The Roofing Operating System Podcast: America’s Top-Rated Podcast for Roofing Software & Scalable Growth

Nick Peret
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Mar 10, 2025 • 32min

#24 - Top 3 Roofing Business Models That Actually Scale | Allen Mick Breaks It Down

Which Roofing Business Model Will Work Best for Your Market? In this episode of The Roofing Operating System Podcast, host Nick Peret (Founder of Better Boss) is joined by roofing strategist and multi-market operator Allen Mick to unpack the top 3 roofing business models that contractors use to build profitable, scalable companies. From residential retail to commercial service to storm restoration, Allen walks through each model's pros, pitfalls, margins, and operational challenges—plus how to choose the right model (or hybrid approach) based on your goals, market, and skill set. Whether you're just getting started or refining your current company, this episode gives you the roadmap to pick and scale the right roofing business model. 💡 What You’ll Learn: ✅ The major differences between retail, storm, and commercial roofing models ✅ Which model gives you recurring revenue vs. big paydays ✅ How to match your business model to your local market & personal strengths ✅ What startup roofers should avoid when choosing their path ✅ How to combine models without wrecking your workflow or margins ✅ Why your business model is your brand—and how to own it ⏱️ Timestamps: 00:00 Intro – Allen Mick on Roofing Business Models 01:20 The Power of Choosing the Right Model 03:12 Retail Model – What Works + What to Watch For 07:40 Commercial Roofing – Recurring Revenue Strategy 11:33 Storm Restoration – High Risk, High Reward 14:52 Blended Models – Can You Really Do It All? 17:21 Business Structure vs. Market Dynamics 19:03 Avoiding Common Pitfalls When Scaling 23:10 Final Tips for Picking Your Roofing Path 🛠 Powered by: Better Boss — The Operating System Built for Roofing Contractors Who Want to Scale Smarter, Sell Faster, and Operate With Clarity. 📅 Want Expert Help Matching Your Model to Your Market? Book a FREE Roofing Growth Audit and get a $1,500-value custom roadmap tailored to your revenue goals, ops model, and tech stack. 👉 https://mybetterboss.ai/free-roofing-growth-audit 🌐 Follow Allen Mick: 📸 Instagram 🏷️ Hashtags: #RoofingBusinessModels #BetterBoss #AllenMick #RoofingStartupTips #RoofingGrowth #RoofingOperations #RoofingPodcast #NickPeret #RoofingOperatingSystem #StormRestorationBusiness #RoofingRecurringRevenue #HowToStartARoofingBusiness #RoofingBrandStrategy #CommercialRoofingSuccess #RetailRoofingModel 💥 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.
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Feb 28, 2025 • 39min

