Ascent Series Presentations - Fall 2025

Scale Your Business Without Hiring Nick Pagnani

Director of Professional Services

Nick Pagnani Dir. of Pro Services Nick has been working in the construction industry for over fifteen years. He started as a framer on a small crew and working up to being a licensed General Contractor who has built many homes, additions, hundreds of roofing and other projects.

He is passionate about helping contractors succeed! He loves serving you and cheering you on to success!

Before we get too far ahead of ourselves

Labor shortages

Training overhead

Inconsistent follow-up

You don’t have a hiring problem… …you have a process problem

If you had an assistant that could handle 30% of your daily admin work automatically what would you do with that time

Sending follow-up texts Updating job statuses

Assigning tasks Notifying sales reps

Core Rule: Automate what is repeatable; personalize what is relational.

Sending follow-up texts Updating job statuses

Assigning tasks Notifying sales reps

“I sold 3 roofs within a few weeks of adding those follow up texts” 1

When was the last time you thought about your process?

Eliminate Redundancy Sales

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Lead Appointment Scheduled Inspection Contingency / Claim File Adjuster Meeting Scheduled Insurance Approved Insurance Denied Create/Submit Estimate Pending Customer Signature Signed Contract Lost Sale

1.

2.

3.

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6.

Lead Appointment Scheduled Insurance Pending Estimate Sent Signed Contract Lost

Eliminate Redundancy Production 1.

2.

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Permit Order Materials Schedule Job Pending Start Date Job In Progress Other Trades Pending Final Walk Around Punch List Close Permit Job Complete

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2.

3.

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Permit/Pre Prod Order / Schedule Job Pending Start Date Job In Progress Job Complete

Eliminate Redundancy Billing

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Verify Final Supplement Create / Submit Final Invoice Pending Final Payment Payment Received In Legal Warranty Close Out Thank You / Review Paid & Closed

1.

2.

3.

Final Invoice Sent Review / Close Out Paid & Closed

Simplified Workflow

16

When is too much, too much?

Workflow = Foundation 1.

2.

3.

4.

5.

Workflows Stage Status Task Automation

List out the major milestones in your process Don’t over do it!

Listing every step in your process can cause users NOT to use the system and then chaos happens.

Map Your Customer Journey

Customer Journey

If you remember one thing, let it be this: “To Be Successful and Stand Out in Your Industry, You MUST Be Very Intentional About The Customer Journey” -Wayne Gretzky -Michael Scott - Nick Pagnani

IT ALL BOILS DOWN TO THIS!!!

NOW LETS Accelerate your business

Challenges working with Pros THE DATA BEHIND HOMEOWNER COMMUNICATION

What Tools Do We Need? ● ● ● ● ● ● ●

Automations Email Templates Text Messages Task Types Forms Reports Financials ○ ○ ○

Estimates Work Orders Invoices

Map Your Customer Journey Define Workflow Steps Identify Work

Workflow Status Tasks

Plan Communication

Text/Email

What Starts Next Step?

Proceed

Always ask, “How can I make this an awesome experience?”

Focus on the homeowner experience

Map Your Customer Journey 1.

2.

3.

4.

5.

What is each step of your customer journey from lead to close, and beyond?

What must happen in each of these steps?

What communication should happen in each step?

What triggers the next step?

Most importantly… How can I make the experience awesome?!

Roof Estimating

Retail Multi-Trade Lead Service

Estimating

Map Your Customer Journey

Map Your Customer Journey Create Contact

2. Appointment Scheduled

Contact Info

Confirmation Text/Email

Save Contact

Text: 1-Day Reminder

Automation

Text: 30 Minutes Reminder

Automation

Welcome Text/Email

Automation

Task Created

Task: Schedule Appointment New Task: Measure Scheduled

Automation

1. New Lead

Task Complete: Measure

Automation Text: Thanks, Next steps

Continue

Map Your Customer Journey Simple Retail Customer Flow

1. New Lead

2. Appt Scheduled

3. Need Quote

4. Decision Zone

5. Signed Contract

Contact Info

Confirmation Text

Task: Write Quote

Text 2-Day Reminder

Task: Create Invoice

Estimate = Sent

Text 5-Day Reminder Follow up Task

Invoice = Sent

Text: Estimate Sent

Fully Signed

Text: 80% Deposit

Signature Requested

Text: Thanks, next steps

8. Waiting on Materials

9. Schedule Install

Text: 1-Day Reminder Text: 30 Minutes Reminder Task: Appointment

Save Contact Welcome Text Task: Schedule Measure Appointment Scheduled

Completed

Requested

Text: Thanks, Next steps

6. Collect Deposit

7. Order Materials Completed

Completed

Task: Verify Deposit

Task: Order Materials

Text:10 day material update

Text: Dep OK, Next steps

Text:Materials Ordered

Task: Verify Material Delivery

Completed

Text:Mat here!

