18 Ways to Use AI to Sell More Roofs, Save Time, and Wow Customers

Here, 18 different ways to use AI in your roofing company or as a roofing sales rep to make more sales, save time, and create an even better customer experience. Now, I know that AI in the world of AI is intimidating and it is moving very fast. And it seems that whatever was new last week is different than today. And there's new things happening all the time now. People are afraid that AI is going to take their job. I don't think it will. But I do believe this, that those who know how to use AI will take the people's jobs who don't. So whether or not you're all in on AI or afraid to get started, this video is for you. I'll be teaching you these 18 different methods and then at the end I'm going to share with you how to find the best and latest and greatest tools and softwares to use to bring these strategies to life. Because remember that AI itself is moving so fast that software may become obsolete, but you know what won't? Strategies. That's why I'm focusing today's video on those 18 strategies to use in your business. My name is Adam Bensman and my new mission here on my YouTube channel and my podcast is to help you and your roofing company adapt in today's fast changing and unpredictable times. I'm so glad to have you here. Let's rock and roll. Roofing sales is personal development in disguise and the reward for growth is life changing. I hope my content helps you create a richer life and bank account. All right, before we get into this list of 18 different ways to use AI in your roofing company or the sales rep, save time, make more sales and create a better, better customer experience. I want you to know this. This list is not exhaustive. There is far more that you can do and I look to you to drop a comment and share with me. What did I miss? Or what are you using AI for in your roofing company? Because inside RSRA I feel like I'm seeing new ideas and new initiatives on the daily and I love it. That's the beauty of being in a community where we share winning secrets. So let's kick things off with number one. Number one is using AI to write emails and text messages. Now, AI is a better is a great tool with clear instruction and a horrible tool with bad instruction. So when you can give AI an incredible prompt like act like a professional marketer. Write me an email to a customer who's choosing between me and another roofing contractor. Make it fun and witty and casual without Being salesy, pushy or aggressive, that's the way to use AI. Give it good prompts. And in these certain situations that maybe you've never been in before and don't know how to respond well, guess what AI does. It may not give you a 100% perfect output, but it's going to get you 90% of the way there and let you put your finishing touch on this. You can develop GPTs, which is a whole different world. And I don't want to intimidate folks who haven't done this, but if you're interested, just hop on YouTube and say how to create a GPT, which is basically a pre programmed tool inside your GPT library to do certain tasks for you, like writing emails or text messages. And remember, these can be done on the fly or to create templates that you use in your company. Number two, to have better response time and faster response time in your roofing company. Now you can use an AI bot for your social media channels or even as an after hours call service. So instead of having to like hire the call service that answers after hours and often they don't do a great job, you can just have an AI bot handle the calls and you can even say, hey, this is so and so roofing company's AI assistant. You reach us after hours, but I'm here to help. Okay. You can also use that to answer questions or emails and social media channel questions on Facebook and Instagram instantly. So instead of having to staff up and have people monitor these things, you can just use AI bot to do it for you. Because speed to lead makes us money. Number three, recording your appointments. So salespeople and managers, you should consider doing this for your team. There are tools such as Otter AI and again, put low emphasis on which tool because by the time you watch this, it might be irrelevant. But I'm giving some that are relevant today. Otter AI can record your conversations or your appointments, summarize them and put together action items. So I know many roofing salespeople are disorganized. We drop the ball, we forget details. But if you have AI in your pocket recording everything, and then if you just make it a habit at the end to say, hey Mr. Homeowner or hey Peggy, this is what I promised to do. One, we're going to get our next appointment on the book. Two, I'm going to drop off a sample board. Three, our production coordinator is going to call you and tell you exactly what when your install is going to be coming up. So then when you get the Summary and the action items. You're like, oh, at the end of the day, I finally made it back in my office, I had five appointments, here's all my notes, here's the action items, and boom, nothing gets forgotten. Number four, analyzing testimonials so you can strengthen your sales and marketing. This is an advanced technique that the best marketers use. And our job in sales and marketing is to use the exact language that our customers use and to talk to them as if they talk to themselves and how they talk about their problems. So imagine If I had ChatGPT analyze all of my customer testimonials, Google and Facebook. I just copy paste, put them in a document, say, analyze all these testimonials and give me the top trends, what people talk about. Here's a pro tip. Write this one down. How they compare us to other people they've worked with in the exact languages or phrases they use. So for example, if you find out that maybe you run a roof repair division and people say the word, they patched my roof instead of repair. Even though it's not the technical jargon that we would use in my marketing and in my sales efforts. So for the team to know, I will use the words patch because that's language that makes sense to the homeowner. The other thing that I'll pay attention to is if they compare me to a competitor, they actually called me back. They followed through, they did what they said they were going to do. All of this language can be built into your sales presentations and or your marketing ads, Google, Facebook, you name it, the videos and content you produce and then to train the sales team to communicate. Like that number five, you can use AI to write estimates. You