Here's What's Inside The Marketing Battle PackSTORM - RETAIL - SPANISH
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Canvassing Scripts
This section is accompanied by 5 videos from the YouTube Channel. There are about 19 versions of scripts in here to be used as “openers” at the door. Remember, the goal is to start a conversation. This folder includes:
S.L.A.P “Pitch” Formula for Canvassing and Cold Calling
Do you prefer a formula over a script? This is for you. Print out this easy reference guide and bring it with you canvassing. You can use this simple, 4-step formula to ace your pitch on the fly!
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"S.L.A.P" Formula for Pitching at the Door - STORM
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"S.L.A.P" Formula for Pitching at the Door - RETAIL
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"S.L.A.P" Formula for Pitching at the Door - SPANISH (storm damage)
Call Scripts
Inside you’ll find scripts for both commercial and residential. I use the commercial scripts after pulling phone numbers from signs or info online. The residential scripts can be used alongside homeowner phone numbers you get from legal sources who are not on “Do Not Call” lists (such as EasyLeadz, InfoUSA, Datamangroup, TelephoneLists.biz). I am not affiliated with any of these companies. List quality may vary. This folder includes:
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Commercial Cold Calling Script - STORM & SPANISH
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Residential Cold Calling Script - STORM & SPANISH
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Commercial Cold Calling Script - RETAIL
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Residential Cold Calling Script - RETAIL
Direct Mail Letters
Find 33 direct mail letters you can use for different times throughout the storm. Please read carefully before sending and make sure to “copy/paste” onto a fresh document before printing and sending. It’s important to hand address and hand stamp each letter. Make sure to hand sign in blue ink. You can address it to “Neighbor” or “Homeowner.” Inside you’ll find a video showing you how to get the homeowner’s name. This folder includes:
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“Under the Radar” Sales Letter - STORM & SPANISH
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“Sorry I missed You” Direct Mail Letter - STORM & SPANISH
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“Tired of Roofers at Your Door?” Direct Mail Letter - STORM & SPANISH
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Install Notice Neighborhood Announcement Direct Mail Letter - STORM & SPANISH
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Denied or Underpaid Claims Direct Mail Letter - STORM & SPANISH
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3/Tab Letter For Storm Damage - STORM & SPANISH
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Discontinued Shingle Letter - STORM & SPANISH
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Old Storm Damage Letter - STORM & SPANISH
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Wind Damage Letter - STORM & SPANISH
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“We Did Your Neighbor’s Roof” Letter - STORM & SPANISH
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Follow Up Letter - STORM & SPANISH
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Missed Sale Thank You Letter - STORM & SPANISH
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“Under the Radar” Sales Letter - RETAIL
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“Sorry I missed You” Direct Mail Letter -RETAIL
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“Tired of Roofers at Your Door?” Direct Mail Letter - RETAIL
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Install Notice Neighborhood Announcement Direct Mail Letter - RETAIL
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Before It's Too Late Direct Mail Letter - RETAIL
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Old 3/Tab Direct Mail Letter - RETAIL
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Limited Time Financing Offer - RETAIL
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Is It "That Time?" Direct Mail Letter - RETAIL
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Missing Shingles Direct Mail Letter - RETAIL
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“We Did Your Neighbor’s Roof” Letter - RETAIL
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Follow Up Letter - RETAIL
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Missed Sale Thank You Letter - RETAIL
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Follow Up Letter - RETAIL
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*NEW TRACKING TOOL* Direct Mail Tracker for Multi-Touch
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*NEW TRACKING TOOL* Direct Mail Tracker for Customers
Door Hangers & Letters
These letters are to be used as “leave behind” material if you go to the door and no one is home. NEVER waste an opportunity and always knock when you are there! I like to hand sign each letter in blue ink and staple my business card to it. You can use a hole punch and rubberband to leave them on the door, or simply fold in half and stuff in the door jam. This folder includes:
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Door Hanger Letter - STORM & SPANISH
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12 Pack Generator - STORM & SPANISH
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Neighbor Announcement (includes 3 letters to be used before/during install day) - STORM & SPANISH
