Presenting & Negotiating
Prospecting & Qualifying
PMAs & Safety Sales
Co-Op
Tecta
100

4 opportunities to present.

What is:

Intimate (one on one), open panel, small group, large forum?

100

Tecta average hit ratio (estimators and sales people).

What is 6%?

100

What is a PMA?

Regular planned maintenance to prevent unexpected expenditures.

100

After a customer signs off on a Co Op quote, who do you need to send a copy to?

Who is: 

Andy Carr

100

Tecta CEO.

Mark Santacrose

200

Your customers are going to push back on these three things. 

What is schedule, scope, and price?

200

What are two of the four customer pre-qualifications?

Do they pay their bills?

Do they maintain their properties?

How many properties do they manage/own?

Are their facilities fully occupied?

200

Tecta resource to sell and support PMAs.

Tecta Tracker.

200

Who can use Co Op contracts?

What is:

Any agency that is required to follow procurement laws within their state. 

200

The Customer Solution Center (CSC) is located where?

Mankato, MN

(Minnesota or Mankato are both acceptable answers)

300

_______% of your total impact as a communicator will come from what you convey non-verbally.

What is 93%?

300

Three stages to the sales funnel.

What is Prospect, proposals, close deal?

300

4 Items to consider when pricing a PMA.

Accessibility, safety, security, and penetrations (mechanical).

300

How are Co Op contracts awarded?

What is:

Low price, safety, references, insurance, financials, and coverage.

300

Number of Tecta Locations

71

400

Six ways to make a good impression.

What is:

Smile, Shake hands, Introduce yourself, Speak Clearly, Maintain eye contact, and Look Smart?

400

What is the difference between Open Ended and Closed Ended questions?

What is:

Open Ended questions require a full response

Closed Ended questions allow only for "yes" or "no" responses

400

What does a typical PMA plan cover?


Roof inspection

General Cleaning

Maintenance

Annual Report

400

Avenues of entrance for Co Op customers - 2 of the 4 discussed.

What is: 

·Existing relationship’s

·Manufacturer’s relationship (Maybe on a board or know of upcoming project in local community)

·Other trades relationship (Johnson Controls – Sherwin Williams – Field Turf)

·Traditional cold call (Introduction)

400

Percent of business that is re-roofing.

51%

500

First step prior to negotiating.

What is: 

build trust?

500

Identify 5 different forms of prospecting (10 were discussed during training)

What is:

Cold Calling, Upselling, PMAs & Owner's Manuals, Referrals, Follow-Up, Associations, Social Media, Marketing, Lunch & Learns, Lost Customers.


500

Identify 5 areas where safety deficiencies can be identified and proposed/sold.

Skylight, hatch, ladder, perimeter, guardrail/railing, anchor/stanchion, lightning, walk paths, roof access transition, snow preparation, and construction debris. 

500

What is a Co Op purchasing contract?

What is:

•A cooperative purchasing contract is the same as a local RFP but it was competitively bid on a national platform for every roofing contractor in America to bid with various roofing services.

500

5 of the 10 founding companies.

Central Roofing, Construction Services (CS), FJA Christiansen, Greenberg Roofing (Dakotas), Magco (Jessup), Murton (SFL), JP Patti, Potteiger-Raintree (GlenRock), Schwickerts, Western

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