Storm & Damage Assessment
5 modules
Sales Rep seat and up
Hail, wind and storm damage — what it actually looks like, how to tell it from wear, and how to document it so nobody can wave it off.
Outcome: Walk any roof and know, with evidence, whether there is a claim.
01
How Storms Actually Damage a BuildingHail, wind and ice — the physics behind every claim you will ever write
40 min
02
Hail Damage IdentificationFunctional damage, cosmetic marring, and the difference that decides the claim
45 min
03
Wind Damage IdentificationCreased, lifted, missing — and why a shingle that lays back down is still broken
40 min
04
The Repeatable Roof InspectionForty-five minutes from the truck door to the kitchen table, the same way every time
45 min
05
Documentation That Wins ClaimsThe photo set, the narrative, the weather file — and the line you never cross
45 min
Insurance Claims Mastery
7 modules
Manager seat and up
Policies, adjusters, scopes, supplements and getting paid — plus writing estimates clear enough that nobody argues with them.
Outcome: Run a claim from first notice to released depreciation without losing money.
01
How a Property Policy Actually WorksThe document that decides whether you get paid
45 min
02
Filing and Managing the ClaimWho files, what gets said, and the line that ends careers
40 min
03
The Contingency AgreementThe paperwork that protects you, and the paperwork that ends companies
35 min
04
The Adjuster MeetingNinety minutes that decide the whole file
42 min
05
Reading and Rebutting the ScopeLine by line, until the estimate matches the building
50 min
06
Supplements, Code Upgrades and Getting PaidThe last mile, where most of the profit is lost
45 min
07
Estimate Clarity: Scopes Nobody Argues WithThe document is the job. Write it that way.
40 min
Field Sales — Door to Signature
8 modules
Sales Rep seat and up
Knocking, inspecting, presenting, handling every objection you will actually hear, offering financing, closing, and turning one job into six.
Outcome: Close more of the doors you already knock, at a price you can build for.
01
Canvassing: Territory, Timing and the LawReading a storm swath, picking a street, and knocking without getting cited
40 min
02
The Door Approach and the First Ten SecondsBody position, pattern interrupt, and three approaches that get you on the roof
38 min
03
From Ladder to Kitchen TableThe ten minutes that decide whether you sell the job or leave a quote
36 min
04
The Presentation: Building Value Before PriceTwenty minutes, their photos, three options, and the number last
45 min
05
The Twelve Objections You Will Actually HearWhat each one really means, and exactly what to say back
50 min
06
How to Offer FinancingTurning a price objection into a payment conversation — legally
42 min
07
Closing and the AgreementBuying signals, three closes that work, and the paperwork that keeps the job sold
45 min
08
Referrals and the Neighborhood EffectTurning one signed job into six, on the same street, for free
38 min
Production & Installation
5 modules
Manager seat and up
What good work looks like — roofing, siding, windows, gutters — plus the quality control and safety discipline that kills callbacks.
Outcome: Install it right the first time and prove it with documentation.
01
Pre-Production: The Week Before the Crew ArrivesThe handoff from sales to production, and why most companies lose the job here
40 min
02
Roofing Installation Standards and the Failures That Cause CallbacksDeck to ridge, in the order it actually goes on
55 min
03
Siding, Window and Gutter Installation StandardsThe three trades that make or break the rest of the envelope
50 min
04
Quality Control, Punch-Out and the Final WalkthroughCatching it before the homeowner does
45 min
05
Safety, Licensing, Insurance and LiabilityThe five things that end contracting companies
45 min
Business Operations
8 modules
Owner seat and up
For owners and managers: entity and insurance, hiring, comp plans, job costing, cash flow, KPIs, SOPs and scaling without breaking.
Outcome: Know your numbers, pay your people right, and build a company that runs without you.
01
Company Foundation: Entity, Licensing, InsuranceThe paperwork that decides whether one bad day ends your company
42 min
02
Hiring and Building a Sales TeamFinding, testing, onboarding and keeping reps who actually sell
45 min
03
Compensation Plans That Don't Bankrupt YouPaying reps in a way that pays you
44 min
04
The Numbers: Job Costing, Margin and Break-EvenThe math that decides whether the year was worth it
48 min
05
Cash Flow in a Storm BusinessWhy profitable contractors go broke, and how to stop it
46 min
06
KPIs, Scoreboards and the Weekly MeetingRunning the company on numbers instead of feelings
40 min
07
SOPs and Making Yourself ReplaceableBuilding a company that runs when you are not in it
42 min
08
Scaling: Crews, Markets and the ExitBuilding something worth selling, whether or not you ever sell it
45 min
The Lead Machine
11 modules
Owner seat and up
The automated follow-up system that answers a lead in under five minutes, fills the calendar, and tells you your cost per signed job by source.
Outcome: Never lose another job because someone else called first.
00
The SpineWhy every other module is in the order it's in
18 min
01
Day-One Automated WinsTen things you can turn on this week that need zero ad spend
35 min
02
Calendars & Online SchedulingStop delivering leads. Start delivering booked estimates.
42 min
03
Pipelines & OpportunitiesFind the hole in the bucket
38 min
04
Database ReactivationRevenue this month with zero ad spend
40 min
05
The Fast Five: Speed to LeadTalking to a brand-new homeowner 2.5 minutes after they hit submit
45 min
06
The Ultimate Appointment AutomationReminders, the outcome survey, and the dollar amount that makes everything else work
50 min
07
Reporting and Attribution: Cost Per Signed JobThe only marketing number that matters, and how to make it exist
40 min
08
Snapshots and Custom ValuesBuild it once. Deploy it in an hour. Improve it everywhere at once.
35 min
09
Turning the System Into Recurring RevenueOptional. But read it before you decide it isn't for you.
28 min
10
The Six-Week Implementation SequenceWeek by week, with a defined outcome for each one
30 min