Schedule install Task: Schedule Install

10. Awaiting Install Completed

Text: 7-day reminder Text: 1-day reminder

WO Created WO Start Date Text: Install confirm

Key Status Text Message Automation Trigger Other Task

11. In Progress

12. Install Complete Completed

Task: Job Completed

Text: Job Done, Pay Me! Task: Verify Inv. Closed Text: Inv due tomorrow Text: overdue balance

13. Paid & Closed Completed

Text: Thank you & Review

Take Advantage of Tasks, Automations, and Templates These can assist in streamlining your processes and make life easier.

Unleash the power of task types Use different task types to track manual work.

Visit Settings, select Task Type ○ ○ ○ ○ ○ ○ ○ ○

Create Material Order Create Work Order Apply for Permits Schedule Job Verify Deposit Verify Permit Approval Materials Delivered Start-up Checklist

Task Reporting Track manual work that needs to be done.

Add Alerts through automations when work is not completed.

Add reports to your home page.

Home Page

What’s an Automation?

Trigger → When a Job is Modified Condition → If Status is equal to Paid & Closed Action → Send Email

Available as Event-Based or Time-Based

Available Automation Options

Templates make the world go ‘round

Build Great Emails

Email Templates

Build a Solid Email Template

HTML Editor

*HTML is a very common programming language - Find someone who can help you build your template

HTML Editor

*HTML is a very common programming language - Find someone who can help you build your template

Don’t be afraid to try new tech Chat GPT Google Gemini Pop.AI Stripo (email) Canva

Subject: Checking in on Your Roof at [Your Address] Hi [Contact Name], I hope this email finds you well!

It's been a week since we discussed your roof at [Your Address], and I wanted to check in and see how things are going. We're very interested in helping you get your roof back in tip-top shape, and we're eager to provide you with a detailed estimate for the project.

In the meantime, if you have any questions or need any additional information fro, please don't hesitate to ask.

We're happy to help in any way we can.

Best regards, [Your Name] [Your Company Name]

Text Templates

When should I message my customer?

Signed Estimate/ Approved Job

Job Scheduled

Startup - X days prior to WO

Next Steps: Text Email/Deposit

Scheduled Email: What to Expect

5 Days to Start Email/Text Tomorrow Reminder Email/Text

Schedule Job Task

WO Task

Crew Email WO Report

MO Task

Materials Delivered Task & Report

Apply for Permits Task

Pending Permit Report

Start Up Checklist

In Production

● Signed Estimate ● Materials Ordered/Delivered ● Permits Applied/Received ● Crew Assigned ● What to Expect ● Start Reminders

Estimate Signed Automation Once Estimate Fully Signed: ● ● ● ● ●

Verify Deposit Create MO Create WO Apply for Permits Schedule Job

Email Customer: ●

Thank you and next steps

Pre-Production Customer Message ● ● ● ● ● ●

Remove vehicles from driveway Protect fragile items inside and out Lock up your pets Unlock gates for access Landscape protection plan in place Noise expectations

Most messaging can be sent with automations!

Time-based automation to send homeowner a reminder

Most popular automations:

Welcome Texts Appointment Reminders Estimate Reminders Job Kick-Off Status Updates Invoice Reminders Reviews/Referrals

There’s an automation for that! ● ● ● ● ● ● ●

Contacts Jobs Estimates Invoices Tasks Work Orders & More!

We hope you don’t need this…

But just in case.

What do you do when you have outstanding balances?

Job close-out workflow 60 Days Outstanding

Invoiced 60 Days

30 Days

30 Days Outstanding

Send Email

90 Days

Collections Create Lien Documents

60 Day Task

Send Email 30 Day Outstanding Balance Task Outstanding Balance Report

Paid & Closed

Job close-out workflow Maintain your rights

When Are Construction Liens Filed In your state?

In Utah a construction lien must be filed within 90 days from the last date services or materials were provided, or within 180 days after the completion of the original contract. However, the state of Utah also allows pre-construction liens for services such as architects, surveyors and designers which can be filed within 90 days from the date their services or materials were last provided.

Recent changes to state law state that any party that may have a lien right must file a preliminary notice with the State Construction Registry within 20 days of commencing its own work on a project.

Job close-out workflow ● Automated messaging for aging balances ● Follow-up tasks for your team ● Highly visible A/R report

Why Do Workflows & Automations Matter? ● ●

Grows revenue by 43% on average Save 8 hours per person per week 12 Automated Email Template 2 Hours per Job (10 mins each) 16 Automations 4 Hours per Job (15 mins each) 16 Task Types 2.5 Hours per Job (10 mins each)

One final point…

You need to text!

Open rates

17-25% Email

vs

98% Text

Most common reason for bad reviews

47%!

Why text? ●

● ● ● ● ● ● ●

Customer Engagement ○ Open Rate ○ Response Time ○ Experience Close Rate Lead to Close Review Rate Review Scores Conversation Tracking Business Continuity Email Issues

Text-imonials “Within 3 hours of turning on Engage automations, I closed a deal that paid for texting for the next 12 years.”

