Definitive recommendationCRM included in every tier
Pricing model Dan should sell
Use simple ad spend buckets, fixed monthly management, a one-time launch fee, and required CRM/lead-system delivery. Do not split CRM as optional.
Ads Pilot$1,500/mo + $1,250 setup. $3k–$5k ad spend.
Growth Ads$2,250/mo + $1,750 setup. $5k–$10k ad spend.
Scale Ads$3,500/mo + $2,500 setup. $10k–$20k ad spend.
System rulesHow the system works
General strategy
TCM-generated leads enter our managed CRM first. Existing client CRMs stay separate; TCM-generated leads enter our CRM first.
Our CRM firstRequired for attribution, alerts, follow-up, and reporting.
Client-owned assetsAd accounts, domain, and full website ownership stay with the roofer after the build is paid.
Managed infrastructureCRM forms, tracking, retargeting, call routing, automations, and reporting are part of our service.
Who to sell firstEmployer roofers only
Market tiers
Ignore tiny non-employer roofers for now. Focus on roofing companies with crews, payroll, call-answering capacity, and enough cash flow to invest in growth.
PositioningPlain-English sales story
Competitive advantages
Our pitch: client-owned accounts, roofing-specific pages, faster response, better attribution, and CRM follow-up that helps convert leads into booked inspections.
Live demo linksClient selector
Client asset demo
Give Dan one place to pull up original source sites, TCM-built subdomains, PPC landers, owner-preview ad searches, and ChatGPT comparison prompts.