: JobNimbus Guest
JobNimbus Vision
Ben Hodson Founder & CEO
ACTIVITIES I LOVE
MY FAMILY
I’VE CREATED
COMPANIES I’VE STARTED
Great at their trade
Not so great at running their business
Big dreams
Lack the tools to achieve their dreams
Our mission
Make contractors heroes
What does it mean to make a contractor a hero?
Achieving business goals
More time with family & friends
Giving back to your community
What does it mean for a homeowner?
Communication
Reliable, professional, responsive
Project satisfaction
Contractor perception
Vision
Automate the entire business of the contractor
“JobNimbus anticipates what I need to do next and does it for me”
“I can do the work of 2 people in half the time”
“I can scale to $10M with only 5 employees”
“I can finish a job in hours instead of days and do it safer”
Making a hero Quality Efficiency Revenue
- More jobs - More time with family - More giving - More beloved contractors - A generational business
Profitable growth
12 million jobs created worldwide
27 million contractor lives changed
3 billion property owners give a 5-star review
87% better worker safety
26 million generational businesses
We’re assembling the Avengers
A JobNimbus team of heroes
Making contractors heroes
How are heroes made?
The Hero’s Journey
Departure Return Initiation
Return
Problem is solved and hero is changed by the experience
Hero’s Journey
Departure
Hero decides to solve a big problem
Initiation
Hero learns, devises a strategy to solve the problem, and struggles through challenges.
Dave Hickey
Roofers
Hail storms
Roofing software
First version
Less features, but much better
Customer feedback
Incorporated March 2013
How We Got Our Name
Nimbus cloud
Bootstrapped
First support team
Tight
Bills &
Team growth
Key partnerships
#1 in the roofing
Business slowdown
Built Sales team
Implemented EOS
Switched to explosive growth
$10 million ARR goal (1% chance)
$5 million
$10 million
$53 Million Investment
Building the team
Product improvement & scale
Acquisitions
Engage
2022-2023
New products launched
Building the team
JobNimbus Marketing
JobNimbus Payments
Supplier Integrations
● Biggest Series B ever in Utah history Series B
● Largest round in home exteriors
● Largest investment in Utah in 2024
Re-launched into Fencing
ABC supply integration
Assist Ai launch
The year of “core platform”
The impact we want to make in 5 years:
● 25,000 contractors grown
● 450,000 construction jobs created
● 500 high-quality jobs created
● 16 million homeowner experiences improved
JobNimbus Office Tour
Jared Olson
Nick Cook
Utilizing AI In Your Journey
Kaili Smith VP of Marketing
AI at JobNimbus
● Content Assistant: Automated blog posts, email campaigns, social captions.
● Deep Research Mode: Real-time sentiment analysis of brand perception and competitor positioning.
● Visual Content Generation: Event visuals and social media graphics using Midjourney and Canva AI.
● The Archetype Mentor: Archetype-based leadership and team-building through personalized mentor card decks.
● AI-driven Lead Scoring: Prioritizing sales outreach by predicting lead quality.
● Meeting Automation: AI-generated meeting summaries and follow-ups using Otter.ai and Fireflies.ai.
● Travel/Event Automation: Streamlined booking processes and itinerary management with Navan.
● Predictive Analytics: Feature prioritization based on predictive customer usage data.
● Generative Product Content: Auto-generated product updates and customer communications.
AI at Home
● Custom Chore Systems: Weekly printable checklists tailored to my kids’ actual skills, after-school rhythms, and our family values.
● Screen-Free Summer Gameplan: AI co-built our entire summer structure—daily habit charts, room checklists (“Leave No Trace”), and activity menus to reduce whining and boost independence.
● Meal Planning & Grocery Flow: Kid-friendly lunch ideas, freezer-safe recipes, and protein-packed pancake hacks that taste like the boxed mix they love.
● Midjourney + Runway + Udio Sessions: We play with image generation, make our own album covers, remix story scenes, and generate original soundtracks.
● Character & World Building: Each kid has their own fantasy species, weapons, and lore, all generated with them..
● Creative Confidence: My kids are learning to treat AI like a tool. Experimenting, editing, and asking, “What if?”
