week 4

• Review DISC profile PowerPoint

• DISC Profile cheat sheet

• How to ask questions on the group chat?

• Set up the email signatures

• Price Assurance Guarantee

• Price match explained

• Terms

• Tracking notebook

• Talk through the CFIs schedule - Have them fill out this form

  (I suggest they run 2 appointments every Sat and at least one evening per week)

Homework - Study DISC profile

• Slab Piers

• Egress Windows

• Masonry

• FAQ

• Misc products or solutions that you offer. (Plumbing, flood vents, etc.)

• Watch out! It's a salesman!

• Give the CFIs all of these photos for reference

• 2 Day call - Customer Messaging

• Agenda

• Customer Interview

• Presenting Financing

• Presenting the PCD

• CRIS

• PolyRenewal Presentation

• Basement Waterproofing Presentation

• Crawlspace Moisture Control Presentation

• Go over the previous day's appointments as a group

• Show them how to complete a dispo.

• How to correct a kicked back dispo?

• How to delete photos of documents from Bizwiz?

• Required notes on all sold jobs

• Expectation on sold jobs

• Sold dispos

• No show process

• Docusign instructions for inside sales

• How Commissions are calculated.

• Unlisted products, Site work/obstruction/ price match

• What is and how to handle exploratory demo?

• How to check on permitting status?

• SQT Questionnaire

• SQT Self Evaluation