By Jesse Sanchez. 

Actionable guidance outlines practical paths for contractors to generate leads, retain customers and streamline operations. 

In a crowded solar and roofing market, Convex positions revenue growth as a discipline built on focus, tools and consistency. A recent guide by Erika Carmichael addresses the challenges small companies face when lacking economies of scale, yet still compete for attention, margin and trust. The guide emphasizes building clarity before expansion, beginning with disciplined market definition. 

Identifying the right audience shapes every downstream decision, from messaging to prospecting. By studying current customers and their problems, companies narrow effort toward higher-propensity opportunities and avoid wasted outreach. That focus naturally leads to a clear value story. A defined unique selling proposition (USP) communicates why a buyer should care, whether through materials, service or technology and anchors brand credibility across channels. 

Execution then depends on visibility. In the guide, Erika emphasizes that growth only follows once companies can consistently identify where demand already exists. Property intelligence software allows teams to surface qualified opportunities quickly, prioritize buying signals and personalize outreach at scale. Convex combines property data, sales intelligence and generative AI to shorten the distance between insight and conversation, while automation and virtual tools reduce field time and protect margins. 

Once outreach begins, the digital front door matters. The guide states that even the strongest sales strategy can stall without a credible online presence. A professional, mobile-friendly website builds confidence, simplifies scheduling and supports conversion. Local SEO, reviews and community visibility extend that presence, helping companies appear where intent already exists. Content marketing and social platforms sustain engagement over time, creating familiarity that paid tactics alone cannot deliver. 

Revenue acceleration also comes from relationships. As outlined in the guide, referral programs, partnerships and thoughtful upselling expand account value while strengthening loyalty. Incentives, cross-promotion and bundled services reward advocacy and deepen trust without increasing acquisition costs. 

Operational discipline closes the loop. Email nurturing, customer relationship management (CRM) systems and awareness of government incentives help keep opportunities organized and moving forward. Together, the guide frames these strategies as a practical roadmap for measurable growth that favors precision over volume and execution over noise. 

Learn more about Convex tools and strategies that help roofing and solar companies grow revenue!

By Convex. 

How smarter data, sharper insight and better timing are reshaping commercial roofing sales from the ground up. 

In commercial roofing, prospecting has always demanded more than persistence; it requires precision. Sales teams are expected to identify the right buildings, reach the right decision-makers and deliver value before competitors even know an opportunity exists. For companies navigating that pressure, Convex has emerged as a trusted partner, helping commercial roofing professionals replace guesswork with clarity and transform how opportunity is identified, prioritized and pursued. As the market grows more competitive and time becomes the most valuable resource in the sales cycle, data is no longer a supporting tool; it is becoming the foundation of higher win rates and more confident selling. 

Understanding prospecting in commercial roofing 

How prospecting works in commercial roofing 

According to Salesforce, the average sales rep spends 21% of their time on prospecting and lead research. If we consider a standard 40-hour workweek — though we know that many sales professionals often work significantly more — that’s the equivalent of 2+ hours per day, 4- 5 days per week. 

Prospecting for commercial roof leads usually involves “driving for dollars” (canvassing commercial buildings) and making door-to-door visits. After that, you search LinkedIn for an org chart or a decision-maker to reach out to, use email formats and checking tools to figure out how to contact them and then just hope that what you say grabs their attention. Then, you do it all over again 100 times a week, hoping something sticks! 

But if you’ve been in sales for a while, you know that prospecting isn’t just about finding leads — it’s about finding the right leads. And for commercial roofing, that means property managers, owners and decision-makers who actually need your services. 

To make a sale, you need to know who to talk to, when to contact them and what to say to break through the noise — and for this, data is the key. 

Why traditional prospecting falls short 

A lot of commercial roofing companies still rely on outdated methods because they’re so familiar: driving around looking for properties, cold-calling random businesses or hoping word-of-mouth referrals save their quarter is “the way things have always been done.” 

Sure, these tactics can work, but they require a lot of effort, are slow, inefficient and leave too much to chance. However, there’s another factor to consider: they also create an opportunity for your competitors to swoop in and seize the deal right from under your nose. 

See, data-driven tools track things like buying signals (what a commercial property owner or manager is searching for), new permits on buildings and even if someone you’re prospecting is the current customer of a competitor. 

These actionable insights can help you prioritize your outreach efforts, tailor your messaging to stand out from competitors and achieve higher win rates. 

Using property data to improve your prospecting efforts 

Data-driven tools like Convex combine property data, sales intelligence data and buying signals to give you a complete picture of the needs of almost 6 million properties across the United States. These tools help commercial services and building product sales teams save hours of research and travel by automating prospecting, simplifying lead generation and streamlining sales. 

Today, our focus will be on how tools like Convex save time and drive higher win rates, but in other articles on our blog, we cover how these tools streamline the sales cycle and simplify the overall sales process. 

Why data is the game changer 

Think of data like a GPS for your sales efforts. Instead of wandering aimlessly, you get turn-by-turn directions to the best opportunities. In the case of Convex, this is actually true. 

Built on a map interface, Convex allows you to see your entire territory, complete with all the buildings and property information that you need to know to make a sale. 

This will allow you to: 

1 – Find your target audience: Instead of pitching to everyone, zero in on building types and industries or even circle a region to identify buildings in that area that need your services. 

2 – Personalize your pitch: Then, tailor your outreach to a decision-maker’s needs. When you can see buying signals on the account in addition to a property’s age, size and permit history, you can tailor your message to hit their pain points. 

3 – Save time and resources: This allows you to focus your lead generation and sales efforts to spend less time chasing dead ends and more time closing deals. 

4 – Map efficient sales routes: With an address list, you can map a route that maximizes the number of properties you see in a day; no more backtracking or missed opportunities. 

5 – Track what works: With data, you’ll be able to see which strategies are bringing in new business and which need to hit the chopping block. 

In Convex, sales leaders and business development managers gain a comprehensive view of the entire sales cycle. They can delegate leads or entire territories, assign dollar values to each lead and easily download the complete list to a CRM for segmentation or nurturing campaigns. 

The data that matters (And how to get it) 

Not all data is useful, so don’t waste time on fluff. Here’s the kind of information that can actually move the needle: 

1 – Buying signals: Leverage buying signals to identify who needs your services and when. This includes frequently “searched” topics, interactions with your websites and social media profiles and other factors to pull what’s called “signal strength.” This works like a lead scoring tool assessing the account’s likeliness to buy. 

2 – Property data & permit history: Accurate property data is key to knowing which properties need your services and what kind of work they require. This includes building size, age, type, condition and even permits for renovations or new constructions. 

3 – Sales intelligence: This refers to the information you have on a company’s decision-makers—such as their job title and responsibilities—to gauge if someone’s interested in discussing potential projects with you. 

4 – Territory visibility: Seeing all of your potential customers on a map with details like property data, buying signals and sales intelligence helps you identify opportunities you may have missed and plot an efficient course to capture every relevant opportunity. 

