Sales Workflow

Welcome to the Sales Workflow SOP Template Library for Roof Restoration & Coating roofing projects. Access free, expertly crafted Standard Operating Procedures designed to streamline your sales process for Roof Restoration & Coating projects. Our templates cover every step from lead generation to contract signing, ensuring a seamless and effective sales cycle. Download our templates today to enhance your sales process and increase your project acquisition success.

Make initial contact with potential client (phone call or email)

Schedule discovery meeting

Conduct client discovery meeting

Qualify client based on project scope, budget, and timeline

Record client information and project details in CRM

Schedule roof inspection with the client

Conduct roof inspection to assess restoration/coating needs

Take detailed notes and photos of the roof

Discuss client needs, preferences, and expectations during inspection

Answer any initial questions from the client

Prepare preliminary project proposal based on initial consultation

Develop rough estimate of project costs and timeline

Review preliminary proposal with internal team for accuracy

Schedule meeting with client to present preliminary proposal

Present preliminary project proposal to client

Discuss project scope, budget, and timeline in detail

Gather feedback from client and address any concerns or questions

Make adjustments to the proposal as needed based on client feedback

Refine project proposal based on client feedback

Develop detailed project estimate, including labor, materials, and other costs

Create a comprehensive project timeline

Compile all proposal documents, including scope of work, estimate, timeline, and terms and conditions

Schedule follow-up meeting with client to present detailed proposal

Present detailed project proposal to client

Negotiate contract terms, including scope of work, payment schedule, and any contingencies

Address any final questions or concerns from the client

Finalize contract terms and prepare contract documents

Review contract documents with client, ensuring all terms are clear

Obtain client signatures on contract documents

Provide client with a copy of the signed contract

Record signed contract and update project status in CRM