In-home sales
If your reps sell in the home, I know your system.
Windows, siding, HVAC replacement, bath and kitchen remodeling. The product changes. The system underneath doesn't: a lead comes in, the call center sets it, a rep sits at a kitchen table, and the follow-up decides the rest.
The same four places, in every trade.
I ran a sales team before I ran marketing, and most of my marketing career has been in roofing and storm restoration, all sold in the home. Every one of those companies had the fog in the same four places, and fixing them looked the same each time.
Running a sales team taught me the part marketing reports usually miss: what happens after the rep leaves the kitchen table decides more contracts than anything that happened before they arrived. And the jobs a follow-up saves cost nothing more to win, so they carry the best margin you have.
Where in-home sales leaks
- Lead sourcesThe same source under several names, so nobody can say which one sold the job.
- The call centerSpeed to first contact, and appointments set that never get kept.
- The kitchen tableEstimates written with nothing after them, because the second visit has no owner.
- The reportMarketing counts leads, sales counts contracts, and the two numbers never meet.
Fix the four, and more of the leads you already pay for become contracts.
What carries across
The work, for any in-home sales trade.
- One lead-source list.Consolidated into a handful of parent sources with accurate sub-sources, and carried into the CRM and the call center.
- Cost per sale by source.Every channel judged on signed contract value, so cheap leads and good leads stop being confused.
- Kept appointments.The stretch between setting an appointment and sitting at the table, measured and owned.
- Follow-up reps will use.Rep-level landing pages, share-by-text and a follow-up message tool, so the second touch happens.
- A mix built on what returns.Money moves to the channels and markets that produce contracts, and out of the ones that don't.
- Reporting up in revenue.You see what I see, in signed-contract terms, before you have to ask.
What the trade changes.
Windows and siding run on longer consideration and financing, and the season shapes demand. Cost per sale by source matters more than in almost any trade, because quote-gathering homeowners fill calendars fast.
HVAC replacement splits into the urgent replacement and the planned one, and service agreements feed a steady flow of replacement leads that deserve their own line in the report.
Bath and kitchen remodeling sells a design as much as a product, with a higher ticket and a longer path from the first visit to a signed contract, so young months need a fair read.
In each case the offer and the season are yours to know. The system that turns a lead into a signed contract is where I come in.
What I'll tell you plainly.
My deepest work is in roofing and storm restoration. I don't claim trade experience I don't have, and a PE-backed CEO or an owner would be right to check.
What I bring to a window, siding, HVAC replacement or remodeling company is the system every in-home sale runs on, and a straight read on whether it fits your business. If it doesn't, you'll hear that in the first thirty minutes.
Want to know whether the system fits your trade? Ask me directly.
Book a working conversation →Thirty minutes, and a straight answer either way.