Core • Module 9 — Sales, estimating, and customer experience
Module 9 — Sales: Proof Pack → Review Loop (Lesson)
Module 9 — Sales: Proof Pack → Review Loop (Lesson)
Why this matters
Proof closes the sale.
Reviews keep you from racing to the bottom.
The loop
- Before/after proof is captured
- Proof Pack is delivered at completion
- Review ask goes out 24–72 hours later
- Review response is warm + specific
SOPs
- Proof Pack:
- Review request/response:
The rule
If it isn’t documented, it didn’t happen.
Gear Box
(End-of-lesson Gear Box.)
Do this next (assignment)
- Run this lesson on a real job or a mock walkaround.
- Capture a Proof Pack for the scenario.
- Do the Final Walk.
References (SOPs + checklists)
- Proof Pack SOP:
- Final Walk checklist:
Printables
- Operator Checklist Pack (truck copy):
Gear Box (Amazon)
(Insert the relevant Gear Box module for this lesson here.)
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