Roofing Business Partner Podcast

Imagine this, you're shingling on a Roof as an employee of a 1 crew Roofing Company... and you fall off to find out you have broken your back and your shoulder.

What would you do? 

If you're Caleb Oberg you walk it off, take a job as a Production Manager and proceed to learn everything there is to know about running a roofing company. From Sales and Marketing to Xactimate and Quickbooks, and everything in between! 

In this Episode, Caleb Oberg shares lessons and reflections on his come up with Oberg Roofing, and you will learn the following: 

• How to Implement the Catch-All to keep crews happy, retain crews longer, and make more money! 
• How being born in 1980 was crucial to his love for innovation and technology
• Build, Scale, and support the community with Marketing Interns
• How he is adapting to the inside-outside sales model in a busy roofing company
• When and why to hire Consultants 
• How he chooses when to recruit, figure things out himself, or bring in experts
• What it's like to make life-changing decisions in business while raising two daughters 
• How to build and compensate in house and subcontracted crews
• How to make decisions out market position in a geographical location that gets shut down with northern Minnesota Winters

If you would like to Connect with Caleb Oberg you can do so by searching his name or finding him in Level the Playing Field. 

Ever wonder How long it will be until we have a Billion Dollar Residential Roofing Company? 

This is something that has been on my mind for some time now. 

In today’s episode, you’ll hear my interview with Randy Brothers from Elite Roofing. Randy is the author of the bestselling book Start it, Build it, Grow it: The Contractor’s Guide to Success. He also started The Roofing Academy, a coaching course that roofers can use to help them start, build, and grow their roofing businesses from almost any financial level.

Listen to today’s interview to hear Randy’s story and why he’s working to improve the roofing industry for everyone. During the interview, we’ll discuss why Randy thinks the roofing business is such an attractive industry, where Randy’s company is at today, and what made him decide to write a book and start The Roofing Academy.

Highlights of today’s episode include:

• How Randy got started in the roofing industry
• Why Randy thinks the roofing industry is so attractive
• Where Randy’s company is at today
• How constant education played a role in building Randy’s business
• What made Randy decide to write a book
• The most important lesson in Randy’s book
• What The Roofing Academy does for people in the roofing industry
• What listeners who are interested in Randy’s work should do first
• What Randy would change about the roofing industry if he could change one thing
• What Randy sees transforming in the industry

Links:

Of all the tools that can help a roofer improve their business, the video tool is the biggest change maker. That’s especially true when it comes to improving sales numbers. But it’s not enough just to have the right video tool. You also need to know how to use it. What types of videos are most useful? What styles or scripts should you be using to motivate and inform your customers? Listen to the episode to learn more about the video tricks you should be using and why they work. 

Highlights of today’s episode include:

• Best tools for roofers
• Why the video tool has been the biggest change agent when it comes to increasing sales
• Common questions about the video tool
• Why it will continue to get harder to stand out and motivate a customer for an in-person appointment
• Using the video tool’s mobile app
• 2 Types of videos to use with the mobile app
  • Instant personalized videos
  • Automatic premade videos
• 4 Styles of videos
  • In-the-moment selling
  • Roof Walkthroughs
  • Instant Evergreen Explainers
  • The Storm Reward

Links:
 

Sometimes you can learn a lot from a similar business’s marketing strategy, even if that business isn’t in your industry. In today’s episode, you’ll hear my interview with Steve Loiselle, Owner and Founder of Lightning Media Inc. Steve had the same mentor that I did for learning about Facebook ads, and he uses that information on behalf of his clients. In today’s episode, we’ll do a deep dive into Steve’s campaign for a snow removal service. Listen to the episode to hear how Steve got his client’s business noticed, how he launched a Facebook Messenger ad campaign, and how he employed bots to keep up with the large influx of leads that came in as a result of his ad campaign.

Highlights of today’s episode include:

• How Steve’s history as a police officer influences his work now
• Where Steve got experience helping other companies attract customers
• Who Steve’s customers are now
• The power of finding a specific group to work with
• Steve’s snow removal client, and how he was advertising before Steve got there
• What Steve did to get his client’s snow removal business noticed
• How Steve targeted the ads
• Steve’s budget for the Facebook ad
• Where the idea of running a Facebook Messenger ad campaign came from
• The offer Steve used in the Messenger campaign
• How the Messenger campaign began to generate leads
• How Steve built and used a bot to handle the leads that the Messenger campaign generated
• What Steve did to generate even more business following the original Messenger campaign
• How Steve would advise a local service business that’s looking to hire an agency

Links:

Now that you know the basics of why a CRM matters, what you need a CRM for, and how to choose a CRM that’s right for you, it’s time to talk about some of the apps and tools that can help you make sure that your business is operating at it’s best and most efficient. By using the information in this miniseries, you may be able to drastically change your business for the better in 2019, so go back and listen to the last two episodes if you missed them. In this episode, you’ll hear about some of the most useful tools for your business and how you can get a great deal on getting started with them.

