Today, host Dave Sullivan reminds us that it’s the fourth quarter, and while most contractors are ready to coast into the holidays, the smart ones are stepping on the gas. Today, we’re talking about how to tighten up your numbers, clean up your operations, and build a simple one-page business plan that sets you up for your best year yet. I’ll walk you through the process of running a winning roofing business, selling the work, doing the work, and keeping score to finish 2025 strong and hit the ground running in 2026.
What you’ll hear in this episode:
- Importance of finishing the fourth quarter strong for business growth
- Need for a one-page business plan for the upcoming year (2026)
- Monthly financial reviews and understanding key performance indicators (KPIs)
- The significance of consistent marketing and sales efforts
- Importance of diligent follow-up on open quotes to maximize sales
- The "three-legged stool" concept: selling work, doing work, and keeping score
- Utilizing CRM systems for effective lead management and follow-up
- Strategies for improving job efficiency and maximizing profit margins
- Importance of securing customer satisfaction and obtaining positive reviews
- Planning for growth by understanding financial implications and setting clear goals
Resources:
Connect with Dave
Free Strategy Call
Want to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-call
Free Resource
Download your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/plan
Watch on YouTube
Subscribe for weekly tips and full episodes → @DaveSullivanRooferShow
Trusted & Vetted Sponsors
Ruby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.
ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.com.
SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.
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