The Roof Strategist

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Get More Self-Generated Leads!
Built For Storm & Retail
The Marketing Battle Pack: 280+ ​“plug and go” letters, mailers, emails, and more to get easy leads!
  •  Easy DIY “Plug and go” marketing material
  • ​260+ documents to get more leads
  • Direct mail letters, door hanger letters, and much more!
  • ​ Bulletproof referral program
  • ​ Step-by-step instructions

UPDATED October 20, 2022

The Marketing Battle Pack is now included with our full sales system from knock to close: 
The Roofing Sales Success Formula.

Click to See Details & Pricing Now 👇

What is your role?

Here's What's Inside The Marketing Battle Pack
STORM - RETAIL - SPANISH
Tested. Proven.  100% 'NO BS' 30 Day Money-Back Guarantee
Just "Plug and Go" and Start Using It All Right Away!

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:
  • Canvassing Scripts (19 different “door openers”) - STORM
  • ​Canvassing Scripts  - RETAIL
  • ​​Canvassing Scripts - SPANISH (for storm damage)

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! 
  • "S.L.A.P" Formula for Pitching at the Door - STORM
  • ​"S.L.A.P" Formula for Pitching at the Door - RETAIL
  • ​​"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:
  • Commercial Cold Calling Script - STORM & SPANISH
  • ​Residential Cold Calling Script  - STORM & SPANISH
  • Commercial Cold Calling Script - RETAIL
  • ​​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:
  •  “Under the Radar” Sales Letter - STORM & SPANISH
  •  ​“Sorry I missed You” Direct Mail Letter - STORM & SPANISH
  •  ​“Tired of Roofers at Your Door?” Direct Mail Letter - STORM & SPANISH
  • ​ Install Notice Neighborhood Announcement Direct Mail Letter - STORM & SPANISH
  • ​ Denied or Underpaid Claims Direct Mail Letter - STORM & SPANISH
  • ​ 3/Tab Letter For Storm Damage - STORM & SPANISH
  • ​ Discontinued Shingle Letter - STORM & SPANISH
  • ​ Old Storm Damage Letter - STORM & SPANISH
  • ​ Wind Damage Letter - STORM & SPANISH
  • ​ “We Did Your Neighbor’s Roof” Letter - STORM & SPANISH
  • ​ Follow Up Letter - STORM & SPANISH
  • ​Missed Sale Thank You Letter - STORM & SPANISH
  • ​ “Under the Radar” Sales Letter - RETAIL
  • ​ ​“Sorry I missed You” Direct Mail Letter -RETAIL
  • ​ ​“Tired of Roofers at Your Door?” Direct Mail Letter - RETAIL
  • ​​ Install Notice Neighborhood Announcement Direct Mail Letter - RETAIL
  • ​Before It's Too Late Direct Mail Letter - RETAIL
  • ​​ Old 3/Tab Direct Mail Letter - RETAIL
  • ​Limited Time Financing Offer - RETAIL
  • ​Is It "That Time?" Direct Mail Letter - RETAIL
  • ​Missing Shingles Direct Mail Letter - RETAIL
  • ​​ “We Did Your Neighbor’s Roof” Letter - RETAIL
  • ​​ Follow Up Letter - RETAIL
  • ​​Missed Sale Thank You Letter - RETAIL
  • ​​ Follow Up Letter - RETAIL
  • ​*NEW TRACKING TOOL* Direct Mail Tracker for Multi-Touch
  • ​​*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:
  •  Door Hanger Letter - STORM & SPANISH
  •  ​12 Pack Generator - STORM & SPANISH
  •  ​Neighbor Announcement (includes 3 letters to be used before/during install day) - STORM & SPANISH
  • ​ Door Hanger Letter - RETAIL
  • ​ ​12 Pack Generator - RETAIL
  • ​ ​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:
  •  Commercial Direct Mail Letter - STORM & SPANISH
  • ​ Commercial Email - STORM & SPANISH
  •  ​Commercial Cold Calling Script - STORM & SPANISH
  • ​ Commercial Direct Mail Letter - RETAIL
  • ​​ Commercial Email - RETAIL
  • ​ ​Commercial Cold Calling Script - RETAIL

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:
  •  Property Management Direct Mail Letter - STORM & SPANISH
  • ​ Property Management Introduction Email - STORM & SPANISH
  • ​ Property Management Direct Mail Letter - RETAIL
  • ​​ Property Management Introduction Email - RETAIL

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:
  •  Church Direct Mail Letter - STORM & SPANISH
  • ​ Church Email - STORM & SPANISH
  • ​ Church Direct Mail Letter - RETAIL
  • ​​ 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:
  •  Insurance Agent Referral Emails or Letter #1 - 4 (use for your customers’ agents) - STORM & SPANISH
  • ​ Insurance Agent Cold Email Outreach: Intro & Follow Up - STORM & SPANISH
  • ​ Insurance Agent Cold Call Intro Script - STORM & SPANISH
  • ​ Insurance Agent Referral Emails or Letter #1 - 4 (use for your customers’ agents) - RETAIL
  • ​​ Insurance Agent Cold Email Outreach: Intro & Follow Up - RETAIL
  • ​​ 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:
  •  Email to Realtor for a Listing in a Hail Area - STORM & SPANISH
  • ​ Home For Sale? Direct Mail Letter for Homeowner (the seller) - STORM & SPANISH
  • ​ Realtor Listings Cold Calling Script - STORM & SPANISH
  • ​ Email to Realtor for a Listing - RETAIL
  • ​​ Home For Sale? Direct Mail Letter for Homeowner (the seller) - RETAIL
  • ​​ Realtor Listings Cold Calling Script - RETAIL

