Putting the “pro” in proactive professional

By Jenny Yu. 

Utilizing a CRM can help contractors break free from workflow chaos and streamline success. 

In this episode of Roofing Road Trips®, Megan Ellsworth spoke with Danielle Basch from Leap to discuss the hidden costs of disorganization in running a roofing business and how utilizing a CRM can help turn things around. 

Danielle said that, while inefficiencies might not be obvious at first, they add up quickly. “You might not see it in the day-to-day, but it adds up,” she explained. “The missed follow-ups, the mistakes that lead to redos, crews waiting around for the job details and the team burnout. Your office staff is constantly chasing information, and that's when crews and homeowners get annoyed.” 

Disorganization doesn’t only affect your team and your customers; it takes a heavy toll on the business owner, too. 

“For the contractor, you're stuck reacting instead of growing,” Danielle shared. “When you implement software or even just a basic CRM, you start to realize you can scale a business more easily, because those things are centralized and managed from one place.” 

When contractors finally break free from their past painful processes, Danielle said the difference can be dramatic. “They'll feel it across the board slowly,” she said. “They'll start selling more and faster. The office staff won't be as burnt out, buried in paperwork. The crews will show up with the right information and the right materials. Then homeowners become impressed, your reviews go up and you, as the owner, can finally breathe.  You can think about growth, not just getting through the day-to-day.” 

That’s where Leap steps in. “Leap helps you take control of your processes so you can run your roofing business like a pro,” Danielle stated. “Our mission at Leap is to help you look more professional in the home and land those deals so you can grow your company.” 

From lead intake to project completion, Leap helps you organize all of your systems and operations in one customizable place. You can create estimates, pull pricing data from manufacturers and take payment directly through the CRM. By embracing these streamlined systems, contractors can trade reactionary chaos into intentional growth and finally run their businesses with the efficiency and professionalism that customers expect.  

Read the transcript or Listen to the podcast to learn more about how Leap can transform your business operations and bottom line.