Increase homeowner satisfaction

Most common customer text response?

“Thank you!”

Best practices Lead to Lost ●

Lead Sources

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Lead Nurturing

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Lost Reasons

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Drip Campaign

You have already paid for the lead, get the most out of it!

Best practices A few things to think about ●

Board Ownership

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KISS

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Status vs Task vs Automation

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Belt and Suspenders ○

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Process ○

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Don’t lose the human element Repeatable - Scalable

START SMALL -> BUILD BIG ○

“Don’t wait until it’s perfect. Automate it, test it, refine it.”

Creating a Revenue Machine Micah Peterson

Senior Account Executive, JobNimbus Marketing

Build your brand, own your market.

Experience: ○ 20+ years in sales and 8 Years in Digital Marketing ■

Agency experience at: Disruptive Advertising and Finch

Strategy: ○ High intent inbound lead generation that turns into revenue Competencies: ○ ○

Omnichannel Digital Strategy PPC, Paid Social, Organic content marketing

Interesting Fact: ○

I have had 9 major surgeries all from basketball!

Micah Peterson

Account Executive, JobNimbus Marketing

Understanding Digital Marketing

Creating a Revenue Machine Derick Turner

Senior Manager, JobNimbus Marketing

Understanding Digital Marketing

What contractors want

Consistent Leads

Return on Investment Established Authority High Conversions

Challenges contractors face

Limited time/resources Competition Differentiation Seasonality

Understanding Marketing

Marketing Basics Marketing is about buying new customers ○

Every dollar spent should be tied to acquiring and retaining customers

Reviews and referrals drive decisions ○ ○

Most homeowners pick roofers based on referrals (72% in 2025) Reviews are critical in their decision-making (90% in 2025 vs. 40% in 2024)

Social proof is everything ○ ○

High-revenue companies have more reviews (100+ or 200+) They also have higher ratings (4.9–5.0)

Marketing Channels Paid

What: Pay for visibility, clicks, or leads to drive immediate results How: Google Ads, Meta Ads, LinkedIn Ads, TikTok Ads, and display networks

Organic

What: Focuses on unpaid strategies to attract, engage, and retain audiences How: SEO, content marketing, organic social media, and email nurturing

Paid Marketing

Marketing Channels: Paid Local Service Ads (LSAs) Description: Local Service Ads are pay-per-lead ads for service-based businesses (e.g., plumbers, electricians, contractors) that appear at the very top of Google search results with a “Google Guaranteed” badge.

Pros: ● ● ● ●

Premium placement above standard Google Ads. Pay-per-lead model (only pay for valid leads, not clicks).

Builds trust with the Google Guarantee badge.

Simple setup compared to traditional Google Ads campaigns.

Cons: ● ● ● ●

Limited to eligible local service industries.

Leads aren’t always exclusive (shared with competitors).

Less control over targeting compared to Google Ads. Verification process can be time-consuming.

Local Search

46% of all Google searches are local searches

Marketing Channels: Paid Meta Ads (Facebook & Instagram Ads) Description: Meta Ads allow businesses to reach highly targeted audiences across Facebook, Instagram, Messenger, and Audience Network. They are built for visual storytelling and engagement, making them powerful for brand awareness, lead generation, and retargeting.

Pros: ● ● ● ●

Advanced audience targeting (interests, behaviors, lookalike audiences).

Strong creative formats (video, carousel, stories, reels).

Cost-effective for brand awareness and remarketing.

Excellent for building communities and engagement.

Cons: ● ● ● ●

Tracking challenges due to privacy changes (e.g., iOS updates).

Ad fatigue can happen quickly, requiring frequent creative refresh.

Performance can fluctuate if not optimized regularly.

Less effective for direct high-intent “ready-to-buy” searches.

Meta Ads

~$135 Average CPL (Cost Per Lead)

Marketing Channels: Paid Google Ads (Search & Display Network) Description: Google Ads is a pay-per-click platform that shows text or display ads across Google Search, YouTube, Gmail, and millions of partner sites. It captures intent-based traffic—people actively searching for products or services.

Pros: ● ● ● ●

High-intent leads since users are searching with purpose.

Flexible formats: Search, Display, Shopping, YouTube video ads.

Highly measurable and scalable with robust analytics.

Immediate visibility at the top of search results.

Cons: ● ● ● ●

Competitive keywords can be expensive.

Requires ongoing optimization to avoid wasted spend.

Complex for beginners; steep learning curve.

Display ads can suffer from low click-through and banner blindness.

Google Ads

~$29.30 Average CPC (Cost Per Click)

Google Ads

~$320 Average CPL (Cost Per Lead)

Channel Summary: Paid Channel

Description

Pros

Cons

Meta Ads

Ads on Facebook and Instagram

Advanced targeting, strong creative, cost-effective remarketing

Tracking limits, ad fatigue, lower intent

Google Ads

Search, Display, Shopping, YouTube ads.

