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Upcoming Live Courses
2/5/25 | 11:00 AM CDT
Reporting on Pipeline - Mastering HubSpot Data Management for the Roofing Industry
Join us for a live course on HubSpot Pipeline Reporting, designed specifically for the roofing industry! This session will simplify data management, walking you through importing contacts, fine-tuning key information, and unlocking the full potential of your deals. Whether you're a seasoned pro or new to data reporting, you'll gain the skills to improve your pipeline insights and leverage HubSpot's powerful tools to drive better results. Don’t miss this opportunity to elevate your data strategy and make smarter business decisions!
2/5/25 | 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!
2/6/25 | 9:30 AM CDT
Strategic Metrics: Mastering KPIs and Goal Achievement for Sustainable Growth
This course is designed for roofing business owners looking to master the foundational elements of business growth: revenue and key performance indicators (KPIs). Learn how to leverage revenue data and KPIs to strategically plan for the future. We’ll introduce you to a practical tool for understanding revenue per capita KPIs and guide you through their effective use. Discover why adopting these insights is essential and how to integrate them into your business planning for real, measurable results. Whether you're an experienced roofer or just starting out, this webinar will equip you with actionable strategies to drive growth and success in your company!
2/7/25 | 11:00 AM CDT
Sealing the Deal: Final Invoicing, Google Reviews & Ensuring Long-Term Success
Join us for the final session in our webinar series, where we’ll put the finishing touches on the customer journey. We’ll cover the final invoicing process, QuickBooks Online (QBO) sync, and how to seamlessly wrap up production—ensuring your operations run smoothly and your team stays aligned. Plus, we’ll dive into the power of Google Reviews and how they impact long-term sustainability, employee retention, and future business growth. Special guest Brian will join us to help clarify common pain points around invoicing and QBO syncing. Don't miss this chance to solidify your process, eliminate confusion, and create a seamless handoff from job completion to customer satisfaction. See you there!
2/10/25 | 11:00 AM CDT
How to Build a Roofing Business Starting With a CRM Audit
Discover how process audits and CRM efficiencies can unlock powerful financial optimization strategies for your business. In this course, you’ll learn how to identify bottlenecks, streamline workflows, and eliminate inefficiencies using our exclusive CRM Audit Calculator. Gain actionable insights to fine-tune your operations, boost productivity, and maximize profitability.
2/10/25 | 4:00 PM CDT
Marketing Monday
Most roofers focus on leads—but the best in the game focus on branding first. Why? Because a strong brand makes selling easier, generates referrals on autopilot, and keeps customers choosing you over the competition (even at a higher price).
2/11/25 | 3:00 PM CDT
The CRM DOOM LOOP- How CRM Implementations Fail
Are you stuck in the CRM Doom Loop? Ready to transform how you manage customer relationships? Join us for CRM Mastery 2.0, where we take an in-depth look into Customer Relationship Management that goes beyond the basics. Learn how to break free from common CRM pitfalls and unlock its full potential to drive business growth and improve customer experiences.
2/12/25 | 11:00 AM CDT
Recruiting Masterclass: Cracking the Human Code
Struggling to find the right talent for your business? Unlock the secrets to smarter recruiting with Jonathan Porter-Whistman, CEO of WhoHire. Learn why recruiting remains one of the biggest challenges for business owners and how WhoHire can help you build a winning team. Don’t miss this opportunity to revolutionize your hiring process!
2/12/25 | 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!
2/13/25 | 9:30 AM CDT
Facebook Ads For Roofers: EVERYTHING you need to know
This webinar is tailored for roofing business owners and marketers looking to supercharge their lead generation through Facebook Ads. Led by Adam Sand, CEO of RBP and seasoned marketing expert, the session will cover both fundamental concepts on Meta and advanced tactics in the Facebook Ads Management Tool—all aimed at boosting the effectiveness of your digital marketing. Whether you're new to digital marketing or seeking to refine your existing campaigns, this course will equip you with actionable insights to enhance outreach and customer engagement.
On-Demand Courses
ACCESS ON-DEMAND
Getting a Roofing Budget Built, What is a good Roofing Company Budget?
Unlock the secrets to creating a solid budget that drives growth and stability in your roofing business. Designed for business owners and financial teams, this course focuses on practical exercises and financial frameworks to align your goals with achievable outcomes. Learn how to turn financial challenges into strategic advantages, ensuring you meet and exceed your targets with confidence.
ACCESS ON-DEMAND
Get Monthly Financial Reporting Process in Place
Streamline your financial reporting with a structured monthly process tailored for roofing businesses. This course will guide you through industry-specific templates, collaborative tools, and automation strategies to enhance accuracy, efficiency, and decision-making. Gain the clarity and confidence needed to analyze your financial data effectively and drive informed business decisions.
ACCESS ON-DEMAND
Effortless Production Management: Optimizing Workflows and Team Collaboration
Maximize efficiency and precision in your production workflows with this focused session tailored to production teams. This webinar dives into the tools and strategies within the RBP platform that streamline project management, improve resource allocation, and enhance team collaboration. Participants will learn how to manage job tracking, coordinate schedules, and ensure seamless communication across departments. Additionally, discover how to implement and support the Production Octopus framework to maintain consistency, reduce errors, and deliver exceptional results. Through practical demonstrations and real-world examples, this session empowers production teams to optimize processes and drive success.
ACCESS ON-DEMAND
Marketing Monday
Kickstart your week with Marketing Monday, our new special event series designed to elevate your roofing business's marketing game. Join us for a live Q&A with Miguel Quintana, Director of RBP Marketing Services—this is an opportunity you don't want to miss!
ACCESS ON-DEMAND
Advanced Tools and Best Practices: Achieving Long-Term Success with RBP
Unlock the full potential of the RBP platform in this closing session of our 5-part series. This webinar focuses on advanced tools, data-driven features, and best practices to help your team achieve lasting success. Participants will learn how to leverage advanced reporting, customize workflows, and integrate automation to maintain consistency and boost productivity. With real-world case studies and interactive problem-solving exercises, you’ll gain the knowledge and confidence to troubleshoot challenges, optimize processes, and continue driving success long after the series concludes. Wrap up your journey with RBP by mastering the tools and strategies that empower teams for the future.
ACCESS ON-DEMAND
How to Train Sales Reps to Sell Consistently
Join Adam Sand for a power-packed session tailored to the roofing industry! Learn proven strategies, real-world examples, and actionable tips to help your sales team and managers achieve consistent results. Whether you're in inside sales, outside sales, or a sales leadership role, this session is designed to drive success. Don’t miss out—secure your spot and bring your team along!