5 – Decision-maker info: Names, job titles and contact details for decision-makers like property owners, managers, lead engineers and facilities directors get you past the gatekeepers and straight to the people who can say “yes.” 

6 – Competitor insights: Getting insights on who your competition is and which accounts they’re working on can help you better visualize your market and tailor your messaging (and services) to stand out from the rest. 

In other words, instead of blindly prospecting or relying solely on referrals, data-driven tools give you a competitive edge by helping you focus on high-value leads and close more deals. 

How to get this data 

The question isn’t whether you need data — it’s how you’re going to get it. Here’s the lowdown: 

1 – CRM systems: If you don’t have a CRM (Customer Relationship Management) system, stop reading this and get one. Tools like Salesforce or HubSpot let you store and track all your lead info in one place—this is invaluable for building a database of customers that you can service, upsell, cross-sell and build relationships with. 

2 – Public records and permits: Want to know who’s applying for roof repairs in your area? Check local building permit databases. It’s tedious, but it works. 

3 – Property intelligence platforms: By far, the most efficient and effective solution (but we’re a bit biased) is Convex. As the only platform on the market built specifically to help commercial services sales reps, Convex gives you a treasure trove of info, from contact details to permit history, all in one spot, in 5 minutes or less. No more “Googling” names and hoping for the best. 

4 – Social media and networking: LinkedIn isn’t just for job hunting. It’s a goldmine for finding decision-makers and understanding their needs. 

5 – Website analytics: Tools like Google Analytics can show you who’s visiting your site and what they’re looking for. If someone is checking out your “Commercial Roofing Services” page, guess what? They’re probably a lead. You can set up notifications when these activities are happening, so you can call the account before anyone else does. 

Turning data into action (Because data alone won’t pay the bills) 

Here’s where the rubber meets the road. You’ve got the data — now what? Let’s make it work for you: 

1 – Segment your leads: Not all leads are created equal. Divide them into categories like property type, geographic location or maintenance needs. For example, a hotel chain might need regular inspections, while an industrial warehouse could be overdue for a roof replacement. 

2 – Personalize your outreach: Nobody wants a generic sales pitch. Use what you know about the property to craft a message that hits home. 

Example: 

“Hi [Name], I noticed your property on [Address] has a metal roof that appears to be around 15 years old. At (Company), we specialize in preventative maintenance for metal roofs to extend their lifespan and avoid costly replacements. Do you have 5 minutes to see if we can help save you some costs in the long run?” 

3 – Follow-up like a pro: Most sales happen after the 5th or 6th touchpoint. Don’t give up too soon. Use tools like email automation or reminders in your CRM to stay on top of follow-ups. 

4 – Measure and adjust: Track which strategies are bringing in business. If email campaigns are landing but cold calls aren’t, double down on what works. 

Real-world wins: How data helps building products sales reps succeed 

A large services company, ABM, faced a tough challenge: their prospecting methods weren’t cutting it anymore. Sales reps were wasting time driving around, Googling buildings and hoping for the best. Sound familiar? 

The challenge: Wasted time, missed opportunities 

Their traditional approach — dropping by buildings with business cards and making cold calls — had worked in the past, but the cracks were starting to show. 

Reps were investing time in properties that didn’t need their services, missing out on opportunities to upsell existing customers and burning valuable hours on unqualified leads. Frustration was mounting for both reps and managers, with lower morale and higher turnover putting even more pressure on the team. 

And here’s the kicker: while they were struggling, their competitors were starting to adopt modern tools and strategies to get ahead. 

The solution: A smarter way to prospect 

Enter Convex, a tool designed specifically to solve these problems. By giving sales reps instant access to property data — including building type, size, permits and owner information — Convex made it possible to qualify leads before reps even got in their cars. The team could: 

1 – Quickly map out properties in their region to identify high-potential prospects. 

2 – Filter buildings by type, size and age to focus on the most likely candidates. 

3 – See existing and past customers in one place to identify upsell opportunities. 

4 – Track progress with real-time dashboards that keep managers and reps on the same page. 

The results: Efficiency that transforms sales 

The transformation was immediate. Instead of spending hours driving around or piecing together information from Google Maps, spreadsheets and sticky notes, sales reps had everything they needed in one app. And the results spoke for themselves: 

• 7x ROI in time savings alone. Reps spent less time researching and more time selling. 
• Thousands of additional qualified prospects surfaced, dramatically increasing the team’s pipeline. 
• Stronger collaboration between reps and managers, with leaderboards and progress tracking creating a shared sense of accountability. 
• Boosted morale and reduced turnover, as reps were empowered with the tools they needed to succeed. 

Here’s what one sales rep had to say: 

“With Convex, I’m more efficient with my time and have all the information I need at my fingertips. It simplifies everything — no more juggling Excel lists, maps and random notes. If you want to reach more qualified customers quicker, this is the way to go.” 

Building for the future 

After the initial success, the company didn’t just stop there. Additional locations adopted the tool and the momentum kept growing. Reps were using Convex an average of five times per week and the leadership team was seeing opportunities they hadn’t even considered before. 

This wasn’t just a shift in technology — it was a shift in mindset. By focusing on data-driven prospecting, the sales team wasn’t just hitting their targets; they were creating a scalable path for future growth. And that’s the kind of transformation every sales leader wants to see. 

Tips to prospect like a boss 

1 – Focus on quality over quantity: It’s better to have ten strong leads than 100 lukewarm ones. 

2 – Keep your data clean: Outdated or inaccurate data wastes your time. Regularly update your CRM. 

3 – Don’t be afraid to niche down: Targeting a specific industry or property type can make your efforts more effective. 

4 – Leverage technology: Tools like Convex can save you hours of research and give you a competitive edge. 

Conclusion: Start working smarter, not harder 

Here’s the bottom line: If you’re not using data in your prospecting efforts, you’re leaving money on the table. The commercial roofing market is competitive, but with the right insights, you can outsmart your competition and close more deals. 

Whether it’s looking at buying signals, pulling permit history, segmenting your leads or personalizing your pitch, every step you take puts you closer to success. 

Original article source: Convex

By Convex 

Advanced lead-generation tactics help roofing and solar firms gain an edge through smarter data and targeted outreach. 

In a market where competition moves fast and decision-makers expect more value upfront, Convex is positioning itself as a trusted partner for roofing and solar companies seeking stronger pipelines and better-qualified leads. By highlighting modern tools and proven outreach methods that reduce wasted time and elevate sales efficiency, the company represents how thoughtful, technology-enabled strategies can help teams reach the right prospects, cut through noise and build meaningful business relationships that support long-term growth. 

Understanding your target audience 

Before we get into the tools and tactics, you must build a solid foundation. Knowing your ideal customer profile is key to lead generation. If you don’t start there, all of your sales and marketing messages will be generic, and you’ll struggle to convert prospects into sales. 

Start by doing market research to find out the demographics, needs and pain points of your best potential customers- you can use this to create a buyer persona. 

An example buyer persona for roofing and solar companies might be a commercial property owner or manager at an owner-occupied office building who values sustainability and wants to reduce their energy costs. 

