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Unlock Your Business Potential Utilizing Property Data

Leap Open the Door Watch
August 5, 2023 at 6:00 p.m.

By Anna Lockhart.  

Utilizing whole home data is an innovative way to increase upselling opportunities and expand your business. Data experts share their insights on how to get started. 

In a recent Read, Listen, Watch webinar, hosted live from the Florida Roofing and Sheet Metal Association (FRSA) Expo, Heidi J. Ellsworth sat down with Tom Basch from Leap and Rob Soper from EagleView to discuss their best advice for upselling practices exterior contractors can implement to better their sales success and increase profits. Tom and Rob explain how utilizing whole home data and property insights can give contractors an advantage in finding additional projects that customers might not have initially considered!   

Using whole home data gathered from automation tools is a fantastic way for business owners to upsell and boost their success with customers. EagleView specializes in property imagery and data that provides users an in-depth and complete look at a property, and when paired with the CRM platforms from Leap, can be used by multi-trade, exterior contractors to find additional projects to upsell to their customers.  

Tom, Leap channel director, pointed out that if you’re not offering something, then you can’t sell it. By putting an option in front of a customer, it gives them an opportunity to potentially agree to a project they might not have considered otherwise. “So, the beauty of [Leap] having that data that EagleView provides is that a sales rep can sit in the home, and they may be there for a roofing lead, but they have all this data at their fingertips that they can now offer, ‘Hey, have you considered doing your siding? Have you considered replacing this brick? Have you considered doing these different projects?’” 

He continued, “Then you have all the data, and within Leap, you're able to price it super simply and quickly, where it doesn't detract or take away from the sale. You're there, you're presenting options for them and putting it on the table.” 

These platforms aren’t just useful for multi-trade contractors. Having access to such data can open up opportunities for cross selling and partnerships with other contractors in different trades that are willing to collaborate in exchange for more job recommendations. Rob, EagleView senior business development manager, explained, “Even if you aren't a multi-trade contractor, it doesn't mean you can't sell the job and sub it to another trade... So now we're trying to create partnerships through platforms and other things to connect solar installers to roofers, and roofers to solar installers so they can cross sell and earn commissions on those leads, even if they're not going to perform the work.” 

Learn more about EagleView and Leap and how to utilize their whole home database to increase sales! 

Learn more about Leap in their Coffee Shop Directory or visit www.leaptodigital.com.

About Anna

Anna Lockhart is a content administrator/writer for the Coffee Shops and AskARoofer™. When she’s not working, she’s most likely to be found with her nose in a book or attempting to master a new cookie recipe. 



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