This is a Working Session
Brand Sentiment
Deep Research Mode
- 4.1 or 4o
Prompt You are a market researcher conducting sentiment analysis. Summarize the overall sentiment around the brand "YOUR BRAND" in the X industry based on recent public reviews, social media mentions, and online discussions. Clearly identify:
- Top 3 positive mentions or strengths
- Top 3 negative mentions or weaknesses
- General perception or reputation
- Notable trends or changes in sentiment over the past 3 months
Takeaways?
Custom GPT
Speed and Scale Brand Consistency
Ease of Use
What Custom GPT Are You Going to Make?
Questions?
Driving Culture
Start by Defining Your Identity
Ask yourself and your team:
● Who are we as a company/team?
● What makes us unique?
● What’s the purpose driving our daily work?
Get Crystal Clear
You need to start with crystal-clear clarity about what your culture actually is.
Write a clear purpose statement (one sentence) describing who your team is and what you exist to accomplish.
Identify Your Core Beliefs
Ask yourself:
● What values would we never compromise on?
● Which behaviors do we reward and celebrate most?
● Which behaviors do we actively discourage?
List 3-5 core values that genuinely reflect your company’s ideals and reality (e.g., Ownership, Customer Obsession, Proactive Learning).
Questions?
Our Product Vision
Adam Keys VP of Product
JobNimbus anticipates the work you are trying to accomplish, and just does it for you.
Managing Leads
Chance of Closing
Profit Margin: 23%
Chance of Closing
Profit Margin: 18%
Chance of Closing
Profit Margin: 24%
Chance of Closing
Profit Margin: 17%
Chance of Closing
Estimating
Switch to “Generic Synthetic Underlayment” to earn $120 more profit
Switch Product
Alerts
You have added white fascia and gutter, but added brown drip edge
Switch Product
You added enough shingles for a 12% waste factor, but we recommend 16% waste.
Change Quantity
Alerts
You have added white facia and gutter, but added brown drip edge
Switch Product
You added enough shingles for a 12% waste factor, but we recommend 16% waste.
Change Quantity
You are only $3,000 away from and Owens Corning Promotion, switch shingles and get a $500 kick back.
Easily switch your roof system and preserve all the require products, colors, etc.
Manufacturer pricing has shifted, check out the pricing evaluation for this estimate.
The top 10% of roofing contractors in your area offer unlimited lifetime warranties as an add-on.
Our Product Principles
Obsess over the customer’s reality
Principle #1
Build products that are refreshingly easy to use
Principle
Earn customer trust
every day
Principle #3
Think BIG, start small
Ruthlessly prioritize for impact
Principle #5
Vigorously debate & fully commit
What’s coming?
Core Jobs Experience
Mobile NLI “AskNimbus”
Integrations
The Agents are coming…
AMA
Your Brand is The Business
Jared Bolduc Director of Marketing Service
The Problem
Content gets you attention. But attention without intention is empty. You’re showing up online, but do people actually know what you stand for—or just what you post?
Without a brand, you're replaceable.
With a brand, you're magnetic.
Branding is the deeper reason you create and the emotional imprint you leave on others.
Marketing is showing people how your product helps them get what they want.
Your brand isn’t what you post—it’s what people feel and remember after they experience you.
Brand: I feel unstoppable.
Marketing Slogan: Just Do It
Branding: I feel joyful, safe, and full of wonder
Marketing Slogan: The Happiest Place on Earth
Branding: I feel confident, in control, and refined
Marketing Slogan: The Ultimate Driving Machine
Branding: I feel strong, grounded, and dependable
Marketing Slogan: Built Ford Tough
Branding: I feel like a pro—respected and ready
Marketing Slogan: Nothing but Heavy Duty
Branding: I feel capable and equipped to build or fix anything
Marketing
Slogan:
How Doers Get More Done
What is YOUR brand?