Once you have this information, create buyer personas. These personas guide your marketing strategy and sales messaging so it aligns with your target market’s expectations and interests. Personalized messaging will help you capture and convert the right leads faster by speaking directly to their needs and interests. 

Now, there are two ways that you can get in front of your ideal customers. Inbound marketing strategies and outbound sales tactics. 

Let’s start with inbound. 

Inbound: Leveraging digital marketing for lead generation 

Inbound lead generation strategies 

Digital marketing is key to B2B leads. Roofing and solar companies can use various digital channels to reach their audience. Good digital strategies include SEO, PPC and content marketing — all essential for maximum impact. 

Try these digital marketing methods to generate more leads: 

• SEO for search rankings. 
• Content marketing for information. 
• PPC for demographics. 
• Email for direct communication. 

Using all these tactics creates a full-funnel, multi-channel approach that captures leads throughout their buying journey. 

SEO and content marketing 

SEO is the foundation of online visibility. It ensures your business appears in search results when potential clients are actively looking for services. 

Content marketing provides educational resources that engage and inform your audience. Creating blog posts, guides and videos positions you as a thought leader and attracts more qualified leads. 

Pay-Per-Click (PPC) advertising 

PPC advertising lets you target specific audiences with precision. By setting parameters like location and demographics, you can efficiently reach your ideal clients. 

PPC ads drive immediate traffic to your website, offering critical visibility for companies that need to generate leads fast. 

Email campaigns 

Email marketing remains one of the most effective ways to nurture leads. Personalized emails allow you to communicate directly with your potential clients. 

Newsletters and promotional offers keep you top-of-mind. Consistent communication builds relationships over time, turning potential leads into long-term customers. 

Social media for B2B engagement 

Social media offers a significant opportunity for lead generation. Roofing and solar companies can engage with potential clients, build brand awareness and establish trust. 

Focus on platforms where your target market is active. LinkedIn, in particular, is ideal for B2B networking, allowing you to connect with industry players, share educational content and participate in discussions to enhance your visibility and credibility. 

Creating high-quality educational content 

Educational content is a cornerstone of inbound strategies. Articles, guides and how-tos that solve common problems build trust and position your company as an industry expert. 

This content attracts potential leads, drives engagement and encourages prospects to take the next step. 

Showcasing success through case studies and testimonials 

B2B clients want proof of your capabilities. Case studies and testimonials build trust and demonstrate the results your company delivers. Highlight projects that showcase measurable outcomes, like reducing energy costs or providing a strong ROI on solar installations. 

Optimizing your website for lead capture 

Your website should do more than just provide information – it should capture leads. Make sure your site has: 

• Mobile-friendly design: Many users access sites on their phones. 
• Clear Call-to-Action (CTA): We’ll cover this in a moment. 
• Fast load times: Slow sites drive visitors away. 

Calls-to-Action (CTAs) 

Crafting good calls-to-action (CTAs) is key to converting website visitors into leads. CTAs should be clear, actionable and in the right place. 

Here are seven calls to action that have proven to be high-converting in the roofing and solar industry: 

1 – Get a free quote for your solar project today — Click here to chat with a solar expert! 

2 – Schedule a free roof inspection for your commercial property! 

3 – Download the ultimate guide to lowering energy costs with solar solutions! 

4 – See how our solar services reduce energy costs by 80% or more! 

5 – Click here for the free case study! 

6 – Talk to an expert about your roofing needs — Request a free consultation! 

7 – Discover how our roofing solutions can save you money and reduce energy costs! 

Use language that prompts immediate action. “See,” “discover,” “learn more,” “click here” — all words promote the idea of taking immediate action. 

Test different CTA styles and placements to see what works best with your audience and drives higher conversion rates. 

Leveraging analytics for continuous improvement 

Analytics play a critical role in enhancing inbound marketing strategies by allowing regular reviews of metrics like website traffic and conversion rates. Tools such as Google Analytics help in gathering insights for informed decision-making and optimization. 

A strong inbound approach enables effective lead nurturing and conversion, fostering lasting relationships with clients. Next, we will explore outbound sales tactics. 

Outbound lead generation and sales strategies 

Sales intelligence with property data and buying signals 

Platforms like Convex equip your team with the information and tools to skip the gatekeepers and go straight to decision-makers. By combining sales intelligence, property data and buying signals on a map interface, Convex gives your team visibility into their entire territory to see opportunities you would otherwise miss. 

Here’s how Convex works: 

1 – Log in and check signals: Start by logging into Convex and checking the “Signals” category — our proprietary buyer intent data — to see who’s in-market and ready to buy. These signals provide intent scores based on various factors, helping you prioritize high-value prospects. 

2 – Search for properties, accounts and contacts: Search for properties or accounts that align with your products and services. This could be anything from a specific property type (e.g., hospital, airport) to individual contacts, job titles, account names or tenant information. Convex’s property intelligence includes key insights such as permit histories, building age, square footage, ownership, transaction details and equipment data, making it easier to identify and close new leads. 

3 – Leverage generative AI for personalized outreach: With just two clicks, use Generative AI — trained on buyer signals, firmographic data and your company’s contact data — to send a personalized email or draft a phone script. The AI uses data like job titles, decision-maker information and property history to craft targeted messages that resonate with prospects. 

4 – Automate follow-ups and manage leads: After outreach, set up automated reminders for follow-ups and track the lead in your CRM. Convex allows you to export lists of prospects, assign stages, tag coworkers and assign dollar values to leads, offering light CRM functionality for lead management. We also offer full integrations with CRMs like Salesforce and HubSpot to ensure seamless pipeline tracking. 

All this is done in less than 5 minutes per account. 

Direct outreach: Cold emails and calls 

Outbound efforts like cold emails and calls remain a tried-and-true method for generating B2B leads — it helps if you have a platform like Convex to inform your outreach, but cold contacting has been tried and true for years, although it’s a bit slow going and you must be okay with near constant rejection. 

Roofing and solar companies can enhance these strategies by: 

• Crafting personalized messages that address specific needs. 
• Following up consistently to build rapport and trust. 

I want to hone in on the concept of personalization for a moment. There are plenty of agencies, platforms and business development organizations out there who will flood a market with cold emails and calls — this probably isn’t the path you want to take. 

Personalization is key to cold outreach. And by “personalization,” I don’t just mean adding the prospect’s name to an email campaign and changing a few words. Tailoring cold outreach to the needs of your prospects means taking the time to research their business, understand their pain points and tailor your message specifically to them. This approach will yield much better results than mass emailing or calling with generic pitches. 

Using property intelligence tools (like Convex) to identify the right decision-makers can make this process more effective. 

Ads 

“Push” advertising (unlike pay-per-click) is an outbound lead generation strategy that puts relevant ads in front of your ideal customer profile (ICP) on social media feeds, websites and apps. 

Here are two types of “push” ads you can use to generate leads: 

1 – Social media ads: Platforms like Facebook, Instagram, Twitter and LinkedIn allow businesses to target specific demographics based on interests, job titles, behaviors and more. This makes it easier to reach audiences most likely to be interested in your products or services. 

