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How We Built a Roofing Company's Sales Training System in 4 Weeks

By Crystal Patton ·

How We Built a Roofing Company's Sales Training System in 4 Weeks

Four weeks. That's how long it took us to build a full training system for a roofing company's

sales team.

Before, training looked like it does at a lot of growing companies: new reps shadowed

whoever had time, asked the same questions over and over, and learned the process a little

differently depending on who taught them. The owner and top reps were pulled off sales to

answer questions.

Here's what we built, and what changed.

  1. A knowledge base

Every process, sales script, product detail and common customer question now lives in one

place. Instead of interrupting a manager, a rep can look it up in seconds.

It also means the way the company sells is written down. When the business grows, the

knowledge doesn't stay in a few people's heads.

  1. Courses and quizzes

New reps work through the same courses in the same order, with quizzes along the way.

Everyone learns the same way, and managers can see exactly who's finished what and

who's ready to get in front of homeowners.

No more guessing whether someone is ready. The progress is right there.

  1. AI role-play

This is the part reps practice with most. The AI plays a homeowner, and the rep has a real

sales conversation: handling questions, objections and pricing. Each conversation gets

scored, so reps know what to work on.

They get the reps in before they ever talk to a real customer, without burning real leads to

learn.

  1. The result: reps closing more deals

Reps are closing more deals, and training doesn't depend on the owner's calendar anymore.

We still check in with the team every week to keep improving the system as the business

changes.

Could your team use this?

If training new people is eating your time, or every new hire learns the job a little differently,

a training system built around your process can change that. It's your process, built into

software you own.

Want this built for your business? Book your free 15 min call at www.klrpeformance.com/book

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