Training · Standard Operating Procedure
SOP Playbook: New-Hire Training
The training path every new sales hire completes before working a Flatland deal solo — external curriculum, internal systems, and a ready-to-use estimating workflow.
| Document ID | FRI-SOP-001 |
|---|---|
| Version & Revised | v1.0 · 2026-04-29 |
| Owner | Sales Manager |
| Audience | New sales hires · Onboarding Manager |
| Review Cycle | Annual |
1. Purpose
This Standard Operating Procedure (SOP) Playbook outlines the complete training process for roofing and insulation services. It ensures consistency, professionalism, a precise process, and uniform performance across every sales representative.
2. External Online Training
Roofing & Solar Reform Alliance
- Roofing 101 (55 lessons)
- Complete Sales Strategy (27 lessons)
- Complete Canvassing Strategy (10 lessons)
- Complete Objection Strategy (6 lessons)
- Complete Closing Strategy (24 lessons)
- How to Sell Roofing & Solar Reform Alliance (RSRA) (1 lesson)
- Sales Presentations (1 lesson)
- Rejection Tool (1 lesson)
Improvifi Skill Lab
- Terminology
- Sales Presentation
- Lending Ladder
- Obstacles
- The Toolbox
- Support Services
- Take Action
- Final Exam: Certified Pro
- Bonus: 7 Steps to Selling Financing
3. Internal Systems & Processes
Customer Relationship Management (CRM) — ProLine
- Get a ProLine phone number
- Create Contact
- Create Project
- Create Event
- Stages
- Activities
- Create Tasks
Pro Canvas
- Canvassing Tracker (Slack: Championship-Sales-Team)
Roofle
- Roof Quote Pro Tool (Slack: Championship-Sales-Team)
- Create your personal Roof Quote Pro link (Slack: Championship-Sales-Team)
CompanyCam
- Create new project
- Take and upload pictures
- Create report (Portable Document Format (PDF))
- Link CompanyCam to ProLine
Hail Recon
- Search addresses, dates, and storms
Financing Systems
Reference materials in Slack: Championship-Sales-Team.
- Improvifi App
- Slice
- Sunlight Financial
- Secured Lending
- Foundation Finance
Inspections & Insurance
4. Estimating Workflow
Pull Measurements
- In ProLine, click the Measure tab.
- Name the report.
- Name the structure.
- Input measurements on the report.
- Add additional structures if needed.
Build the Quote
- In ProLine, click the Quote tab.
- Click New Quote.
- Click Choose Template and select the correct template.
- Confirm the structure is selected, then click Create.
- Build the quote out for the different packages.
- Double-check everything before finishing. Once finished, notify the Sales Manager.
- The Sales Manager checks the options and lets you know when they're ready to present.
5. Presenting Package Options (Kitchen-Table Meeting)
- In ProLine, click Quote in the job details.
- Click the arrow button to pull the quote up.
- Walk the customer through the options:
- Pinnacle Elite
- Peace of Mind
- Signature
- Essentials Basic
- Help guide the customer through which package fits their needs.
- Answer every question.
- Ask for the business.
Reminder
See the Sales Process Playbook for the full close, deposit collection, and handoff sequence.
7. Revision History
| Version | Date | Summary | Approved By |
|---|---|---|---|
| 1.0 | 2026-04-29 | Format reset; restructured loose bullets into Purpose / External / Internal / Estimating / Presenting; CRM, RSRA, PDF spelled out; cross-links to other SOPs added. | Sales Manager |