Your Brand
1. What’s a hard truth you believe that most people in your niche ignore?
Examples:
● Most people don’t need more content—they need more courage to be honest
● You can’t brand your way out of a lack of clarity
● Being busy isn’t the same as being successful
● Building a life you love takes more than just positive thinking—it takes systems and boundaries
Your Brand
2. What problem have you personally solved that your audience is still facing?
Examples:
● I used to feel like I had to show up constantly to stay relevant. Now I run my brand on 10% the effort—with 10x the clarity
● I used to be paralyzed by what people would think if I showed the real me. Now I help others feel safe doing the same
● I used to attract the wrong clients because I didn’t stand for anything. Now I teach others how to create brand alignment that filters the right ones in
● I burned out chasing growth until I learned how to scale with rest at the center
Your Brand
3. What do your best followers consistently get from you that no one else gives them?
Examples:
● They finally feel permission to slow down and still succeed
● They stop pretending and start building from their real identity
● They feel seen, validated, and like they have a map forward
● They believe they’re not broken—their process just needed a better system
Your Brand
4. What 3 words do fans often use to describe you or your vibe?
Examples:
● Grounded, clear, encouraging
● Direct, insightful, relatable
● Safe, real, actionable
● Bold, warm, unfiltered
Your Brand
I help [your people] feel [emotional shift] by [approach based on what you’ve lived], because [why it matters to you personally].
[your people] → Question 2 & 3
[emotional shift] → Question 3
[approach based on what you’ve lived] → Question 2
[why it matters to you personally] → Question 1
Example:
I help overwhelmed content creators feel calm and confident by teaching how to build a clear, low-effort brand rooted in authenticity—because I believe most people don’t need more content, they need the courage to be honest.
Your Brand
EXAMPLE WALKTHROUGH Part 1:
Q1: Success without mental health isn’t success.
Q2: I overcame chronic burnout while trying to grow my platform.
Part 2:
Q3: They feel calm and finally believe they can grow without breaking.
Q4: Honest, grounding, no-BS.
Brand Gravity Statement: I help [your people] (audience) feel [emotional shift] (Q3: emotional transformation) by [approach based on what you’ve lived] (Q2: method based on experience)
because [why it matters to you personally]. (Q1 + Q2: hard truth + lived experience)
Your Brand
Your brand is your reputation, not your feed. It’s not just your visuals, logo, or posting frequency—it’s what people feel, expect, and say about you when you're not in the room.
Content is the vehicle. Your brand is the gravity. Your videos, reels, and captions grab attention. But your brand is what makes people stay, trust you, and come back—even when you’re not posting every day.
If people can’t describe you in 3 emotional words, you don’t have a brand yet—just content. Your brand should be felt within seconds, not explained in paragraphs.
87 % of brands say alignment with an influencer’s personal brand is more important than follower count.
Focus
on what you want people to feel, believe, and remember after they experience your content. Build around that.
Park City Day
Positioning Your Audience
Nate Tall VP of Sales
Positioning Your Audience
Who is yourAudience/Ideal Customer Profile (ICP)?
How can that change over time?
Time is limited, where do I focus?
Do you know your ICP?
1. Who are my favorite and most profitable customers?
2. What am I BEST at?
3. What do my customers care about most? (price, speed, reputation, quality)
4. What pain or situation drives them to buy?
5. Where do they spend time and look for trust?
6. What do my best customers say about me after the job is done?
Working Session
How do I improve?
Understanding Client Needs and Motivations:
● How did you discover our services? (Helps identify effective marketing channels)
● What specific needs or pain points led you to seek our services? (Reveals the core problems you solve)
● What were you hoping to achieve by hiring a contractor? (Clarifies client goals and expectations)
● What other solutions did you consider before choosing us? (Identifies competitive landscape and your unique selling points)
How do I improve?
Evaluating Client Satisfaction and Value:
● What did you like most about working with us? (Highlights your strengths and areas of excellence)
● What, if anything, did you dislike or find challenging about the process? (Identifies areas for improvement)
● How satisfied were you with the outcome of the project? (Measures project success and client happiness)
● Would you recommend our services to others? (Indicates overall satisfaction and potential for referrals)
● What aspects of our service are most valuable to you? (Focuses on the true value you provide)
● What return on investment (ROI) did you see from our services? (Quantifies the value you deliver)
How do I improve?
