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2-minute sales diagnostic

Find where your appointments die.

Four numbers and nine quick questions. You'll get your Home Doctor Score, the stage of the appointment where you're losing deals, and exactly what to fix.

1 · Your last month

A demo is a full presentation with pricing. Signed includes contingency and finance agreements.

2 · How your reps run an appointment

Beginning of the appointment

T Trust Building. Reps ask discovery questions to uncover what the homeowner is worried about before they inspect.

E Explore the Property. Reps walk the property with the homeowner and look at their concerns together.

C Condition Diagnosis. Reps document the roof with tools (camera, moisture meter, drone or GoPro) and show the homeowner what they found.

Middle of the appointment

H History & Heritage. Reps tell your company story and show proof from past homeowners (test cases, photos, reviews).

N Narrate Install Expectations. Reps walk the homeowner through what install day looks like, step by step.

I Illustrate the Remedies. Reps tie each product option and warranty to the specific problem they found.

End of the appointment

Q Question for Commitment. Reps ask a commitment question before showing the price ("Anything that would stop you from moving forward today?").

U Understand Pricing & Payments. Reps present good / better / best options with monthly payment choices.

E Easy Paperwork & Close. Reps make signing simple and ask for the agreement in the same visit.

Your Home Doctor Score
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Benchmark 125 (75% demo + 50% close). Over 120 is strong.
–Demo rate
–Close rate
–Revenue per appointment
–Left on the table / month
Your diagnosis

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Beginning
Middle
End

Your prescription

    Questions

    What is the Home Doctor Score?

    Your demo rate plus your close rate. Demo rate is how often a rep delivers the full presentation on an appointment they run. Close rate is how many of those demos sign. The Home Doctor benchmark is 75% demo + 50% close = 125. Anything over 120 is strong.

    What counts as a signed agreement?

    A finalized contract, a signed insurance contingency, or a signed finance contingency. It credits the rep for getting the homeowner to yes, even if insurance or financing finalizes later.

    Where does this come from?

    The Home Doctor Sales System, the in-home appointment process taught in the Roofer Advancement Community and The Syndicate Mastermind. Its nine steps spell TECHNIQUE: Trust building, Explore the property, Condition diagnosis, History & heritage, Narrate install expectations, Illustrate the remedies, Question for commitment, Understand pricing & payments, Easy paperwork.

    What if my numbers are already strong?

    Then your problem usually isn't closing, it's at-bats. Roofory gives one roofer per territory a guaranteed number of booked inspection appointments every week.