> ## 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.

# 7. Get ready for your first customer

> Bring it together. Your first customer deserves your best start.

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 7 of 7 · Sales rep onboarding

You have reached the final step. You do not need to remember every screen. You need a reliable routine—and the confidence to ask when something is unclear.

**Your goal:** walk through one practice customer with your manager.

## Your final rehearsal

Use the approved practice record. Explain each action before you take it.

1. **Find:** open the right record and check the owner and latest activity.
2. **Prepare:** confirm permission, customer goal and missing information.
3. **Converse:** talk through the call, write a clear note and create the next task.
4. **Assess:** check a sample bill and explain the savings assumptions.
5. **Quote:** show the system, STC basis, total and payment schedule in the customer preview. Do not send.
6. **Follow through:** find planned messages and explain what operations will need.

If a step feels uncertain, return to that lesson. There is no timer.

## Three moments to recognise

<AccordionGroup>
  <Accordion title="A quote is accepted. Can I tell operations the deposit is paid?">
    No. Check the payment record separately. Acceptance records the customer’s decision; a confirmed payment records money received.
  </Accordion>

  <Accordion title="The customer replied this morning. Should I send another reminder now?">
    Read the reply and check the scheduled follow-ups first. Coordinate one useful next message with the customer’s request.
  </Accordion>

  <Accordion title="The bill assessment gives a different usage figure from the bill. Which should I use?">
    Stop and compare the source, period and units. Resolve the difference with your manager before applying a value or explaining savings.
  </Accordion>
</AccordionGroup>

## Ask your manager to confirm

Before your first live customer, confirm your assigned leads, calling line, approved contact approach, pricing authority and who reviews your first quote.

These checkboxes are **your own practice record**, not a certificate or manager approval. Tell your manager you are ready and complete their sign-off process.

## Your daily rhythm

**Start:** Rep Overview → My tasks → customer history.\
**After each conversation:** note → stage if needed → next task.\
**Before sending:** customer preview → your checks → required approval.\
**Finish:** unanswered replies → tomorrow’s appointments → outstanding promises.

Keep [Your daily sales routine](/customers/daily-routine) bookmarked. Use [Sales dashboard](/reporting/sales) when your manager introduces your goals. Team-wide reporting and administration are not required for this course.

## ArgonixIntelligence, by your side

Let intelligence help you prepare. Keep the customer’s source information and agreed next step as your reference. Thoughtful service still comes from you.

Welcome to the team. You are ready for the next conversation—with your manager beside you for the first one.

<LessonChecklist lessonId="ready" items={["I completed the practice walkthrough and reviewed anything I was unsure about.","I can explain the three scenarios above in my own words.","I know I need my manager’s go-ahead before live customer work and my first quote."]} />

[Return to your course](/sales-onboarding)

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

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


## Related topics

- [6. Follow through beautifully](/sales-onboarding/follow-through.md)
- [1. Find your workspace](/sales-onboarding/workspace.md)
- [Your first chapter with ArcSolar](/sales-onboarding.md)
- [Make calls and send SMS](/customers/calls-sms.md)
- [5. Build a confident quote](/sales-onboarding/quote.md)