2 – Display ads: These are banners or text-based advertisements that appear on websites and mobile apps; they can also be targeted based on user behavior or demographics. Google is a popular display ad platform with its Google Display Network (GDN), which allows targeting by keyword search history. 

These ads can be hugely beneficial to businesses looking to retarget visitors who have shown interest in their products or services, making it easier to convert them into leads. However, creating compelling ad copy and design is key to making these ads effective. 

Strategic partnerships, referrals and collaborations 

Collaborating with complementary businesses — like construction firms, property managers or architects — can open the door to new clients. Establishing a referral program incentivizes your partners to recommend your services in a way that’s mutually beneficial and opens up avenues for additional low cost lead generation. By establishing partnerships, you can tap into each other’s networks and reach a larger audience. 

Here are some ways you can collaborate with others: 

• Cross-promotion: Work together to promote each other’s products or services through social media posts, guest blog posts or email campaigns. 
• Co-hosted events: Organize an event (virtual or in-person) together that targets both of your ideal customer profiles. 
• Referral program: Create a referral program that rewards partners for sending business your way. 

Strategic partnerships and collaborations can be a cost-effective way to generate leads while also building relationships with other businesses in your industry. This approach not only expands your reach but also adds credibility to your brand through association with established companies. 

Networking at industry events 

Trade shows and industry events are invaluable for outbound lead generation. These gatherings allow you to: 

• Meet potential clients face-to-face. 
• Showcase your services in person. 
• Build relationships that lead to long-term partnerships. 

As I briefly mentioned in the last section, events can be a great place to develop new business relationships. Consider sponsoring or hosting an event to boost your visibility and credibility within the industry or with partners who work in similar spaces. 

But once you have a lead, what do you do with them? 

Managing and nurturing leads with CRM tools 

A good lead management process is the best way to convert prospects into clients. This means having a sales process in place that walks potential customers through each step from conversion to sale. 

Using a customer relationship management (CRM) tool and continually nurturing leads to building trust. Customer Relationship Management (CRM) tools like the ones we mentioned earlier help you track interactions and follow-ups, automate email campaigns and segment leads based on engagement and potential. 

Measuring and analyzing lead generation metrics 

As the industry changes, new tools make finding deals easier than ever. But you still need to measure your results to improve your strategy. 

Key performance indicators (KPIs) to track are: 

• Revenue per channel: Which channels drive the most revenue? 
• Cost Per Lead (CPL): How much each lead costs in advertising, marketing, sales operations and 
• Number of leads generated (over a specific time period). 
• Sales cycle length: Time to Close a Deal 
• Conversion rates: How many leads turn into sales 
• Lifetime customer value (CLV or LTV) is the total revenue from each customer. 

Measure regularly and you can refine and double down on what works. Knowing these metrics means your strategies are aligned to your business goals and driving growth and ROI. It’s also important to continually analyze and adjust your strategies in order to stay competitive in the fast-paced world of B2B lead generation. 

Conclusion: Refining your lead generation strategy 

Your lead-gen strategies don’t have to be based on luck or “shots in the dark.” By combining digital marketing, relationship building and data driven tools like Convex you can attract qualified leads and close more deals. 

Stay focused, stay flexible and keep refining your process. With the right mix of tactics, your pipeline grows and your business will continue to succeed. 

Original article source: Convex

By Convex. 

A smarter way for roofing and solar teams to spot their next big opportunity. 

Winning new business doesn’t happen by chance anymore. The companies growing fastest in today’s roofing and solar market are the ones that know exactly where to look and how to act before competitors even know a prospect is in play. That’s where Convex comes in. By giving sales teams a clear view of the properties, signals and decision-makers that matter most, Convex helps them turn scattered markets into mapped-out opportunities. And once you see your territory this clearly, the hunt for your next deal becomes a whole lot more strategic. 

The importance of targeted prospecting 

Identifying roofing and solar leads that will turn into deals starts with targeting the right people. Building owners and managers make key decisions about property improvements and energy solutions, but finding them can feel like searching for a needle in a haystack. The secret? Focusing your efforts on the properties already actively searching for your services. 

This means eliminating inefficient prospecting approaches and using things like intent data, buying signals, aerial imagery and virtual measuring tools to find the right deals. 

Understanding your target market 

Before you can find building owners and managers, you need to know who you’re looking for. Ask yourself: 

• What types of commercial properties benefit most from the specific roofing and solar solutions that we offer? 
• How do specifics like building size, location and energy needs influence their decision-making? 
• What existing pain points (like high energy costs or roof wear) can you solve for them instantly? 

Once you identify these factors, you’ll be able to target prospects who are actively looking for the solutions you offer — cutting down on wasted time and increasing your chances of success. 

Finding commercial property leads 

Commercial property leads are a goldmine for roofing and solar sales opportunities. High-quality lead sources should provide critical details like property specifications, decision-maker contact information and intent data around what owners and managers are actively searching for. 

Instead of cold-calling 100+ random properties per week, your team can leverage intent data to zero in on prospects already aligned with your services. 

However, this data isn’t easy to find, and it’s even harder if you’re looking for accurate and up-to-date data. 

Pro tip: Use platforms with integrated data 

This is where property intelligence tools like Convex are game changers. Convex was designed specifically for sales reps prospecting commercial properties and the platform can overlay property details, owner contact information and even buying signals (intent data) onto a map — giving your team visibility into their entire market. This saves hours of research, so you can spend more time contacting the right people. 

Leveraging aerial imagery and virtual measurements 

When it comes to assessing commercial properties, aerial imagery and virtual measurements are game changers. These tools give you the insights you need to evaluate buildings without ever setting foot on-site. 

The role of aerial imagery 

Aerial imagery provides a clear view of rooftops, parking areas and grounds. This perspective helps you spot challenges like roof wear or shading for solar panels. 

By identifying these details early, you can tailor your outreach and proposals to address specific issues. 

Accurate virtual measurements 

Forget climbing ladders with a measuring tape. Virtual measurement tools calculate roof dimensions and area with precision. 

This accuracy ensures your estimates are on point, saving you from costly miscalculations and building trust with prospects. 

Engaging with building owners and managers 

Once you’ve used tools like Convex to identify your prospects, the next step is engaging with them. Building owners and managers are busy, so every interaction should deliver clear value, or it will be ignored. 

Crafting a compelling value proposition and tailored sales outreach 

Your value proposition isn’t about you — it’s about them. Show how your roofing or solar solutions solve their problems. For example: 

• Reduce energy costs with solar installations. 
• Extend the life of their roof with high-quality materials. 
• Increase property value with energy-efficient solutions. 

Tailor each pitch to the specific property and decision-maker. The more personalized your message, the more likely they’ll listen. 

Convex’s Generative AI can do this for you. Trained on the details of your company, sales reps and services as well as the buying signals, contact information and property details of your prospects, our tools can draft emails and phone scripts in seconds that are not only relevant but also personalized to the needs of the potential customer—this means no more generic sales messaging! 