Identifying KeyAttributes of Ideal Clients:
● What are the most common characteristics of your ideal clients? (Gathers insights from those who know best)
● Are there specific industries or types of projects that are most profitable or enjoyable for you? (Helps narrow your focus)
● Are there any red flags or deal-breakers that would disqualify a client? (Helps avoid unprofitable or problematic engagements)
● What is the typical project budget range for your ideal clients? (Helps align pricing with client expectations)
● What is the typical timeline for your ideal projects? (Helps manage expectations and resources)
● What are the common decision-making processes and timelines for your ideal clients? (Helps refine your sales approach)
JobNimbus
How To Nail It On YouTube
CreatingaModelforSuccess
This is property of CRUX Media
JARED SHORES
Jaredisvideostrategistandcreativedirectorwith over15yearsofexperienceinTV,film,and YouTube.He’sworkedwithbrandslikeChick-fil-A, ImagineDragons,and The Chosen,andhis contenthasbeenviewedover3billiontimes, receivedanEmmyAwardandOscarShortlist. He’stheco-creatorofStudioCandownerof CRUXMedia
WHY? FREE
HOW
#1 CONSISTENCY GOAL
The right product delivered on time.
How to:
WORK BACKWARDS FROM YOUR CONSTRAINTS
BATCH EVERY STEP TWO
Idea Writing Filming
Editing Posting
#2 SERIES GOAL
Sustainable, long term delivery
How to:
CREATE REPEATABLE STORIES ONE
Before/After
DayIntheLife
HowTo[Niche] Challenges
TEST GUESS ITERATE ONE
#3 EARN THE CLICK
Get the view and keep it.
THUMBNAIL TITLE
CTR: AVD: Click Through Rate
Average Video Duration
Q & A
JARED SHORES
Can you help me?
2 PM Breakout Sessions.
Nick Pagnani
2:00 pm - 2:30 pm
Breakout Groups.
Pizza Planet with Nick Pagnani
Can you help me?
● Randy Brothers
● Robert Whittaker
● Lisa Cimaroli
● Mikaela Freeman
● Connor Rodich
● Todd Beckman
● Alena Wilson
Nick Pagnani
Rainbow Road with Kaili Smith
Joe Everest
John Dye
Matt Warner
Chris Scoville
John Senac
Mark Olson
Kaleigh Landaeta
Nick Pagnani
Dir. 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!
Can you help me?
Nick Pagnani
“I feel like I’m only using 20% of what JN can do.”
“Where are my jobs?”
“How do I build an estimate?”
“I need more than support can give me”
“I want some automations.”
What is JobNimbus Pro Services?
Onsite & Remote Setup
— Tailored configuration of JobNimbus for your workflow
Time-Bound Engagements
— Short-term, focused, limited in scope
Implementation Support
— Help with setting up workflows, automations, and integrations
Best Practices Consulting
— Advice on how to get the most out of JobNimbus
Training & Enablement
— Teaching your team how to use the platform efficiently
Not Business Operations Training
What Pro Services Is Not Not Ongoing Support or Management
Not a Fractional CFO
Not a Mentor or Business Coach
JobNimbus Certified Coach Program
Our mission is to deliver consistent, high-quality CRM implementations at scale through vetted third-party partners who understand the unique needs of the construction, roofing, fencing, and home services industries.
Nick Pagnani
Certified Coach
We're expanding our network of trusted implementation partners to enhance our customers' onboarding experience.
We're seeking experienced service providers who can bring industry knowledge, hands-on support, and scalable solutions to help our customers implement our CRM with confidence.
Partner Qualifications
JobNimbus Certification
Completion of JobNimbus Certification, demonstrating deep knowledge of our platform, implementation best practices, and a commitment to customer success.
Strategic Insight
Ability to align each JobNimbus setup with a client's business goals to drive adoption, streamline operations, and support long-term growth.
Industry Expertise
Proven experience in the construction, roofing, or home services industries to deliver practical, results-oriented implementations tailored to real-world workflows.
More Partner Qualifications
Flexible Service Delivery
Capacity to offer both remote and on-site implementation services, adapting to the unique needs and preferences of each client.
Strong Project Management
Ability to guide clients from onboarding through go-live with clear milestones, accountability, and client-focused communication.
