Commercial Roofing Sales Playbook
Nathan, we’ll build your new Director of Sales’ first 100 accounts in 10 days. The first 25 are below, and they’re yours either way.
If your Director of Sales seat stays open another quarter, ignore this. If it doesn’t, the next two minutes are worth it.
What we noticed
You have been in business 12 years, with 900+ five-star reviews and more than 7,000 roofs completed, across four offices. That record is why a new commercial lead can open doors on the first call.
Your posting asks the new Director of Sales to develop retail closers and hunters who generate their own business. The list is the part that can be finished before they arrive.
What changes for your new AE
Your new Director of Sales starts day one with 100 commercial accounts you approved, each with the reason to call now, and drafts written to the first five, instead of spending the first weeks building lists. Your reps get buildings that are already at a decision point.
- 28% of a rep’s time goes to selling Source: Salesforce, State of Sales (7,700+ sellers, 2022)
- 6.2 months average ramp for a new AE Source: Bridge Group, 2026 AE report (158 companies)
- $103K paid before a new AE is fully productive Arithmetic: $200K median OTE × 6.2 months ÷ 12. Inputs: Bridge Group, 2026 AE report (158 companies)
- 48% of AEs hit quota Source: Bridge Group, 2026 AE report (158 companies)
Your first 25 accounts
Picked from how your site describes your commercial work and your four markets. Each one has the reason it’s here and the source.
- Trader Joe's 1710 Camellia Blvd, Lafayette · 16,500 sq ft store1
A new roof over a 16,500 sq ft store is going on in your home market this season, and the building is already up.
Buyer: Owner or developerWhy it’s ranked here
A strong fit.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Red River Bank 1800 Camellia Blvd, Lafayette · Full-service banking center2
A new bank center next to the Trader Joe's site, due Q1 2027, so the roof scope is being set now.
Buyer: Bank facilities or construction leadWhy it’s ranked here
A strong fit.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Crunch Fitness 3324 Ambassador Caffery Pkwy, Lafayette · 31,574 sq ft, former Dirt Cheap3
A 31,574 sq ft box that was a retail store changes hands and use, which is when an owner looks at the roof over it.
Buyer: Franchise owner or landlordWhy it’s ranked here
A strong fit.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Tractor Supply 262 Ridge Road, Lafayette · New store4
A new store on a road you already work, and a retailer that has been adding Acadiana stores for a decade.
Buyer: Real estate or facilities contact at Tractor SupplyWhy it’s ranked here
A strong fit.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Tractor Supply 6806 Ambassador Caffery Pkwy, Broussard · New store5
A second Tractor Supply going up while the first is still opening: the same buyer, a different building.
Buyer: Real estate or facilities contact at Tractor SupplyWhy it’s ranked here
A strong fit.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Starbucks 3300 Johnston St, Lafayette · Former Burger Tyme building6
The shell is done and the interior permit is in, so the building is at the point where roofing is either finished or questioned.
Buyer: Franchise or developerWhy it’s ranked here
A strong fit.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Dollar General 6600 W. University Ave, Lafayette · Likely a DG Market7
A national box under construction in north Lafayette, in the kind of building a regional roofer is called to by the general contractor.
Buyer: General contractor on the permitWhy it’s ranked here
A strong fit.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- North Baton Rouge mixed-use development Harding Blvd, Baton Rouge · About $50 million8
Several buildings and one developer at a Baton Rouge address, which is your second market.
Buyer: DeveloperWhy it’s ranked here
A strong fit.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Mid City dining hub Government St at N. Acadian Blvd, Baton Rouge · 11,000 sq ft9
An 11,000 sq ft building that is being rebuilt inside and has a broker you can reach by name.
Buyer: Benjamin Stalter, Maestri-MurrellWhy it’s ranked here
A strong fit.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Lipsey's Highland Road, Baton Rouge · 265,000 sq ft headquarters and distribution center10
The biggest roof on this list, for a family-owned company that says it has called Baton Rouge home for almost seventy-five years.
Buyer: Laurie Lipsey, Chairwoman and CEOWhy it’s ranked here
A strong fit.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Elevation Station 50 Park Place, Covington · New flagship11
A large-span building that needs a sound roof before the trampolines go in, in your Northshore market.
Buyer: Tyler Marsolan, leading the Covington reopeningWhy it’s ranked here
A strong fit.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Boudreaux's Jewelers Mandeville · $4 million expansion12
An addition that doubles the building means a new roof section tied into the old one, owned by a fourth-generation family business.
Buyer: Ownership of Boudreaux's JewelersWhy it’s ranked here
A strong fit.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Ampirical Covington · $46.4 million, five-story, about 90,800 sq ft13
A five-story headquarters going up in Covington while its owner keeps 300 jobs and adds 175.