#23 – The Step-by-Step Plan to Sell Your Roofing Company for Maximum Profit

Thinking about selling your roofing company? Here’s exactly how to do it right—and walk away with maximum value. In this expert-packed episode of The Roofing Operating System Podcast, host Nick Peret (Founder of Better Boss) sits down with Claudio Vilas, founder of The Roofing Biz Broker, to map out the step-by-step process of preparing your roofing company for a profitable exit. From business valuation and accrual accounting to buyer types, due diligence, and industry myths, Claudio shares what you need to know to sell your business the right way—whether your goal is retirement, a new venture, or simply unlocking what you’ve built. If you plan to grow and sell someday (or just want to be ready), this is the episode you can’t afford to miss. 💡 What You’ll Learn: ✅ What buyers actually look for in roofing companies (hint: it’s not revenue alone) ✅ How to increase your valuation through recurring revenue and clean books ✅ Why accrual accounting is essential for maximizing your exit price ✅ The difference between strategic vs. financial buyers ✅ How to position your roofing business for private equity ✅ Real-world case studies and exit strategies you can apply today ⏱️ Timestamps: 00:00 What Increases or Decreases a Roofing Company’s Value 00:32 Meet Claudio Vilas – The Roofing Biz Broker 01:44 Why Most Contractors Are Unprepared to Sell 04:52 The Truth About Valuation & Accrual Accounting 09:38 Metrics That Attract the Right Buyers 15:32 Strategic Buyers vs. Financial Buyers 18:56 Recurring Revenue and Risk Management 21:05 What Makes a $3M Company More Valuable Than a $1M One 22:14 Comparing Young vs. Established Companies 26:03 Debunking the Multiplier Myth 30:55 Stable Growth = Higher Purchase Price 32:44 Emotional Hurdles of Selling a Business 36:00 Claudio’s Final Advice for Exit-Minded Contractors 🛠 Powered by: Better Boss — The Operating System for Roofing Contractors Who Want to Grow Smarter, Run Cleaner, and Sell Bigger. 🌐 Learn More About The Roofing Biz Broker: 🔗 https://theroofingbizbroker.com 📅 Want to Maximize the Sale of Your Roofing Business? Book your FREE Roofing Growth Audit to get a $1,500 exit-readiness roadmap that benchmarks your business, cleans up your systems, and gets you buyer-ready. 👉 https://mybetterboss.ai/free-roofing-growth-audit 🏷️ Hashtags: #SellMyRoofingCompany #RoofingExitStrategy #RoofingValuation #ClaudioVilas #BetterBoss #NickPeret #RoofingCRM #RoofingBusinessForSale #RoofingLeadership #RoofingOperatingSystemPodcast #RoofingPrivateEquity #RoofingMergersAndAcquisitions #RoofingSuccess #ScaleAndSell #ExitPlanningForContractorsce. 💥 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.
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Feb 24, 2025 • 39min

#22 - Close More Roofing Jobs at Higher Prices with This Proven Sales Process

Tired of discounting your work just to win jobs? This episode shows you how to charge more—and get it. In this powerful episode of The Roofing Operating System Podcast, host Nick Peret (Founder of Better Boss) welcomes Joe Crisara, legendary sales coach and founder of Service MVP, to unpack a proven roofing sales framework that helps contractors close more jobs at higher prices—without pressure or gimmicks. Joe has helped thousands of contractors raise their average ticket size while building trust with homeowners through value-based selling, premium service packages, and the power of structured choice. If you’re ready to finally build a roofing sales process that works (and scales), this is your step-by-step guide. 💡 What You’ll Learn: ✅ How to close more roofing jobs without slashing your price ✅ Why structured pricing beats emotional selling every time ✅ How to present “Good / Better / Best” options that homeowners love ✅ Why your sales process—not your charm—drives consistent growth ✅ How to coach your sales team for performance, not pressure ✅ What the best roofing companies are doing differently in 2024 ⏱️ Timestamps: 00:00 Intro – Why Most Roofing Sales Don’t Scale 00:37 Meet Joe Crisara – Sales Coach to the Trades 01:19 Why Roofing Sales Requires Its Own System 04:11 Service-First Selling vs. Price-Based Pressure 08:15 How to Attract Premium Roofing Clients 18:04 Good / Better / Best Pricing Strategy 22:54 Why Buyers Need Control in the Sales Process 25:24 How to Create Real Customer Confidence 28:29 Sales Systems That Train Teams to Win 32:46 Long-Term Value From Lifetime Roofing Clients 37:26 Systemizing High-Ticket Success 38:55 Final Takeaways From Joe 🛠 Powered by: Better Boss — The Operating System for Roofing Contractors Who Want to Sell Smarter, Train Stronger, and Scale Without Discounting Their Value. 🌐 Learn More About Joe Crisara & Service MVP: 🔗 https://www.servicemvp.com/about 📅 Want to Charge More and Still Close More Roofing Jobs? Book your FREE Roofing Growth Audit and get a $1,500 roadmap to transform your sales team, increase your close rate, and grow your average ticket—without lowering your standards. 👉 https://mybetterboss.ai/free-roofing-growth-audit 🏷️ Hashtags: #RoofingSalesTraining #JoeCrisara #ServiceMVP #BetterBoss #NickPeret #RoofingCRM #RoofingLeadership #CloseMoreRoofingJobs #ValueBasedSelling #RoofingPricingStrategy #RoofingProposals #RoofingSalesProcess #GoodBetterBestRoofing #HighTicketRoofingSales #RoofingOperatingSystemPodcast 💥 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.
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Feb 20, 2025 • 35min