Captures high-intent, flexible formats, measurable ROI

Costly to compete, can be complex, needs ongoing optimization

Local Service Ads (LSAs)

Pay-per-lead ads with Google Guarantee.

Top placement, pay only for leads, builds trust

Limited to services, shared leads, less targeting control

Organic Marketing

Online Search

55% of people perform an online search before booking a home service

Trust & Reviews

2.7x times more likely to consider a business reputable if they find a complete Google Business Profile (GBP)

Marketing Channels: Organic Local Optimization (GBP & Map Rankings) Description: Local Optimization ensures a business appears in geographically targeted searches, particularly in Google’s “Local Pack” and Maps results. It relies heavily on an optimized Google Business Profile (GBP), accurate citations, and customer reviews to attract local customers.

Pros: ● ● ● ● ●

Puts businesses in front of nearby, ready-to-buy customers.

High visibility in Google Maps and “near me” searches.

Builds trust with reviews and “verified” business status.

Cost-effective compared to paid ads.

Drives both online inquiries and in-person visits.

Cons: ● ● ● ●

Limited primarily to local/regional reach.

Highly competitive in saturated local industries.

Requires ongoing management of reviews and updates.

Algorithm changes can impact rankings unexpectedly.

Local - Google Business Profile A free listing that lets businesses manage how they appear in Google Search and Maps.

Local - Heat Mapping A visual analysis tool that shows where website visitors interact most on a page or where local engagement is strongest geographically.

Marketing Channels: Organic Organic Social Media Description: Organic social leverages non-paid posts and community engagement on platforms like LinkedIn, Instagram, TikTok, and Facebook to connect with audiences authentically.

Pros: ● ● ● ●

Strengthens brand personality and trust.

Excellent for building engaged communities.

Provides direct feedback and customer insights.

Cost-effective compared to paid ads.

Cons: ● ● ● ●

Organic reach has declined due to algorithms.

Growth can be slow without consistent posting.

Difficult to directly attribute ROI. Success requires creativity and ongoing engagement.

Marketing Channels: Organic Search Optimization (Integrated SEO, AIO, and Voice) Description: Search Optimization involves improving a brand’s visibility across traditional search engines (SEO), AI-driven search tools (AIO), and voice search. It focuses on ranking content where people are actively seeking answers.

Pros: ● ● ● ●

Builds long-term visibility and credibility.

Captures high-intent users actively searching.

Voice and AI optimization future-proofs strategy.

Cost-effective once authority is established.

Cons: ● ● ● ●

Results take time (months, not days).

Requires consistent technical, on-page, and off-page work.

Search algorithms and AI models frequently change.

Competitive industries can be difficult to rank in.

Marketing Channels: Organic Content Marketing Description: Content marketing uses blogs, videos, guides, and other valuable resources to educate, engage, and attract potential customers. It nurtures trust and supports all other marketing channels.

Pros: ● ● ● ●

Builds brand authority and thought leadership.

Fuels SEO, social, and email campaigns.

Creates evergreen assets that generate long-term ROI. Engages audiences across multiple formats (text, video, visual).

Cons: ● ● ● ●

Time- and resource-intensive to produce consistently.

Results compound over time, not instant.

Requires distribution strategy (content alone won’t be found).

Quality control is critical—poor content can damage credibility.

Marketing Channels: Organic Email Marketing Description: Direct communication with subscribers via personalized, segmented email campaigns to drive engagement, sales, and loyalty.

Pros: ● ● ● ●

Owned, controlled channel.

High ROI and measurable performance.

Enables advanced personalization.

Great for nurturing and retention.

Cons: ● ● ● ●

Needs quality list hygiene and compliance.

Risk of low engagement if misused.

Can trigger unsubscribes/spam filters.

Demands consistent value-driven content.

Channel Summary: Organic Channel

Description

Pros

Cons

Search Optimization (Search, AI, Voice)

Boosts visibility in search engines & AI/voice queries.

High-intent traffic, long-term authority, sustainable ROI

Slow results, constant updates, algorithm shifts

Content Marketing

Blogs, videos, guides to attract & educate.

Builds authority, fuels other channels, long-lasting ROI

Resource-heavy, delayed results, needs distribution

Local Optimization (GBP/Maps)

Unpaid posts & engagement on social platforms.

Builds trust, community, insights, cost-effective

Low reach, slow growth, ROI hard to measure

Organic Social

Direct communication with subscribers.

High ROI, owned data, personalized, great retention

List upkeep, spam risk, needs relevance

Email

Optimizes Google Business Profile & map rankings.

