> ## 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.

# 6. Follow through beautifully

> Keep every promise visible, from the offer to the next team.

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"
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          <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 6 of 7 · Sales rep onboarding

The offer is one moment. A thoughtful follow-through is what makes the experience feel complete.

**Your goal:** coordinate the next conversation and give operations a clear handover.

## After a live quote is sent

1. Confirm the quote appears in **Quotes**. Read any delivery warning.
2. Check whether it is sent, viewed or accepted. These are different states.
3. Open the customer’s **Activity → Automated follow-ups**. Check the scheduled message and time before adding your own outreach.
4. Set the next task or agreed appointment. Record what the customer needs to decide.

Your administrator sets the automatic journey. Reps need the **Review an individual customer** and **How conversation changes the schedule** sections of [Follow-up journeys](/quoting/follow-ups), not the setup section.

<Frame caption="In Quotes, read Status and Deposit separately. The three-dot menu at the end of a row opens estimate actions. This fictional demo shows basic actions; your available options depend on the quote and your access.">
  <img className="outline outline-1 -outline-offset-1 outline-black/10 dark:outline-white/10" src="https://mintcdn.com/arc-solar/HdFcgzCFbhd-N5wW/images/quote-revision.png?fit=max&auto=format&n=HdFcgzCFbhd-N5wW&q=85&s=57666fc5a5b0cebcf935ea63bf1597c0" alt="ArcSolar Quotes list showing Sent, Viewed and Accepted statuses beside separate deposit states, with the three-dot estimate actions menu open." width="2880" height="2000" data-path="images/quote-revision.png" />
</Frame>

[View the screenshot at full size](/images/quote-revision.png).

Notice the accepted quote with **Awaiting payment** near the bottom. That is why you check both columns before handing over.

## If the customer asks for a change

Open the existing quote and follow [Quote revisions](/quoting/revisions). Check whether it is eligible to change. Accepted quotes and payments in progress can lock revisions.

If locked, ask your manager for the approved next step. Do not create an unrelated replacement to bypass the lock.

## When the customer proceeds

Check the recorded acceptance, payment and finance status separately. **Accepted** does not mean **paid**. **Finance selected** does not mean **approved**.

Follow your team’s stage rules, then hand over:

* The agreed system and issued quote.
* Verified site details and outstanding photos or checks.
* Promises made to the customer, including timing.
* Payment or finance status and anything still pending.
* The next owner and action.

Use [Projects and jobs](/delivery/projects) to understand where the handover goes. Your operations team owns its setup and delivery process unless your manager has assigned that work to you.

## Finish the day with a clear tomorrow

Review **Tasks**, appointments and unanswered replies. Every active customer should have a useful next step—not just a note saying “follow up”.

## ArgonixIntelligence, by your side

A checked call summary can help you prepare the handover. Automatic quote SMS uses saved templates; it is not the agent independently deciding what to promise.

<LessonChecklist lessonId="follow-through" items={["I can check scheduled follow-ups before adding another message.","I understand the difference between acceptance, payment and finance approval.","I can hand over the agreed system, open questions and next owner clearly."]} />

[Continue to lesson 7: Get ready for your first customer](/sales-onboarding/ready)

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

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


## Related topics

- [5. Build a confident quote](/sales-onboarding/quote.md)
- [Your first chapter with ArcSolar](/sales-onboarding.md)
- [3. Make the conversation count](/sales-onboarding/conversation.md)
- [The customer journey](/quickstart.md)
- [7. Get ready for your first customer](/sales-onboarding/ready.md)