Roofing Business Partner - RBP Consulting

What Roofing Business Partner - RBP Consulting does

RBP Consulting is a private consulting and software implementation firm that specializes exclusively in the roofing industry, primarily serving small and mid-sized roofing contractors across North America. Founded in 2016 by Adam Sand — a former roofing business owner who scaled his own firm (Sargeant's Roofing) to over $5M in revenue — the company operates with 11-50 employees from Newark, US, with operational headquarters in Edmonton, Canada. RBP delivers a vertically-focused stack combining CRM implementation, revenue operations consulting, marketing services, and proprietary AI tools, all configured around the operational needs of roofing contractors rather than general contractors. The company claims its clients have collectively generated nearly $1 billion in revenue, though RBP's own revenue is not publicly disclosed.

The firm's core technology platform is built on HubSpot CRM as the foundation, augmented by certified implementation partnerships for SumoQuote (CPQ and proposal software), Arrivy (field service management with real-time customer engagement), Zuper (field service), and workflow automation tools (Make, Zapier). RBP layers proprietary methodology on top of this third-party ecosystem, including a 162-point CRM Audit, a Technical Lifecycle Journey Map, a custom SumoQuote configuration process, and the Sandroid AI chatbot — an AI agent trained on 4.9 million words of Adam Sand's content, 150 hours of client Q&A recordings, and 466 hours of webinars. The product portfolio spans core systems (Roofing Industry CRM, RevOps Consulting, Full CRM Audit), add-ons (SumoQuote branded builds, Arrivy implementation, Zuper HubSpot integration, marketing services), and self-serve tools (Proposal Vault, AI Search Grader for Roofers, Financial Risk Calculator, Sales Commission Comparison Tool, 6 Video Matrix Script Generator, Sandroid AI Clone, and educational courses).

RBP monetizes through a diversified revenue model: one-time professional services fees (CRM audits, SumoQuote builds, on-site implementations), outcome-based pricing on a premium SumoQuote package with a 110% money-back guarantee tied to doubling closing rate in 45 days, monthly recurring subscriptions (RevOps Consulting, Fully Managed Marketing), one-time license sales in the Proposal Vault marketplace, and freemium tools. The go-to-market is sales-led, structured as a six-step process from audit through execution and ongoing optimization, delivered via both remote (Zoom) and field-based engagements where Adam Sand personally travels to client sites. The customer base is heavily SMB-skewed with 20+ named roofing and adjacent trade logos (Apple Roofing, Starway Roof Systems, TrueWorks Roofing, Cornerstone Solar, Whalen Exteriors, 4Ever Metal Roofing, Oberg Roofing, ContractingPRO, and others), with no disclosed funding rounds indicating the company is bootstrapped and founder-led.

Name

Roofing Business Partner - RBP Consulting

Legal name

RBP Consulting INC.

Website

https://roofingbusinesspartner.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

RBP Consulting is a private consulting and technology firm that delivers HubSpot-based CRM implementation, revenue operations consulting, marketing services, and proprietary AI tools specialized for roofing contractors, serving small and mid-sized roofing companies across North America.

Ownership category

akta.pro rank

Product category

Roofing Industry Business Consulting

NAICS

Administrative Management and General Management Consulting Services (541611), Marketing Consulting Services (541613), Custom Computer Programming Services (541511)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Industry-Specific CRM (Vertical CRM Suites) (HDAEAFAH)

akta.pro secondary industries

CRM Implementation & Customization Services (BPAEAGAC), CRM Managed Services & Support (BPAEAGAD)

Keywords

• CRM consulting services
• Roofing industry software
• Revenue operations consulting
• Business process automation
• Marketing services roofing

Headquarters

HQ city

Newark

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. CRM Audit Services: One-time audit services including 162-point checklist, 30-page report, and custom business score. Available in-person or remotely via Zoom.
2. RevOps Consulting Subscription: Ongoing revenue operations service with technical and business development consultants. Includes optimization meetings and continued partnership for ongoing growth.
3. SumoQuote Configuration Services: Custom CPQ (Configure, Price, Quote) software setup including branded builds, growth packages with hero pages, and guaranteed closing rate improvement programs. Includes 110% money-back guarantee on some packages.
4. Marketing Services: Fully managed marketing service including SEO, website design, email marketing, direct mail, Google Ad management, and paid social media management.
5. Business Management Consulting: Advisory services for partnership agreements, business accounts management, operating agreements, business venture qualifications, and criminal/civil offense consulting.
6. Proposal Vault Templates: A la carte marketplace for professionally-crafted proposal templates designed for roofing industry. Instant download and customization.
7. Sandroid AI Chat: Free AI chatbot service providing industry-specific guidance based on Adam Sand's knowledge base.

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels14 records

Core offering

RBP Consulting provides CRM implementation (primarily HubSpot-based), RevOps consulting, SumoQuote proposal system configuration, Arrivy field service management implementation, and AI-powered tools (including the Sandroid AI Clone) for roofing companies. Their service model centers on a 6-step process: CRM/Systems Audit, custom report delivery, proposal, roadmap, execution, and ongoing optimization, delivered via remote Zoom engagements and on-site implementation.