Building relationships with key decision-makers 

Personalized outreach builds trust, and trust is everything in commercial sales. Use a multi-channel approach to connect with decision-makers: 

1 – Email: Send personalized messages highlighting property-specific opportunities. 

2 – Phone calls: Follow up with details that show you’ve done your homework (or used Convex). 

3 – Loom videos: Allow the prospect to put a face to a name. 

4 – In-person meetings: Build rapport and address objections face-to-face when possible. 

The goal isn’t just to sell — it’s to build a long-term partnership that benefits both parties. 

Estimating and proposing projects 

Once you’ve earned their interest, it’s time to show you’re the right partner for the job. Accurate estimates and persuasive proposals are your ticket to closing the deal. We go into these details in other articles and integrate with tools like Aspire’s PropertyIntel to help you estimate faster and with greater efficiency, so we’re not going to cover too many details here — but here are a few thoughts to streamline your approach: 

Estimating projects with precision 

Use tools like aerial imagery and virtual measurements to deliver precise project estimates. Convex’s virtual measuring tools can accelerate your proposal process dramatically because you don’t need to walk the site. Plus, you can easily adjust variables (like panels or roof types) to test out different scenarios that meet your prospects’ needs. 

Developing winning proposals 

A great proposal doesn’t just explain the project — it sells it. Include: 

1 – A detailed scope of work. 

2 – Timelines for completion. 

3 – Testimonials or case studies from similar projects. 

If possible, add visuals like photos, charts or mockups to make your proposal stand out. Show them you’ve thought of everything. PropertyIntel can help you do this with pre-set templates that integrate with Convex’s data.  

Utilizing technology to enhance business processes 

The best roofing and solar companies use technology to stay ahead of the competition. By automating tasks and analyzing data, you’ll free up time to focus on what matters: building relationships and closing deals. 

Property intelligence 

Convex offers best-in-class data for accuracy. Designed specifically for commercial services businesses like roofing and solar, Convex takes the difficulty out of finding highly targeted leads. 

How Convex works: 

1 – Log in and check Signals: Start by logging into Convex and checking the “Signals” category — our proprietary buyer intent data — to see who’s in-market and ready to buy. These signals provide intent scores based on various factors, helping you prioritize high-value prospects. 

2 – Search for properties, accounts and contacts: Search for properties or accounts that align with your products and services. This could be anything from a specific property type (e.g., hospital, airport) to individual contacts, job titles, account names or tenant information. Convex’s property intelligence includes key insights such as permit histories, building age, square footage, ownership, transaction details and equipment data, making it easier to identify and close new leads. 

3 – Leverage generative AI for personalized outreach: With just two clicks, use Generative AI—trained on buyer signals, firmographic data and your company’s contact data—to send a personalized email or draft a phone script. The AI uses data like job titles, decision-maker information and property history to craft targeted messages that resonate with prospects. 

4 – Automate follow-ups and manage leads: After outreach, set up automated follow-ups or reminders and track the lead in your CRM. Convex allows you to export lists of prospects, assign stages, tag coworkers and assign dollar values to leads, offering light CRM functionality for lead management. 

CRM systems for managing leads 

Once you’ve converted prospects into leads, you have to nurture the relationship. This is where integrations between your sales tools and CRMs like Salesforce or HubSpot ensure seamless pipeline tracking. 

A Customer Relationship Management (CRM) system keeps your leads, contacts and notes organized. Use it to: 

• Track follow-ups. 
• Schedule outreach. 
• Analyze which prospects are most likely to convert. 

Prospecting is only the first step to closing the deal; the rest is about building a great relationship. But that’s a topic for another day… Today, our focus has been on finding deals. 

Data analytics for informed decision-making 

Finally, data and analytics are two aspects of finding roofing and solar leads that people don’t mention much. Tools that offer data points such as “is this property manager working with your competitors” or “does the owner have multiple properties that could benefit from a unique bundled solution,”  these data points make all the difference in closing deals. Convex’s data helps you target buyers who are ready to buy and it keeps your conversations engaging by providing insights that matter most. 

By letting data guide your prospecting and sales strategy, you’ll make smarter decisions and grow faster. 

Conclusion 

Finding roofing and solar deals doesn’t have to feel overwhelming. By combining targeted prospecting with the latest technology, you can uncover opportunities that others miss. Aerial imagery, virtual measurements and data-driven tools aren’t just convenient — they’re your competitive advantage. 

Original article source: Convex

By Convex. 

Contractors chasing growth can’t afford to waste time on the wrong leads. 

In today’s crowded roofing and solar markets, hustle alone isn’t enough. Contractors are burning through time, energy and resources chasing prospects that were never a fit to begin with. Meanwhile, those leveraging data-driven prospecting strategies, powered by platforms like Convex, are pulling ahead, closing bigger deals, faster and with higher margins. This isn’t about working harder; it’s about working smarter. If you’re still relying on cold calls and gut instinct to find your next job, it’s time to upgrade your playbook for the digital age. 

Understanding ROI-driven prospecting 

ROI-driven prospecting is an approach that prioritizes return on investment when seeking out new sales opportunities, clients or projects. The goal is to eliminate high-cost, slow and inefficient strategies and replace them with tools, technology and tactics that can accelerate the sales cycle and drive growth. 

Data is at the core of any effective ROI-driven prospecting strategy. For example, permit history data can provide insight into properties that are likely due for upgrades or replacements, enabling contractors to proactively reach out to homeowners or businesses before their competitors do. Buying signals can show you who’s actively looking for your services and property intelligence tools can create visibility into your entire territory, eliminating “windshield time” and canvassing. 

The importance of effective prospecting strategies 

The challenges of traditional prospecting 

Let’s compare two prospecting methods to showcase the difference between traditional strategies and those focused on ROI. 

For most sales reps, traditional prospecting looks something like this: Find a database of local property owners and managers, make 100 (or so) calls per week, check LinkedIn for actionable insights, drive around looking for new properties to drop by and hope that you can send enough relevant cold emails and make enough calls to generate sales. 

According to Salesforce, a rep will spend 21% of their time performing lead research and prospecting and only 5- 10% of these outreach messages will even get a response. 

How an ROI-driven approach helps you identify and close highly targeted leads faster 

Conversely, with tools like Convex, reps can find and identify warm selling opportunities in 3-5 minutes per account.  That means when they use Convex to research and identify leads for the same amount of time it takes to make one cold call, they can instead have 20- 30 warm conversations with businesses where selling is not only welcomed but expected. 

This allows contractors to save a significant amount of time and resources that would otherwise be spent on traditional prospecting methods. Instead, they can focus on building relationships and closing deals with highly targeted leads who are more likely to convert into long-term customers. 

Let’s take a closer look at how this works. 

Identifying buying signals and intent data 

Instead of beginning with “guesswork” (e.g., a building with a dilapidated roof or a LinkedIn post about energy efficiency from a local property manager), start with a prospect who’s already shown an interest in your services. 

