3. Make the conversation count

Lesson 3 of 7 · Sales rep onboarding ArcSolar keeps the conversation and the follow-up together. Your job is to make the customer feel understood—and make the next step easy. Your goal: prepare a call, write a useful note and create a follow-up.

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Before the call

1. Open the customer. Confirm the number, communication permission and most recent reply.
2. Check whether another rep or an automatic message is already following up.
3. Open the calling control or Comms. Check the phone-ready state, microphone permission and headset.

If calling is unavailable, ask your manager to check your assigned line and communications setup. You do not need to change company billing.

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Practise with your manager

Use only a test destination your manager has approved. Agree who is receiving the test before calling or sending anything. In a demo with disabled calling, talk through the steps instead. After a conversation, record three things:

Goal: Customer wants evening battery coverage.
Agreed: Customer will send a switchboard photo.
Next: I will check the photo and call Thursday at 3 pm.

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Turn the next step into a task

Open Tasks → New task, select the customer and enter a specific action. Set the owner and due date. Save and check that it appears in the list. View the screenshot at full size. Try a clear task title, such as Check switchboard photo and call Thursday. Before saving, check the customer, owner and due date together. A task is a reminder. A customer appointment belongs in Calendar. Confirm the time with the customer before booking.

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Your reference guides

Calls and SMS · Tasks · Appointments

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ArgonixIntelligence, by your side

CallIntelligence can supply a summary and transcript when available. Check names, dates and promises against the source. A suggested follow-up is not a saved task—check Tasks. Continue to lesson 4: Understand the home Previous step · Course overview The ArcSolar team · support@arcsolar.com.au