#21 - ChatGPT for Roofers The Real Ways It’s Saving Time and Closing Deals

AI isn’t coming for your job—it’s coming for your inefficiencies. In this tactical episode of The Roofing Operating System Podcast, host Nick Peret (Founder of Better Boss) sits down with Jonathan Mast, AI expert and founder of White Beard Strategies, to break down how roofing contractors are using ChatGPT and AI tools to save time, automate follow-ups, close more jobs—and get their lives back. This is not a tech demo. It’s a real-world guide to AI tools for roofers who want to reduce admin, improve customer engagement, and systemize repetitive tasks—without adding staff. If you're tired of missed follow-ups, quoting chaos, or late-night admin, this episode gives you the scripts, prompts, and real automations working right now. 💡 What You’ll Learn: ✅ How ChatGPT is being used by real contractors—right now ✅ The difference between “using ChatGPT” and building systems with it ✅ How to create branded GPTs trained on your business ✅ Why AI saves time and increases close rates ✅ Voice-to-text, CRM integration, and lead follow-up hacks ✅ What AI can automate—and what it shouldn’t ⏱️ Timestamps: 00:00 Why AI Isn’t Optional for Roofers in 2024 01:00 How Roofers Are Actually Using ChatGPT 04:25 Prompting vs. Productivity: What Works 08:51 Voice-to-Text & Smart Prompt Hacks 13:18 Common AI Mistakes (And How to Avoid Them) 17:42 Custom GPTs for Roofers — Train Your AI 22:10 Automating Reminders, Scheduling & Lead Follow-Up 26:36 Using AI to Personalize Customer Communication 31:00 API Integrations: ChatGPT Meets CRM 36:27 The Future of AI in Roofing 🛠 Powered by: Better Boss — The Operating System for Contractors Who Want to Scale With Tech, Streamline with Systems, and Sell Without Burnout. 🌐 Learn More About Jonathan Mast & White Beard Strategies: 🔗 https://whitebeardstrategies.com/virtual-chief-ai-officer/ 📅 Want to Use ChatGPT to Save Time + Close More Deals? Book your FREE Roofing Growth Audit and we’ll show you how to integrate AI into your existing systems—without overwhelm. 👉 https://mybetterboss.ai/free-roofing-growth-audit 🏷️ Hashtags: #ChatGPTForRoofers #RoofingAI #RoofingAutomation #BetterBoss #NickPeret #JonathanMast #WhiteBeardStrategies #AIInRoofing #AIForContractors #RoofingCRM #ChatGPTPrompts #AIWorkflow #RoofingSalesAutomation #CRMIntegration #RoofingPodcast #RoofingOperatingSystemPodcast 💥 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.
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Feb 3, 2025 • 30min

