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Upcoming Live Courses
1/15/25 | 11:00 AM CDT
Make Taxes Fair | Corporate Compliance for Business Owners
Unlock the secrets of corporate compliance in this informative tax strategy webinar. Join us as we demystify what corporate compliance entails and explore its critical role in maximizing tax savings for your business. Gain actionable insights and practical advice to ensure your company is compliant while unlocking opportunities for financial optimization. Don’t miss this chance to enhance your understanding of corporate compliance and its impact on your bottom line!
1/15/25 | 5:00 PM CDT
Winning Wednesday: Free Group Consulting with Adam Sand and Industry Leaders
Tailored for roofing business owners, join Adam Sand in an Open Consulting Session known as Winning Wednesday. Experience a live Q&A where business owners share weekly wins, and Adam addresses challenges, offering tailored advice case by case. Adam will tackle issues hands-on, and you can bring up finance, accounting, production, and sales topics. You will also have an opportunity to learn from other business owners' challenges and failures. Adam will share years of experience, working in roofing companies from $300k to $100M and as an owner, consultant, and now CEO of one of the largest industry-focused consulting firms. Secure your spot now, and bring all challenges blocking you from reaching the next break-point!
1/16/25 | 9:30 AM CDT
Mastering Leadership: A Deep Dive into Self-Reflection & Growth
Ever wondered what kind of leader you or your team members could become? In this course, Adam Sand will guide you through the core principles of leadership, focusing on personal growth and introspection. You’ll learn how to conduct a powerful leadership audit survey, addressing challenges like feedback reliability, discipline, and trust—key components of effective leadership. Adam will provide the tools to help you and your team members grow into strong, reliable leaders, equipping you with the skills for long-term success.
1/17/25 | 11:00 AM CDT
Accelerating Sales with RBP: Tools and Strategies for Closing Deals Faster
Take your sales strategy to the next level with this focused session designed specifically for sales teams. This webinar provides actionable insights into leveraging RBP's platform to manage leads, streamline workflows, and close deals faster. Participants will learn how to utilize data-driven insights, automate follow-ups, and enhance collaboration to improve sales performance. Through role-specific examples and hands-on demonstrations, this session equips sales teams with the tools and strategies needed to achieve measurable results and drive success.
1/20/25 | 11:00 AM CDT
The Simple Guide to CompanyCam For Roofers
In today’s fast-paced roofing industry, seamless communication and project documentation are essential for running an efficient and successful business. During the session, you'll receive a comprehensive introduction to CompanyCam and learn how to use its core features effectively. We will cover the importance of real-time project documentation, showing you how to capture and organize photos, videos, and notes instantly, giving you complete visibility into every job site. Additionally, you will discover how to improve team collaboration by sharing updates and media in real-time, reducing errors and miscommunication between team members.
1/20/25 | 4:00 PM CDT
Marketing Monday
Kickstart your week with Marketing Monday, our new special event series designed to elevate your roofing business's marketing game. Join us for a live Q&A with Miguel Quintana, Director of RBP Marketing Services—this is an opportunity you don't want to miss!
1/21/25 | 3:00 PM CDT
How EOS Helps You Run a Business
Elevate your business operations and gain clarity on your mission and vision with this course tailored for leaders and business owners. Dive into the Entrepreneurial Operating System (EOS), a proven framework designed to simplify processes, align your team, and achieve your business goals. Learn from expert insights on how to create focus, instill accountability, and foster a cohesive leadership team that drives success. Transform your organization with actionable strategies to align everyone with your vision and build a healthier, more effective business.
1/22/25 | 11:00 AM CDT
Getting a Roofing Budget Built, What is a good Roofing Company Budget?
Unlock the secrets to creating a solid budget that drives growth and stability in your roofing business. Designed for business owners and financial teams, this course focuses on practical exercises and financial frameworks to align your goals with achievable outcomes. Learn how to turn financial challenges into strategic advantages, ensuring you meet and exceed your targets with confidence.
1/22/25 | 5:00 PM CDT
Winning Wednesday: Free Group Consulting with Adam Sand and Industry Leaders
Tailored for roofing business owners, join Adam Sand in an Open Consulting Session known as Winning Wednesday. Experience a live Q&A where business owners share weekly wins, and Adam addresses challenges, offering tailored advice case by case. Adam will tackle issues hands-on, and you can bring up finance, accounting, production, and sales topics. You will also have an opportunity to learn from other business owners' challenges and failures. Adam will share years of experience, working in roofing companies from $300k to $100M and as an owner, consultant, and now CEO of one of the largest industry-focused consulting firms. Secure your spot now, and bring all challenges blocking you from reaching the next break-point!
1/23/25 | 9:30 AM CDT
Get Monthly Financial Reporting Process in Place
Streamline your financial reporting with a structured monthly process tailored for roofing businesses. This course will guide you through industry-specific templates, collaborative tools, and automation strategies to enhance accuracy, efficiency, and decision-making. Gain the clarity and confidence needed to analyze your financial data effectively and drive informed business decisions.
1/24/25 | 11:00 AM CDT
Effortless Production Management: Optimizing Workflows and Team Collaboration
Maximize efficiency and precision in your production workflows with this focused session tailored to production teams. This webinar dives into the tools and strategies within the RBP platform that streamline project management, improve resource allocation, and enhance team collaboration. Participants will learn how to manage job tracking, coordinate schedules, and ensure seamless communication across departments. Additionally, discover how to implement and support the Production Octopus framework to maintain consistency, reduce errors, and deliver exceptional results. Through practical demonstrations and real-world examples, this session empowers production teams to optimize processes and drive success.
