Onboard new roofing sales reps faster
The Roofing Sales Reps Onboarding Manual helps roofing companies onboard new reps faster, standardize how they sell, and get them producing sooner, without managers repeating the same training over and over.
Branded with your company logo.
Used to standardize training across teams.
RETAIL $999 PRE-SALE $799
LIMITED-TIME OFFER. ENDS APRIL 10.
Bad onboarding costs you time and sales
Most new sales reps start slow because they are learning from ride-alongs, and whatever a manager remembers to cover that week.
They do not know how to inspect.
They miss follow-up and let deals go cold.
Your managers keep repeating the same training.
This manual gives your reps a clear standard from day 1.
Give every rep the same starting point
This manual gives new hires a clear path through the job: prospecting, inspections, retail and insurance sales, objections, follow-up, and pipeline management.
Instead of guessing through the first few weeks, they start with the process you want every rep to follow.
Branded to your company
Your manual is customized with your company logo and colors so it looks like your own internal training program, instead of a third-party textbook.
This dramatically increases adoption inside teams.
Proof that it works
What your team will learn
An overview of what's included in the training manual
Sales rep foundations
— Welcome to the team
— Why roofing sales
— Sales department objectives
— Role and responsibilities
— The 5 core pillars of the job
— Non-negotiables and standards
Roofing basics
— Why a good roof matters
— Residential vs commercial roofing
— Roof shapes and styles
— Parts of a roof system
— Roofing materials and systems
— Basic shingle installation
Retail vs insurance roofing
— Retail project basics
— Insurance restoration basics
— When a job is retail vs insurance
— Key differences in sales approach
— Insurance company basics
— Policy types, adjusters, and claim terms
The roofing sales process
— Retail sales process
— Insurance sales process
— Company process overview
— Sales department stages
— Production handoff and job flow
— Collections, warranties, and retention
Canvassing and lead generation
— Neighborhood retail canvassing
— Storm response canvassing
— Choosing the right neighborhoods
— Daily activity expectations
— Canvassing checklists
— How to build your own pipeline
Door knocking scripts and objections
— Proven door knocking scripts
— Retail canvassing openers
— Storm canvassing openers
— Common homeowner objections
— How to respond without sounding pushy
— Confidence and consistency in the field
Roof inspections
— Retail vs insurance inspections
— What to look for on each type of job
— Retail signs of damage
— Insurance signs of damage
— Documentation and photos
— How to explain findings to homeowners
Estimating and scope review
— Retail estimates
— Insurance estimates
— Payment structure
— The rep’s role in estimating
— Using Xactimate
— Reviewing sample estimate line items
Presentations and closing
— How to set up the presentation
— Presenting damage and evidence
— Retail presentation flow
— Insurance presentation flow
— Buying frames and sales approach
— Objection handling and closing
Field training and certification
— Field observation and shadow training
— How to learn from top reps
— Field supervision scorecards
— Inspection training checkpoints
— Communication and presentation evaluation
— Final certification quiz
Why we created this manual
Roofing owners should not have to rebuild rep training from scratch every time they hire.
Growing companies need a simple way to get new sales reps aligned, confident, and productive without depending on constant manager oversight.
Set the standard from day one
Help your new reps learn faster, follow the right process, and represent your company the right way in the field.
Rated five stars by 230+ real contractors
One sold roof pays for this manual
Average roof replacement = $10k–$20k
If this training helps one rep close just one extra job, the manual pays for itself many times over.
RETAIL $999 PRE-ORDER $799
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Frequently asked questions
What is in the manual?
This manual includes everything your new sales reps need to know to succeed in roofing.
1. Sales Rep Foundations
- Welcome to the team
- Why roofing sales
- Sales department objectives
- Role and responsibilities
- The 5 core pillars of the job
- Non-negotiables and standards
2. Roofing Basics
- Why a good roof matters
- Residential vs commercial roofing
- Roof shapes and styles
- Parts of a roof system
- Roofing materials and systems
- Basic shingle installation
3. Retail vs Insurance Roofing
- Retail project basics
- Insurance restoration basics
- When a job is retail vs insurance
- Key differences in sales approach
- Insurance company basics
- Policy types, adjusters, and claim terms
4. The Roofing Sales Process
- Retail sales process
- Insurance sales process
- Company process overview
- Sales department stages
- Production handoff and job flow
- Collections, warranties, and retention
5. Canvassing and Lead Generation
- Neighborhood retail canvassing
- Storm response canvassing
- Choosing the right neighborhoods
- Daily activity expectations
- Canvassing checklists
- How to build your own pipeline
6. Door Knocking Scripts and Objections
- Proven door knocking scripts
- Retail canvassing openers
- Storm canvassing openers
- Common homeowner objections
- How to respond without sounding pushy
- Confidence and consistency in the field
7. Roof Inspections
- Retail vs insurance inspections
- What to look for on each type of job
- Retail signs of damage
- Insurance signs of damage
- Documentation and photos
- How to explain findings to homeowners
8. Estimating and Scope Review
- Retail estimates
- Insurance estimates
- Payment structure
- The rep’s role in estimating
- Using Xactimate
- Reviewing sample estimate line items
9. Presentations and Closing
- How to set up the presentation
- Presenting damage and evidence
- Retail presentation flow
- Insurance presentation flow
- Buying frames and sales approach
- Objection handling and closing
10. Field Training and Certification
- Field observation and shadow training
- How to learn from top reps
- Field supervision scorecards
- Inspection training checkpoints
- Communication and presentation evaluation
- Final certification quiz
Who is this manual for?
This manual is for any new or veteran roofing sales rep. We created this manual to better onboard new hires for your company and to enrich existing members. We recommend each member of your sales team have a copy nearby.
Can I print the manual?
If you have purchased the Digital Copy, you can print it using a local printing company. However, most companies choose to purchase Printed Copies from us. In that case, we’ll handle the printing and deliver the Printed Copies to you.
How long will it take to receive the digital copy of the manual?
If you have only purchased the Digital Copy, we will send the PDF file to your email address within 4-5 business days of receiving your company's logo to white-label the manual.
When will I receive my printed copies?
If you have chosen to add Printed Copies to your order, we will send you a digital copy for approval within 4-5 business days of receiving your company's logo.
Once approved, we will print the manuals and send them to you.
Please note that this process can take about two to three weeks from the date of approval.
Why haven't I received my manual yet?
If you purchased a Digital Copy, please make sure you have sent your company's logo to us. In most cases, delays in receiving the manual are caused by a lack of a logo.
If you purchased Printed Copies, please also ensure that you have approved the initial digital copy so we can proceed with printing.
If you have any further questions, please contact us at [email protected] or 844-424-9411
We would be happy to assist you.
Why is the manual priced as it is?
When you purchase this manual, you acquire a license that allows you to make and distribute as many copies as you wish to your team.
Can I make changes to the manual?
The Business 411 team cannot make any changes to manuals. If you have a PDF editing tool you will be able to make adjustments and add pages.
Are there other roofing training manuals to help my business?
Yes, check out our full catalog of training manuals and homeowner guides: https://go.business411.com/training-manuals-and-guides
How can I get more information?
Please contact us at [email protected] or 844-424-9411.
Founded in 2019, Business 411 helps roofing companies of any size grow, powered by our innovative marketing solutions and educational manuals.
Business 411’s mission is to elevate your business, whether it’s through revamping your brand, implementing marketing strategies, or creating sustainable systems for your growth.
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