Local visibility, trust via reviews, drives calls/visits

Limited reach, requires management, competitive

Hammer vs Nailer

First Year Strategy - Slow and Steady (The Hammer) Stage 1 (Months 1–3) Foundations & Quick Wins ● ● ●

Stage 3 (Months 6–9) Organic Growth

Launch Local Service Ads (Paid) Start GBP posts/reviews (Organic) Implement call tracking & attribution

● ● ●

Launch Organic FB/IG (Organic) Expand content marketing + email nurture (Organic) Refine LSAs & Facebook Ads (Paid)

Month 3

Month 9 Month 6

Month 1 Stage 2 (Months 3–6) Paid Expansion ● ●

Launch Facebook Ads + landing pages (Paid) Begin SEO setup + core content (Organic)

Stage 4 (Months 9–12) Search Domination ● ● ●

Launch Google Ads (Paid) Scale SEO/content + optimize for AI/voice (Organic) Strengthen GBP/maps presence (Organic)

First Year Strategy - Slow and Steady (The Hammer) Months 1–3 (Stage 1)

Months 3–6 (Stage 2)

Months 6–9 (Stage 3)

Months 9–12 (Stage 4)

Why do this:

Why do this:

Why do this:

Why do this:

● ● ●

Generate quick leads with LSAs Build trust & visibility via GBP reviews Establish tracking for ROI clarity

● ● ●

Add Paid Social to diversify lead sources Landing pages improve conversions SEO groundwork starts compounding

● ● ●

Organic Social builds community Content + email nurture strengthen funnel Paid refinement lowers CPL

● ● ●

Capture high-intent demand with Google Ads SEO visibility + AI/voice readiness GBP ensures local dominance

Why not other things yet: Why not other things yet:

Why not other things yet:

Why not other things yet: ●

●

●

Delay Google + Paid Social until tracking/landing pages are ready SEO needs early setup but more time to pay off

● ●

Hold Google Ads to focus budget on LSAs + Meta Delay Organic Social until content cadence is in place

●

Delay Google Ads until Paid refinements are proven SEO authority still developing before scale

Expected results:

●

No new channel launches—focus is scaling existing ones

Expected results:

Expected results: Expected results: ● ● ●

First steady lead flow Stronger local credibility Reliable lead attribution

● ● ● ●

More leads from Paid Social Early SEO traction Better campaign tracking

● ●

Increased engagement & brand trust More efficient lead conversions Lower CPL from optimized Paid

● ● ●

Surge in high-quality leads Strong SEO-driven inbound traffic Full local + digital presence

First year leads

3 year projections

*Depends on seasonality

First Year Strategy - Domination (The Nailer) Stage 1 (Months 1–3) Foundations & Quick Wins ● ● ●

Stage 3 (Months 6–9) Growth & Momentum

Launch Facebook, Google, and Local Service Ads (Paid) Start GBP posts/reviews and Organic FB/IG (Organic) Implement call tracking & attribution

● ●

Scale winning ad campaigns (Paid) Grow Organic Social cadence, expand content, launch email marketing (Organic)

Month 3

Month 9 Month 6

Month 1 Stage 2 (Months 3–6) Optimization & Early Learnings ● ● ●

A/B test ads, refine targeting, reduce CPL (Paid) Maintain GBP activity + begin SEO/content (Organic) Improve close rate through early insights

Stage 4 (Months 9–12) Compounding Results ● ●

Paid ads highly optimized & cost-efficient (Paid) SEO traffic grows; Organic Social + GBP reinforce ads & brand (Organic)

First Year Strategy - Domination (The Nailer) Months 1–3 (Stage 1)

Months 3–6 (Stage 2)

Months 6–9 (Stage 3)

Months 9–12 (Stage 4)

Why do this:

Why do this:

Why do this:

Why do this:

● ● ●

Immediate lead flow from Paid (Google, Meta, LSAs) GBP + reviews build credibility Tracking ensures ROI visibility

● ● ●

Add Paid Social to diversify lead sources Landing pages improve conversions SEO groundwork starts compounding

● ● ●

Organic Social builds community Content + email nurture strengthen funnel Paid refinement lowers CPL

● ● ●

Capture high-intent demand with Google Ads SEO visibility + AI/voice readiness GBP ensures local dominance

Why not other things yet: Why not other things yet:

Why not other things yet:

Why not other things yet: ●

●

Delay SEO/content until ad data shapes strategy

● ●

Expected results:

Hold Google Ads to focus budget on LSAs + Meta Delay Organic Social until content cadence is in place

●

Delay Google Ads until Paid refinements are proven SEO authority still developing before scale

Expected results: ● ● ●

Rapid inbound lead flow Early Organic presence Measurable ad performance

●

No new channel launches—focus is scaling existing ones

Expected results:

Expected results: ● ● ● ●

More leads from Paid Social Early SEO traction Better campaign tracking

● ●

Increased engagement & brand trust More efficient lead conversions Lower CPL from optimized Paid

● ● ●

Surge in high-quality leads Strong SEO-driven inbound traffic Full local + digital presence