On-Demand Courses
ACCESS ON-DEMAND
Scaling for Growth with a CRM
Are you stuck in the CRM Doom Loop and ready for a change? It's time to revolutionize your CRM strategy with CRM Mastery 2.0. This in-depth course takes you beyond the basics of Customer Relationship Management, diving deep into strategies that break free from common pitfalls. Learn how to unlock the true potential of your CRM, transforming it into a powerful tool that drives growth, enhances customer relationships, and streamlines your business operations. Join us and take your CRM game to the next level!
ACCESS ON-DEMAND
The Platform Process Unlocked: RBP's 5-Part Journey to Success
Embark on a 5-part journey and transform how your team engages with the RBP platform. This comprehensive webinar series breaks down complex processes into role-specific strategies and actionable workflows. Each session provides practical tools, real-world examples, and hands-on learning to empower your team to navigate the platform with confidence. Whether you’re mastering foundational features or exploring advanced capabilities, this series will equip you to drive efficiency, foster collaboration, and achieve measurable success.
ACCESS ON-DEMAND
Implementing a CRM for Growth: Setup & Configuration
Maximize the power of HubSpot CRM with this course designed specifically for roofing businesses. Overcome setup challenges with expert guidance to seamlessly integrate HubSpot into your existing processes. Discover customized configurations, interactive onboarding strategies, and ongoing support that ensure a smooth and efficient transition. Learn how to optimize operations, enhance customer management, and unlock the full potential of your CRM to drive growth and efficiency. Don’t miss this opportunity to transform your business with HubSpot!
ACCESS ON-DEMAND
Strategic Advertising: How to Create Awesome Ads
Elevate your roofing business with impactful advertising strategies! This course will guide you through creating eye-catching visuals, engaging videos, and persuasive copy while developing strategic posting schedules tailored to your audience. Gain insights into understanding your target market to amplify ad performance and drive measurable results. Transform your advertising efforts into a powerful tool for growth!
ACCESS ON-DEMAND
Marketing Monday
Kickstart your week with Marketing Monday, our new special event series designed to elevate your roofing business's marketing game. Join us for a live Q&A with Miguel Quintana, Director of RBP Marketing Services—this is an opportunity you don't want to miss!
ACCESS ON-DEMAND
Strategic Hiring: How to Recruit and Retain High-Quality Sales Reps
Finding and retaining good quality sales reps is one of the most challenging tasks of any roofing company. In this course, we will teach you how to attract, hire, and retain top sales talent. You will gain insights into building a robust talent acquisition process, creating success profiles tailored to your company's needs, and implementing effective coaching and training strategies. You'll be equipped with the tools to build a high-performing sales team and drive business growth by mastering the art of talent recruiting and management.
ACCESS ON-DEMAND
How to Build Customer Avatars for your Roofing Company
Learn the essential steps to create accurate customer avatars for your roofing company's marketing strategy. This course will show you how to refine targeting, personalization, and messaging by developing detailed customer profiles. Gain insights into researching demographics, identifying goals and values, understanding decision-making behaviors, and using templates to streamline the avatar creation process—all aimed at boosting profitability and customer satisfaction.
ACCESS ON-DEMAND
Mastering the Basics: Core Features and Foundational Workflows for All Teams
Dive into the essential tools and workflows that form the foundation of success with the RBP platform. This session is designed for all team members, regardless of role, to build a strong understanding of the platform’s core features. Learn how to navigate the interface, execute key tasks, and streamline daily operations. Through interactive demonstrations and hands-on practice, participants will gain confidence in performing foundational workflows while uncovering time-saving tips and avoiding common pitfalls. By the end of this session, you’ll be equipped to confidently use the RBP platform in your day-to-day activities.
ACCESS ON-DEMAND
Get a High Converting Website
Transform your website into a lead-generating powerhouse with this comprehensive course on website optimization tailored for roofing business owners. If your site is driving traffic but not converting it into leads, this session is for you! Learn critical strategies for success, including crafting clear value propositions, designing user-friendly experiences, implementing impactful calls-to-action, and leveraging social proof. Gain actionable insights and practical techniques to enhance engagement, streamline conversions, and maximize your online impact. Walk away with the tools you need to turn your website into a high-performing asset for your business.
ACCESS ON-DEMAND
Marketing Monday - Mastering Direct Mail
Kickstart your week with Marketing Monday, our special event series designed to elevate your roofing business's marketing game. Join us for a live Q&A with Miguel Quintana, Director of RBP Marketing Services—this is an opportunity you don't want to miss!
ACCESS ON-DEMAND
Managing Unpaid Invoices: Effective Collection Process for Contractors
In this course, we dive into effective strategies for managing unpaid invoices and streamlining the collections process. Drawing from years of experience with hundreds of roofing contractors, Adam Sand will guide you through real-world examples to help you approach collections unemotionally, understand the legalities of invoices and contracts, and leverage tools like Levelset for lien rights management and HubSpot for invoice tracking. Be sure to invite your accountants and financial team to equip your business with the tools needed to significantly reduce accounts receivable and secure your earnings for 2025!