Buyer: Facilities or construction leadWhy it’s ranked here
A strong fit.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Magnolia Funeral Home 7357 Masonic Dr, Alexandria · New location14
A business that has served Alexandria since 1999 just moved into a building it will own for years, in your Alexandria market.
Buyer: Owner of Magnolia Funeral HomeWhy it’s ranked here
A strong fit.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- 7 Brew Coffee 713 MacArthur Dr, Alexandria · New drive-through building15
A chain with 25 Louisiana stores already open, building the next one on a busy Alexandria corridor.
Buyer: Franchise owner or developerWhy it’s ranked here
A strong fit.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Trader Joe's 3377 U.S. Highway 190, Mandeville · 10,500 sq ft store16
A new store that has been open a few months is the first one to see its first rain on a new roof, with a landlord who knows who to call.
Buyer: Landlord or property managerWhy it’s ranked here
In the middle.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Big-D Companies 1404 Greengate Dr, Covington · Heavy industrial office, its 19th17
A general contractor that is new to the state and needs local trades it can trust for the industrial jobs it says are coming.
Buyer: Big-D Heavy Industrial divisionWhy it’s ranked here
In the middle.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Dunkin' 123 St. Nazaire Rd, Broussard · About $250,000 buildout18
A renovation budget is open at a Walmart in your market, though the Dunkin' piece itself is interior.
Buyer: Walmart facilities or the renovation contractorWhy it’s ranked here
In the middle.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Bistrology Brunch & Coffee 2810 Chemin Metairie Pkwy, Youngsville · Second Louisiana location19
An owner that went big on its first Lafayette build-out and is now converting a second building.
Buyer: Owner Ruben ChavezWhy it’s ranked here
In the middle.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- SMASH Pickleball & Restaurant 2905 Kaliste Saloom Rd, Lafayette · Former Lafayette Health Club20
Rooftop dining means the roof is the floor of the business, so roof work is part of the build.
Buyer: OwnerWhy it’s ranked here
In the middle.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Gulf South Commerce Park St. Tammany Parish · 300 additional acres21
Warehouse and campus buildings will follow the land, and the park's first tenants are the first ones to need roofs.
Buyer: Park developerWhy it’s ranked here
In the middle.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Buc-ee's I-10 at Louisiana Ave, Lafayette · 74,000 sq ft, $82 million22
The biggest build in Lafayette is breaking ground this week; it tests whether a national builder ever takes a local roofer.
Buyer: Buc-ee's construction teamWhy it’s ranked here
An edge case, on purpose. It’s here to test a rule: a national travel-center builder with its own construction process; tests whether a local roofer is ever in the room.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Applied Digital Near I-49, Boyce, Rapides Parish · 672 acres, AI data center23
1,500 construction jobs are expected, which is the load a regional roofer would only see through a prime contractor.
Buyer: Applied DigitalWhy it’s ranked here
An edge case, on purpose. It’s here to test a rule: a data center campus, not a roof Pelican's commercial lines are built for; tests how far up the size scale a first list should go.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Baton Rouge VA outpatient clinic St. George, Baton Rouge · New outpatient clinic24
A federal project near your Baton Rouge office, which tests whether public work belongs on a sales hire's list.
Buyer: Contractor on the VA projectWhy it’s ranked here
An edge case, on purpose. It’s here to test a rule: a federal building bought through public bidding, not an owner Pelican sells to directly.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
- Spencer's Gifts Ambassador Town Center, Lafayette · Former Blaze Pizza space25
A tenant in a shopping center it doesn't own; it tests whether a tenant is ever the right person to call.
Buyer: Landlord of Ambassador Town CenterWhy it’s ranked here
An edge case, on purpose. It’s here to test a rule: a tenant, so the landlord holds the roof; tests whether tenants belong on the list.
- A commercial building or a business that owns or leases one, in Acadiana, Baton Rouge, the Northshore or Alexandria.
- A new, expanded or renovated building, where a roof is part of the scope.
- Something changed in the last nine months: a groundbreaking, a permit, an opening, a sale or a renovation.
- A building type that fits Pelican’s commercial lines: retail, restaurant, office, clinic or warehouse.
- Not already a Pelican customer. Pelican’s site names no customers, so a name is dropped if you tell us it is one.
- Looks like the retail and business accounts your commercial page describes, from retail stores to industrial warehouses.
Your new Director of Sales’s first 100 accounts, in 10 days
The first 25 are above, and they’re yours either way.
We build a handful of these a month, for founders hiring now.
10 days
from kickoff to your team running it
- 100 accounts you approve, each with the reason
- Drafts to the first five, in your voice
- Your team runs it without us
- Any account you cut, we replace
How does Pelican Roofing Company sell?
An outside read from your posting and your site, built to be corrected: tell us anything that’s wrong. Tap a clip to play it from that moment.
