Setting the Scene: How to Optimize Rehash Opportunities with Leap 

Do you have a rehash team or designated rehasher? Whether you have a rehash program or not, how you engage with homeowners after an appointment is crucial to increasing close rates. You can think of your rehash team as a “plan B.” Your rehasher may be able to come in and close the deal at a different margin, offer a different alternative like more budget friendly products or change the scope of work.  

Develop a customizable, repeatable rehash program using Leap. Leap optimizes the rehash program by building rapport, uncovering new opportunities, and closing that deal! Call 844-370-5327 to schedule a demo today!

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You may run into a situation where homeowners do not want to commit to the sale on the first visit.

Tip #1: Sales Reps in the field can use Leap to immediately result the lead. By immediately resulting the lead, the rehasher can get to work on that customer and reach out to them quickly. If they wait for a sales rep to get paperwork back into the office or result in another means, it might be days before they can reach out. In that day or two, the customer might’ve signed with a competitor and then you lose that sale. Leap helps the rehasher or sales rep contact and nuture the lead as quickly as possible.

Tip #2: When reps in the field arrive at the rehash appointment, the sales rep can easily pull up the customer’s past data. Homeowners are busy and this saves time and helps you look more professional. 

Result the lead

Use Leap to enhance your workflow internally. 

Pulling up an initial estimate for the rehash appointment

Tip #1: Create digital estimates, pull up initial estimates or measurements, make notes for the rehash appointment. Homeowners will receive digital documents and will have everything comes from one central, digital location. 

Tip #2: Contractors can work up estimates faster in the home. Faster estimates mean your reps can run more leads. More leads mean they can close more deals. 

Use Leap to understand the needs of your customer to understand what was discussed in the first appointment.  

Tip #1: Leap’s Assessment Survey is a great tool to help the rehasher understand on a deeper level what happened in the first appointment. Homeowners won’t need to have the same conversation with the rehasher.  

Tip #2: Contractors won’t have to walk into the rehash appointment blind. Leap gives rehashers a tool for preparation.  

Assessment survey

Use remote signature and take payment right in the same rehash appointment in-person or remotely. 


Tip #1: The rep in the field can collect e-signatures and payment within Leap – a seamless and efficient process.  Homeowners no longer need to wait for the sales rep to send them their contract, documents, or visit a second time to take payment. Digital Signatures ensure projects get done faster and more conveniently for the homeowner. 

Tip #2: You will meet homeowner expectations, move jobs through to production faster, and provide homeowners with an entirely digital process with less errors and eliminating double data entry. A better sales experience with a more professional rep and pricing/presentation experience creates more referrals to future clients

Rehashing with Leap

When your rehash team uses a different set of reps dedicated to the rehash opportunity, they often have a lower “floor” or “par price” to work from to win the job. If your sales reps retain the prospect for rehash but lose some monetary incentive for not closing it on the first trip, then the “survey tab” discovery sheet in Leap allows contractors to build rapport, uncover additional opportunities, and collects information that your rehash team may need after the point of sale to effectively close the deal.  Leap remote signature and “capture later” can be instrumental in doing a remote rehash deal.  

About Leap

Leap is point-of-sales software that takes multiple steps in your sales process and puts them in one digital resource. With Leap, you can pitch your company with updated marketing materials, pull aerial measurements into Leap to show how much material is needed, select products, present pricing packages, sign contracts, offer financing, and process payments ALL with the homeowner in a single appointment. 

No more…  

  • Spending hours in spreadsheet hell   
  • Errors and Redundancies   
  • Losing Time or Missing Appointments 
Leap SalesPro on iPad and iPhone.

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