Intent data and more accurately, “buying signals,” are indicators that a prospect is actively seeking solutions or services. Examples of buying signals with lower intent could be Google searches like; “How much could solar panels save on energy costs.” Higher intent could be searches like; “Solar installers in (your city).” 

But buying signals aren’t tracked on searches alone; they’re accumulated from many sources like website visits, social media interactions and other forms of engagement that showcase the likelihood of an account making a purchase. 

Recognizing these cues allows contractors to engage prospects at the right moment, increasing the chances of conversion by presenting solutions that align with their current needs. 

Harnessing the power of buying signals 

Roofing and solar contractors can benefit tremendously from keeping an eye on these behaviors. If someone is actively looking up roofing materials or solar solutions, it’s a great time to reach out and open a conversation on the topic. 

This eliminates the need to compete with other competitors who are only using traditional prospecting methods. 

By using tools like Convex to pay attention to these signals, contractors can tweak their messaging to better address what those potential customers need and care about, boosting the chances of making a sale. 

This is a far more personalized approach than cold outreach and not only makes communication more effective but also improves the customer’s experience with relevant and timely information. 

Leveraging intent data for precision targeting 

Intent data also offers a deeper understanding of a prospect’s journey toward making a purchase decision. 

Understanding search intent enables contractors to strategically time their communications and offerings, ensuring they align with the prospect’s decision-making timeline. 

Additionally, intent data allows for the personalization of marketing campaigns, as contractors can develop content that speaks directly to the interests and motivations of their audience. 

By addressing specific pain points and highlighting relevant solutions, contractors can build trust and credibility, ultimately guiding prospects through the sales funnel more effectively. 

Understanding the importance of permit history 

Permit history is also incredibly valuable. For years, the only way you could find this data was through your local library or county recorder’s office. 

Today, permit history is available through property intelligence platforms and can be instrumental in identifying potential prospects for roofing and solar companies. 

By analyzing permit records, contractors can gain insights into properties that have undergone recent renovations or installations. These installations may align perfectly with the needs of your target audience and trigger outreach events that drive sales. 

For example, imagine that a historic property is going through a total renovation and the new management company has indicated an interest in energy efficiency. This would be the ideal time to reach out with information about roofing or solar solutions, especially if your business offers products specifically tailored to historic properties. 

Such data-driven insights not only streamline the prospecting process but also enhance the efficiency and accuracy of lead identification and targeting. 

Why permit history matters 

Permit history allows contractors to pinpoint properties that have demonstrated a willingness to invest in their infrastructure. By leveraging this information, contractors can preemptively address potential client needs, showcase their expertise and establishing themselves as proactive service providers. 

Utilizing property data for targeted prospecting 

Property data is another great way to prospect. One customer, Comfort Systems USA, likes to focus on owner-occupied buildings, and they are doing incredibly well with their targeted approach. 

Property data encompasses a wealth of information about commercial real estate assets, including ownership and management details, tenant information, property size and geographic location, helping reps identify targeted leads in their territory faster. 

Roofing and solar companies can harness this data to fine-tune their prospecting strategies, ensuring they reach the right audience with relevant offers. This level of personalization not only increases the chances of conversion but also enhances customer satisfaction, as clients feel understood and valued. 

By understanding the unique characteristics of each property, contractors can customize their proposals, presenting solutions that are tailored to the specific needs and potential of the property. 

Segmenting prospects based on property data 

Convex allow you to segment properties according to property characteristics. For example, types of properties (e.g., hospitals, office buildings, manufacturing facilities or restaurants). 

Similarly, roofing contractors can target areas with older properties that may require repairs or replacements. 

This segmentation empowers roofing and solar businesses to optimize their marketing efforts, ensuring they deliver the right message to the right audience at the right time—allocating resources more efficiently. 

Instead of using Google Earth or MapQuest to find properties in your territory, Convex allows you to outline an area and identify all of the properties within that area by your target segment. This enhances the lead quality and focuses your sales reps’ efforts on buildings that fit your market segment. 

Enhancing lead qualification with property insights 

Property data provides valuable context for qualifying leads, allowing roofing and solar contractors to assess the potential value of each prospect. This targeted approach ensures that sales and marketing efforts are focused on prospects with the highest likelihood of conversion, thereby improving overall efficiency and effectiveness. 

Additionally, property insights enable contractors to anticipate potential challenges or objections, equipping them with the information needed to address concerns proactively and enhance the customer experience. 

Integrating ROI-driven prospecting strategies into your business 

To achieve high ROI in prospecting, roofing and solar contractors need the right tools to work smarter, not harder. Tools like Convex combine data from multiple sources to create a clear picture of your target market. This approach helps you focus on the best opportunities and close more deals. Here’s how: 

Steps to build ROI-driven prospecting strategies 

Combine data sources for better insights 

Use tools like Convex that integrate: 

• Permit history: See which properties are ready for upgrades. 
• Buying signals: Identify prospects actively searching for services. 
• Intent data: Understand who’s closest to making a purchase. 
• Property data: Target the right buildings in your territory. 

Together, these insights give you a complete view of your leads and help you reach the right people at the right time. 

Use advanced analytics for smarter targeting 

1 – Analyze buying signals and intent data to spot patterns and potential customer needs. 

2 – Leverage property data insights to segment your market and prioritize high-value opportunities. Advanced analytics can help identify trends, such as properties with aging infrastructure or businesses expanding their operations, which could benefit from your services. 

3 – Utilize data-driven insights to create personalized messaging and offers that resonate with your target audience (which is what we’ll cover next). 

By leveraging advanced analytics, roofing and solar contractors can fine-tune their prospecting strategies, maximizing the potential for success and ROI. 

Engage prospects with personalized outreach 

Craft targeted campaigns that speak directly to your audience’s needs. For example: 

• Send tailored emails to property owners or managers highlighting how your solutions address their specific challenges. 
• Use trigger-based marketing to engage prospects following major renovations or upgrades reflected in the permit history. 
• Offer case studies or testimonials that showcase how your services have helped similar properties achieve their goals. 
• Build trust by offering tailored solutions, not generic pitches. 

Personalized communication makes your outreach more effective and helps create loyal customers. 

By combining powerful tools, analytics and personalized outreach, you can maximize ROI, secure more deals and grow your business faster. 

Maximizing ROI through strategic prospecting 

To see long-term sales success, roofing and solar contractors need to treat ROI-driven prospecting as a process — one that requires continuous improvement. 

This means evaluating what works, adapting to market changes and refining strategies based on data. 

When done right, this approach keeps your efforts aligned with customer needs and market demands, driving sustainable growth. 

Monitoring and measuring success 

To know if your strategies are working, track key performance indicators (KPIs) regularly. Some of the most important metrics include: 

1 – Conversion rates: How many leads turn into paying customers? 

2 – Cost per lead: Are you getting quality leads without overspending? 

3 – Customer Acquisition Costs (CAC): Is your sales process efficient? 