- Ppelicanroof.com
“From retail stores to industrial warehouses, we know every business has different roofing needs.”
pelicanroof.com · pelicanroof.com/commercial-roofing - Ppelicanroof.com
“FULL-SERVICE ROOF REPAIRS AND INSTALLATION IN LOUISIANA FOR HOMES & BUSINESS”
pelicanroof.com · pelicanroof.com - PRPelican Roofing posting
“Develop high-ticket retail closers and hunters who generate their own business.”
Pelican Roofing posting · Director of Sales posting - PRPelican Roofing posting
“Lead hands-on training in closing, canvassing, prospecting, and referrals.”
Pelican Roofing posting · Director of Sales posting - Ppelicanroof.com
“finding trustworthy, skilled roofing contractors and reliable home improvement services.”
pelicanroof.com · pelicanroof.com - Ppelicanroof.com
“Commercial roofs in Louisiana face unique challenges, from intense sun to heavy storms.”
pelicanroof.com · pelicanroof.com/commercial-roofing - PRPelican Roofing posting
“With 12 years in business, 900+ Google reviews, and experienced sales professionals already producing, you’ll have a strong foundation to build on.”
Pelican Roofing posting · Director of Sales posting - Ppelicanroof.com
“George Boudreaux, a real estate professional flipping homes in Lafayette, struggled to find reliable roofers for his projects.”
pelicanroof.com · pelicanroof.com - PRPelican Roofing posting
“Partner with ownership to grow existing markets and expand into new ones.”
Pelican Roofing posting · Director of Sales posting - PRPelican Roofing posting
“Use CRM data and clear activity targets to improve accountability and results.”
Pelican Roofing posting · Director of Sales posting
Words you use
- “high-ticket retail closers”
- “canvassing”
- “Storm-Ready Roof Solutions”
How the list learns your calls
In the first session you react to accounts like these: keep or cut, and why, the way you’d tell a cofounder. Each reason becomes a rule you can read, the pool re-scores, and ten more show whether it learned. Keep eight of ten and the hundred is built on your rules.
- You cut one on the call, and say why
- It becomes a rule
- The pool re-scores
- Ten more test it
Which questions can only you answer?
Your posting and your site say what the team sells, but not which commercial buildings you would never spend a bid on, or what an owner has to see before you send a crew. About 30 minutes of you reacting to real accounts answers these.
- 1
Which building situation closes fastest for your team: a new build, a renovation or a change of owner?
Rows 1 and 11 are a new build and a rebuild; your answer reorders the list.
- 2
Does a national tenant or chain ever answer a local roofer, or does the decision sit with a parent?
Rows 4 and 7 are national chains; row 21 (Buc-ee’s) is the largest.
- 3
Is a building that opens in 2027 worth a call now?
Row 2 (Red River Bank) and row 5 (Tractor Supply, Broussard) are not open yet.
- 4
Is public work a fit for a first list?
Row 23 (the VA clinic) tests the line.
What does your Director of Sales’s first morning look like?
Without
The CRM you have now. The early weeks go to learning which accounts you’d call, and why.
With · Director of Sales, first morning
- TJTrader Joe'sDraft written
- RRRed River BankDraft written
- CFCrunch FitnessDraft written
- TSTractor SupplyDraft written
- TSTractor SupplyDraft written
A hundred accounts you approved, the rules behind them and drafts to the first five, so their time goes to buyers.
From week two, your mornings too: one brief, drafts to approve, every message sent by you.
How the 10 days run
What happens in the ten working days?
November 16, 2026 to December 1, 2026. About a day of your time in total.
- Before by November 16
You send the customers you’d clone and three deals that went wrong, plus 10 to 20 emails or posts you wrote. “How you sell” is drafted from your talks and posts.
You: 20 minutes - Day 1 November 16
The playbook session: we fill the gaps and correct the draft together. Your CRM is connected.
You: 2 hours - Day 2 November 17
Your first rules are written; a few hundred companies are scored against them.
You: none - Day 3 November 18
You review the first 25 (talking it through is fine).
You: 30 minutes - Day 4 November 19
Your reasons become rules; you see the re-score and judge 10 more. First touches are written in your voice to the accounts you kept, and you read ten. Touches start logging to the CRM.
You: 30 minutes - Day 5 November 20
The hundred is built. The research tool is set up; you test it on three accounts you know.
You: 15 minutes - Day 6 November 23
The morning run is set up; your first morning, with us.
You: 30 minutes - Day 7 November 24
You review all hundred, and any cut is replaced. Team training, session one.
You: 1 hour 20 minutes - Day 8 November 25
Your first morning on your own. Training session two, hands-on for each person.
You: 1 hour plus your morning - Day 9 November 30
Your second morning on your own. Each person on your team runs the morning alone.
