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