Roofing business consulting
Revenue operations
for roofing companies.
From the first call to the final invoice. Connect lead follow-up, sales, job handoffs, and margin controls so the business can grow beyond the owner.
30 minutes with Keith. Discuss a project or fractional operations leadership.
Featured Full Throttle engagement
Growth with stronger margins.
Annual revenue
over two years
Company-wide
gross margin
A CRM rebuild, a new lead nurturing platform, and a sales process the team was trained to use. The company reorganized around that process, while the owner hired a general manager and sales manager.
Margin controls connected estimating, pre-production checks, and completed-job costing by finance.
Read this case studyWhere jobs lose money
A sold roof is only
part of the job.
The inspection gets scheduled. The scope changes. Production needs information sales never captured. The invoice waits. Every gap needs an owner.
Explore Fractional COO leadership for roofing companies- New leads wait for the first call
- Sold jobs arrive with missing information
- Change orders and supplements go untracked
- Commission numbers start arguments
- Revenue is clear, margin per job is not
Revenue impact calculator
A small percentage.
A real dollar amount.
Put a dollar figure on a possible revenue leak. Enter your annual revenue and choose a percentage to explore.
Example scenario
Choose your own assumption. The starting 3% is an example, not an industry benchmark.
How it adds up over a year
Illustrative cumulative amount$5,000,000 × 3% = $150,000 per year
Illustrative only. Annual revenue × your selected percentage, spread evenly across 12 months. This does not measure actual losses, profit, or guaranteed recoverable revenue.
Find the actual gaps in your process.
Explore the Full Throttle Business DiagnosticFull Throttle Business Diagnostic
Find where the
process breaks.
Trace how a lead becomes a sold job, moves into production, and turns into payment. Leave with a business process map, a Business Diagnostic Report, and a prioritized plan.
The review covers your tools, the steps that run automatically, and your customer interactions.
Explore the diagnosticThe work
Build the chain.
Make every handoff count.
CRM strategy & implementation
Build, rebuild, or migrate a CRM around the real process. Clear data, useful automation, and a team that uses it.
Explore the workSales pipeline optimization
Give every stage a definition, every deal a next step, and every forecast a basis in buyer activity.
Explore the workReporting & financial visibility
Align definitions, clean the inputs, and build reporting that supports operating decisions.
Explore the workLead routing & marketing operations
Connect intake, assignment, and follow-up so the right person knows what to do next.
Explore the workRoofing industry experience
Built to grow.
Built to run beyond the owner.
Keith has helped roofing companies launch, scale, and build sustainable operations that let owners step back from the day-to-day. For businesses ready for their next chapter, that experience also includes exit preparation.
Selected roofing results
Startup buildout
Built from
the ground up.
An in-house call center and digital sales process, backed by clear roles and financial oversight.
Read the case studyOwner independence
Daily operations.
Off the owner’s plate.
Accounting support, an operations manager, and a digital sales process helped the owner step back from most daily work.
Read the case studySustained growth through exit.
3× revenue, sustained through a B2B-to-B2C pivot, with preparation for a private equity sale.
Read the case studyFull Throttle Financial Fitness
Trust your P&L.
Price for profit.
A six-week working sprint for roofing owners who want to use their financial information. P&L literacy, cash versus profit, accrual reporting, and pricing on your own numbers.
Built for companies with active books and a working estimating process. Financial Fitness teaches you to use the numbers. Financial Visibility builds the instruments.
Ask about Financial FitnessBefore we start
Practical questions.
What does revenue operations cover for a roofing company?
It connects lead intake, sales, production, and finance. The work can include response and follow-up, CRM structure, sales-to-production handoffs, estimating controls, job costing, and reporting. We scope the engagement around where the process is breaking.
Can you work with our existing CRM?
We start with the process and what your current systems can support. An engagement may improve the existing setup or include a rebuild or migration when the operating requirements call for it. Platform decisions are part of scoping the work.
Can this include margin controls as well as sales?
Yes. The work can connect estimating guardrails, checks before production, and completed-job costing. Those controls help sales, operations, and finance examine margin throughout the job rather than waiting until the end.
Do you handle implementation and team training?
Yes. A project can include building the CRM and workflows, developing the sales process, training the team, and establishing ownership. Deliverables and responsibilities are agreed before work begins.
Can you help if the owner still runs every part of the business?
Yes. Fractional operations leadership can help establish priorities, clarify management responsibilities, and create a regular operating review. A defined systems or process project may fit when the business needs a specific change delivered.
How is this different from a CRM implementation?
The CRM is one part of the work. A roofing RevOps engagement also considers who follows up, what sales hands to production, how margin is checked, and who owns the next step. Depending on the need, the scope can include a CRM build, process design, team training, or ongoing operations leadership.
What does roofing RevOps consulting cost?
The Full Throttle Business Diagnostic is $1,000 for a business process map, report, and prioritized recommendations. System-build projects are priced by scope; see our published project ranges. Fractional COO leadership is scoped separately around the responsibilities and level of involvement.
Where are your jobs
leaking money?
Walk through the path from lead to roof to payment with Keith.