Select Week
Enter This Week's Numbers
Monthly Rollup
0
Roofs Installed
Target: 19/mo
$0
Revenue Collected
Target: $250K/mo
—
Close Rate
Target: 40%+
Top 5 Highest ROI Actions — Next 30 Days
1
Hire 1–2 commission-only sales reps
+$20K gross profit/month per rep at 8 closes
TODAY
2
Start collecting 10% deposits before install
+$26K upfront cash/month at 20 roofs
TODAY
3
Launch door knocking 3x per week
$20–$40/lead vs $200 on Facebook
THIS WEEK
4
Activate GHL pipeline + 5-min lead auto-text
Fixes follow-up without manual effort
THIS WEEK
5
Fix follow-up cadence: Day 1 / 3 / 7 / 14
+5–8 roofs/month from leads already in pipeline
THIS WEEK
Top 5 Bottlenecks
1
Sales Capacity Broken
1 functional closer → stuck at ~15 roofs/mo max
2
No Financial Visibility
No real P&L or dashboard — flying blind at $1.3M
3
No Deposit Policy
Floating $18K+/day in labor and materials before collecting
4
Lead Volume Needs to Scale
Facebook alone cannot get you to $3M — door knocking needed
5
Owner Inconsistency
Your daily consistency IS the company's performance right now
Owner Daily Operating System
6:00 AM
Wake up — no phone for 10 minutes
Personal
6:30 AM
Gym — non-negotiable discipline anchor
Personal
8:00 AM
Daily review: yesterday's numbers, today's installs, open leads
Ops
8:30 AM
Sales block: follow up unsold estimates, check in with reps
Sales
10:00 AM
Field: run appointments, walk jobs, rep ride-alongs
Sales
12:00 PM
Admin block: invoices, GHL updates, pipeline review — 30 min max
Ops
2:00 PM
Close calls, crew check, handle issues
Sales
4:00 PM
EOD wrap: update scoreboard, set tomorrow's top 3 priorities
Ops
5:30 PM
Hard stop — unless genuine emergency
Personal
3 Non-Negotiables Every Day
1
Did I follow up on 3+ unsold estimates today?
2
Did I check my scoreboard numbers?
3
Did I do something to add a rep or a lead source?
Revenue Milestones
Insurance Job Leverage
Shifting 50% of volume to insurance (avg $16K) raises your blended ticket and cuts roofs needed:
Current Avg Ticket
$13,200
100% retail
50/50 Blended
~$14,600
+10.6% per roof
$3M @ $14,600
205 roofs
vs 227 retail only
✅ Do Now
▸ Hire 1–2 commission reps
▸ Start collecting deposits
▸ Launch door knocking 3x/week
▸ Activate GHL pipeline + automations
▸ Fix follow-up cadence D1/D3/D7/D14
▸ Run appointments yourself while ramping reps
▸ Start daily gym routine
⏳ Do Later (90+ Days)
▸ Hire full-time ops manager
▸ Build formal rep onboarding
▸ Open second territory
▸ Sophisticated CRM automation
▸ Fleet expansion
▸ Full P&L by job type
▸ Commercial roofing division
Rep Comp Calculator (5% Revenue + 50/50 GP Split)
—
You Get (50% GP + 5% Rev)
Margin Sensitivity Table
| Margin |
Gross Profit |
5% Company |
Rep Gets |
You Get |
Canvasser Pay Structure
✓
Option A — Recommended: $150 per appointment set + $500 per close
Simple, easy to explain in 10 seconds. Clear earning potential.
RECOMMENDED
B
Option B: 5% of revenue per close = $660 on avg $13,200 ticket
Slightly higher but harder to explain to a new canvasser
ALTERNATIVE