Service Alignment

THE UNFAIR ADVANTAGE

To Acquire More Customers and Keep Them for Life

Every successful roofer does two things. It acquires new customers. And it keeps the ones it already has. Everything else is detail.

Step 1

Get a new client.

Step 2

Keep them for life.

Step 3

Get all their work.

Step 1

Get a new client.

The real problem · 1

Problem 1: No one knows you exist.

1

We don't tell enough people.

2

Bad timing when we reach out.

3

No reason to choose us.

We're forgettable!

Step 2

Keep them for life.

The real problem · 2

Problem 2: We wait for a client to come back.

1

We think the first job earns the next.

2

We think they will call, but they don't.

3

We fail to give them the next proactive action.

We're waiting!

Step 3

Get all their work.

The real problem · 3

Problem 3: We don’t know our clients.

1

We don't know the client's value.

2

We treat follow-ups like cold calls.

3

We don't give them a reason to give us all their work.

We're guessing!

Step 1

Get a new
client.

Your city has thousands of roof leaks every time it rains.

Why doesn't your phone ring?

Step 1

Get a new client.

Acquire

The truth may hurt.

No one knows you exist.

Knows you
Does not

Even the largest contractor in a metro is a stranger to four out of five buildings within five miles of his own jobs.

Step 1

Get a new client.

Acquire

97% of buildings are reactive.
Stop calling them when they don't have a leak.

PRE-STORM

Show your prospect you care more than their current vendor.

POST-STORM

Check in post storm to be the first responder.

"The trusted adviser knows when rain is coming. And checks in after the storm hits."

Step 1

Get a new client.

Acquire

The rep you don't have to hire.

voicemail

Day 1

VOICEMAIL

email

Day 3

EMAIL

voicemail

Day 5

VOICEMAIL

email

Day 8

EMAIL

linkedin

Day 11

LINKEDIN

linkedin

Day 14

LINKEDIN

email

Day 16

EMAIL

email

Day 21

EMAIL

Every touch is perfectly aligned to build the brand, trust and knowledge about your company.

21-Days
8 touches.
3 channels.
1 unfair offer.

Step 1

Get a new client.

Acquire

One job. Twenty doors.

YOUR JOB IS HERE

No new trucks. No new routes. No new cost.

Step 1

Get a new client.

Acquire

Machines create volume. People close it.

Prospecting Kickstart Cold Calling Academy Grow: New Client Sales Training Sales Leader Masterclass

"Once the machine is running, your team knows exactly how to turn every opportunity into profit."

Step 2

Keep them
for life.

Step 1 · Acquire

Now we keep them

Step 2 · Keep

You earned the first job. Don't expect the next one to fall in your lap.

The average contractor is 4X more likely to be forgotten than fired.

Step 2

Keep them for life.

Keep

They didn't fire you. They forgot you.

SILENCE

Sixty days. Not one touch.

Day 1

Your first project is completed.

Day 60

Thunderstorm.

Day 70

A new contractor stops by.

Day 80

The new contractor is onboarding.

Day 90

Step 2

Keep them for life.

Keep

The trusted adviser.

PRE-STORM

Notify your client 24 hours before a storm hits.

POST-STORM

Check in the morning after the rain lands.

"The trusted adviser knows when rain is coming. And checks in after the storm hits."

Step 2

Keep them for life.

Keep

Your rep has 100 accounts. He touches 10.

The typical sales rep carries about a hundred accounts. In any given month he gets to eight or twelve of them. The other ninety hear nothing at all.

So the rest are left to remember us on their own.

Touched this month

Left to remember us

Which doesn't happen.

Step 2

Keep them for life.

Keep

Train your team to keep them.

Recurring Revenue Builder Scale: Expand Your Share of Wallet Maximize: Increase Revenue From Existing Work AI Service Sales Co-Pilot

"Once the machine is running, your team knows exactly how to turn every client into long term profit."

The 8-Figure Service Division™

WORKSHOPS

3 MONTHS

PROSPECTING

Ideal Client Profile

Unfair Offer

Cold Calling Academy

SALES

Grow New Clients

Scale Existing Clients

Recurring Revenue Builder

SERVICE

Perfect Service Journey

Customer Care Program

Service Revenue Drivers

TEAM

A-Player Profile

Recruit & Hire to Fit

Onboarding & Leadership

Friday Office Hours

Masterclasses

Role-based training your team completes on their own time.

