Convert - RoofOps41 SOP Playbook

CONVERT – Sales That Serve, Close, and Scale You don’t need pushy closers or magic scripts to win more jobs — you need a repeatable system that builds trust, asks the right questions, and makes saying “yes” the obvious choice. The Convert chapter is your complete sales process from the moment a lead is confirmed to the final handshake (and everything in between). Whether you’re dealing with retail, insurance, upgrades, or tire-kickers — this chapter gives you the tools, scripts, and strategies to turn conversations into contracts without sounding like a used car lot. Inside, you’ll discover: • What actually happens after a confirmed appointment (hint: it’s not guesswork) • Inspection best practices that uncover needs without overselling • How to ask better questions that open wallets and win trust • The in-home presentation flow that leads to natural closes • How to handle objections with empathy, not pressure • Options-based selling for upgrades, add-ons, and financing • Insurance vs retail selling strategies that don’t cannibalize each other • Follow-up systems for “not now” customers • Sales KPIs, scorecards, and team accountability tools (so you’re not micromanaging) If you’re tired of babysitting sales reps or carrying the close on your own back — Convert will give you the system to train, track, and trust your sales team to win.