Courses
We provide roofing companies with the tools and training necessary to grow their business.
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Upcoming Live Courses
10/29/24 | 3:00 PM CDT
HubSpot Essentials: Mastering Claims Management Process
Unlock the full potential of HubSpot in managing the claims process for your roofing company. This course is designed to guide you through streamlining your claims management workflow using HubSpot’s powerful CRM tools. Learn how to track claims, automate communication with customers and insurance adjusters, manage documentation, and ensure nothing falls through the cracks. From creating custom pipelines to generating detailed reports, you’ll discover how to efficiently handle claims from start to finish while enhancing customer experience and boosting operational efficiency.
10/30/24 | 11:00 AM CDT
Make Taxes Fair | Tax Credits For Business Owners
Tax Credits are a dollar-for-dollar reduction in taxes and are incredibly valuable. Join us for an overview of common tax credits that are missed by business owners and how these credits can impact your business and tax bill significantly!
10/30/24 | 5:00 PM CDT
Winning Wednesday: Free Group Consulting with Adam Sand and Industry Leaders
Tailored for roofing business owners, join Adam Sand in an Open Consulting Session known as Winning Wednesday. Experience a live Q&A where business owners share weekly wins, and Adam addresses challenges, offering tailored advice case by case. Adam will tackle issues hands-on, and you can bring up finance, accounting, production, and sales topics. You will also have an opportunity to learn from other business owners' challenges and failures. Adam will share years of experience, working in roofing companies from $300k to $100M and as an owner, consultant, and now CEO of one of the largest industry-focused consulting firms. Secure your spot now, and bring all challenges blocking you from reaching the next break-point!
10/31/24 | 81:0 PM CDT
Introduction to Production Management Roles & Responsibilities
Elevate your skills and become a proficient production manager with this comprehensive course, tailored for roofing industry professionals. In this class, you'll dive into the foundational principles, essential leadership skills, and key responsibilities required for effective job site management. Learn how to plan, schedule, and allocate resources efficiently while fostering a positive work environment and ensuring compliance with safety regulations. With real-world examples and interactive sessions, you'll gain the knowledge and tools needed to excel in production management and lead your team to success. Join us to enhance your production management expertise and take your career to the next level!
11/1/24 | 11:00 AM CDT
Reporting In HubSpot for Sales
Unlock the full potential of HubSpot’s reporting tools with Dillon Slattery as your host in this comprehensive course designed for sales professionals. Learn how to create custom reports, analyze data, and automate reporting processes to make informed decisions and optimize your sales strategies. Dillon will guide you through best practices for leveraging HubSpot’s powerful reporting features, helping you enhance your sales outcomes. Whether you’re a sales manager, representative, or anyone looking to improve performance, this course will equip you with the tools to drive success. Don’t miss this opportunity to take your sales game to the next level!
11/2/24 | 11:30 AM CDT
AI and GPT Applications for Growth and Scale in the Roofing Industry
Dive into the power tools for the industry with another AI and GPT-themed Course! Learn how the tools can make lead generation a breeze, handle customer questions automatically, and simplify project management. Discover the secrets of predicting maintenance needs, making data-driven decisions, and giving customers a personalized experience. Get ready to boost your roofing business with scalable support and quick proposal creation!
On-Demand Courses
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Mastering HubSpot Data Management for the Roofing Industry
Join our Live Course on HubSpot Pipeline Reporting—specially tailored for the roofing industry! This comprehensive session dives deep into data management, guiding you through the meticulous process of importing contacts, refining critical informatio
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How to Build a Roofing Business Starting With a CRM Audit
Dive into the world of process audits and CRM efficiencies to uncover powerful financial optimization strategies that will propel your business forward. Learn to identify and eliminate friction points using our exclusive CRM Audit Calculator, giving
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Gary Talks About: Data Management and Cleanliness
It's Friday. You're ready to call it a week and hit the mountains. But, you know that if you leave the office now, you won't make those updates. And if you don't do it, no one else will because no one else knows what you do. When was the last time Mo
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Maximizing Ads with Pixel Tracking
Explore the strategic use of pixels to enhance ad performance, track user behavior, and improve targeting accuracy. In this course, you'll unlock the full potential of pixels for data-driven insights and learn how Facebook advertising can significant
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Strategic Advertising: How to Create Awesome Ads
Master the art of creating captivating ads that drive results for your roofing business. In this course, you'll learn how to craft compelling visuals, engaging videos, and persuasive copy and develop strategic posting schedules. Discover how to deepl
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7 Ways to Elevate Your Roofing Brand, Build Trust, and Recognition
Unlock the full potential of HubSpot, SumoQuote, and other essential tools to elevate your roofing business into a brand known for trust and efficiency. In this course, you'll explore practical strategies to enhance your digital presence, streamline
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How to Price your Roofing Services
This course is designed for roofing contractors and business owners looking to refine their pricing strategies to accurately reflect the value of their services. Through a mix of practical applications and theoretical insights, you’ll learn how to balance competitive pricing with profitability, understand market dynamics, and develop communication strategies to justify pricing to clients. Adam will share tools and frameworks to help you confidently price your services for growth and long-term success. Gain expertise in mastering accurate pricing, staying competitive, and addressing real-world challenges. This session will equip you with a strategic pricing blueprint for success.
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Mastering Invoice Collections: Strategies for Contractors
In this course, we dive into effective strategies for managing unpaid invoices and streamlining the collections process. Drawing from years of experience with hundreds of roofing contractors, Adam Sand will guide you through real-world examples to help you approach collections unemotionally, understand the legalities of invoices and contracts, and leverage tools like Levelset for lien rights management and HubSpot for invoice tracking. Be sure to invite your accountants and financial team to equip your business with the tools needed to significantly reduce accounts receivable and secure your earnings for 2024!
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Mastering HubSpot Reports: Build, Analyze, and Optimize for Success
Join Chad Hohn as he guides you through unlocking the full potential of your data using HubSpot. Learn how to create custom reports, identify key metrics, and optimize your data for smarter decision-making. With Chad’s expert insights, you'll enhance your business performance and harness HubSpot’s powerful reporting tools to drive your roofing business to new heights. Don’t miss this opportunity to achieve data excellence!