Find out how the top home improvement contractors across the country are using new tools and processes to win more jobs and grow their businesses. Some of the things you'll learn are: - Understanding the journey homeowners take to find you online - A proven system for turning more leads into happy customers - Best practices for staying organized and keeping your jobs on track with CRM software - Creating a great customer experience that inspires referrals - Establishing a process for acquiring online reviews and how to use them in your marketing and job pitches to win the bid

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

6. 6
3
4
5
6
2
1Explore Interest
Compare
PurchaseExperience
Referral
The Customer Journey is an Infinite Loop

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

10. 10
The Surefire Way

11. 11
Website Structure/Content

12. 12
Directory Listings Issues

13. 13
Expand Service Area

14. 14
Review Process

15. 15
Results

16. 16
Features
● Dashboard
● Visibility
● Lead Manager
● Reviews and Reputation
● Directory Listings
● Content Publishing
● Social Media
● PPC Advertising
● Marketplace

17. 17
Live Demonstration

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

25. Live demonstration

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!