Process and Workflow Consulting
Skilled in assessing operational needs and optimizing workflows through thoughtful system configuration and strategic planning.
Training and Coaching
Hands-on ability to train and coach end users across all levels of tech familiarity, ensuring teams feel confident using the system from day one.
Partner Benefits
Expanded Support Resources
Priority access to partner-specific support channels and dedicated assistance from our Partner Success team for escalations and expert guidance.
Advanced API Support
Direct access to technical support for complex API-related issues, enabling smooth integrations and custom configurations.
Sandbox Access
A dedicated testing environment to safely develop, trial, and validate custom setups before going live with clients.
More Partner Benefits
Referrals
Sharing leads and referrals of JobNimbus customers who need additional help and coaching.
Co-Branding Opportunities
Collaborative marketing initiatives including co-branded assets, joint case studies, and increased exposure within the JobNimbus partner ecosystem.
Ongoing Training & Enablement
Continued education through product updates, early access to new feature releases, and regular best practice workshops.
Financial Incentives
Revenue-sharing opportunities tied to customer adoption, performance, and the scale of your implementation impact.
Certification Requirements
• Complete JobNimbus LMS Course
• Demonstrate ability in workflows, pipelines, automations, payments, QB sync, and Engage
• Showcase an implementation end-to-end
• JobNimbus Certified Coach Agreement
• Maintain average CSAT ≥ 4.2 or NPS ≥ 30 across 3 projects
Future Plans Premier Tiers
Completed 10+ implementations Score ≥ 90 on partner scorecard
No open escalations in last 90 days
Our certification process ensures that all partners maintain the highest standards of implementation quality and customer satisfaction.
Questions, comments, concerns…
Thank you.
2:00pm - Kaili, How to Get Corporate Sponsorships |
Please insert slides below
Rotating Breakouts | 2:30 - 3:00 PM
Group 1
Professional Headshots & Studio Time
The Roofing Academy
Roof Rider Academy
Executive Partners
Estimate Mastery
Group 2
Product Feedback, Rainbow Road Purple Coaching
The Fence Expert SWi Fence Company Empire Fence
Group 3
Social & Email Outreach
Half Hands Roof Sales Mastery American Contractor Show Improvifi
The Roof Pro MyRoof Gal
Rotating Breakouts | 3:00 PM - 3:30 PM
Group 1
Product Feedback, Rainbow Road The Roofing Academy Roof Rider Academy
Executive Partners
Estimate Mastery
Group 2
Social & Email Outreach, Half Hands Purple Coaching The Fence Expert SWi Fence Company Empire Fence
Group 3 Professional Headshots & Studio Time Roof Sales Mastery American Contractor Show Improvifi The Roof Pro MyRoof Gal
Rotating Breakouts | 3:30 PM - 4:00 PM
Group 1
Social & Email Outreach, Half Hands
The Roofing Academy Roof Rider Academy Executive Partners
Estimate Mastery
Group 2 Professional Headshots & Studio Time Purple Coaching The Fence Expert SWi Fence Company Empire Fence
Group 3
Product Feedback, Rainbow Road Roof Sales Mastery American Contractor Show Improvifi The Roof Pro MyRoof Gal
Social Media Hacking
Shelbie Giles Social Media Specialist
Who the heck is this?
Shelbie Giles Social Media
Specialist
CRUMBL COOKIES, SWIG, COMFORT COVE CLOTHING, SWEET ROLLED TACOS
Why should you listen to me?
I’ve stalked all
of your social media channels
Social Media should feel like a POOL PARTY
Fun, social, human.
You’re boring the algorithm
Consistent posts are great, But when the algorithm gets bored, it stops pushing posts.
Jump in. Make waves! Comment. Repost. Stitch/Duet.
Algorithms notice.
The more you connect with your audience, the more they push your content to others.
Just like any business…
Algorithm’s have a funnel
Villain turned tool. Posting more is ToFu. Connection means Retention.
Your connection should have one of the following.
Think or Laugh
No more fire emojis. Your response should make people laugh, or think.