#20 - The Proven Content Strategy Smart Roofers Use to Grow from $500K to $3M

Want to grow your roofing business without slashing prices or burning through ad spend? Start here. In this high-impact episode of The Roofing Operating System Podcast, host Nick Peret (Founder of Better Boss) sits down with Cole Haynes, co-founder of Escalade Roofing, to unpack the content strategy and brand playbook that helped take their company from $500K to over $3M in annual revenue—in just two years. Cole shares how faith, family, and intentional content creation helped position Escalade as a trusted brand in their market—without relying on gimmicks or discounts. From building a magnetic brand message to showing up authentically on camera, this episode gives you the tools to grow with content that actually converts. 💡 What You’ll Learn: ✅ The exact video and content strategy that drove Escalade Roofing’s growth ✅ How to build trust online without feeling like a salesman ✅ Why consistency > virality when building a brand that scales ✅ How Cole leverages personal values (faith, fitness, family) to attract top talent and ideal clients ✅ Real-world tips on scripting, filming, and launching content—without being “perfect” ✅ How to use content to position your company as the obvious choice in your market ⏱️ Timestamps: 00:00 Meet Cole Haynes – The Content-Driven Growth Story 00:23 From $500K to $3M in Just 2 Years 02:52 Starting with Nothing but Belief and a Camera 07:06 The Role of Content in Branding and Referrals 13:40 Sales, Systems & Showing Up Authentically 21:51 Family Business Dynamics & Faith-Based Leadership 26:08 Culture, Profit Sharing & Social Proof 32:03 How Consistent Content Builds Market Authority 42:23 Storytelling, Morning Habits & Staying Grounded 49:14 The Mindset Behind “Embrace the Suck” 51:31 Final Advice for Contractors Who Want to Scale 54:05 Legacy, Purpose & the Power of Showing Up 🛠 Powered by: Better Boss — The Operating System for Roofing Contractors Who Want to Grow with Clarity, Lead with Purpose, and Scale With Systems. 🌐 Learn More About Escalade Roofing: 🔗 https://escaladeroofing.com 📅 Want to Create a Roofing Brand That Grows With Every Post? Book your FREE Roofing Growth Audit and get a $1,500 strategy session to turn your content into customers—without ads or overwhelm. 👉 https://mybetterboss.ai/free-roofing-growth-audit 🏷️ Hashtags: #RoofingContentStrategy #RoofingMarketing #EscaladeRoofing #BetterBoss #NickPeret #RoofingSales #ContractorBranding #FaithAndBusiness #RoofingGrowthTactics #VideoMarketingForContractors #RoofingPodcast #ScalingWithContent #RoofingCRM #RoofingOperatingSystemPodcast #AuthenticMarketing #ContentThatConverts 💥 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.
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Jan 30, 2025 • 17min

#19 - 10X Your Roofing Business with AI & Tech | Complete 2025 Roofing Software Guide

This is your complete 2025 tech stack guide—designed specifically for growth-minded roofing contractors ready to embrace automation, AI, and system-driven success. In this episode of The Roofing Operating System Podcast, host Nick Peret (Founder of Better Boss) breaks down the exact tools, workflows, and integrations top contractors are using to: ✅ Streamline estimating ✅ Automate sales & proposals ✅ Improve communication & job tracking ✅ Leverage manufacturer catalogs for smarter pricing ✅ Connect CRMs, finance tools, and material suppliers in one system ✅ And build a business that runs like a machine—even without you in the middle 🔧 Tools & Systems Covered: AI Assistants (ChatGPT, Claude, Monica) for communication, proposals & admin Project Management + CRM tools tailored to roofing workflows EagleView + measurement platforms for fast, accurate estimates Proposal software & financing integration Workflow automation for client follow-ups, approvals & payments Tech stack blueprint for scaling 7-figure operations 🧠 Who This Is For: Roofing contractors doing $500K–$10M+ looking to streamline ops Sales leaders tired of inefficiencies and manual quoting Business owners ready to stop guessing and start scaling Tech-curious contractors who want clarity, automation, and ROI 📌 Bonus: Want help implementing the right tools for your business? 👉 Book a FREE Roofing Growth Audit with Better Boss You’ll get a $1,500-value strategic roadmap that shows you exactly how to: Boost close rates Cut estimating time by hours Automate follow-ups Save 50+ workdays per year Increase profit margins by 5% or more 👉 Schedule here 🏷️ Hashtags: #RoofingBusiness #RoofingTech #RoofingSoftware #BetterBoss #NickPeret #RoofingCRM #RoofingAutomation #RoofingAI #ConstructionTech #AIToolsForContractors #RoofingEstimatingSoftware #ContractorSystems #RoofingSalesStack #2025RoofingTech #EagleView #RoofingEfficiency #BusinessGrowthForContractors 💥 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.
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Jan 22, 2025 • 35min

