New Rep Onboarding Checklist

Meet your team leader and get your territory assignment

Set up JobNimbus account — log in and complete your profile

Read the Sales Training Manual, Sections 1 & 2 (Product Knowledge + Why It Matters)

Watch the product demo video and the 20-foot hail drop test footage

Memorize the 5 Pillars of the product (breathes, waterproofs, bonds, tested, patented)

Print and laminate your Inspection Card — carry it everywhere

Download the Hi-Tech Roof Solutions Sales Documents page to your phone bookmarks

Set up your email signature with your name, title, phone, and company website

Review the 4 pricing packages and their price ranges

Shadow an experienced rep on at least 2 door-knocking sessions

Read Training Manual Sections 3–6 (Prospecting, Sales Conversation, Objections, Closing)

Complete the D2D Pitch Book — read all 8 sections

Practice the door opener script out loud 10 times until it sounds natural

Practice the Financing = Savings close with a partner or in the mirror

Run the Quote Calculator on 3 sample homes to get comfortable with the numbers

Log your first 10 prospects in JobNimbus with full notes

Identify your top 3 target neighborhoods in your territory

Memorize the 3-step objection framework (Acknowledge → Clarify → Answer & Advance)

Read the Objections Quick-Reference Card — know the top 5 objections cold

Complete your first solo door-knocking session (minimum 20 doors)

Debrief with your team leader — what worked, what didn't

Order or print business cards if not already provided

Set a daily door-knocking goal: minimum 30 doors per day

Book your first 3 home evaluation appointments

Complete your first full home evaluation with a homeowner

Use the Estimate Builder to produce your first customer estimate

Read Training Manual Sections 7–10 (Target Markets, 4-Stage Process, Roofing Costs, Commission)

Identify 2 Realtors in your area to introduce yourself to this week

Visit 1 real estate office with a leave-behind and introduce the product

Log every prospect, appointment, and outcome in JobNimbus daily

Track your conversion rate: doors knocked → conversations → appointments → closes

Practice the insurance savings pitch until you can do the math in your head

Read Mining for Gold — identify 3 high-value prospecting zones in your territory

Have your first sales presentation with a real prospect (not a practice)

Use the Financing Close Worksheet at your next appointment

Close your first sale — use the Sales Contract Builder

Ask your first customer for a referral immediately after signing

Read Training Manual Sections 11–14 (all 4 package pricing tables)

Know your commission on each package at each price tier without looking it up

Identify 1 landlord or property manager to approach this week

Set up a weekly review meeting with your team leader

Review your pipeline in JobNimbus — follow up on every open prospect

Calculate your earnings from your first sale — know your numbers

Achieve a consistent daily prospecting routine (morning D2D + afternoon calls/visits)

Have a minimum of 10 active prospects in your pipeline at all times

Close a minimum of 2 sales in your first 30 days

Build relationships with at least 3 Realtors who understand the product

Identify your highest-converting time blocks and protect them

Read one chapter of Zig Ziglar's "Secrets of Closing the Sale" or Tom Hopkins' "How to Master the Art of Selling"

Re-read the Objections Quick-Reference Card — identify which objections you're still struggling with

Set your 60-day and 90-day income goals with your team leader

Ask your team leader to ride along and give you feedback on your presentation

Celebrate your first sale — you earned it

Log every prospect, conversation, and outcome in JobNimbus before end of day

Follow up on at least 3 open prospects from your pipeline

Knock a minimum of 30 doors or make 20 outreach contacts

Review your schedule for tomorrow and block your prospecting time

Ask every customer for a referral — every single time

Read or listen to something that makes you better at your craft