SERVICE TECHNICIAN

Trains technicians on inspection standards, photo documentation, on-site communication, and how to identify work beyond the original call.

Who this is for: Field technicians and lead techs.

SERVICE COORDINATOR

Turns coordinators into operational quarterbacks. Covers intake, dispatch logic, customer communication cadence, and the handoff from call to scheduled work.

Who this is for: Service coordinators and dispatchers.

SERVICE SUPERINTENDENT

Outlines the actions, skills, and responsibilities of a superintendent running crews and margin. Covers job costing, crew accountability, and quality control.

Who this is for: Superintendents and field managers.

SALES LEADER

Helps sales managers lead people and performance. Covers pipeline review, coaching cadence, close ratio accountability, and developing sellers who do not need to be managed daily.

Who this is for: Sales managers and service sales leads.

What This Would Cost You to Build on Your Own

Every machine. Every training. Every system. Priced at market rate.

Automate

The machines

Pre-Storm Outreach Automation$18,000
Post-Storm Outreach Automation$18,000
21-Day Touch Sequence$24,000
Proximity Job-Site Outreach$21,000
Apollo Contact Enrichment$12,000
Client Storm Check-In Automation$12,000
Automate subtotal$105,000

GSD

The training

Unfair Go-To-Market Offers, Acquire$10,000
Unfair Go-To-Market Offers, Keep$10,000
Cold Calling Academy$7,500
Grow, New Client Acquisition Training$7,500
Scale, Existing Client Expansion Training$20,100
Recurring Revenue Builder System$10,175
Postmortem and Account Review System$10,000
GSD subtotal$75,275

Foundation

The floor it all stands on

Commercial Service Division Business Plan$25,000
Book of Business Audit$15,000
Sales Autopsy$10,000
New Client Acquisition Plan$20,000
Perfect Service Journey$5,000
Customer Care Program$7,500
Ideal Customer Profile$4,500
A-Player Profile$4,500
Recruiting and Hiring Plan$15,000
Onboarding and Leadership Systems$15,000
Foundation subtotal$121,500

Human execution

Someone has to run all of it

Loaded BDR Seat, Annual Market Cost$60,000

One rep. Fully loaded.

Total value

$361,775

Every line item at market rate. Built, running, and maintained for you.

Your first four weeks

The Summit Blueprint.

We do not hand you a login and wish you luck. Before a single workshop starts, we build the foundation the whole machine runs on. Four weeks. Four deliverables. Done with you, not dumped on you.

1

Week one

Define the Vision

Where the division is going, what it is worth when it gets there, and what has to be true to make it real.

2

Week two

Build the Plan

Your Commercial Service Division Business Plan. On paper. With numbers. The path from chaos to repeatable revenue.

3

Week three

Book of Business Audit

Every client ranked by value, risk, and untapped work. You will know exactly where the money is hiding.

4

Week four

Sales Autopsy

Where deals die today and why. What changes on Monday. No theory, just the fixes.

Week five, the machine turns on.

One product. Everything above.

GSD + Automate.

The team that closes the work, plus the machines that feed them. Nothing left out. Nothing to add later.

$361,775 in total value

GSD + Automate

The team, plus the machines that feed them.

$2,395/mo

+ $4,000 Summit Blueprint Kickstart

The four week Summit Blueprint, done with you
Every Acquire and Keep automation, built and running in your market
21-day touch sequence, running on its own
GSD workshops, live, with your leaders
Masterclasses for every seat, new hires included
Ongoing coaching, playbooks, and Friday office hours

Twelve month commitment.

Decide inside 48 hours

The Fast Action Advantage.

Move inside 48 hours and we waive the Summit Blueprint Kickstart. Same four weeks. Same deliverables. Same team building it with you.

$4,000 Kickstart FREE

Nothing upfront

Fast action bonus

RoofCast™ Territory Scan ($15,000 value)

Every commercial roof in your radius, mapped, aged, and scored. Your machines start with a full target list on day one, not a blank map.

Move inside 48 hours

$2,395/mo · $0 upfront · $19,000 in fast action value

This is not about rushing a decision. Companies that move decisively get results faster and outperform everyone else, and we would rather reward that than discount to a maybe.