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Solar Sales Checklist

SmartRoof

Created on October 4, 2023

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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