You: your morning - Day 10 December 1
Your third morning on your own. A week of touches is in the CRM. Handover sign-off.
You: 30 minutes plus your morning
Who builds it?
The person in the video does the work with you, from the first session to the handover.
-
“Kash and I built ERT Credit together in 2021. He took my MVP and turned it into a SaaS that hit $10M ARR in twelve months.”
Jordan Anderson, CEO, PayStreetgobridgehead.ai/about -
“Analytical in approach, technologically-knowledgeable, and earnest in conviction, Kash was able to drive pipeline in a notoriously challenging tech region.”
JBJason Brandt, Managing Director, Sales, ePlus inc.LinkedIn recommendation, April 2020
Where does this go from here?
Three options. Each one is fine.
Not a fit
Say so in a line, and that’s the end of it.
Not now
Keep the 25 and the read on how you sell, and share them. When the role fills, the offer stands.
Talk with Kash
Ask Kash to call you, or email him. He calls to set up a 30-minute strategy session. Bring your cofounder or your sales leader.
Your new Director of Sales’s first 100 accounts, in 10 days
The first 25 are above, and they’re yours either way.
We build a handful of these a month, for founders hiring now.
10 days
from kickoff to your team running it
- 100 accounts you approve, each with the reason
- Drafts to the first five, in your voice
- Your team runs it without us
- Any account you cut, we replace
Pelican Roofing Company sales playbook, in brief
Pelican Roofing is a Louisiana roofing company founded in 2014, with four offices, hiring a Director of Sales to lead sales across multiple markets.Director of Sales posting, pelicanroof.com
The posting asks the new leader to “recruit, coach, and retain productive salespeople and market leaders” and to partner with ownership to grow existing markets and expand into new ones.Director of Sales posting
The site sells commercial roofing from “retail stores to industrial warehouses,” alongside residential work, in Lafayette and Baton Rouge and the markets around them.pelicanroof.com/commercial-roofing
The first 25 accounts for a new Director of Sales are commercial buildings with a dated change, such as a groundbreaking or a new opening, each scored on six rules: fifteen strong fits, six in the middle and four edge cases that test the rules.
Questions founders ask
Can’t my AE build this when they start?
They can. But wouldn’t you rather they were selling? Reps spend 28% of their time selling, and the average new AE takes 6.2 months to ramp. This replaces the weeks they would spend building the list and learning what you already know.
28%: Salesforce, State of Sales (7,700+ sellers, 2022) · 6.2 months: Bridge Group, 2026 AE report (158 companies)
How much sooner does my new AE get to work?
From day one, because the accounts you approved and the first drafts are waiting. The average new AE takes 6.2 months to ramp, and at a $200K median OTE that is about $103K paid before they are fully productive. Only 48% of AEs hit quota.
6.2 months: Bridge Group, 2026 AE report (158 companies) · $103K: arithmetic ($200K median OTE × 6.2 months ÷ 12); Bridge Group, 2026 AE report (158 companies) · 48%: Bridge Group, 2026 AE report (158 companies)
We tried an outreach tool and it sounded like a robot. How is this different?
Nothing goes out on its own. Every account on the list is one you approved, every draft is written to one person, and you send each message yourself. It learns your voice from what you’ve written and from every edit you make.
How much of my time does it take?
About a day, spread across the ten working days: the 2-hour session on how you sell, short list reviews you can talk through, two training sessions and your first mornings. The hours your AE gets back go to selling, where reps spend just 28% of their time today.
What happens after you leave?
It keeps learning. Each week it proposes rule changes from what your cuts, replies and silences showed, and you approve or reject each in a line.
Where does my data live?
In your own accounts: your Claude, your CRM, your files. Nothing runs on anyone else’s side, and any rule can be changed in plain English.
How is it priced?
The first engagement is one fixed price for the ten days. It depends on how many people we train and which systems we connect, so Kash quotes it on a short call. After handover, you can keep us on a retainer to keep supporting your sales process and refining it, if you choose that route.
The research behind this page 2 sources · 1 postings · 0 customers · 33 stores looked at
Your talks and posts
Your open roles
- Director of Sales, first posted October 30, 2026
Your customers
(santehq.com/customers and your posts). Customer photos are from santehq.com/customers.
How the 25 were picked
33 stores found and scored on 6 rules; the 25 chosen to teach: 15 strong, 6 middle, 4 at the edges. Logos are from each store’s own site.
- Sources: local news, economic-development releases and each project’s own coverage, opened and saved on November 9, 2026.
- Pelican’s site names no customers, so no account could be checked against a customer list. If you tell us which of these you already roof, they come off.
- Where a source does not name the owner or contractor, the buyer title is a role, not a named person.
- Opening and groundbreaking dates come from the articles. Where an article gives only a month, the date shown is the article’s date.