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:
Sales person licensing:
GAF Learning Portal
Estimates and Contract Writing:
Pricing:
Insurance 101:
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- The contract is a legally binding document.
- We can only write a contract with someone who has a legal interest in the property.
- All parties who have a legal interest in the property should be included on the contract.
- Be sure that we have the customers names spelled properly (Owners Name)
- The address where the customer resides is the the customers address, (Owners Address)
- The address where the project is being performed is the project address.(Project Address)
- Specifications: Include a well defined scope of work (SEE SAMPLE PRODUCT CONTRACTS/AND PRODUCT DESCRIPTION REQUIREMENTS)
- Include a price for each product being sold within the body of the contract. SEE EXAMPLE CONTRACT ATTACHED TO THIS LESSON
- Select the customers warranty.
- Price in full for the contract. (All product prices added together)
- Deposit- The goal is to receive 1/2 down at time of signing, 1/2 down will be required prior to the commencement of any project. Window Commencement = Measure, Roof commencement= scheduling, Siding commencement=the ordering of any product.