What I’ve learned from Crumbl
Commenting is KEY. Crumbl takes the “thinking” approach. “OH MY GOSH Crumbl commented!“
“What should I comment back?”
Duolingo did it too
They took the “laugh” approach, and it still makes people think.
You’re showing the algorithm that your content is worth pushing.
People know you schedule your posts.
Commenting and replying to others shows authenticity.
In a world full of fake, they can feel something real from you.
C – Community First
O – Outreach Through UGC
The “cookie” method
Cracking the code of community-driven social media
O – Ongoing Interaction
K – Keep It Real
I – Inspire Participation
E – Elevate the Audience
C - community first
K - keep it real
O
- ongoing interaction
What needs help?
Outreach through UGC Inspiring participation
How to reply
Interact with your audience, and use it to your advantage.
Commenting
● Make someone laugh
● Make someone think
Repost
● Ask to start collaborating (IG tagging vs. collaborating)
● Post on your story (some followers worship you)
Video
● Stitch (their video, to your video)
● Duet (two videos at the same time)
● Reply to Comment (TikTok only)
Collab instead of compete
When you collaborate and engage with other creators:
● You both get seen by each other’s audiences.
● You build momentum together, not apart. The algorithm REWARDS overlap, and will boost you both.
Collaborate with commenting
Within 10 minutes of posting, comment on each other’s content with real thoughts.
This drives instant signal to the algorithm: "This post matters."
One last thing before you go….
Who
has their contacts synced?
Do not sync your contacts
Remember:
"The best marketing doesn't feel like marketing."
- Tom Fishburne
Email Marketing:
Talk to them, not at them
Send emails they actually want to read
Subject: Big News! (…we think?)
Body:
Hi [Insert Name or Species Here],
We have something exciting to share with you… probably. It might be a great deal. Or a cat meme. Or tractor parts? Honestly, we’re not sure what you like. But we’re yelling into the void anyway!
If this resonates with you, somehow, please clap. If not, well—our bad. We’ll be over here, broadcasting into space.
Sincerely, ABrand with NoTargetAudience™ P.S.Are you into basket weaving? Just checking.
If you don’t know who you’re talking to, you’re not marketing—you’re just broadcasting.
Create audience segmentation
A customer lifecycle
New vs. returning customers
2. Location-based
3. Service type or job interest
How to send the right message
Here’s your cheat sheet
New vs. Returning Customers
Location-based
WHY IT MATTERS HOW TO USE IT BIG IMPACT
First-timers need trust. Repeat customers need appreciation. Send testimonials to new leads. Send VIP offers, referral requests to repeat buyers.
Roofing and fencing needs vary by region
Target by climate, region, or even neighborhood.
Builds loyalty and reduces confusion during the sales cycle.
Service type/Job interest
Insurance restoration jobs have different pain points than retail fencing installs.
Share seasonal tips, storm prep guides, or localized service highlights.
Tag contacts based on the service they inquired about (easy win via forms or phone scripts).
Customize messaging to speak directly to insurance hassles, upgrade options, etc.
Feels hyper-relevant and shows you “get” their environment.
Higher open rates, more booked jobs, fewer “this doesn’t apply to me” unsubscribes.
Use AI to personalize (and expedite) your comms
Upload call transcripts
Upload your brand tone and voice
Craft messaging frameworks for each segment
Try this ChatGPT prompt to target leads by
region
“Write a persuasive marketing email for our roofing company targeting new leads in the Midwest who recently requested a quote or guide.
Use our brand tone (friendly, trustworthy, expert) and reflect the language our sales team uses on customer calls—Avoid overly formal, robotic, or generic language. Use varied sentence structure, contractions, and small human touches like rhetorical questions, personal asides, or casual transitions. Make it sound like it came from a real person who knows the audience well. Keep it concise and purposeful, with warmth and authenticity.
Include:
● Arealistic customer testimonial about our fast, reliable service.
● Ashort note on why Midwest roofs need extra care (hail, snow, temp swings).
● Aclear CTAto book a free inspection. Keep it under 300 words and mobile-friendly.”
Testing, testing, TESTING
Remember: If you don’t know who you’re talking to, you’re not marketing—you’re just broadcasting.
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