> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcsolar.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# 3. Make the conversation count

> Be present in the conversation. Leave the next step beautifully clear.

export const LessonChecklist = ({lessonId, items}) => {
  const courseKey = "arcsolar-sales-onboarding-v1";
  const readProgress = () => {
    try {
      const value = JSON.parse(window.localStorage.getItem(courseKey) || "{}");
      return value && typeof value === "object" && !Array.isArray(value) ? value : {};
    } catch {
      return {};
    }
  };
  const complete = value => Array.isArray(value) && value.length === 3 && value.every(item => item === true);
  const [checks, setChecks] = useState([false, false, false]);
  const [loaded, setLoaded] = useState(false);
  const [saveFailed, setSaveFailed] = useState(false);
  useEffect(() => {
    const saved = readProgress()[lessonId];
    setChecks(items.map((_, index) => Array.isArray(saved) && saved[index] === true));
    setLoaded(true);
  }, [lessonId]);
  const toggle = index => {
    const next = checks.map((checked, itemIndex) => itemIndex === index ? !checked : checked);
    setChecks(next);
    try {
      window.localStorage.setItem(courseKey, JSON.stringify({
        ...readProgress(),
        [lessonId]: next
      }));
      setSaveFailed(false);
    } catch {
      setSaveFailed(true);
    }
  };
  return <fieldset className="my-8 border-0 border-t border-zinc-200 px-0 py-5 dark:border-zinc-700">
      <legend className="pr-3 font-semibold">Your checkpoint</legend>
      <p className="mt-0 text-sm">Tick each box when you have tried it or talked it through with your manager. You can untick a box to revisit it.</p>
      {items.map((item, index) => <label key={item} className="my-2 flex cursor-pointer items-start gap-3 py-2">
          <input type="checkbox" checked={checks[index] || false} disabled={!loaded} onChange={() => toggle(index)} className="mt-1 h-5 w-5 shrink-0" style={{
    accentColor: "#3D88F2"
  }} />
          <span>{item}</span>
        </label>)}
      <p role="status" className="mb-0 text-sm">{saveFailed ? "Browser storage is unavailable. Your ticks work on this page but may not survive a refresh. Keep a note of your lesson before leaving." : complete(checks) ? "Lesson checked off. You’re ready for the next step." : "Your ticks are saved on this device when browser storage is available."}</p>
    </fieldset>;
};

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.

## 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.

## 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.

## 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.

<Frame caption="Find Tasks in the sidebar, then New task at the top right. My tasks is where you check your own follow-ups. This fictional demo has no tasks in the selected view.">
  <img className="outline outline-1 -outline-offset-1 outline-black/10 dark:outline-white/10" src="https://mintcdn.com/arc-solar/HdFcgzCFbhd-N5wW/images/tasks.png?fit=max&auto=format&n=HdFcgzCFbhd-N5wW&q=85&s=3ddc70c6a6fb009eb4aad036863813c3" alt="ArcSolar Tasks screen with Tasks selected in the sidebar, My tasks above the list and New task in the top-right corner." width="2880" height="2000" data-path="images/tasks.png" />
</Frame>

[View the screenshot at full size](/images/tasks.png).

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.

<Note>
  Respect STOP and do-not-contact requests. If a message fails, inspect its status before trying again; do not send repeated copies.
</Note>

## Your reference guides

[Calls and SMS](/customers/calls-sms) · [Tasks](/customers/tasks) · [Appointments](/delivery/calendar)

## ArgonixIntelligence, by your side

[CallIntelligence](/customers/call-intelligence) 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**.

<LessonChecklist lessonId="conversation" items={["I can check the customer, consent, phone-ready state and headset before a call.","I can write a note with the goal, agreement and next action.","I can create a task with an owner and due date, or explain the steps in the demo."]} />

[Continue to lesson 4: Understand the home](/sales-onboarding/assessment)

[Previous step](/sales-onboarding/customer) · [Course overview](/sales-onboarding)

*The ArcSolar team · [support@arcsolar.com.au](mailto:support@arcsolar.com.au)*


## Related topics

- [2. Meet your customer](/sales-onboarding/customer.md)
- [Your first chapter with ArcSolar](/sales-onboarding.md)
- [Make calls and send SMS](/customers/calls-sms.md)
- [6. Follow through beautifully](/sales-onboarding/follow-through.md)
- [The customer journey](/quickstart.md)