About Lesson
TERM | DEFINITION |
Blast | A text notification of a sale made by a member of the sales team. |
Demo | The presenation/pitch of a product to a customer at a sales appointment. |
Demo-Working | A request to follow up with a customer after a sales appointment for the purpose of obtaining the sales. SEE Demo-Working policy. |
Intake | The process by which a contract is reviewed for completeness/pricing etc prior to be approved, and placed into production. |
Jotform | A program used to make fillable digital forms. We refer to the forms as jotforms. |
Lead Aggregator | A company that collects leads and re-sells them to service providers |
Lead Source | How we received a lead ie: Lead Aggregator, Canvassing, Internet |
No Demo | Appointment result: You are not able to provide a presentation/pitch (demo) a product to the customer. |
One Leg | A sales appointment at which at least one of the decision makers is not present. |
Porched | The customer will not allow you into the home to present a product. |
Product | Services we offer: Roofing, siding, windows etc |
Results | The outcome of a sales appointment. IE Sale, No Sale, No Demo etc |
Self-set | A sales appointment set by sales rep with a customer they procured outside of Avalon |
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