Product overview

RBP Consulting provides a unified platform combining CRM systems and consulting services specifically designed for the roofing industry. The core offering centers on HubSpot-based CRM implementations (Roofing Industry CRM) complemented by RevOps Consulting subscriptions and comprehensive CRM Audit services. The product portfolio includes three tiers of SumoQuote proposal builds (Branded, Growth, and Doubling Closing Rate packages), the Arrivy field service management integration, Zuper HubSpot Integration, and various marketing services (SEO, email, paid social, direct mail, Google Ads, website design). Additional tools include the Proposal Vault template library, AI Search Grader, Sandroid AI Clone, 6 Video Matrix Script Generator, Financial Risk Calculator, Sales Commission Comparison Tool, and educational courses. The architecture follows a platform-plus-modules model where HubSpot CRM serves as the foundation, with specialized add-ons and integrations extending functionality across sales, marketing, operations, and customer engagement.

Differentiator

Problem solved

Functional benefit

Brands

• Sandroid: AI clone chatbot trained on Adam Sand's 4.9 million words of industry-specific content, including webinars, Q&A sessions, and client interactions.
• Proposal Vault
• AI Search Grader for Roofers
• 6 Video Matrix Script Generator

Products and services

• RevOps Consulting Revenue Operations consulting subscription that helps roofing companies increase efficiency, improve employee satisfaction, and step away from day-to-day operations. Includes ongoing meetings with the RevOps team and strategic planning with department stakeholders, with claimed 200-300% growth rates on average for customers.
• Full CRM Audit
• Roofing Industry CRM
• SumoQuote Branded Build
• SumoQuote Growth Build
• SumoQuote Doubling Closing Rate Package
• Arrivy Implementation Service
• Zuper HubSpot Integration
• Fully Managed Marketing Service
• Google Ad Management
• Paid Social Media Advertising
• SEO Services
• Website Design
• Email Marketing
• Direct Mail Marketing
• Proposal Vault
• Sandroid AI Clone AI-powered chatbot clone of CEO Adam Sand, trained on 4.9 million words of his industry-specific content, 150 hours of Q&A sessions, and 466 hours of webinar training. Supports chat, text, voice call, and video call engagement, providing roofing industry-specific guidance.
• Business Management Consulting

Quantifiable outcome

• 200-300% Growth Rates on average for RevOps customers
• +4 more outcomes

Named customers21 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability7 records

Feature6 records

Partnerships

Three partnerships are on record, tiered core.

• ArrivycoreTechnology or IntegrationRBP is a certified Arrivy implementation partner. They implement Arrivy's field service management and customer engagement platform for roofing companies. The partnership enables RBP to deliver 'Uber-ized' customer experiences with live real-time updates, implementable in as little as 9 days with staff training included.
• HubSpotcoreTechnology or IntegrationRBP specializes in HubSpot CRM implementation for the roofing industry. They are experts in HubSpot setup, configuration, automation, reporting, and ongoing optimization. HubSpot serves as their primary CRM platform for client implementations.
• SumoQuotecoreTechnology or IntegrationRBP is a certified SumoQuote project manager and implementation specialist. They offer branded SumoQuote builds, growth packages with hero pages, and the guaranteed closing rate improvement program. SumoQuote is their primary CPQ (Configure, Price, Quote) solution for roofing proposals.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• AccuLynx: AccuLynx is a leading CRM and business management platform built specifically for roofing contractors. It is the closest direct competitor to RBP's vertical CRM offering, and AccuLynx customers often look to RBP for HubSpot-based alternatives or RevOps optimization.
• Roofr: Roofr is a vertical SaaS platform for roofing contractors offering CRM, estimating, and project management. Competes directly with the workflows RBP configures on HubSpot and is often evaluated alongside RBP implementations.
• RevPartners: RevPartners is a HubSpot Solutions Partner agency that sells RevOps and CRM implementation services similar to RBP. It is a direct service-line competitor in the HubSpot partner ecosystem.
• JobNimbus: JobNimbus provides CRM and workflow software for roofing and exterior contractors, competing for the same customer base that RBP targets. Its all-in-one approach contrasts with RBP's HubSpot-implementation services.
• Contractor+: Contractor+ provides CRM, estimating, and project management software built for contractors including roofers. Directly comparable to RBP's Roofing Industry CRM offering on HubSpot.

Others

• CompanyCam: CompanyCam provides photo documentation for contractors and is shown as a partner in RBP's tech stack. It serves the same roofing/exterior contractor base and is often deployed alongside RBP's CRM builds.
• HubSpot Solutions Partners: The HubSpot Solutions Partner ecosystem is a broad category of agencies certified to implement HubSpot CRM. RBP competes with generalist partners for roofing-specific engagements, while benefiting from HubSpot's overall market growth.
• SumoQuote: SumoQuote is a CPQ/proposal software vendor whose platform RBP implements for clients. It is a technology partner but also a potential competitive channel if SumoQuote expands into adjacent services.

Broad incumbents

• ServiceTitan: ServiceTitan is a broader home-services CRM/ERP platform that competes in the roofing contractor market as a one-stop alternative to RBP's HubSpot-plus-best-of-breed stack. Larger and more established, it overlaps with RBP's customer base but at a different scale.

Emerging players

• Ironclad Restoration Marketing: Ironclad Restoration Marketing is a marketing agency that specializes in lead generation for roofing and restoration contractors, overlapping with RBP's fully managed marketing services. Smaller and more regional, but competing for the same marketing budget dollars.

Market position

Strengths5 records

Weaknesses3 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@RBPConsulting
• Facebookfacebook.com/RoofingPartner
• LinkedInlinkedin.com/company/rbp-inc
• Instagraminstagram.com/rbpconsulting
• TikToktiktok.com/@rbpconsulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Roofing Business Partner - RBP Consulting