ESTIMATOR TRAINING MANUAL
Step-by-Step Procedure Test
(Fill in short answers below each questions, answer do not need to have the exact wording from the manual but should contain the basic idea. Answers can be 2 sentences or less.)
1. Before leaving for the residence
What should you do before leaving for the residence?
2. Understand map directions and make sure vehicle has fuel
Why is this important?
3. Greeting
Where should you park?
Describe what you do after knocking on the door.
Should you enter the house before or after you are invited in?
What do you ask about your shoes?
How do you build rapport before starting the survey?
4. Explain Survey Process to the Customer
Explain what you tell the customer before starting the survey.
5. On-Site (Inside Residence) Portion of the Table of Measurements Tally
Explain the survey and tallying process.
6. Consult with Customer to Complete the Survey Sheet
Where should you discuss the survey sheet?
7. Explain Company Flyer and Customer Prep Sheet
Briefly describe the Flyer and Prep Sheet
8. Departure
Briefly describe how you should depart.
9. In Car After Survey
What should you complete in the car after the survey?
10. Sales Manager Meeting After Survey
What is the purpose of the Sales Manager Meeting?
Step-by-Step Procedure Test
(Fill in short answers below each questions, answer do not need to have the exact wording from the manual but should contain the basic idea. Answers can be 2 sentences or less.)
1. Before leaving for the residence
What should you do before leaving for the residence?
2. Understand map directions and make sure vehicle has fuel
Why is this important?
3. Greeting
Where should you park?
Describe what you do after knocking on the door.
Should you enter the house before or after you are invited in?
What do you ask about your shoes?
How do you build rapport before starting the survey?
4. Explain Survey Process to the Customer
Explain what you tell the customer before starting the survey.
5. On-Site (Inside Residence) Portion of the Table of Measurements Tally
Explain the survey and tallying process.
6. Consult with Customer to Complete the Survey Sheet
Where should you discuss the survey sheet?
7. Explain Company Flyer and Customer Prep Sheet
Briefly describe the Flyer and Prep Sheet
8. Departure
Briefly describe how you should depart.
9. In Car After Survey
What should you complete in the car after the survey?
10. Sales Manager Meeting After Survey
What is the purpose of the Sales Manager Meeting?