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