can also use it to compare scopes sent back from the insurance company after you supplement. And one of our members in our sra, his name is Mark, Mark actually ran a member led session. We do a lot of these. And he shared how he's using ChatGPT to write estimates for him. So instead of having to train an office staff, the intricacies of putting together a roof estimate, like how many square of coverage a roll of felt or synthetic underlayment has, how many squares for a box of nails, all of those intricate details, the length that you'll get out of a bundle of ridge cap, all this can be done via AI when it's programmed to produce the estimate for you. Which also solves for many roofing companies who are trying to make that transition from being storm focused to more hybrid and retail focused, to empower their team to make estimates on the spot using a hover or using an eagle view or an aerial measurement of your choosing about affiliated with any of these companies, by the way. So. So this is a really great way to reduce human error and speed up efficiency. Number six, you can use AI for sales training. Like now you can get free one on one coaching from my brand new AI clone. Did you know that there's a link in the description so you can get access right now? And many people are using this, Many companies are using this as a standard process for their sales training. So we can do some role play together. Maybe your sales team, they can keep I call it Pocket Atom in your pocket and you can bookmark my AI clone. It's free by the way, there's no catch. And then you could say, hey, I just got an objection. This homeowner said this at the door. What would you recommend to do? And in fact, with my new AI clone, you can even video chat with me. It's super neat video chat call or over text. So click the link in the description, check it out, get free access right now and get it in the hands of your team. Number seven, marketing data analysis. Now many of us just throw money at marketing. We run our marketing, as Dean Jackson says, like a slot machine where we put money in and hope we hit all sevens versus a vending machine where we put money in and the right output, the predictable thing that we want comes out. So you can use AI to analyze your top ads that you're running on Facebook or Google and say what are the common themes? And then you can even say something like create a formula for me to write powerful ads like this that will work every time. And now you know, proven, proven data that these are the best performing ads. And I got a framework to produce more ads like that as opposed to a game of guesswork. Number eight is research. It is amazing how many roofing company owners or roofing sales reps, they need answers to pressing questions or for help solving problems that they're facing in their business. And ChatGPT has a lot of those answers or at least to point you in the right direction. And I've even used it for unique scenarios. Like I wanted a new workout program that blends weightlifting, calisthenics and trail running. These are like my three favorite things. And I can't find like a done for you program out there. So I gave it a prompt. I said, hey, act as a fitness expert, write me a 6 day per week fitness plan. I'm a 38 year old fit male and I want to blend calisthenics, weightlifting and running and I'd like to keep my workouts at one hour per day or less and I got a six day per week plan and it was absolutely awesome and it blended all the things that I love to do and it did it in a smart way. I've even used it to analyze why my radios because I love going off roading. By the way, go check out my other YouTube channel. It's my hobby channel called G Wheeling. I'm a G Wagon enthusiast. I build them up, I go rock crawling and four wheeling and I nerd out on this stuff. But I had some trouble with a new handheld radio I got and instead of going to the user manual I just typed in chatgpt. Like I have Baofeng GMRS radio and I'm having X, Y and Z issue and it just troubleshooted it for me. So having that tool in your pocket and owners and managers arming your team to habitually turn to that to get their questions answered saves you tons of phone calls. Number nine Increasing your set rate okay, what do I mean? That means the people that call in your office and converting them into an appointment. So there's AI tools that will integrate with your phone system to record, transcribe and analyze the phone calls that are coming into your office. Now in January, we ran an RSRA 2025 planning retreat. We had roofing companies come out. We got together and I did a secret shopper. So we put people on speakerphone and I called some of the companies that were in the office and we spotted some serious issues that are costing your company a bunch of and I know it's happening unless you are actively monitoring your phone system and doing spot checks or secret shopper experiences. So with these AI tools they can record everything and give feedback to the people that are answering the phone and give you feedback. So you can increase the amount of people you talk to that you can convert into an appointment. It's one of the lowest hanging fruit ways to start getting more leads. Number 10 analyzing your sales appointments. There are a bunch of great tools out there. Xero AI is one of those that can record your sales conversations at the door or in the home. I believe as of the time of this writing that Xero and Engage are working together. I personally use Engage for my virtual presentations that works together so you can have this really beautiful data blend to see what's happening inside the home. What are sales reps saying? What are the top objections from homeowners what's the call sentiment and how do I provide coaching opportunities to so you, the owner or manager can do ride alongs without doing ride alongs, which saves you a lot of time, allows you to serve more people and have a faster training and development process. So start using it. Number 11 training on product Knowledge I get this question a lot. What's the best way for me to learn about X, y and Z? ChatGPT or whatever AI model you wish to use. And before this video, I even went as a test to see how good ChatGPT was at answering technical questions. Because I know new salespeople get overwhelmed with technical overload. They don't know answers to certain questions, so they'll step out, try to call the owner or BS their way through it. Stop doing that. Just turn to ChatGPT and learn how to ask good questions. So here's an example of one