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Door Hanger Letter - RETAIL
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12 Pack Generator - RETAIL
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Neighbor Announcement (includes 3 letters to be used before/during install day) - RETAIL
Commercial Marketing Bundle
Use these to target commercial buildings. The best way to use this is to send the direct mail, follow up with the email, and call after. That way you get 3 touches in addition to you stopping by! This folder includes:
Property Management Marketing Bundle
Property Management companies are hard to get in with. This material will help! Use the email and direct mail letter together. I also recommend stopping by as soon as possible, and after both the email and letter have been sent. This folder includes:
Church Marketing Bundle
Churches are big projects! They take the right approach to land. Use this email and letter together to get to the decision maker. I also recommend stopping by to get in touch with the decision maker(s). This folder includes:
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Church Direct Mail Letter - STORM & SPANISH
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Church Email - STORM & SPANISH
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Church Direct Mail Letter - RETAIL
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Church Email - RETAIL
Insurance Agent Networking & Referral Program
Use this with EVERY customer. Get the insurance agent name when signing the Contingency or Contract. Insurance agents are one of the most valuable referral sources. It’s important to respect these relationships and have open communication. In order to use this, you’ll need to ask your customers for the name of their insurance agent. Ideally, they’ll give you the email and contact info also, but if not, you can look it up online. Make sure to read through these first so you know what you’re sending. This folder includes:
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Insurance Agent Referral Emails or Letter #1 - 4 (use for your customers’ agents) - STORM & SPANISH
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Insurance Agent Cold Email Outreach: Intro & Follow Up - STORM & SPANISH
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Insurance Agent Cold Call Intro Script - STORM & SPANISH
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Insurance Agent Referral Emails or Letter #1 - 4 (use for your customers’ agents) - RETAIL
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Insurance Agent Cold Email Outreach: Intro & Follow Up - RETAIL
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Insurance Agent Cold Call Intro Script - RETAIL
Realtors & Homes For Sale
The best way to get jobs from real estate agents isn’t through “networking.” It’s by finding homes for sale that have damage and need to get completed before the sale can go through. This bundle will help you reach out to both the listing agent and the homeowner selling the house. This folder includes:
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Email to Realtor for a Listing in a Hail Area - STORM & SPANISH
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Home For Sale? Direct Mail Letter for Homeowner (the seller) - STORM & SPANISH
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Realtor Listings Cold Calling Script - STORM & SPANISH
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Email to Realtor for a Listing - RETAIL
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Home For Sale? Direct Mail Letter for Homeowner (the seller) - RETAIL
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Realtor Listings Cold Calling Script - RETAIL
12-Step Sales Process
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12-Step Sales Process from Inspection to Sale - STORM & SPANISH
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3-Tricks to Get to the Kitchen Table E-Book - STORM & SPANISH
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12-Step Sales Process from Inspection to Sale - RETAIL
Pitch Book Template
Use this template to quickly and easily create your “pitch book.” You can do a print version, or follow the steps and create a stunning virtual presentation. You’ll get everything you need in here, including an opening cover letter you can quickly edit to make it your own.This folder includes:
Follow Up Templates
Sometimes you don’t ink the deal on the spot, and that’s OK! Use these follow up scripts (for calling, emailing, and texting) to close the deal without pestering or nagging. This folder includes:
Missed Sale Emails
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Missed Sale Email 1 - STORM & SPANISH
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Missed Sale Email 2 - STORM & SPANISH
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Missed Sale Email 3 - STORM & SPANISH
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Missed Sale Email 4 - STORM & SPANISH
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Missed Sale Email 1 - RETAIL
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Missed Sale Email 2 - RETAIL
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Missed Sale Email 3 - RETAIL
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Missed Sale Email 4 - RETAIL
Customer Project Update Emails (w/ referral request)