#18 – The $15 Million Roofing Company Built by a Man Who Had Nothing

He had nothing. Now he leads a $15M roofing business built on grit, faith, and second chances. In this unforgettable episode of The Roofing Operating System Podcast, host Nick Peret (Founder of Better Boss) sits down with John Franco, CEO of GreenTek Roofing, to unpack one of the most inspiring transformations in the industry. John shares how he went from being homeless and at rock bottom to building a roofing company now doing over $15 million in annual revenue. This episode isn’t just a story about business—it’s about rebuilding identity, leading with purpose, and proving that resilience and leadership are built, not born. Whether you're grinding in year one or scaling toward eight figures, John’s story will change how you think about leadership, growth, and what’s really possible in roofing. 💡 What You’ll Learn: ✅ How John Franco rebuilt his life and business from nothing ✅ Why personal transformation is the root of scalable leadership ✅ The mindset shifts that turned his lowest point into momentum ✅ How GreenTek grew to $15M+ with systems, culture, and accountability ✅ Why discipline, faith, and fitness play a bigger role than tactics ✅ How to build a business that means something—to you, your team, and your community ⏱️ Timestamps: 00:00 Meet John Franco – GreenTek Roofing CEO 00:23 Hitting Rock Bottom & Rewriting His Story 02:52 The Moment That Sparked the Rebuild 07:06 From Struggle to Strategy: Building GreenTek 13:40 Business Growth Fueled by Personal Development 21:51 Culture, Profit Sharing & Leading With Purpose 26:08 Building a Team That Believes in the Mission 32:03 How to Scale With Discipline & Grit 42:23 Mornings, Mentality, and Momentum 49:14 What “Embrace the Suck” Means in Roofing 51:31 Leading for Legacy, Not Just Revenue 54:05 Final Thoughts from John Franco 🛠 Powered by: Better Boss — The Operating System for Roofing Contractors Who Want to Grow Smarter, Lead Stronger, and Build Businesses That Matter. 🌐 Learn More About GreenTek Roofing: 🔗 https://GreenTekps.com 📅 Want to Build a Scalable Roofing Business—From the Ground Up? Book your FREE Roofing Growth Audit and get a proven roadmap to align your team, tighten your backend, and grow profitably. 👉 https://mybetterboss.ai/free-roofing-growth-audit 🏷️ Hashtags: #RoofingTransformation #JohnFranco #GreenTekRoofing #BetterBoss #NickPeret #VeteranEntrepreneurship #RoofingLeadership #GritInBusiness #RoofingPodcast #RoofingWithPurpose #RoofingCompanyCulture #RoofingCRM #ScalingRoofingBusinesses #RoofingOperatingSystemPodcast #ContractorSuccessStory #FromNothingToMillions 💥 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.
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Dec 23, 2024 • 18min

#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 ⏱️ Timestamps (Clear Breakdown of All 10 Steps): 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 🛠 Powered by: 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 🏷️ Hashtags: #RoofingSalesSystem #RoofingCRM #BetterBoss #NickPeret #RoofingAutomation #RoofingGrowth #CloseMoreDeals #RoofingProposalTools #ContractorSalesProcess #RoofingFollowUp #RoofingCRMStrategy #SalesOpsForContractors #RoofingOperatingSystemPodcast #RoofingBusinessSuccess 💥 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.
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Nov 25, 2024 • 55min

#16 – The Roofing CRM Changing the Game for Commercial Roofing Sales

Commercial roofing sales are complex—this CRM makes it simple. In this episode of The Roofing Operating System Podcast, host Nick Peret (Founder of Better Boss) sits down with Erik Vargas, co-founder of Followup CRM, to break down exactly how top commercial roofing companies are scaling their sales teams, tracking KPIs, and closing bigger deals with more consistency. From poor lead tracking to forgotten follow-ups and missed proposals, commercial contractors lose millions each year because their sales process lacks structure. This episode shows you how to fix that—using tools that simplify, automate, and clarify every stage of your sales pipeline. 💡 What You’ll Learn: ✅ Why most commercial roofing sales systems break under pressure ✅ How Followup CRM centralizes data, tracks activity, and drives accountability ✅ The sales KPIs you must monitor to scale ✅ What separates high-performing sales reps from everyone else ✅ How to standardize proposals, prequalify leads, and systemize follow-up ✅ Why this CRM is rapidly becoming the go-to for large-scale roofing sales teams ⏱️ Timestamps: 00:00 The Problem With Most Commercial Roofing Sales Teams 00:16 Meet Erik Vargas – The Story Behind Followup CRM 03:34 Why Data Centralization = Sales Control 04:43 Metrics That Actually Matter in Commercial Roofing 07:26 Follow-Up Systems That Drive Conversions 14:49 Psychology of Sales + Consistency Over Charisma 18:33 Who Followup CRM Is Built For 20:04 How to Standardize a Sales Process That Scales 25:48 CRM for Luxury + Commercial Roofing 31:22 Handling Commercial Objections the Right Way 35:44 Connecting Estimating Tools With CRM 45:49 Creating a Better B2B Customer Experience 48:56 CRM to Project Management Handoff 51:57 Managing Vendors, Subs & Post-Sale Clarity 53:26 Final Lessons from Erik 🛠 Powered by: Better Boss — The Operating System for Roofing Contractors Who Want to Lead Stronger, Sell Smarter, and Scale Without Stress. 🌐 Learn More About Followup CRM: 🔗 https://followupcrm.com 📅 Ready to Build a Commercial Roofing Sales Machine? Book your FREE Roofing Growth Audit and get a personalized sales system blueprint to increase close rates, standardize follow-up, and scale commercial deals. 👉 https://mybetterboss.ai/free-roofing-growth-audit 🏷️ Hashtags: #CommercialRoofingSales #FollowupCRM #BetterBoss #NickPeret #RoofingCRM #SalesSystemForContractors #RoofingSalesLeadership #RoofingOperations #CRMForRoofers #DataDrivenRoofing #RoofingAutomation #CloseMoreCommercialJobs #ConstructionSales #RoofingPodcast #RoofingOperatingSystemPodcast 💥 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.
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Oct 10, 2024 • 52min

