ Why proposals, visuals, and product education matter more than pricing
✅ How to integrate measurement tools, upgrades, and financing into every pitch
✅ The post-job follow-up steps that drive 5-star reviews and referrals
✅ How to create consistency across your entire sales team
00:00 Intro – Why Roofing Sales Needs a System
00:30 Identifying Bottlenecks in Your Current Sales Flow
00:49 Step 1: CRM & Follow-Up Automation
03:03 Step 2: Roof Measurement Reports
04:21 Step 3: Custom Sales Presentations
06:11 Step 4: Branded Proposal Templates
08:09 Step 5: Offering Upgrades & Add-Ons
10:08 Step 6: Simplifying Financing Options
11:39 Step 7: Using Manufacturer Brochures for Product Education
13:03 Step 8: Streamlining Material Ordering
14:22 Step 9: Invoicing, Payment & Project Closeout
15:52 Step 10: Post-Job Follow-Up for Referrals & Reviews
17:52 Final Takeaway: Why This System Works
Better Boss — The Operating System for Roofing Contractors Who Want to Sell Smarter, Close Faster, and Build a Sales Process That Runs on Its Own.
📅 Ready to Implement This System in Your Business?Book your FREE Roofing Growth Audit and get a $1,500-value custom playbook to automate follow-ups, simplify proposals, and close more jobs.
👉 https://mybetterboss.ai/free-roofing-growth-audit
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💥 That’s a wrap on another episode of The Roofing Operating System™—America’s top-rated podcast for roofing software and scalable growth.
If today’s insights sparked just one idea to scale smarter or grow faster, imagine what a full strategy could do for your business.
👉 Head to mybetterboss.ai to access free tools, book a discovery call, or explore systems trusted by top roofing companies nationwide.
Don’t forget to follow the show, leave a 5-star review, and share it with another roofer ready to level up.
Until next time—build better, lead stronger, and scale like a boss.