Customer service and communication is essential to getting referrals. Plus, it always helps to have all important communications in writing. These emails are designed to be sent alongside key stages in the construction process. They also include invitations to join the referral program. Please be sure to review the “Referral Program” documents and videos to make sure you know how to use it properly. This folder includes:
Referral Program
My referral program should be used at all key stages of the process with the customer: upon signing, upon roof approval, build day, and when picking up final payment. You’ll also be asking for referrals by using the “Customer Project Update Emails” and the “30-60-90 Day Referral Emails After Paid In Full.” Be sure to watch the videos which are linked to in the document. NOTE: I recommend offering a $25 gift card to a local business (EXCEPTION FOR FLORIDA). This folder includes:
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Referral Program Cheat Sheet - STORM & SPANISH & RETAIL
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Referral Call Script to Set Appointments - STORM & SPANISH & RETAIL
30-60-90 Day Referral Emails After Paid In Full
Just because you’re done with the roof doesn’t mean you’re done with the customer! Send these value-driven emails to your customers 30 days, 60 days, and 90 days after the job is done and paid in full to stay top of mind and ask for referrals! This folder includes:
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30 Days After Job Paid in Full (Referral Email) - STORM & SPANISH
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60 Days After Job Paid in Full (Referral Email) - STORM & SPANISH
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90 Days After Job Paid in Full (Referral Email) - STORM & SPANISH
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30 Days After Job Paid in Full (Referral Email) - RETAIL
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60 Days After Job Paid in Full (Referral Email) - RETAIL
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90 Days After Job Paid in Full (Referral Email) - RETAIL
Getting Reviews & Testimonials
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Getting Reviews Templates: 3 Emails + Texts - STORM, SPANISH & RETAIL
“Thank You” for Completed Customers
A small note goes a long way! Just because the project is “done” doesn’t mean you are “done” with the customer. End on a high note to increase your chances of getting referrals down the road. This easy to use “Thank You” note can be sent in the mail, dropped off, or emailed. This folder includes:
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Thank You Letter After Job Complete - STORM & SPANISH
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Thank You Letter After Job Complete - RETAIL
COVID-19 Specific Marketing Material (Separate for STORM, SPANISH, & RETAIL)
You will find various pieces from your Marketing Battle Pack that have been modified for use to offer “No Contact” service. These items include COVID-19 specific messaging throughout the material. NOTE: Feel free to review the language in these documents and apply them to any material in your Marketing Battle Pack. This folder includes:
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Cold Calling Scripts- (COVID-19 Commercial Cold Calling Script, COVID-19 Residential Cold Calling Script)
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Direct Mail Letters- (COVID-19 Denied or Underpaid Claim Direct Mail Letter, COVID-19 Install Notice Neighborhood Announcement, COVID-19 “Sorry I Missed You” Direct Mail Letter, COVID-19 “Tired of Roofers at Your Door” Direct Mail Letter, COVID-19 “Under The Radar” Sales Letter )
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Email for New Leads - (COVID-19 New Lead Confirmation Email)
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Leave Behind at The Door Letters (for “no contact” canvassing) - (COVID-19 12 Pack Generator: Leave Behind Before Production, COVID-19 Neighbor Announcement: Leave Behind During Production, COVID-19 Door Hanger Letter: Leave Behind For Canvassing)
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Homes for Sale + Realtors - (COVID-19 Email to Realtor For Listing in Hail Area, COVID-19 Home for Sale? Direct Mail Letter for Homeowner, COVID-19 Realtor Listings Cold Calling Script )
Sales Training Information
I recommend going through this training information in this order. This folder includes:
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4 Stages of the Claims Process - STORM & SPANISH
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Acing Your Pitch - STORM & SPANISH
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Roofer vs. Storm Restoration Contractor - STORM & SPANISH
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Selling Secrets: Needs vs. Desires - STORM & SPANISH
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4 Reasons People Replace Their Roof - RETAIL
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Selling Secrets: Needs vs. Desires - RETAIL
Productivity and Goal Setting
Your #1 limiting factor is TIME. These resources are what I developed for new salespeople to get organized, have strong time management, and to develop a clear path to hitting their income goals. This folder includes:
Using The Contingency Agreement
Watch the video and follow the presentation before bringing out the Contingency Agreement. This folder includes:
SAMPLE Contingency Agreement
DISCLAIMER: This is a sample for educational purposes only and does not constitute legal advice. Run this by your attorney for legal advice and to make sure your state and local laws are followed. This folder includes:
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Sample Contingency Agreement - STORM & SPANISH