By reviewing these metrics, you can spot weaknesses and double down on what’s working. Set benchmarks and goals to measure progress over time. This keeps your team focused and ensures your strategies align with your business objectives. 

Adapting to market changes and trends 

The roofing and solar industries move fast, so staying flexible is critical. Contractors should: 

• Stay informed: Keep up with industry trends and customer preferences. 

Example: Rising interest in energy efficiency could signal opportunities for solar upgrades. 

• Test and innovate: Experiment with new prospecting tactics and adjust based on results. 

Example: Try targeted outreach campaigns for property types like hospitals or schools. 

• Pivot when needed: If market conditions shift, adjust your approach to stay relevant. 

Adopting a mindset of agility and experimentation ensures your strategies remain effective, even as the market evolves. 

Fostering continuous improvement 

The best contractors make prospecting a living, breathing part of their business by: 

• Regularly reviewing their data and processes. 
• Listening to feedback from their sales team about what’s working in the field. 
• Investing in tools that streamline prospecting and deliver actionable insights. 

Use data as your guide, remain agile and never stop improving to turn your prospecting efforts into a reliable growth engine. 

By committing to ongoing improvement, you’ll stay ahead of competitors and build a sustainable pipeline of qualified leads that drive growth. Track your team’s results, adapt to market changes and refine your strategies so you can maximize ROI and future-proof your business. 

Closing thoughts: Increasing ROI for roofing and solar contractors 

For roofing and solar contractors, embracing ROI-driven prospecting is a game changer. It’s about leveraging the right tools to work smarter, not harder. 

Success doesn’t come from a one-time effort; it’s built on continuous improvement. Analyze your results, adapt to market trends and refine your strategies to secure a steady pipeline of qualified leads. 

When every prospecting effort is driven by data and aligned with customer needs, your business not only grows but thrives. 

Original article and photo source: Convex

By Convex. 

Secure sales the smart way by scanning rooftops and closing deals with innovative technology. 

If you’re still pounding the pavement to find roofing and solar leads, you’re already behind. The commercial building industry is shifting, and fast. In a landscape flooded with vendors and decision-makers who don’t pick up the phone, the key to breaking through isn’t just hustle. It’s intelligence. That’s where Convex comes in. Smart sales teams are using its aerial data, virtual measurements and intent signals to pinpoint hot leads before their competitors even know they exist. This isn’t just a new playbook; it’s a new game. And if you want to win it, you’ve got to know where to look and what to use. 

The importance of targeted prospecting 

Identifying roofing and solar leads that will turn into deals starts with targeting the right people. Building owners and managers make key decisions about property improvements and energy solutions but finding them can feel like searching for a needle in a haystack. The secret? Focusing your efforts on the properties, already actively searching for your services. 

This means eliminating inefficient prospecting approaches and using things like intent data, buying signals, aerial imagery and virtual measuring tools to find the right deals. 

Understanding your target market 

Before you can find building owners and managers, you need to know who you’re looking for. Ask yourself: 

• What types of commercial properties benefit most from the specific roofing and solar solutions that we offer? 
• How do specifics like building size, location and energy needs influence their decision-making? 
• What existing pain points (like high energy costs or roof wear) can you solve for them instantly? 

Once you identify these factors, you’ll be able to target prospects who are actively looking for the solutions you offer — cutting down on wasted time and increasing your chances of success. 

Finding commercial property leads 

Commercial property leads are a goldmine of roofing and solar sales opportunities. High-quality lead sources should provide critical details like property specifications, decision-maker contact information and intent data around what owners and managers are actively searching for. 

Instead of cold-calling 100+ random properties per week, your team can leverage intent data to zero in on prospects already aligned with your services. 

However, this data isn’t easy to find and it’s even harder if you’re looking for accurate and up-to-date data. 

Pro tip: Use platforms with integrated data 

This is where property intelligence tools like Convex are game changers. Convex was designed specifically for sales reps prospecting commercial properties and the platform can overlay property details, owner contact information and even buying signals (intent data) onto a map — giving your team visibility into their entire market. This saves hours of research, so you can spend more time contacting the right people. 

Leveraging aerial imagery and virtual measurements 

When it comes to assessing commercial properties, aerial imagery and virtual measurements are game-changers. These tools give you the insights you need to evaluate buildings without ever setting foot on-site. 

The role of aerial imagery 

Aerial imagery provides a clear view of rooftops, parking areas and grounds. This perspective helps you spot challenges like roof wear or shading for solar panels. 

By identifying these details early, you can tailor your outreach and proposals to address specific issues. 

Accurate virtual measurements 

Forget climbing ladders with a measuring tape. Virtual measurement tools calculate roof dimensions and area with precision. 

This accuracy ensures your estimates are on point, saving you from costly miscalculations and building trust with prospects. 

Engaging with building owners and managers 

Once you’ve used tools like Convex to identify your prospects, the next step is engaging with them. Building owners and managers are busy, so every interaction should deliver clear value, or it will be ignored. 

Crafting a compelling value proposition and tailored sales outreach 

Your value proposition isn’t about you — it’s about them. Show how your roofing or solar solutions solve their problems. For example: 

• Reduce energy costs with solar installations. 
• Extend the life of their roof with high-quality materials. 
• Increase property value with energy-efficient solutions. 

Tailor each pitch to the specific property and decision-maker. The more personalized your message, the more likely they’ll listen. 

Convex’s Generative AI can do this for you. Trained on the details of your company, sales reps and services as well as the buying signals, contact information and property details of your prospects, our tools can draft emails and phone scripts in seconds that are not only relevant but also personalized to the needs of the potential customer — this means no more generic sales messaging! 

Building relationships with key decision-makers 

Personalized outreach builds trust and trust is everything in commercial sales. Use a multi-channel approach to connect with decision-makers: 

1 – Email: Send personalized messages highlighting property-specific opportunities. 

2 – Phone calls: Follow up with details that show you’ve done your homework (or used Convex). 

3 – Loom videos: Allow the prospect to put a face to a name. 

4 – In-person meetings: Build rapport and address objections face-to-face when possible. 

The goal isn’t just to sell — it’s to build a long-term partnership that benefits both parties. 

Estimating and proposing projects 

Once you’ve earned their interest, it’s time to show you’re the right partner for the job. Accurate estimates and persuasive proposals are your ticket to closing the deal. Here are a few thoughts to streamline your approach: 

Estimating projects with precision 

Use tools like aerial imagery and virtual measurements to deliver precise project estimates. Convex’s virtual measuring tools can accelerate your proposal process dramatically because you don’t need to walk the site. Plus, you can easily adjust variables (like panels or roof types) to test out different scenarios that meet your prospects’ needs. 

Developing winning proposals 

A great proposal doesn’t just explain the project — it sells it. Include: 

1 – A detailed scope of work. 

2 – Timelines for completion. 

3 – Testimonials or case studies from similar projects. 

If possible, add visuals like photos, charts, or mockups to make your proposal stand out. Show them you’ve thought of everything.  

Utilizing technology to enhance business processes 

The best roofing and solar companies use technology to stay ahead of the competition. By automating tasks and analyzing data, you’ll free up time to focus on what matters: building relationships and closing deals. 

