Course
Ramp a new rep in seven modules.
The rep onboarding course. 7 modules, self-serve, works on any device. Track completion per rep.
Course
How it works
Three steps, no ceremony.
01
Add the rep
Invite them to your org. The course tile shows up on their app grid immediately.
02
They work through the modules
Each module is a full SOP with scripts, benchmarks, and checklists. Progress saves as they go.
03
You check completion
See who started, who finished, and who stalled before you put them in a kitchen.
The curriculum
Seven modules, first call to referral.
01
Speed to Lead
Response-time benchmarks by lead source, after-hours coverage, and the automation safety net.
02
In-Home Water Sales Presentation
The five-parameter water test, the problem agitation framework, and the sequence that closes.
03
Install Technician Excellence
Five install frameworks, pre-install communication, and the post-install review ask.
04
Retention
Filter reminder sequences, maintenance plan pitches, and win-back flows for lapsed customers.
05
Reputation and Referrals
Review requests timed to the emotional peak, referral incentives, and turning customers into case studies.
06
Benchmarks, Hiring, and Seasonal Demand
Close rate, average ticket, CPA, show rate, and compensation structure templates by role.
07
Competitor Intel
Objection handling against the national brands your reps meet in the driveway.
What's inside
Built to be finished, not skimmed.
Self-serve on any device
A new rep starts on day one without a manager in the room or a printed binder.
Per-rep progress tracking
Every module records started and completed against the individual rep, not the org.
Full SOPs, not slide decks
Scripts, sequences, benchmarks, and roll-out checklists written to be used in the field.
Resume where they left off
Progress dots on the module list show what is done and what is still open.
Scoped to your org
Course content lives per tenant, so your edits never leak into another operator's course.
Updates in place
When a module is refreshed, existing reps keep their completion history.
See it inside your org.
Create your org and install the Course. Setup takes less than a minute.