Phil RisherPhlash Consulting · No. 1 Digital Marketing Consulting Company For $1m-10m Home Service Businesses 🚀

They treat it like strategy season. #shorts

13 Feb 2026 · 1 min

Watch on YouTube

0:58

In this YouTube short, the speaker outlines three concrete actions small‑business owners—particularly in roofing—should take during the shoulder season to set up a record‑breaking 2026. First, launch a referral program by identifying complementary service partners (e.g., gutter cleaning, pressure washing), defining a clear offer (e.g., $50 per lead), and rolling out a partnership game plan. Second, create or refine a call script for customer‑service representatives, aiming to convert at least 62% of inbound leads into jobs. Third, build a 12‑email drip campaign in advance so that, when the year gets busy, the emails can be sent with a single click. The speaker stresses that executing these three tactics will reliably grow the business in 2026.

Chapters

In shoulder season. Here are three things that you should do to set up 2026 to be the best year yet. 1. Get the referral program off the ground. You've probably been thinking, I need to build referral partners. I need to get B2B people referring me. And when you're busy, you can't go and do that. So right now is the time we need to be building out this game plan. So what can you do? Figure out your offer. If you send me a lead, I'm going to give you 50 bucks. Figure out your complimentary services. I do roofing, so let me find gutter cleaning companies, pressure washing companies, reach out to those people, set up a meeting with them, and then roll out your game plan so that way they send you leads. Second thing that you can do is fix your call script. Go to your CSRs, listen to their calls and ask them if they have a call script. If they don't have a call script, you need to set one up. So that way you know when these leads start coming in, you have a good call script that's going to convert at least 62% of these leads into jobs. And then the third thing, start your email campaign in shoulder season. Set up 12 emails and get them all ready to go. So that way if you're busy throughout the year, you have them already set up and all you gotta do is click send and then they're good to go. If you do these three things, there's no way that you're not going to grow your business in 2026 and make it the best year yet.