Solar Sales Checklist
SmartRoof
Created on October 4, 2023
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Transcript
SmartRoof Scorecard
Total Points
KPI
Test
on your own
Shadow
Week 1100 Pts
Week 2100 PTS
Week 3100 Pts
Week 4100 Pts
Month 2100 Pts
Month 3100 Pts
Non-negotiables
Accomplish 2 Sales
Pass Solar Sales Athlete Pt 1 Exam(Verbal/Written)
Attend weekly Sales Meetings
5 Perfect Solar Sale Pitches Step 1-5
3 sale monthly minimum
Remain Operationally proficient
Shadow 10 D2D
5 Perfect Pitch Practices (D2D)Use SIRO
1 sales appointment per week with a team member
12 qualified sits
Pass 2 weeklypitch practice sessions
5 Perfect Roofing SalePitches (FULL)
Total Points
Shadow 10D2D + 1 appointments
Shadow 10D2D + 1 appointments
5 Perfect Solar Sale Pitches (FULL)
Pass D2D Mastery Exam(Verbal/Written)
Pass Solar Sales Athlete Pt 2 Exam(Verbal/Written)
Pass Roofing Sales Athlete Exam(Verbal/Written)
Set 2 qualified appointments
Set 2 qualified appointments
Shadow 10D2D + 1 appointments
Set 4 qualified appointments
Set 4 qualified appointments
12 qualified sits
Accomplish 3 sales
Total Points
Total Points
Total Points
Total Points
Total Points
1 sales appointment per week with a team member
Adapt behaviors to the outward mindset
Maintain proficieny in sales pitch
3 sit avg per week
40 Points
40 Points
40 Points
40 Points
25 Points
25 Points
20 Points
20 Points
20 Points
20 Points
20 Points
20 Points
20 Points
20 Points
20 Points
20 Points
15 Points
20 Points
20 Points
20 Points
20 Points
35 Points
35 Points
15 Points
SmartRoof Scorecard
Total Points
KPI
Test
on your own
Shadow
Week 1100 Pts
Week 2100 PTS
Week 3100 Pts
Week 4100 Pts
Month 2100 Pts
Month 3100 Pts
Non-negotiables
Accomplish 2 Sales
Pass Solar Sales Athlete Pt 1 Exam(Verbal/Written)
Attend weekly Sales Meetings
5 Perfect Solar Sale Pitches Step 1-5
3 sale monthly minimum
Remain Operationally proficient
Shadow 10 D2D
5 Perfect Pitch Practices (D2D)Use SIRO
1 sales appointment per week with a team member
12 qualified sits
Pass 2 weeklypitch practice sessions
5 Perfect Roofing SalePitches (FULL)
Total Points
Shadow 10D2D + 1 appointments
Shadow 10D2D + 1 appointments
5 Perfect Solar Sale Pitches (FULL)
Pass D2D Mastery Exam(Verbal/Written)
Pass Solar Sales Athlete Pt 2 Exam(Verbal/Written)
Pass Roofing Sales Athlete Exam(Verbal/Written)
Set 2 qualified appointments
Set 2 qualified appointments
Shadow 10D2D + 1 appointments
Set 4 qualified appointments
Set 4 qualified appointments
12 qualified sits
Accomplish 3 sales
Total Points
Total Points
Total Points
Total Points
Total Points
1 sales appointment per week with a team member
Adapt behaviors to the outward mindset
Maintain proficieny in sales pitch
3 sit avg per week
40 Points
40 Points
40 Points
40 Points
25 Points
25 Points
20 Points
20 Points
20 Points
20 Points
20 Points
20 Points
20 Points
20 Points
20 Points
20 Points
15 Points
20 Points
20 Points
20 Points
20 Points
35 Points
35 Points
15 Points