Highlights of today’s episode include:

• Zapier, and how it can help your business by integrating apps and automating tasks
• Which Zapier plan is best
• How the Pipedrive app can help your sales team move leads through your pipeline
• Benefits of using Slack for team chats
• How CompanyCam can provide team members with relevant pictures for each projects
• The importance of personally connecting with customers, and how BombBomb can help
• How to get more out of Quickbooks Online

Links:

A paper CRM is a good place to start, but eventually you’re going to want to move on to CRM software, especially as your business grows. But how will you know which CRM is right for you? In today’s episode, I’ll explain how I helped a few roofers implement CRM systems and create some incredible results for their businesses, like a 150% increase in work volume for one company, and a 22% overall reduction in payroll costs for another. Listen to the episode to hear the details, and at the end of the episode, you’ll hear how to use my CRM picker to help you decide which CRM is right for you.

Highlights of today’s episode include:

• The relationship between marketing and customer relationship management
• Why you may need to do more with the leads you have rather than just add more leads
• Some of the pros and cons of different CRMs
• What you need to know when looking for a CRM
• The 3-tab shingle
• How a good CRM can reduce errors and increase good reviews
• The questions you need to ask yourself to get the most out of a CRM calculator
• A free tool to help you choose a CRM

Does your roofing business have a CRM? Do you know what a CRM is, or how it can benefit your business? How can you choose which of the available CRM options out there is best for your business? In this 3-part series, we’ll be exploring all of these questions and more. Tune into this episode to find out about the best first CRM that any roofing business can use, and how you can start using it immediately.

Highlights of today’s episode include:

• What a CRM is and what it can do for your roofing company
• How a poorly implemented CRM can cause more harm than good
• The best first CRM any roofer can implement into their business
• The bare minimum of information that you need to gather from any client
• Why you need to find out what side of town a client lives on
• How to set up your pages of client information
• The abbreviation system that can help you understand your client contacts at a glance
• What you can learn from your follow-up process
• The information that you need to have on your booked roofs
• Why it’s worth it to develop a paper CRM system when you can get CRM software
• Why roofers have different CRM needs than other businesses
• The problems with adoption of CRM in roofing

This episode is part three of my series about what I learned talking to 586 roofers over the phone in the course of two months, as a result of launching my marketing efforts for my yearly coaching program. We’ve talked about process and implementation as well as sales and leads. Tune into this episode to hear some of my thoughts about money and marketing.

Highlights of today’s episode include:

• Why it’s important to focus on having good branding and content
• What makes a roofing company feel confident in making marketing decisions
• Why Adam includes a 60-day guarantee
• The difference between employing capital and spending money
• How a simple ad setup can deliver an easy short-term win
• A free guide to setting up a simple Facebook ad campaign

Links:

This episode is part two of my series about what I learned talking to 586 roofers over the phone in the course of two months. In the previous episode we talked about the differences between roofing companies who feel like their business is running them and roofing companies who feel like they’re running their business. In this episode, we’ll be talking about what I’m looking for when I take on a client, and the differences between roofing companies who have a clear vision and those who don’t.

Highlights of today’s episode include:

• Not all leads are created equally. But what makes them different?
• The gap method
• Why commissions are a marketing expense
• The 50% commission story
• The importance of having processes that can be scaled up

Links:

During the time in between this episode and the last, I spent a lot of time talking to many roofers because of the launch of my yearly coaching program. Thousands of roofers responded, and I spoke to many roofers via email. I also talked with 586 roofers over the phone in the course of two months. I want to share what I learned from those conversations. In this episode, I’ll be talking about the differences between the roofing business owners who are running their business, and the roofing business owners who feel like their business is running them.

Some highlights of today’s episode include:

• Why you need a solid system in place
• The importance of knowing how to delegate
• The importance of knowing how to hire and hiring the right people
• The differences that good communication and training can make
• Why you should have a process in place to respond to leads as quickly as possible
• Prioritizing problem-solving and engaging customers over other aspects of the business
• How the same processes that work on the business end can translate to your marketing plan

Links:

There are plenty of people out there who can teach you how to design a website. But as important as thing like search engine optimization and mobile responsiveness are, before you worry about those, you need to think about why you do what you do.

You want a website that inspires customers to want you, specifically, to do their roof, not just to want a roof done and be willing to hire you to do it.

• The importance of including content that non-roofers can understand
• The basics of choosing a theme and designing a site
• The importance of a guaranteed response time
• Why you should teach first and sell second
• How you can do SEO (search engine optimization) by accident
• Why you should invest in graphics and videos for your website

Are you considering using lead generation services to gain more customers, but you’re wondering whether those services are ultimately a waste of money? Well, lead generation services might be a waste of money, but if you don’t know how to generate leads yourself for a reasonable price, then you need a lead generation service to do the job for you.

If you need to use lead generation services, your best bet is to have a plan in place to use them only for a short period of time, until you can cut out the middleman and start generating your own leads. In this episode, you’ll hear some tips that will help you make that plan.

• The difference between a lead and a customer
• The importance of fast and frequent follow-ups
• How an in-person episode can convert a lead into a customer
• Why you should focus on building a long-term relationship with your clients
• How to find the most results with the least effort.