SALES REP
OVERVIEW
The Sales Representative is the face of our company in the customer’s home. Your mission is to convert plumber-referred leads into sold jobs by building trust, demonstrating expertise, and providing exceptional customer experiences. While the BDR earns the referral, you ensure that every customer interaction validates the plumber’s trust in us—and creates a new advocate for our brand.
YOUR PURPOSE
As a Sales Representative, you are the proof that our business development strategy works. The plumber earns trust by referring us, and you lock in that trust by delivering professionalism and results.
HOW???????????
Every job you close strengthens our reputation with both customers and the plumbers who keep our pipeline full.
YOUR MISSION
TIP OF THE SPEAR
Above all else, YOU MUST CLOSE
YOUR STRATEGY
1. Respond Quickly
- Call the customer immediately upon receiving the lead.
- Confirm arrival time and set clear expectations.
- Communicate with dispatch and the referring plumber.
2. On-Site Sales Process
- Arrive promptly, professionally dressed, and well-prepared.
- Listen carefully to the customer’s story and concerns.
- Perform a thorough inspection and explain your findings in plain language.
- Educate the customer on the scope of work and why immediate action matters.
3. Documentation & Trust-Building
- Complete all required forms onsite:
- Work Authorization Form
- Moisture Map with detailed scope & measurements
- Job Log
- Take photos and notes for JobNimbus.
- Present yourself as an expert guide, not just a salesperson.
4. Close the Job
- Clearly explain the solution, timeline, and cost (when applicable).
- Overcome objections with empathy, not pressure.
- Get signed work authorization before leaving.
5. Post-Sale Actions
- Update JobNimbus with: status, job type, cause of loss, assigned project manager, same-day demo notes.
- Post a “Close the Loop” message in the WhatsApp dispatch thread with a summary.
- Call/text the referring plumber to thank them and update on progress
NAVIGATING THE SALE
URGENCY
CLOSE LIKE A PRO
PRODUCTION
CLOSING %
BONUS METRICS
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