Sales Workflow

Welcome to the Sales Workflow SOP Template Library for Roof Repair (Residential). Access free, expertly crafted Standard Operating Procedures designed to streamline your sales process for roof repair projects. Our templates cover every step from lead generation to contract signing, ensuring a seamless and effective sales cycle. Download our templates today to enhance your sales process and increase your project acquisition success.

Make initial contact with potential client (phone call or email)

Schedule discovery meeting

Conduct client discovery meeting

Qualify client based on project scope, budget, and timeline

Record client information and project details in CRM

Schedule roof inspection with the client

Conduct roof inspection to assess repair needs

Take detailed notes and photos of the roof

Discuss client needs, preferences, and expectations during inspection

Answer any initial questions from the client

Develop detailed project estimate, including labor, materials, and other costs

Compile all proposal documents, including scope of work, estimate, timeline, and terms and conditions

Schedule follow-up meeting with client to present detailed proposal

Present detailed project proposal to client

Address any final questions or concerns from the client

Finalize contract terms and prepare contract documents

Review contract documents with client, ensuring all terms are clear

Obtain client signatures on contract documents

Provide client with a copy of the signed contract

Record signed contract and update project status in CRM