Sales: Onboarding

Last Update January 22, 2026

About This Course

This onboarding course prepares new Avalon sales representatives to confidently represent our roofing, exterior, and home-service brands. It introduces Avalon’s values, customer-first mindset, and proven sales process used across residential and commercial projects.

Participants will learn how to properly assess customer needs, explain services and pricing clearly, set accurate expectations, and guide homeowners through the next steps—including insurance-related conversations when applicable. Emphasis is placed on professionalism, ethical sales practices, and delivering a consistent, high-quality customer experience.

By the end of this course, sales team members will be equipped to engage customers with confidence, follow Avalon’s processes, and help protect and improve homes across West Michigan.

Curriculum

20 Lessons

Your Role at Avalon

The Avalon Sales Representative is an independent, commission-based professional responsible for generating and closing residential and commercial roofing and exterior projects. This role focuses on meeting with customers, identifying needs, presenting clear solutions, and guiding projects from initial contact through signed agreement. Sales representatives are expected to operate with professionalism, integrity, and accountability while representing the Avalon brand in the field. Success in this role comes from strong communication, accurate documentation, consistent follow-through, and a commitment to delivering a high-quality customer experience on every project.

Sales Standards and Expectations

Sales Terms and Processes:

This section introduces the core sales terminology and structured sales process used by our team. Understanding these terms and steps ensures clear communication, consistent customer experiences, and a professional approach at every stage of the sales cycle. Team members will learn how leads move through the sales process—from initial contact and qualification to discovery, proposal, follow-up, and close. Emphasis is placed on identifying customer needs, communicating value, addressing concerns with confidence, and guiding customers toward informed decisions. By mastering these sales terms and processes, team members are better equipped to build trust, maintain consistency, and represent the company with professionalism and integrity while delivering solutions that align with each customer’s goals.

Sales Technology:

GAF Learning Portal

Estimates and Contract Writing:

Pricing:

Insurance 101:

Your Instructors

Amy J

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