Finance
Within How many minutes should you respond to an approval email from Finance?
Within 15min
Bonus who is our Finance Person?
Kelly Gierman
10 Steps in order
1.Arrival Rapport 2. Agenda 3. Inspection 4. Insp results 5. 5 Reason Why 6. Company Story/CVV
7. Product Demo 8.PTA 9.ETS 10. Cool Down RRR
What is the 4 main products we sell and who is the manufactures?
Roof - GAF
Siding - James Hardie
Bath - Sentrel
Windows - Alside
Bonus points if you say Swanstone
Where do you find the the Customer Checklist step by step to get there. When must it be submitted?
Signatures
Create a Signable document
Resources
Before everything
What is the Categories for Power Question?
Give an example of a question you would use for each!
Income
Credit
Equity
Decision Making
How many Lenders do we have??
Bonus points if you can name them all
8
First Security, Salal, Service Finance, Aqua, Power Pay, Good Leap, Synchrony
Efficiency Script
80% correct
Intake Pro
Where must a floor plan be sent? and when must it be done?
To Modesto Installs, 2nd rep and GM
Bonus - if you said Modesto Sales managers
Give me a Horizontal Close on the white Board
Completed on white board
How much for our 240 5.99 plan for a hit?
12%
Introduce CVV to me?
How much to charge for flooring?
What kind of flooring is it?
50 Sq ft or under - $500
51-100 Sq ft $1,000
Hard material extra $500
LVP
What should be added to the agreement before signing ?
Hint- you guys miss it all the time
Photos on to agreement
Vertical Close on white board
Completed on white board
How much of a fee is it to buy down the rate 1% when applicable?
3%
Agenda Popcorn style for your team
What is smallest Energy roof we offer and how much true output does it produce?
2KW
3KW 1.5KW for every KW
How do you create a photo page on OCC?
Go to photos tab and select Photo page check box
Investment review on Bath
How much of a fee is it for each of our deferrals?
24MD
18MD
12MD
6MD
3MD
16-18%
14-15%
11%
5-7%
4%
PTA
Give me a 3min product demo whatever product you chose
What happens if all paperwork is not submitted on time ?
Off leads, why? because it pushes out job which pushes out pay, you must protect your pay
Investment review on Windows