#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.