104: How To Set Up A Sales Process with Dave Sullivan

If you want to sell more jobs, for more profit, in less time, you’ll want to listen to Part 4 of our series: “Have Your Best Year Ever.” Learn how to set up a sales process that can be followed with every lead to increase your close rates with the type of customers you want for your business. What you’ll hear in this episode: A recap of our first three parts of “Have Your Best Year Ever:” Part 1: How to design a website that converts visitors into leads that convert into sales, with Darren Slaughter (Epi. 101)) Part 2: Keeping leads organized with a CRM system, with Adam Sand (Epi. 102) Part 3: How to get more leads, with Marc Levesque (Epi. 103) Steps to developing a consistent and repeatable checklist in converting leads into sales: The initial call Get back to the ASAP This is your only chance to make a great first impression Lead warming Warm up the lead and prepare the customer Stand out from the competition The visit Leave a great first impression with your first visit Use a scripted checklist Ask the right questions The presentation Refer to Episode 22 with Tom Reber on How to Sell Refer to Episode 75 with John DeRosa on How to Escape the Price-Driven Sale Lead nurturing This is where contractors drop the ball Give the customer a reason to call you back Use a newsletter, but include helpful information Texting will likely get a response How to handle the “break up” email Close the job Do a recap and know your numbers Track your close rate on jobs to evaluate your pricing After the job, ask for referrals focus on turning the customer into a lifelong customer A good CRM system will help you keep track of customers Resources: Need Help Answering the Phone? Use Ruby Receptionists!  Click here and use the code Roofer50 for a special discount! Or Call Ruby at (844) 326-7829