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
Welcome Call
Learn how to complete the Welcome Call with all customers promptly after the sale. 📞
Milestone 10
Sales Team Site Assessment
Learn how to conduct a thorough site assessment, collecting accurate details for system design and installation.
Milestone 11
Schedule Your Site Survey
Explore financing options and show customers the best way to make their project possible.
Did this answer your question?
😞
😐
🤩