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Use one practice customer to walk your manager through the work.

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Rehearse the essentials

  • Find the customer, read the latest activity and explain the next step.
  • Prepare a conversation and record a useful note and task.
  • Find site uploads and review the bill inputs.
  • Build a practice quote and check its customer preview.
  • Explain the incentives, payment schedule and handover requirements.
Stop at the preview. Practice should not send messages, issue an offer or take a payment from a real customer.

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Know when to pause

Missing evidence, a mismatched system, uncertain consent or an unclear payment result needs review before proceeding. Ask your manager who approves pricing exceptions, technical questions and your first live quote.

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Start the day

Use Rep Overview, appointments and My tasks. Open the customer before acting, then leave a next step with an owner and date. Your sales day is the routine to keep nearby. Course overview