Sales Training for Contractors
Sales training for the trades that show up.
An operator-led sales training system for roofing, HVAC, construction, and home improvement contractors. Coaching plus an installed sales-and-dispatch operating standard — so the system closes the job, not the salesperson's mood.
The Pillars
Six pillars. One operating standard.
Sales training that sticks because it's installed into the system the techs and estimators use every day.
PILLAR · 01
Speed-To-Lead
Most contractor leads die in the first 5 minutes. We install the call cadence, dispatch rules, and text-back automations that get a human on the lead before the competition's voicemail beeps.
PILLAR · 02
Estimate Discipline
Standardized inspection, photo capture, and option-based pricing. Estimators stop discounting in the driveway because the process does the closing.
PILLAR · 03
Close + Collect
Financing on the tablet. Deposit before the truck leaves. Signed change orders the same day, not next week.
PILLAR · 04
Tech-to-Office Standard
The dispatcher, the tech, and the estimator work one board. No 'I texted you about that' — every job, photo, and conversation pinned to the property.
PILLAR · 05
Trade-Specific Playbooks
Roofing storm follow-up, HVAC change-out vs. repair frameworks, plumbing service-to-replace ladders. Built for the trade you actually run.
PILLAR · 06
Coach The Number
Revenue per tech, close rate, average ticket, no-show rate. Weekly coaching against the scoreboard, not vibes.
Built For The Field
Trades we install into.
Trade-specific playbooks, scripts, and dispatch rules — not generic sales theory.
Roofing
HVAC
Plumbing
Electrical
General Contracting
Remodeling
Solar
Windows & Doors
Home Improvement
Two Ways In
Coach the team. Or install the system.
Most contractors do both — but start where the leak is biggest.
PATH 01 · COACHING
Founder-Led Sales Coaching
Weekly coaching for owners and sales leads in the trades. Scoreboards, scripts, and the standard — held to.
See coachingPATH 02 · INSTALLED SYSTEM
Trades OS — The CRM for Contractors
Dispatch, jobs, invoices, and customer history — one rugged operating system built for the truck and the office.
See Trades OSFAQ
Questions contractors ask.
Q · 01
What is sales training for contractors?
Sales training for contractors is a system — scripts, dispatch discipline, estimate-to-close process, and follow-up cadence — installed inside a roofing, HVAC, plumbing, electrical, or general contracting business so techs and estimators close more of the work that's already in the pipeline.
Q · 02
What's the best CRM for contractors?
The best CRM for contractors is the one that runs the whole job — dispatch, mobile tech portal, customer comms, on-site invoicing, and customer history — without the office and the field maintaining two parallel sources of truth. Trades OS is built on that standard.
Q · 03
Does sales training work for roofing companies?
Yes — roofing is one of the highest-yield use cases. Roofing sales training pays back fastest when it's paired with a system that times the storm follow-up, gets estimators on-site faster than the competition, and presents financing options at the kitchen table.
Q · 04
How long does an install take?
A standard Trades OS install runs 2–4 weeks: discovery, configuration, data migration, dispatcher and tech training, and a live go-cutover. We stay in the seat through the first full revenue cycle.
Next move
Install the standard. Train the team. Close the job.
Start with the audit, then book the call to map coaching plus Trades OS into your shop.
05 — Enter the ecosystem
Run with the Operator Network.
The Sales Boss ecosystem is built for operators — not audiences. Whether you're learning the doctrine, installing the infrastructure, or running the cadence, this is where serious founders go to build.
Structure creates relief · Discipline outscales hustle · Pressure tests everything