452: How to Crush Q4 and Build Your 2026 One-Page Business Plan episode artwork

EPISODE · Oct 10, 2025 · 35 MIN

452: How to Crush Q4 and Build Your 2026 One-Page Business Plan

from The Roofer Show

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 growthNeed 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 effortsImportance of diligent follow-up on open quotes to maximize salesThe "three-legged stool" concept: selling work, doing work, and keeping scoreUtilizing CRM systems for effective lead management and follow-upStrategies for improving job efficiency and maximizing profit marginsImportance of securing customer satisfaction and obtaining positive reviewsPlanning for growth by understanding financial implications and setting clear goalsResources:Connect with DaveFree Strategy CallWant to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-callFree ResourceDownload your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/planWatch on YouTubeSubscribe for weekly tips and full episodes → @DaveSullivanRooferShowTrusted & Vetted SponsorsRuby 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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452: How to Crush Q4 and Build Your 2026 One-Page Business Plan

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