#15 - How Top Roofing & Deck Contractors Close More Jobs—Without Burning Out Their Teams

Want to grow your contracting business without burning out your sales team? This episode is your blueprint. In this high-impact episode of The Roofing Operating System Podcast, host Nick Peret (Founder of Better Boss) sits down with Nick Stevens, top sales coach at Legacy Decks Academy, to share how today’s top roofing and deck contractors are closing more jobs with less pressure and more precision. They dive into the real sales challenges contractors face: team turnover, emotional burnout, inconsistent follow-up, and lack of clarity in the sales process. Nick Stevens shares his proven framework for building a value-first culture, empowering your sales team, and creating a business that grows without grinding everyone down. Whether you’re running a $1M team or scaling to $10M+, this is what sustainable sales leadership looks like. 💡 What You’ll Learn: ✅ How to build a sales system that empowers your team ✅ The difference between burnout and bandwidth ✅ Why culture and communication are as important as CRM ✅ How to prequalify leads without killing conversion ✅ Why mentoring and sales process mapping drives consistency ✅ How Legacy Decks trains contractors to lead from the inside out ⏱️ Timestamps (Structured for Retention + SEO): 00:00 Meet Nick Stevens – Coach at Legacy Decks Academy 01:52 Creating a Value-Driven Sales Culture 04:08 Building Client Relationships That Last 07:22 What Healthy Company Culture Really Looks Like 11:31 Training Sales Talent That Doesn’t Burn Out 14:57 Lead Flow vs. Conversion Strategy 20:19 Networking, Messaging & Real Sales Strategy 22:54 Advice for New Sales Reps in Contracting 26:29 The “Hollywood Sales” Trap and How to Avoid It 34:17 Using Tech + Process for Sales Clarity 41:29 Handling Objections Without Pressure 48:23 How Legacy Decks Scales Sales Teams the Smart Way 🛠 Powered by: Better Boss — The Operating System for Roofing & Trade Contractors Who Want to Scale With Systems, Sell With Confidence, and Lead Without Burnout. 🌐 Learn More About Legacy Decks Academy: 🔗 https://legacydecksacademy.com 📅 Want a Sales System That Closes Without Chaos? Book your FREE Roofing Growth Audit and get a $1,500 strategy session to streamline your pipeline, unify your team, and close more jobs—without the burnout. 👉 https://mybetterboss.ai/free-roofing-growth-audit 🏷️ Hashtags: #RoofingSales #DeckSales #LegacyDecksAcademy #NickStevens #BetterBoss #NickPeret #RoofingLeadership #ContractorCRM #SalesSystemForContractors #SellSmarterNotHarder #TradesSales #RoofingPodcast #RoofingOperatingSystemPodcast #SalesCulture #ContractorSalesTeam #ScaleWithoutBurnout 💥 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.

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