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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?
Go here: ➡ https://www.useproline.com/sell-more-roofing-jobs/?utm_source=youtube&utm_medium=video&utm_campaign=brpepisode
Watch These Next if You’re a Roofer: https://www.youtube.com/playlist?list=PLWe3-KYbzYzhMIwGT1hJJ2jnTtkiMY9zo
Subscribe to our Podcast channel: https://www.youtube.com/@BigRoofsClips
___________________________________
Ways to Work with Us:ProLine Office Hours w/ our Emily, VP of Support & Success (Tuesdays 4:30PM EST Weekly)https://us06web.zoom.us/j/86305653101
Get your Roofing Questions Answered on Roofer2Roofer (Monday 4:30PM EST Weekly) https://us06web.zoom.us/j/81260583471
Book a Demo with our Team to Explore ProLine CRM:https://www.useproline.com/sell-more-roofing-jobs/?utm_source=youtube&utm_medium=video&utm_campaign=brpepisode
Create a Free ProLine CRM Account:https://proline.app/get-started
_________________________________________
Connect with us!
IG: https://www.instagram.com/prolineapp/
FB: https://www.facebook.com/prolineapp
LinkedIn: https://www.linkedin.com/company/prolineapp
Twitter: https://x.com/prolineapp
Tiktok: https://www.tiktok.com/@prolineapp
Question - What is your Roofing CRM missing?
By ProLineMost 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?
Go here: ➡ https://www.useproline.com/sell-more-roofing-jobs/?utm_source=youtube&utm_medium=video&utm_campaign=brpepisode
Watch These Next if You’re a Roofer: https://www.youtube.com/playlist?list=PLWe3-KYbzYzhMIwGT1hJJ2jnTtkiMY9zo
Subscribe to our Podcast channel: https://www.youtube.com/@BigRoofsClips
___________________________________
Ways to Work with Us:ProLine Office Hours w/ our Emily, VP of Support & Success (Tuesdays 4:30PM EST Weekly)https://us06web.zoom.us/j/86305653101
Get your Roofing Questions Answered on Roofer2Roofer (Monday 4:30PM EST Weekly) https://us06web.zoom.us/j/81260583471
Book a Demo with our Team to Explore ProLine CRM:https://www.useproline.com/sell-more-roofing-jobs/?utm_source=youtube&utm_medium=video&utm_campaign=brpepisode
Create a Free ProLine CRM Account:https://proline.app/get-started
_________________________________________
Connect with us!
IG: https://www.instagram.com/prolineapp/
FB: https://www.facebook.com/prolineapp
LinkedIn: https://www.linkedin.com/company/prolineapp
Twitter: https://x.com/prolineapp
Tiktok: https://www.tiktok.com/@prolineapp
Question - What is your Roofing CRM missing?