First year leads

3 year projections

*Depends on seasonality

The real numbers

Marketing by Growth Stage Stage

Focus & Priority

Budget & Structure

Key Strategies

Indicators to Move Forward

Sub $1M ARR

Build credibility, local visibility, and lead flow

Spend 7–10% of revenue; agency + tools, modest PPC

GBP optimization, local SEO, website fundamentals, reviews, modest PPC tests

Leads become repeatable, close rates stabilize, ready to scale

$1M–$3M ARR

Create predictable multi-channel lead flow & brand consistency

Spend 8–10%; shift more to paid channels, retain agency + in-house mix

Robust SEO (city pages), PPC + retargeting, social proof, CRM & nurture

Paid + organic channels deliver ROI, pipeline consistent

$3M–$5M ARR

Optimize efficiency, conversions & expand internal marketing capacity

Spend ~7–10%; begin building in-house team + agency for specialized work

Advanced SEO & content machine, CRO, smarter ad strategies, community & PR

Lead costs drop, conversion rates improve, scaling becomes sustainable

$5M+ ARR

Full funnel, region expansion, brand leadership, attribution mastery

Spend lowers (5–9%); focus shifts to analytics, brand & systems

Full funnel mix (SEO, PPC, LSAs, social, video, brand), expand markets, internal marketing team

Multi-touch attribution, sustained growth across markets, high brand equity

Local Search

78% of local searches lead to an offline conversion

Know where you stand

JN Marketing Audit

Google Analytics A tool that tracks and reports website traffic, user behavior, and conversion data to measure online performance.

Google Search Console A free platform that helps monitor, maintain, and troubleshoot a website’s presence in Google Search results.

Tools - SEMrush An all-in-one digital marketing tool for SEO, keyword research, competitor analysis, and online visibility management.

Backlinks Links from other websites that point to your site, signaling authority and improving search engine rankings.

Local - Bing for Business Microsoft’s platform that helps businesses manage their visibility and information across Bing search and maps.

Local - Citations Mentions of a business’s Name, Address, and Phone number across the web, which influence local SEO rankings.

Technical - Page Speed A website’s technical speed is a representation of a site's code, server, and assets performance that impacts both user experience and search engine rankings.

Other Helpful Tools ●

SEO Meta in 1 Click ○

A free browser metadata tool that checks metadata and displays main SEO information for a site

●

Fatrank ○

A free browser keyword rank checker tool that tells you if and where a website page URL ranks.

Other Helpful Tools ●

Wappalyzer ○

A free browser tool that shows you what websites are built with.

●

Tag Assistant ○

A free tool that helps you install and troubleshoot your Google tags.

Your path forward

Optimize Your Website

Things You Must Do

Update Your Website Optimize Your GBP Update Your GBP

Google Ads

Ways We Can Help You Win

Facebook Ads Ongoing Optimization Websites

Pricing Lead Starter

Lead Builder

Reputation Management + Local Service Ads + Google Business Profile Posts

Lead Starter + FB Ads + Ad Spend + Landing Pages

===================

Cost of Services:

Lead Flow

Full-Scale Growth

Lead Builder + Organic Social (Facebook , Instagram)

Lead Flow + Google Ads + Ad Spend

===================

===================

===================

Cost of Services:

Cost of Services:

Cost of Services:

$500 (w/3 month contract)

$2,000 (w/3 month contract)

$3,500 (w/3 month contract)

$6,000 (w/3 month contract)

YOUR TOTAL AD SPEND:

YOUR TOTAL AD SPEND:

YOUR TOTAL AD SPEND:

YOUR TOTAL AD SPEND:

$2,000+

$2,000+

$5,000+

$500+

Standard Packages Lead Starter

Reputation Management + Local Service Ads + Google Business Profile Posts

Lead Builder

Lead Starter + FB Ads + Ad Spend + Landing Pages

Lead Flow

Lead Builder + Organic Social (Facebook , Instagram)

Full-Scale Growth

Lead Flow + Google Ads + Ad Spend

PRICING

A la carte pricing

FB Ads ($1,500 minimum ad spend)

$1,500/month

Reputation Management + Local Service Ads + Google Business Profile Posts

$500/month

Organic Social (Facebook and Instagram)

$1,500/month

Google Ads ($4,000 minimum ad spend)

$2,000/month

AI and SEO Optimized Website Build + Hosting $500/month Blog post

$250/post

Backlinking per Backlink

$250

Additional Service to Market

$500

*3 months contracts

FB Ads ($1,500 minimum ad spend)

A la carte services

Reputation Management + Local Service Ads + Google Business Profile Posts Organic Social (Facebook and Instagram) Google Ads ($4,000 minimum ad spend) AI and SEO Optimized Website Build + Hosting Blog post Backlinking per Backlink Additional Service to Market

*3 months contracts

JobNimbus Marketing customers last quarter: Schmitt Roofing (Texas) Facebook Ad Spend - $6,475 Google Ad Spend - $15,046 Total Ad Spend - $21,521 Revenue Generated from Ad Spend: $217,945

Jaco (Georgia and Tennessee) Google Ad Spend - $31,419 Total Ad Spend - $31,419 Revenue Generated from Ad Spend: $531,419

Event Only Promotion ●

12-month Custom Strategy ($3,500 value) ○ ○ ○

●

Site Audit & Optimization ($2,500 value) ○ ○ ○

●

Organic Paid Social

Keyword Research Page Metas & Headers Images

GBP Audit & Optimization ($1,500 value) ○ ○

Profile Posts Strategy

One Time: $7,500 $1,500

Build Your Revenue Machine!