12-Step Sales Process

This is my simple process walking through how I go from inspection to sale (and how to get invited inside after your inspection). This is a great reference for newer sales people or owners looking for training material. This folder includes:
  •  12-Step Sales Process from Inspection to Sale - STORM & SPANISH
  • ​ 3-Tricks to Get to the Kitchen Table E-Book - STORM & SPANISH
  • ​ 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:
  •  Pitch Book Template - STORM & SPANISH
  • ​ Pitch Book Template - RETAIL

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:
  •  Follow Up Templates (Email, Text, and Call) - STORM & SPANISH
  • ​ Follow Up Templates (Email, Text, and Call) - RETAIL

Missed Sale Emails

We don’t always close the sale. And when we don’t, it’s important to follow up. You can use the follow up templates provided (above). If you still didn’t close the sale, send this email sequence. It will help you use an “educational” follow up to get back in touch with the prospect. This folder includes:
  •  Missed Sale Email 1 - STORM & SPANISH
  • ​ Missed Sale Email 2 - STORM & SPANISH
  • ​ Missed Sale Email 3 - STORM & SPANISH
  • ​ Missed Sale Email 4 - STORM & SPANISH
  • ​ Missed Sale Email 1 - RETAIL
  • ​​ Missed Sale Email 2 - RETAIL
  • ​​ Missed Sale Email 3 - RETAIL
  • ​​ 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:
  •  New Lead Confirmation Email - STORM & SPANISH
  • ​ New Customer Welcome Email (send after signing) - STORM & SPANISH
  • ​ Scheduled Notification Email - STORM & SPANISH
  • ​ Job Complete Email - STORM & SPANISH
  • ​ New Lead Confirmation Email - RETAIL
  • ​​ New Customer Welcome Email (send after signing) - RETAIL
  • ​​ Scheduled Notification Email - RETAIL
  • ​​ Job Complete Email - RETAIL

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:
  •  Referral Program Cheat Sheet - STORM & SPANISH & RETAIL
  • ​ 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:
  •  30 Days After Job Paid in Full (Referral Email) - STORM & SPANISH
  • ​ 60 Days After Job Paid in Full (Referral Email) - STORM & SPANISH
  • ​ 90 Days After Job Paid in Full (Referral Email) - STORM & SPANISH
  • ​ 30 Days After Job Paid in Full (Referral Email) - RETAIL
  • ​​ 60 Days After Job Paid in Full (Referral Email) - RETAIL
  • ​​ 90 Days After Job Paid in Full (Referral Email) - RETAIL

Getting Reviews & Testimonials

Use these templates to get reviews posted to the places you need them most (Facebook, Google, Yelp, or Homeadvisor). Be sure to watch the video first and use the direct link to the source where you want the review. This folder includes:
  •  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:
  •  Thank You Letter After Job Complete - STORM & SPANISH
  • ​ 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:
  •  Cold Calling Scripts- (COVID-19 Commercial Cold Calling Script, COVID-19 Residential Cold Calling Script)
  •  ​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 )
  • ​ Email for New Leads - (COVID-19 New Lead Confirmation Email)
  • ​ 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)
  • ​ 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:
  •  4 Stages of the Claims Process - STORM & SPANISH
  • ​ Acing Your Pitch - STORM & SPANISH
  • ​ Roofer vs. Storm Restoration Contractor - STORM & SPANISH
  • ​ Selling Secrets: Needs vs. Desires - STORM & SPANISH
  • ​4 Reasons People Replace Their Roof - RETAIL
  • ​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:
  • Your Income Goal Plan Turned Into a Daily Sales Plan
  • ​​ Canvassing Tracker (print version)
  • ​ Canvassing Tracker (paperless version for use on a tablet - may not work on all tablets)
  • ​ Daily Schedule (print version)
  • ​ Income Goal Plan
  • ​ The Daily Sales “Points” Game
  • ​ Time Management for Maximum Sales

Using The Contingency Agreement

Watch the video and follow the presentation before bringing out the Contingency Agreement. This folder includes:
  •  How to Sell Using the Contingency Agreement - STORM & SPANISH

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:
  •  Sample Contingency Agreement - STORM & SPANISH 

UPDATED October 20, 2022

The Marketing Battle Pack is now included with our full sales system from knock to close: 
The Roofing Sales Success Formula.

Click to See Details & Pricing Now 👇

What is your role?

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UPDATED October 20, 2022

The Marketing Battle Pack is now included with our full sales system from knock to close: 
The Roofing Sales Success Formula.

Click to See Details & Pricing Now 👇

What is your role?

5x Your Return on Investment After Your First Sale
If my marketing materials help you get just one more sale, you’ll have paid yourself back 5 times. Now imagine what could happen if my 12-Pack Generator helped you get an additional 3-12 jobs during every install… or if my referral program helped you get 4 referrals from every customer? This could be the highest returning investment in yourself, your career, and your income. 
Try It 100% Risk Free: 30-Day 'NO BS' Money Back Guarantee 
Try it 100% RISK FREE! That’s why I offer a 30-day 100% money back guarantee, so you can try everything with complete confidence. If for any reason you aren’t satisfied, simply shoot me an emailing explaining what isn’t working. I’ll either personally coach you through it to help you make more sales (at no charge), or I’ll refund 100% of your money and you can keep everything you purchased.