Bi-weekly Podcast Discussing everything from sales and operations to technology and trends.
Beginning March 15, 2024 at 12p CST
In this episode of Fine Line Fridays, hosts Will Riley and Chad Westbrook discuss their backgrounds in the roofing industry, the importance of account management, and how data-driven decision-making can enhance customer relationships. They explore the roles and responsibilities of account managers, the significance of understanding client needs, and strategies for scaling account management efforts. The conversation emphasizes the need for contractors to shift from a sales-focused approach to a service-oriented mindset, ensuring that clients receive the best possible support and solutions.
In this conversation, Will Riley and Chad Westbrook discuss the dynamics of sales roles within a business, focusing on the distinctions between sales representatives and account managers. They explore the importance of defining roles clearly, establishing measurable success, and the strategic timing for hiring sales personnel. The discussion emphasizes the need for clarity in expectations and the significance of nurturing existing client relationships while also pursuing new business opportunities.
In this episode, Will Riley and Chad Westbrook dive into what roofing contractors need to consider when choosing software. They talk about understanding your business needs, picking the right timing, and how software requirements can change as your business grows. The conversation covers why it’s crucial to define processes, how technology can boost efficiency, and the importance of thinking about both internal and external factors when selecting a solution. They also share insights on building a structured approach to software implementation to drive adoption and see real results.
In this conversation, Chad Westbrook and Will Riley explore the distinctions between residential and commercial roofing, discussing definitions, emotional aspects of purchasing, and the challenges contractors face when transitioning from residential to commercial work. They emphasize the importance of understanding the buyer's perspective, the need for planning and resources, and the significance of having a clear 'why' for making business changes. The discussion also highlights entry points into commercial roofing, such as service work and HOA projects, and the necessity of building relationships within the commercial sector.
On this episode of Fine Line Fridays, Will Riley and Chad Westbrook dive into the process of building a service unit in the contracting world. They chat about what it takes to go from no service vehicles to scaling up, highlighting the importance of mindset, having the right team, solid processes, and the right tech. Along the way, they break down the challenges of moving from one truck to two, how to manage backlogs, and tips for running a smooth service division. Tune in for key takeaways on growing your service unit while keeping clients happy and everything running efficiently!
Chad Westbrook and Will Riley chat about how LinkedIn has grown into a go-to platform for business, networking, and finding leads. They dive into how it’s gone from just a place for resumes to a full-on professional networking site where you can connect with potential clients and partners. The conversation touches on smart ways to prospect, why having a strong online presence matters, and the perks of using LinkedIn's paid features. They also highlight the importance of having a solid strategy for lead generation and making outreach feel more genuine and personal.
In this episode of the Fine Line Fridays podcast, Will Riley, Chad Westbrook, and special guest Kerrick Willis from Geospatial Integrations (GSI) chat about how AI could shake up the commercial roofing industry. We dive into why the industry has been slow to adopt new tech and why it's time to catch up. From automating paperwork to improving communication, AI has the potential to make things run smoother. But we also talk about the risks and why it’s important to be careful with how we use this technology. Ultimately, it’s all about whether the industry is ready to embrace these changes and work together to make it happen.
In this conversation, Will and Chad discuss the topic of technician growth and how to manage raises for technicians. They emphasize the importance of aligning technical skills with company processes and the need for a structured career ladder. They suggest creating a clear career path for technicians, tracking their skills and certifications, and providing opportunities for growth and advancement. They also highlight the value of transparency and communication in managing technician aptitude and compensation. Overall, they stress the importance of retaining technicians by offering clear paths for advancement and recognizing their value to the company.
In this conversation, Chad Westbrook and Will Riley discuss the process of scaling a service business. They emphasize the importance of having a clear process in place and duplicating it as the business grows. They highlight the key pillars of a successful service business, including people, process, technology, and goals. They also discuss the integration of sales and service, the value of data in service operations, and the long-term benefits of focusing on customer service and satisfaction.
In this conversation, Will Riley and Kerrick Willis discuss the use of drones in the roofing industry. Kerrick, the founder of GSI, a drone photogrammetry company, shares his expertise on how drones can be used to capture data, simplify the roofing process, and improve communication and collaboration among team members. They discuss the various applications of drone technology, including marketing, takeoff measurement, project management, and client management. Kerrick emphasizes the importance of simplicity and efficiency in using drones and processing the data they capture. He also provides insights on the cost and investment required to implement a drone initiative in a roofing business.
In this conversation, Chad Westbrook and Will Riley discuss the concept of free leads and how businesses can generate opportunities without spending money on advertising.
They focus on three main strategies: post-job proposals, technician-driven leads, and drop-ins. Post-job proposals involve offering additional services or repairs to customers who are already getting their roofs replaced.
Technician-driven leads involve technicians identifying additional issues or deficiencies while on the job and presenting proposals to customers. Drop-ins involve visiting neighboring buildings and offering assistance to potential customers. The key takeaway is that businesses can generate free leads by proactively helping customers and building trust.
In this conversation, Will Riley and Chad Westbrook discuss the concept of service identity and its importance in building a successful business. They explore how a company's identity is shaped by its employees and how it impacts the customer experience. They emphasize the need for a clear why and a strong culture to guide the service identity. They also discuss the challenges of implementing and maintaining a service model, including the importance of hiring the right people and protecting the culture.
The conversation focuses on the importance of fast-paced invoicing in order to ensure profitability and cash flow in a business. It highlights the need for invoices to be sent out quickly to avoid delays in payment and to have a clear understanding of when and how much to expect to be paid. The conversation also emphasizes the significance of having a well-defined workflow and accountability within the invoicing process. It discusses the impact of slow invoicing on cash flow and customer experience, as well as the need for clarity and confidence in the invoicing workflow. The conversation concludes with homework assignments for listeners to evaluate their workflows and the clarity of their invoices.
Will Riley and Chad Westbrook discuss marketing techniques in your roofing company and knowing your target audience. Is Telemarketing really Dead?
Join Chad Westbrook & Will Riley as they discuss T&M pricing and when to raise their rates
Join Will Riley and Chad Westbrook as they discuss backlog and finding the right balance in your business.
Today, we explained why $500,000 per commercial service truck is a key number for the most successful contractors!
Let's talk about marketing money and branding with Will Riley, CEO of Centerpoint Connect Roofing Software and Chad Westbrook, CEO of Service Alignment.
Companies continuously pay for leads to find out in the prospect’s office, they don’t have any problems or goals to solve. This results in wasted time, money, and energy.
There is a fine line between good and great, and today, we are going to cross it. Join us for a casual podcast for the roofing industry featuring industry experts Will Riley & Chad Westbrook. Everything from sales & operations, to tech and trends. Starting 3/15/2024
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