Fly-In Consulting &
Sales Training
A full-day, high-impact onsite built to optimize financing performance, tighten your sales process, and align the whole team.
Built for Contractors Ready to Close More Deals
Increase funded deals
Clear, compliant financing playbook that your team can run.
Remove friction
Simplify the in-home presentation and pricing conversation.
Align the team
Leaders and reps rally around one plan for growth.
What We’ll Accomplish in Your Onsite Day
Executive Strategy Session
Align leadership on KPIs, compliance, and growth goals
Marketing Review & Strategy
Audit your assets and refine offers to boost homeowner trust
Sales Process Assessment
Identify friction points and teach “early, always, often” financing
Team Training Workshop
Live, roleplay-based training to prepare reps for the kitchen table
Post-Visit Support
Q1
Review Progress
Q2
Track KPIs
Q3
Align Next Steps
Q4
Sustain Momentum
Client Results
“116+ reps offering finance at POS; +27% in funding and approvals.”-Shamrock Roofing
Ready to turn “We can’t afford it” into yes?
Tell us where your team needs the biggest lift.