The Roofer Show

109: How To Design A Professional Roofing Proposal That Sells with Ryan Shantz


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When it comes to increasing your roofing sales, a professional proposal will separate you from the pack. Today I talk with Ryan Shantz from SumoQuote about their new software program that has everything you need to quickly put together a clear scope of work that will dazzle your prospect, build trust, and tee up that next sale.

What you’ll hear in this episode:

  • How Ryan learned to sell, got his MBA, owned a company, and then landed his position as Sales Manager at Epic Roofing in Alberta, Canada, where he’s been for the past five years
  • How SumoQuote helps by giving premium quotes that differentiate them from competitors’ quotes with graphics and pictures to present a professional brochure that’s loaded with information
  • The results for Ryan’s company is a 67% increase in sales during the first two years using SumoQuote, which translated into millions of dollars
  • Why SumoQuote provides superior quote information compared to the contractor who scribbles the quote on a business card
  • How SumoQuote uses templates of text that contractors can use and save for different categories of jobs, with customized quotes for each customer
  • One advantage of SumoQuote is that it can be used with an iPad right on the job site to give a detailed, professional quote in minutes---and the customer can even e-sign!
  • Helpful components of the SumoQuote brochure and the information contained there
  • How customers are using SumoQuote and the feedback they have given
  • How a good service division gives your roofing company stability
  • How SumoQuote can be adapted for residential, service, and commercial roofing jobs
  • How SumoQuote helps you provide the customer something more that differentiates you from competitors (Ryan shares a true story)
  • How the CRM portion of SumoQuote works with other sales tools
  • The cost of SumoQuote: it’s an online sign-up with a monthly fee or annual subscription and ranges from $59-289 per month, depending on the size of your company and the number of users

Resources:

Check out Sumo Quote or email Ryan at [email protected] for more information, free demos, and more!

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

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The Roofer ShowBy Dave Sullivan

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