From Owner-Dependent to Exit-Ready in 4 Clear Steps

A proven process built by roofers who've scaled, systemized, and sold.

1

Apply & Assess

Start with your free Exit Readiness Score. Answer questions about your revenue, operations, sales process, and team structure. Get your personalized score and roadmap instantly.

5-minute assessment
Instant AI-powered analysis
Personalized exit roadmap
2

Implementation & Setup

We build your complete business operating system. CRM, AI voice, chatbots, automations, SOPs, and reporting — all custom-configured for your roofing company.

Full CRM buildout with pipelines and automations
AI voice receptionist and outbound dialer setup
Website chatbot and SMS automation
Team training and onboarding support
3

Launch & Optimize

Go live with your new systems. Monitor performance, adjust workflows, and continuously improve close rates, follow-up speed, and operational efficiency.

Real-time performance dashboards
Weekly optimization calls
Continuous AI training and refinement
4

Scale or Exit

With systems running and your business no longer dependent on you, choose your path: scale to new markets with confidence, or exit with maximum valuation.

Business valuation guidance
Buyer preparation and positioning
Exit readiness documentation

Typical Timeline

Most roofing companies see dramatic improvements in 90 days — and become exit-ready in 12-24 months.

30 Days

Systems built and launched

90 Days

Close rates improve 15-40%

12-24 Mo

Exit-ready business

Ready to Start Your Journey?

Take the first step with your free Exit Readiness Score.