that I that I gave ChatGPT and the response was fantastic. I said act like a roofing expert. I have a house with a 212 section of roof that's tied into a 512 section of roof that is shingled. What is the best product for me to use on the 212 portion of the roof and how do I tie it into the 512 portion? And it spat everything out from a very technical standpoint, products to use, how to flash it, installation, the proper overlap, proper products for flashing everything was done just like that because these LLMs, large language models of AI are pulling information from absolutely everywhere. So you now have a technical expert in your pocket. Number 12 recording your meetings, specifically sales meetings, and providing ongoing coaching for your team. So here's a couple of tools that you can use. One you can use again, Otter AI is one you can use Fireflies. There's a bunch of different tools out there and you can record your sales meetings. So anyone that wasn't there gets the summary, gets the notes. But most importantly, you can actually create an AI coaching assistant on the topic of that video. It's something that we do inside our sra. So to give you an example, one of our members, two of our members actually ran a session on building a cold call center in house. They can get more leads instead of having to outsource it. And it was gold. And many of our members have actually built call centers in house and now they're getting leads all because of the content that was shared from our members. That's the beauty of sharing our winning secrets. But we go one step further. We actually train an AI coaching assistant on that content because we're all busy, as are you, as are your salespeople. So you could go into the AI coaching assistant and type in like, where do I get a call list? How do I make sure I'm compliant? How much should I pay per lead? What's the average set rate? What's the script example I should use? What software should I use for calling? And all of these answers will just come to you instantly instead of having to watch through the entire thing and hope to find it. And you can be doing the same thing for your sales meeting. So if you're doing an ongoing training on door knocking or role play, you can create this AI coaching assistant and provide more tools and more resources to set your team up for success. Number 13, a company AI bot that gives you all the information that any employee will ever need. So whether they're using a new CRM like let's say they're using Proline and they're just getting started, how do I enter a customer's information? Or how do I pull a permit? All of this will pull from your available SOPs and company library and give your employees exactly what they need right then and there. Number 14, AI virtual assistants for your roofing company. Imagine having an AI bot on your website to answer customer questions 247 and help book appointments even while you sleep. Number 15, lead generation. This, this is coming in big and it's coming in strong. And that is people are building. We actually have two members that I know of inside RSRA that have successfully done this where they're using AI in place of humans for their inside call center. So they have the scripting dial down. And these AI bots are now cold calling, having conversations with homeowners. I've actually listened to the recordings. It's totally wild. And then converting them into appointments. Now, beware, there is some compliance issues and the laws are changing. I'm no expert in this. I can't speak to it as an expert, but what I can say is, number one, it's working and it's awesome. And number two, that you just need to be mindful of the changing laws so you can stay compliant and don't get yourself in trouble. Number 16, instant roof estimates. Now, I know that there are a lot of people that are like, pushing back on me, saying that, you know, instant roof estimates will kill the sale and people don't want them or I never want to do it, and I just challenge you. You know, if you look back, I remember when Facebook first came to the world. Everyone's like no one's going to be on Facebook. And remember back then it was just for students. And then now I believe like three quarters of the global population is using meta products. So if there are three roofing companies in one is going to give the homeowner an answer to their question that they have now, which is what's my roof cost? Who do you think is going to get the lead? Who's going to build the trust? So leverage the tools that are available. Number 17 Personalizing the sales experience. There's really neat tools out there, one of which at the time of this recording is called HeyGen, which can use video and text to personalize messages out to homeowners. So you can create this really intimate personalized connection to stand apart from everyone else and truly wow people in number 18 planning for Route efficiency in roofing sales. Whether it's our our sales itself or running production or repairs, we are driving all over creation and using new tools. You can actually plan your route to be more efficient. And if that could save you an hour a day, we're talking about hundreds of hours of your life that can be spent doing things that either produce more income or produce more joy in your life. So there are 18 different ways right there. Use AI to make more sales, save time and create a better customer experience. So what is the your next step? That is to use your favorite AI tool. Say it's ChatGPT and grab one of them. And here's the prompt. Act like an AI consultant expert. I am a roofing company owner or salesperson who wants to ideal outcome. So grab. Let's say I'm going to grab. Number 13. I want to create a company AI bot that can source all of our company resources, SOPs and best practices as a library for my employees. Then ask the question what tools would you recommend I use? And by using that prompt, act like an AI consultant. Give them the context that you're a roofing sales company or salesperson. Describe the ideal outcome and then ask for the recommendation. And you're going to have today's latest, greatest, newest, best software. Because remember, the software and the technology will forever change. But the strategies are timeless. I hope this helps you begin to get past the overwhelm and implement AI in your business. And before you leave, do this next, click the link in the description. Check out my new AI clone. We can video chat. I can even help you figure out what to do next. Thanks for joining me and I'll see you in the next one.