JobTread Sales Process: Document Your Pipeline & Close 23% More Deals скачать в хорошем качестве

JobTread Sales Process: Document Your Pipeline & Close 23% More Deals

🔥 Book Your FREE Growth Audit → https://cal.com/mybetterboss.ai/jobtr... Your sales process is either making you money or losing you money. Most contractors have no idea which one. I've been in sales my entire life. I also owned a marketing company for 6 years where we generated $100 million in closed commercial deals for contractors. The ones who won? They had a forecastable, predictable, rinse-and-repeat sales process. The ones who didn't? They bled leads every single month. This process has allowed us to improve close rates by up to 23%. On a hundred leads at $15K average ticket — that's $345,000 in additional revenue. Per month. In this video, I break down exactly how to document your entire sales process so it's teachable, trainable, and you can see exactly where deals are falling through the cracks. ⏱️ TIMESTAMPS: 00:00 Your Sales Process Is Making or Losing You Money 00:28 What $100M in Closed Deals Taught Me About Sales 01:03 The Math: 23% Close Rate Improvement = $345K/Month 01:38 Why You Need to Maximize ROI on Every Lead 02:07 Step 1: Lead Intake — Source Tracking & Qualifying 02:31 Step 2: Qualification — Stop Wasting Time on Tire Kickers 03:00 Step 3: Consultation — What to Collect at Every Appointment 03:32 Step 4: Estimate Delivery — 4-10 Minutes for Roofing 04:18 Step 5: Good/Better/Best + Add-to-Cart Upsells 04:47 Step 6: The Canva Presentation — Hot Buttons & Selections 05:31 Step 7: Financing — Sell the Monthly Payment, Not the Total 06:15 Follow-Up: What Happens When They Don't Close? 06:39 Finding Where Deals Die in Your Pipeline ━━━━━━━━━━━━━━━━━━━━━━━━ 📈 THE 7-STEP SALES PROCESS WE DOCUMENT IN EVERY IMPLEMENTATION: 1️⃣ LEAD INTAKE → Identify every lead source → Collect qualifying info at first contact → Track source so you know what's actually working 2️⃣ QUALIFICATION → Qualify as soon as possible — stop estimating for tire kickers → Use a qualification questionnaire (phone or email) → Don't drive to an appointment without qualifying first 3️⃣ CONSULTATION / APPOINTMENT → Standardize what info you collect EVERY time → What documentation do you need to capture? → What questions must be asked before you can estimate? 4️⃣ ESTIMATE DELIVERY → Roofing: Good/Better/Best estimate in 4-10 minutes → Remodeling/custom: More complex, but system should still speed it up → Goal: Qualified buyer gets an estimate AT the appointment or right after 5️⃣ GOOD/BETTER/BEST + ADD-TO-CART → Productize your services into tiered options → Create an "add to cart" experience for upgrades and selections → Increases average ticket size AND close rate simultaneously 6️⃣ THE PRESENTATION (Canva Hot Buttons) → Interactive presentation where the homeowner clicks through options → "Hot buttons" based on their needs take them to different slides → By the end, they've already picked out their perfect project → Then: "I actually already have this estimate ready for you" 7️⃣ FINANCING AS A CLOSING TOOL → Present 3 financing terms — get the monthly number in front of them → "It's only $750/month for X months — if we're good to go, just sign here" → Think car sales: sell the payment, not the total price → Increases close rate, average ticket size, AND speed to close ━━━━━━━━━━━━━━━━━━━━━━━━ 🔄 FOLLOW-UP FRAMEWORK (When They Don't Close): → What is your follow-up cadence? How many touches? → What's manual vs. automated? → For each pipeline stage, define: • Who's responsible? • What triggers entry into this stage? • What tasks must happen? • What triggers the move to the next stage? • What automations can help? → Look at your pipeline: Where do most deals die? Fix THAT first. ━━━━━━━━━━━━━━━━━━━━━━━━ 🔗 RESOURCES & TOOLS MENTIONED: 📋 JobTread → https://www.jobtread.com 🎨 Canva (for sales presentations) → https://www.canva.com 📊 Better Boss → https://better-boss.ai ━━━━━━━━━━━━━━━━━━━━━━━━ 📞 CONNECT WITH BETTER BOSS: 🌐 Website: https://better-boss.ai 📧 Brittney: brittney@mybetterboss.ai 📞 Phone: (720) 636-9500 📍 Highlands Ranch, Colorado ⚡ We only take limited clients per month. Every single one has given us 5 stars. You didn't start your business to chase leads that go nowhere. You started for freedom, for family, and for something better. Better starts now. ━━━━━━━━━━━━━━━━━━━━━━━━ #JobTread #ContractorSales #SalesProcess #ContractorCloseRate #ContractorSoftware #ConstructionManagement #BetterBoss #BOSSMethod #ContractorBusiness #RoofingBusiness #GoodBetterBest #ContractorTips #ConstructionTech #JobTreadSetup #SalesPipeline ━━━━━━━━━━━━━━━━━━━━━━━━ 🔔 SUBSCRIBE for weekly videos on building systems that actually work for contractors. Better Boss | JobTread Certified Implementation Partner Highlands Ranch, Colorado https://better-boss.ai