Property intelligence 

Convexoffers best-in-class data for accuracy. Designed specifically for commercial services businesses like roofing and solar, Convex takes the difficulty out of finding highly targeted leads. 

How Convex works: 

1 – Log in and check signals: Start by logging into Convex and checking the “Signals” category — our proprietary buyer intent data — to see who’s in-market and ready to buy. These signals provide intent scores based on various factors, helping you prioritize high-value prospects. 

2 – Search for properties, accounts and contacts: Search for properties or accounts that align with your products and services. This could be anything from a specific property type (e.g., hospital, airport) to individual contacts, job titles, account names, or tenant information. Convex’s property intelligence includes key insights such as permit histories, building age, square footage, ownership, transaction details and equipment data, making it easier to identify and close new leads. 

3 – Leverage generative AI for personalized outreach: With just two clicks, use Generative AI — trained on buyer signals, firmographic data and your company’s contact data — to send a personalized email or draft a phone script. The AI uses data like job titles, decision-maker information and property history to craft targeted messages that resonate with prospects. 

4 – Automate follow-ups and manage leads: After outreach, set up automated follow-ups or reminders and track the lead in your CRM. Convex allows you to export lists of prospects, assign stages, tag coworkers and assign dollar values to leads, offering light CRM functionality for lead management. 

CRM systems for managing leads 

Once you’ve converted prospects into leads, you have to nurture the relationship. This is where integrations between your sales tools and CRMs like Salesforce or HubSpot ensure seamless pipeline tracking. 

A Customer Relationship Management (CRM) system keeps your leads, contacts and notes organized. Use it to: 

• Track follow-ups. 
• Schedule outreach. 
• Analyze which prospects are most likely to convert. 

Prospecting is only the first step to closing the deal; the rest is about building a great relationship. But that’s a topic for another day… Today, our focus has been on finding deals. 

Data analytics for informed decision-making 

Finally, data and analytics are two aspects of finding roofing and solar leads that people don’t mention much. Tools that offer data points like: is this property manager working with your competitors, or does the owner have multiple properties that could benefit from a unique bundled solution — these data points make all the difference in closing deals. Convex’s data helps you target buyers who are ready to buy and it keeps your conversations engaging by providing insights that matter most. 

By letting data guide your prospecting and sales strategy, you’ll make smarter decisions and grow faster. 

Conclusion 

Finding roofing and solar deals doesn’t have to feel overwhelming. By combining targeted prospecting with the latest technology, you can uncover opportunities that others miss. Aerial imagery, virtual measurements and data-driven tools aren’t just convenient —  they’re your competitive advantage. 

Original article and photo source: Convex

Smart sales tech meets the roofing trades; Convex helps commercial roofers find, target and close more business. 

The Coffee Shops, the award-winning online communities where the industries meet for technologies, safety, information and education for the construction trades of roofing, metal, coatings, are pleased to welcome Convex into their community.   

Convex develops tools that empower commercial service providers, roofing companies included, to identify top prospects, access decision-maker data and boost revenue with real-time property insights. The Convex platform consolidates prospecting, outreach and pipeline management into one easy-to-use system. 

From Convex, sales and marketing teams can expect: 

• High-precision lead targeting: Users can draw a radius on a map and instantly view commercial properties that meet ideal customer profiles, including building size, property type and permit history. 
• Verified contact information: Sales teams gain access to phone numbers and email addresses of key decision-makers to support timely, relevant outreach. 
• Real-time buying signals: Convex helps teams prioritize opportunities by showing which companies are actively researching their services. 
• Integrated workflows: Built-in tools for CRM integration, route planning, email generation and reporting keep everything in one streamlined system. 
• Mobile support: Whether you’re at the office or in the field, the Convex mobile app allows for on-the-go prospecting and sales execution. 

Convex is now part of ServiceTitan and continues to lead the way with its property-based market intelligence and tech stack integration, helping commercial roofers scale smarter and faster. The company serves a wide range of industries, but their tools are especially valuable to roofing professionals seeking growth through data-driven decisions. 

With over 64 million commercial property records across North America and a proven track record of delivering 5x ROI in just weeks, Convex brings serious tools to the table. 

The Coffee Shops are proud to welcome Convex!

Check out the incredible speaker lineup and register for STG’s annual conference.

Sales Transformation Group (STG), provider of the premiere sales coaching and training platform for the trades, today announced the speaker lineup and officially opened registration for TRANSFORM 25, its annual growth conference to be held in April at the Hilton DFW Lakes Executive Conference Center in Dallas, Texas.

TRANSFORM brings together growth-minded roofers, contractors, and other professionals shaping the future of the building and construction sector with the objective of “Building Elite Teams” and equipping them to scale their businesses.

For the first time this year, TRANSFORM 25 will consist of back-to-back events for residential and commercial markets. TRANSFORM Residential will be held April 14-16. TRANSFORM Commercial will be held April 16-18. Each includes learning tracks for owners and executives, sales leaders and sales representatives. The agendas are jam-packed with inspiring keynotes, targeted breakout sessions, immersive training and even live competitions. There will also be a welcome reception and off-site excursion for each event.

“We’ve reimagined TRANSFORM to offer the highest level of targeted learning, development and training for owners and their teams. We strongly believe that the sales team is the engine that drives growth for every contracting business and our goal through this conference is to equip attendees to ‘Build Elite Teams’ from the top down,” said STG Founder and CEO Ryan Groth. “Not only are we offering the flexibility for residential and commercial contractors to attend on their own or with their teams, but we’ve also attracted the highest caliber of speakers for both events and every track.”

This year’s agenda includes the most renowned industry leaders from across the trades, such as Tommy Mello of A1 Garage, Ken Kelly of Kelly Advisors, Victor Smolyanov of Victor’s Home Solutions, Steve Little of KPost Company, Luke McCormack of Roofing Talent America, Todd Eichholz of A&A Paving, Chad Fortney of ESKOLA Roofing & Waterproofing, Rocky Cherry of Cherry Coatings, Casey Mynatt of City Wide Facility Services and many more.

Previous speakers include former NFL first-round prospect Inky Johnson, RYNO Strategic Solutions CEO Chris Yano, Breakthrough Academy Co-Founder Danny Kerr, Exit Momentum Founder Cullen Talley and Author of The Coffee Bean: A Simple Lesson to Create Positive Change Damon West.  

Event sponsors include Convex, JobNimbus, Roofing Talent America, RYNO Strategic Solutions, ServiceTitan, Siro, Terial and Unstoppable365.

For more information and to register, visit www.sellonstg.com/transform.

About STG – Sales Transformation Group

STG is the leading provider of sales training and coaching for commercial and residential contractors across the trades. Our platform and programs have helped more than 1,000 clients improve their sales processes, build high-performing sales teams and drive consistent, predictable revenue. Based in Dallas, Texas, Ryan Groth, a former professional baseball player turned contractor sales leader, innovator and entrepreneur founded STG in 2018.