Access free tools and resources by scanning the QR code

Questions?

What are the problems you’re dealing with?

Implementing AI in Your Business Practices Ryan Walker

Director of Product , JobNimbus

What do you get out of AI? ● ● ● ● ● ● ● ●

Save time!!!

Brainstorming consultant Building a brand and voice Building and refining your processes Content creation and communication Analyzing your business, website, workflow, etc.

Hiring and teambuilding Summarizing large data sets

Prompt Engineering ● ● ● ● ● ● ●

● ● ●

Start as a Thought Partner Avoid Vague Prompts: Instead of "Write about climate change," try "Discuss the economic impacts of climate change in developing countries."

Use Constraints: Specify word count or format (e.g., "in a bulleted list").

Assign a Persona: Ask the AI to "act as" a specific role, like a "marketing expert."

Give an Example: Show the AI what you want with an example of the desired output.

Start Simple: Begin with a basic prompt, then add detail as needed.

Break Down Tasks: Split complex requests into smaller, simpler steps.

“What else should I be considering?”

“Act as the devil's advocate and critique…”

“I want to define my company culture. Ask me questions about my business until you have enough to write a 1-2 page, concise document that outlines our culture.”

AI Agenda ●

● ●

● ●

Building a custom Gem/ChatGPT ○ Basic Description ○ Content Population ○ Starter Conversations Prompt Engineering Content Generation ○ Core Values and Culture ○ About us ■ Email and text ○ Marketing help Hiring ○ JD, Scorecards, evaluation Granola

Product Vision

Ryan Walker

Director of Product , JobNimbus

Our mission

Make contractors heroes

JobNimbus knows what you need to do and does it for you.

Leads

Estimates

Smart Automation

Do more, faster & easier

Product Roadmap Themes

Build trust throughout the process Communicate better Grow and scale your business 139

Sales

Internal note

Product Selections

Estimate Design Page - Before

After

Secondary Color

Estimate Design Preview

“Capabilities” / “We can help you with”

Price Override

Job Custom Fields

Measurements Updates

More coming soon ●

Insurance estimating

●

Measurements Testing

●

Supplementing & Change

●

Financing

Orders

Production

Supplier Notifications

Caching

Options + Deep Search for supplier products

Subs listed on the WO table

MO Automations and MO Status updates

A lot more coming soon!

Core

New Navbar with personalization

New Job View

Manage Dashboard Widgets

Form Submission and editing on Web

Lots of little things 1. Activity feed filters apply on widgets 2. Unified upload experience with individual editing 3. Expanded task widget and open of drawer from dashboard 4. Related contacts on tasks 5. A bunch of notifications fixes

More coming soon ●

Powerful search w/actions

●

1-click automations

●

Scheduling agent

●

Fine grained permissions

●

AI summaries

●

New QBO and Netsuite

●

Improved org hierarchy

●

QBO expense sync to Profit Tracker

integrations

Project Sherlock

Project Sherlock

Project Sherlock

Mobile

Mobile AI Beta 1. Currently in Alpha 2. Moving to Closed Beta a. Adding 300 users b. Scale up after that

What It Does: ●

Manage Records: Create or update contacts, jobs, tasks, notes, and estimates

●

Communicate: Send emails, texts, or start calls

●

Search & Organize: Instantly find records, check schedules, and get directions

●

Automate Workflows: Trigger forms, workflows, and financial actions

Key Benefits: ● ● ● ●

Speeds up daily operations through conversation Respects permissions and business rules Integrates seamlessly with existing workflows Provides smart, context-aware suggestions

Communications

AssistAI + Engage & Unified Inbox

Beta Test!

Increasing Your Close Rate Ryan Walker

Director of Product , JobNimbus

Homeowners have changed

75%

93%

60%

of consumers expect businesses to respond to inquiries within 24 hours, and 50% expect a response in under an hour.

of consumers read online reviews before making a decision about hiring a contractor.

72% of consumers trust online reviews as much as personal recommendations.

of home service-related searches, including finding contractors, are done via mobile devices.

Beautiful presentation

Sales Experience

Options and upgrades Powerful calculations Digital payment collection

I don’t have time

But…

I already tried it It’s too complex

I like my way of doing it

41.1%

⬆28%

Close rate: vs. 32.1% for companies using only legacy estimates

+$560,000 28% increase on a $2M company

8.2 hrs Time from sent to signed: vs. 39.1 hrs for legacy estimates

⬇80%

94% Of first impressions are design related British Journal of Psychology

$3,103 Average increase in job size: Companies using upgrades

⬆+21%

How to Implement?

