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The Secret of Successful
Contractors: How to Master the
Customer Cycle
2
Why We’re Here
Meet the team
Inside look at how to master the customer cycle
Q&A
Stay tuned in till the end…
...One lucky attendee will be
awarded a Google Home Mini!
3
Meet Your Speakers
David Reed
Director of Sales
Matt Morrisson
Customer Development & Training Specialist
4
Homeowners’ Sense
of Empowerment
The average person goes online
about 100 times in a day
If you don’t respond to an inquiry
within 2 minutes, the chances of
turning that into a sale
drop48%
5
What is changing in 2018...
● By 2020, over 50% of ALL search will be Voice
Google has 5,443,200,000 searches EVERY DAY
● 50%+ of search phrases have 4 or more words
Most marketers focus on three words or less
● 22% of consumers won’t buy if you have one
negative review
If we have
data, let’s
look at data.
If all we have
are opinions,
let’s go with
mine.”
– Jim Barksdale,
former
Netscape CEO
6
3
4
5
6
2
1Explore Interest
Compare
PurchaseExperience
Referral
The Customer Journey is an Infinite Loop
7
Question:
How can you increase the chances your business gets
found when homeowners are searching?
8
Question:
How can you increase the chances your business gets
found when homeowners are searching?
Answer:
By creating an expansive digital footprint
across the web
9
It’s a combination of your website,
review sites, social media profiles,
directory listings...and these all must
be consistent and accurate
10
The Surefire Way
11
Website Structure/Content
12
Directory Listings Issues
13
Expand Service Area
14
Review Process
15
Results
16
Features
● Dashboard
● Visibility
● Lead Manager
● Reviews and Reputation
● Directory Listings
● Content Publishing
● Social Media
● PPC Advertising
● Marketplace
17
Live Demonstration
Meet the Presenter
Matt Morrisson
Customer Development & Training Specialist
● 9 years experience in the roofing
industry
● Held various roles spanning
sales, operations, estimating and
software
● Passionate about helping roofing
companies succeed and grow
● Trained thousands of roofing
contractors across the country
A little bit about me...
How well is your “perfect” workflow performing?
Limited visibility
into status of roofing
jobs
Inefficient/
ineffective sales
process; delays in
production
Poor understanding
of company and
individual
performance
Information stored
in multiple
locations,
platforms, or
formats
Team members in
different locations
Intermittent
communication
updates
Miscommunications
between office staff
and field workers
Traditional Workflow Systems are Unconnected
CRM software like AccuLynx connects
your teams to the information they
need.
About AccuLynx
We are the #1 CRM for roofing contractors.
Industry’s First
Software
Established in 2008
with goal of helping
contractors better
manage their
business.
Thousands of
Customers
Used by roofing,
siding and exterior
contractors across
U.S. and Canada.
Connected with
ABC Supply
First software to
integrate with
largest wholesale
distributor of
roofing materials.
Preferred
Software Vendor
For ABC, GAF, Owens
Corning, and
CertainTeed
AccuLynx can help streamline your processes!
AccuLynx provides
roofers a centralized
system for everything.
● Promotes standardization
and consistency
● Organized information
● Accessible from anywhere
Live demonstration
AccuLynx Gives You
Workflows that Work
● Everyone is informed on
important updates
● Special requests are
annotated
● Documentation of entire job
is in one, up-to-date place
● Jobs don’t slip through
cracks
● Better communication with
customers through
AccuLynx
Using customer satisfaction to extend
your sales cycle
One application to streamline your process, increase
your profits and help you deliver superior service.
AccuLynx helps roofing companies grow
29
Would you like to learn more?
a) Yes! I’d like to learn more about Surefire Local
b) Yes! I’d like to learn more about AccuLynx
c) Yes! I’d like to learn more about both
30
Hey Google, who is the
lucky winner?
