In this episode, I sit down with Shane Carey, Member Success Coach and CRM Specialist at The Roofing Academy. Before joining TRA, Shane spent 7 years at JobNimbus, where he helped build scalable sales strategies and shape CRM product development- contributing to 33% year-over-year growth and multiple funding rounds.
Shane shares how roofing contractors can get the most out of their JobNimbus build outs by creating workflows, automating tasks, and implementing reporting that brings visibility to every part of the business.
We dive into the biggest challenges contractors face with CRMs, why focusing on process before scaling is critical, and how running your business by the numbers uncover millions stuck in the pipeline. Shane also breaks down the most common mistakes contractors make inside JobNimbus and how to design systems that free up owners to lead instead of chase tasks.
If you're a roofing contractor or home service business looking to maximize JobNimbus, streamline operations, and build systems that support long-term growth, this episode is packed with actionable insights you can start applying today.
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