Iteration Think big, start small

Example

Simple Estimate Mode (coming very soon!)

Advanced Mode

Make it as advanced as you want

How to “Launch” Build it Basics first!

Tweak it

Try it

Make changes based on feedback

Start with one sales rep

Layout vs. template

Layout = the base model

Layout vs. template

Template = build options / variations

Create your default layout

Estimate Settings

Layouts

Only the pages I need

Excluded pages

Add photos

94% Of first impressions are design related British Journal of Psychology

Add estimate details

208

PRO TIP

PRO TIP

PRO TIP

High profitability, revenue companies offer Good, Better, Best

Options

Options

Options

Upgrades

$3,103 Average increase in job size: Companies using upgrades

⬆+21%

Signing

~76% Of online shopping happens on a mobile device

Source: gauss.hr e-commerce statistics report

8.2 hrs Time from sent to signed: vs. 39.1 hrs for legacy estimates

⬇80%

Deposits

Add a deposit to drive cash collection

Do it all on the mobile app

6 min Time from create to send on mobile: Vs. 19 min on web

⬇68%

Becoming a power user

Standardized repeatable process ● Eliminate the human error ● Quickly generated estimates ● Improved homeowner experiences

Measurements

1. Set up tokens

Using calculations

2. Set up calculations 3. Order measurements

4. Create estimate

Measurement Tokens - Placeholder for the measurement

Measurement Tokens

Add your tokens - the measurements to be taken

Create Calculation

Assign Products to the Calculation

When adding new products, AI will suggest

Add measurements to the job

Measurements

Measurements

Think big, start small!

Takeaways

Make it beautiful

Offer options & upgrades Then, become a power user

+$560,000 28% increase on a $2M contracting company

How do I start?

Iteration Think big, start small

How do I get the team on board?

Think BIG, start small

How do I get the team on board?

Find your champion Do you want to sell 28% more?

Build it Basics first!

Tweak it

Try it

Make changes based on feedback

Start with one sales rep

Product AMA

Maximizing Your Value of JobNimbus Eric Spitz

Director of Growth & Expansion, JobNimbus

Customer Account Executive Team ●

Understand your business goals

●

Provide tailored product strategies

●

Drive your success as a trusted partner

●

Ensure you get the most from JobNimbus

Supporting Your Growth Journey Implementation

Support

Technical Success Manager

Professional Services

Streamline Material Ordering Supplier Catalogues

Live Pricing

Connect your supplier accounts to get access to their catalogues of products and pricing

Hit your target profit margin with confidence knowing you have up-to-the-minute pricing on your materials

Direct Ordering

Delivery Tracking

Once your estimate is signed, you can send it right to your supplier account for fastest processing possible

Know exactly when your materials will be delivered for more accurate production scheduling

Get Paid for Ordering Your Materials Through JN New Customers ● ● ●

Submit 10 orders $50K order volume JobNimbus integration

Existing Customers ●

3 free months of Assist AI

Get Paid Faster ● ● ● ●

Collect payments upfront Get funds fast Send a text, get paid with a text Send payable invoices with a click

Save time and sanity Save 8+ hours a month with easy payment reconciliation an 2 hours per job chasing homeowners for payment

Make the Best First Impression Earn 5-star reviews for communication ● ●

On-Site to Inbox Effective Messaging

87%

● ●

Email Management Communication

90%

Homeowners prefer a text

Read in 3 minutes or less

5x

8x

Open rate vs email

Response rate vs email

Financing that Helps You Close - and Grow Your sales team new favorite tool ● ●

Flexible payment plans Fast approval decisions

● ●

Risk mitigation Cash flow optimization

20% higher close rates

Grow deals by $2K - $3K

Sign deals 30% faster

60% homeowners prefer

Contractors using built-in financing

Decision time from proposals to signed

With “Better” or “Best” tiers + financing

Financing options when available

AI powered phones ●

95%+ of calls answered 24/7 (vs. industry average missed call rate of 30–50%)

Conversion Acceleration using AI ● ● ●

50–70% faster lead-to-appointment time by eliminating manual follow-up Appointments booked instantly vs. callbacks that could take hours or days Fewer leads lost to delay = higher conversion rate from interest to job

Never Miss a Lead Again

“12-15 deals we wouldn’t have gotten otherwise because we would have missed those calls…”

— JOE FOSTER, CLEAR CHOICE ROOFING

Let’s Grow Together

Executive Partners Presentation Connor Rodich

Vice President, Executive Partners Click here for slides

Best Practices for Increasing Success Nick Pagnani

Director of Professional Services

Best Practices 2 6

Clarify ● ● ●

When you say “Commercial” Do you mean apartments or high rises?

What are your future growth plans?

Where did you end last year $-wise and where do you want to be?

2 6