Today’s winner of the Google
Home Mini is…
Q&A
HARDWORKING MARKETING
FOR HARDWORKING PEOPLE
SurefireLocal.com marketing@surefirelocal.com @SurefireLocal
Thank you!

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The Secret of Successful Contractors: How to Master the Customer Cycle

  • 1. The Secret of Successful Contractors: How to Master the Customer Cycle
  • 2. 2 Why We’re Here Meet the team Inside look at how to master the customer cycle Q&A Stay tuned in till the end… ...One lucky attendee will be awarded a Google Home Mini!
  • 3. 3 Meet Your Speakers David Reed Director of Sales Matt Morrisson Customer Development & Training Specialist
  • 4. 4 Homeowners’ Sense of Empowerment The average person goes online about 100 times in a day If you don’t respond to an inquiry within 2 minutes, the chances of turning that into a sale drop48%
  • 5. 5 What is changing in 2018... ● By 2020, over 50% of ALL search will be Voice Google has 5,443,200,000 searches EVERY DAY ● 50%+ of search phrases have 4 or more words Most marketers focus on three words or less ● 22% of consumers won’t buy if you have one negative review If we have data, let’s look at data. If all we have are opinions, let’s go with mine.” – Jim Barksdale, former Netscape CEO
  • 7. 7 Question: How can you increase the chances your business gets found when homeowners are searching?
  • 8. 8 Question: How can you increase the chances your business gets found when homeowners are searching? Answer: By creating an expansive digital footprint across the web
  • 9. 9 It’s a combination of your website, review sites, social media profiles, directory listings...and these all must be consistent and accurate
  • 16. 16 Features ● Dashboard ● Visibility ● Lead Manager ● Reviews and Reputation ● Directory Listings ● Content Publishing ● Social Media ● PPC Advertising ● Marketplace
  • 18. Meet the Presenter Matt Morrisson Customer Development & Training Specialist ● 9 years experience in the roofing industry ● Held various roles spanning sales, operations, estimating and software ● Passionate about helping roofing companies succeed and grow ● Trained thousands of roofing contractors across the country A little bit about me...
  • 19. How well is your “perfect” workflow performing?
  • 20. Limited visibility into status of roofing jobs Inefficient/ ineffective sales process; delays in production Poor understanding of company and individual performance Information stored in multiple locations, platforms, or formats Team members in different locations Intermittent communication updates Miscommunications between office staff and field workers Traditional Workflow Systems are Unconnected
  • 21. CRM software like AccuLynx connects your teams to the information they need.
  • 22. About AccuLynx We are the #1 CRM for roofing contractors. Industry’s First Software Established in 2008 with goal of helping contractors better manage their business. Thousands of Customers Used by roofing, siding and exterior contractors across U.S. and Canada. Connected with ABC Supply First software to integrate with largest wholesale distributor of roofing materials. Preferred Software Vendor For ABC, GAF, Owens Corning, and CertainTeed
  • 23. AccuLynx can help streamline your processes!
  • 24. AccuLynx provides roofers a centralized system for everything. ● Promotes standardization and consistency ● Organized information ● Accessible from anywhere
  • 26. AccuLynx Gives You Workflows that Work ● Everyone is informed on important updates ● Special requests are annotated ● Documentation of entire job is in one, up-to-date place ● Jobs don’t slip through cracks ● Better communication with customers through AccuLynx
  • 27. Using customer satisfaction to extend your sales cycle
  • 28. One application to streamline your process, increase your profits and help you deliver superior service. AccuLynx helps roofing companies grow
  • 29. 29 Would you like to learn more? a) Yes! I’d like to learn more about Surefire Local b) Yes! I’d like to learn more about AccuLynx c) Yes! I’d like to learn more about both
  • 30. 30 Hey Google, who is the lucky winner? Today’s winner of the Google Home Mini is… Q&A
  • 31. HARDWORKING MARKETING FOR HARDWORKING PEOPLE SurefireLocal.com marketing@surefirelocal.com @SurefireLocal Thank you!