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Roofing Business Partner IT Services & Technology Consulting agency logo

Roofing Business Partner

IT Services & Technology Consulting United States
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The firm deploys AI-powered CRM platforms covering inside and outside sales, configure-price-quote (CPQ), and field service management (FSM), and builds custom AI agents for clients.

Based in the United States, the agency serves clients across North America and South America in both English and Spanish. Project engagements start at $5,000, and the firm works with companies ranging from 11 to over 1,000 employees.

Service offerings include CRM audits, turnkey setup and implementation, remote and on-site training, and post-implementation RevOps, business, and technology consulting. The portfolio also spans branding, content creation, conversational marketing, email marketing, paid advertising, sales coaching and enablement, website design and development, and search engine optimization.

The firm serves construction and renovation, consumer services, energy, and real estate industries. Its operating philosophy holds that tooling matters less than process, and process matters less than adoption, guiding its work aligning people, processes, and systems around lead management, deal flow, sales-to-production, and quote-to-cash workflows.

The agency is rated 4.6/5 from 10 verified reviews.

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Services

  • Branding
  • Programmable Automation
  • Content Creation
  • Conversational Marketing
  • CRM Implementation
  • CRM Migration
  • Custom API Integrations
  • Customer Marketing
  • Customer Success Training
  • Customer Support Training
  • Email Marketing
  • Full Inbound Marketing Services
  • Knowledge Base Development
  • Paid Advertising
  • Sales and Marketing Alignment
  • Sales Coaching and Training
  • Sales Enablement
  • Social Media
  • Website Design
  • Website Development
  • Website Migration
  • Search Engine Optimization

Industries Served

Construction & renovation Consumer services Energy Real estate

Team Size

26 to 50

Pros

  • Deep specialization in roofing industry sales, CPQ, and field service workflows
  • Offers AI agent development alongside CRM implementation and training

Cons

  • Specialization is limited to roofing and closely related construction businesses

Client Review Analysis

Rated 4.6/5 from 10 verified reviews

Frequently Asked Questions

The agency serves roofing and construction businesses, along with consumer services, energy, and real estate companies.
Projects start at $5,000 and scale with the scope of CRM implementation, training, and consulting services.
Yes, the firm provides remote and on-site training plus customer success and support training.
The firm deploys AI-powered CRM platforms covering inside and outside sales, configure-price-quote, and field service management.
Yes, the agency builds custom AI agents for its customers.
The agency serves clients in North America and South America and offers support in English and Spanish.
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