
What building materials dealers should do when a sales rep leaves for a competitor
When a sales rep leaves for a competitor, sort their accounts by open work and risk, call about real jobs, protect open quotes and check purchases weekly.
A practical guide for lumber yards and dealers: which association members to pursue, who should attend, and how to turn meetings into quotes.

A local home builders association puts builders, remodelers and the companies that supply them in the same room, month after month. Plenty of lumber yards and dealers pay the dues and send someone. Fewer decide ahead of time which members they want to get to know, what a good conversation looks like, and how they will judge whether the time paid off.
This guide is for sales managers and outside reps at lumber yards, multi-category dealers, window and door showrooms, millwork suppliers and drywall and insulation dealers who sell to builders and remodelers. It covers how to pick the members worth your time, who should represent the yard, how to follow up, and how to review the channel once a year.
Association work keeps coming up as a prospecting channel for dealers. At the 2026 ProDealer Industry Summit, Mike McDole of Firing Line LBM Advisors listed "Get involved with local Home Builders Associations" next to wallet share, dormant accounts and referrals as ways dealers can find new business (HBS Dealer, October 2026).
The room is not only builders. NAHB says associate members, the suppliers, lenders and service firms that work with builders, make up nearly two-thirds of its federation (NAHB, 2024). State associations describe the same split. The Home Builders Association of Tennessee, for example, separates builder members from associate members who "sell lumber, windows, appliances" and encourages members to do business with each other (HBAT).
That means your competitors are probably in the room too. Showing up only gets you in the door. The edge comes from knowing which members matter to your yard before you walk in and following up better than anyone else afterward.
Relationships still carry a lot of weight in this business. In an LBM Journal reader survey, nearly 90% of the more than 200 respondents said relationships were critically important in sales (LBM Journal).
Most associations publish a member directory. Some let you search builders by home type, price range or service area, such as the HBAMT directory, and remodeler groups such as NARI Chicago list their members too. Pull the builder and remodeler members for the associations your sales area overlaps, then compare that list with your own customer records.
Three things from your own data tell you how to treat each member:
With that, sort members into four groups.
| Group | What the data shows | Goal at the association |
|---|---|---|
| 1. Core customers | Buying most of the package from you | Protect the relationship. The account owner attends and asks what is coming up. |
| 2. Partial customers | Buying some categories, not others | Win the next category on a specific job. |
| 3. Active non-customers | Pulling permits, little or no history with you | Earn a chance to quote one job. |
| 4. Quiet members | No recent permits or purchase history | Be friendly. No preparation needed. |
Groups 2 and 3 are where new revenue comes from. For group 2, the permit and purchase data together show which jobs the builder has going and which categories you are not supplying on them. Our guide to winning more jobs from existing builder customers covers that comparison in more detail. Group 3 belongs on the target list you already keep for new accounts. If you set those targets each year, the association members can feed straight into them, as described in how to set new business targets for building materials sales.
Associations reward consistency, so pick one or two people and keep sending them. Rotating whoever is free that week means no one becomes a familiar face.
In most cases the right person is the rep who owns the territory or the accounts in question. If a group 1 or group 2 builder is already your customer, their rep should be the one at the meeting. A new face from the yard in front of an existing customer, especially one making offers, creates confusion about who owns the account.
Committee work is where the deeper relationships form. Mark Mitchell of Whizard Strategy described an insulation manufacturer's rep who joined NAHB chapters, met the chapter leaders and served on a committee, and grew sales by becoming useful to the association rather than selling to it (NBMDA Channel Connection, 2023). Members in the NAHB piece above give the same advice: get on a committee.
Managers should decide which associations are worth it. A yard selling mostly to production and custom builders may focus on the local HBA. A window and door showroom or a millwork supplier with a heavy remodel business may get more from a remodelers council or a NARI chapter. Ask your best customers which associations they actually attend. Mitchell suggests the same question.
The fastest way to lose the room is to pitch at the meeting. Mitchell's advice is to be patient and not try to sell right away. Learn what the association is working on, like code changes, workforce or permitting delays, and help where you can.
A good conversation at a meeting has a narrow goal: learn what the builder is building next and who decides on materials. You do not need a quote request on the spot. You need enough detail to follow up about a real job.
Expect it to take time. One comment in the LBM Journal survey noted that most salespeople give up on a prospect after three calls when it can take ten to earn a chance to quote. Association contact counts toward those touches, but only if you follow up.
Conversations at meetings fade quickly. Within a few days, contact the builder about the specific job they mentioned:
For group 1 customers, the follow-up is simpler: confirm what you heard and make sure the upcoming job is on your radar for estimating and delivery planning.
Association dues, event costs and committee hours add up. Treat the association like any other sales channel and review it before you renew.
Tag every contact, lead and quote that came from association work. Once a year, look at:
Then make a decision. Keep going, change who attends, switch to a different association, or drop it. If the rep has been showing up but the follow-up has been thin, fix the follow-up before you judge the channel.
This is a made-up example, not a real customer.
A dealer with two yards belongs to its county HBA. Before the spring meetings, the sales manager pulls 70 builder and remodeler members from the directory and matches them against the customer list and current permits. Twelve are core customers, nine buy framing but not windows or trim, eleven are pulling permits but rarely buy from the yard, and the rest are quiet.
The outside rep who covers the north side of the county joins the membership committee and becomes the regular face at meetings. At one meeting, a partial customer mentions a four-home phase starting in the summer. Two days later, the rep confirms the permits, offers a window and trim quote for the phase, logs the conversation and sets a reminder. At the end of the year, the manager reviews quotes and wins from member builders before deciding whether to renew and keep the committee seat.
SalesJack brings connected ERP, quote, permit and CRM data into one place, which makes the prep work above faster.
ERP connections cover supported systems after a review of your setup. If you want to see how this works with your own data, book a demo.

When a sales rep leaves for a competitor, sort their accounts by open work and risk, call about real jobs, protect open quotes and check purchases weekly.

When a builder customer is acquired, find what is exposed, learn who decides purchasing now, requote new plans and win the new owner's local communities.

Which builders to approach about trusses and wall panels, how to involve the framer and component designer, and how to make the cost case on the first job.