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Home > need a checklist for a new external sales rep in the solar division that started today

need a checklist for a new external sales rep in the solar division that started today

Orientation and Onboarding

Complete HR paperwork and benefits enrollment

Review company policies and procedures

Attend welcome meeting with team and management

Set up company email and communication tools

Product Knowledge

Review solar products and services offered

Study competitive landscape and market positioning

Familiarize with technical specifications and installation processes

Attend product training sessions or webinars

Sales Tools and Resources

Access CRM system and training materials

Review sales scripts and objection handling techniques

Get familiar with pricing structures and financing options

Explore marketing materials and resources available

Territory and Accounts

Review assigned territory and key accounts

Understand customer segmentation and target markets

Meet with the sales manager to discuss territory strategy

Identify potential leads and opportunities in the area

Sales Processes

Learn the sales process from lead generation to closing

Understand the proposal and contract process

Review follow-up and customer relationship management practices

Familiarize with reporting and sales performance metrics

Compliance and Safety

Review safety protocols related to solar installations

Understand regulatory requirements and compliance standards

Attend any necessary safety training sessions

Goal Setting and Performance Expectations

Discuss sales goals and performance targets with management

Establish a personal development plan for the first 90 days

Schedule regular check-ins with the sales manager for feedback and support

Networking and Team Integration

Meet with key team members and departments (e.g., installation, customer service)

Attend any upcoming team meetings or events

Join relevant professional organizations or networking groups in the solar industry

Continuous Learning

Set up a plan for ongoing training and professional development

Subscribe to industry publications and online resources

Schedule time for regular self-assessment and skill improvement

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