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

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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

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📈 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

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🔄 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.

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🔗 RESOURCES & TOOLS MENTIONED:

📋 JobTread → https://www.jobtread.com
🎨 Canva (for sales presentations) → https://www.canva.com
📊 Better Boss → https://better-boss.ai

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📞 CONNECT WITH BETTER BOSS:

🌐 Website: https://better-boss.ai
📧 Brittney: [email protected]
📞 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.

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#JobTread #ContractorSales #SalesProcess #ContractorCloseRate #ContractorSoftware #ConstructionManagement #BetterBoss #BOSSMethod #ContractorBusiness #RoofingBusiness #GoodBetterBest #ContractorTips #ConstructionTech #JobTreadSetup #SalesPipeline

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Better Boss | JobTread Certified Implementation Partner
Highlands Ranch, Colorado
https://better-boss.ai