Past Webinar

Learn top CRM strategies of roofing leaders

Speaker Details

Smiling man with curly brown hair in a dark henley shirt, set against a plain light gray background, conveying a friendly and approachable demeanor.

Aaron Weinstein

CEO & Co-Founder, Terial

A person with curly hair and a beard smiles warmly at the camera. They're wearing a beige shirt, with colorful vertical panels in the background.

Greg Fronda

Head of Customer Success, Terial

Learn how top roofing teams structure stages, keep follow-ups on track, and spot stalled deals before they slip. We’ll walk through practical workflows you can apply in any CRM, with real-world examples from the field.

What you’ll learn

Stage/pipeline patterns that make the “next step” obvious

A no-miss follow-up cadence (tasks + touchpoints)

Simple time-in-stage cues to catch stalled opportunities early

How to turn service & inspection data into upsell conversations

Two construction workers in hard hats and safety vests discuss a project on a rooftop, using a tablet. They appear focused, with a cityscape in the background.

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Learn top CRM strategies of roofing leaders

Speaker Details

What you’ll learn

Book a CRM demo today!