Big Roofs Podcast

Why the "Best CRM for Estimates" Question Is the Wrong Question | Ep. 87


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Most roofing contractors treat their estimate like paperwork. Send a number, hope for a callback, move on. In this episode, John DeLaurier explains why your estimate is actually the continuation of a trust-building process that should already be halfway done before the customer even sees a price.

He breaks down what a great estimate actually does (clarity, confidence, and reinforcement), why sending one option is killing your close rate, how inspection photos and annotations remove objections before they start, and why follow-up after the estimate is where most of the money is lost.

John also covers the good-better best pricing approach, when to introduce financing, and why no CRM or software can fix a broken sales process.


0:00 The Truth About Roofing Estimates

0:42 How Your Estimate Fits Into the Customer Experience

1:00 The Sale Should Be Halfway Done Before the Estimate

2:20 The Estimate Is Not the Beginning of Trust

2:28 The Homeowner Doesn't Care About Your Roofing CRM

3:14 What Happens When You Just Send a PDF With Numbers

4:01 Most Homeowners Don't Buy Right Away

4:36 What a Great Estimate Actually Does

5:59 Show Their Roof, Not Your Accolades

7:51 Follow-Up Is Where Most Money Is Lost

9:06 Staying Present Until They're Ready to Say Yes

9:45 Why One Option Isn't Enough

10:39 Financing Should Be Part of the Estimate Conversation

11:11 The Best Companies Present Solutions, Not Estimates


Want a Roofing CRM that sells more jobs for you?


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Question - What is your Roofing CRM missing?

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Big Roofs PodcastBy ProLine