Chapter 3

In this chapter, you’ll learn how to successfully transition from proposal to contract. We’ll cover the key steps to guide customers through signing and ensure a smooth, well-prepared site survey that sets the foundation for installation.


Milestone 8

Contract Signing and Site Survey

Guide customers through the contract signing process and ensure a smooth site survey to move projects forward.

 

Milestone 9

Sales Team Site Assessment

Learn how to conduct a thorough site assessment, collecting accurate details for system design and installation.

 

Milestone 10

Schedule Your Site Survey

Explore financing options and show customers the best way to make their project possible.

 
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