Sales Onboarding~14 min
Weeks 1-2: Product Knowledge Deep Dive
Overview
The Product Knowledge Deep Dive (Weeks 1–2) ensures the new sales rep can credibly explain every product Spartan sells, identify the right solution for a customer's situation, and answer common objections. Without strong product knowledge, sales reps cannot close confidently.
Format
Self-study from Spartan product SOPs + Q&A sessions with Josh or Operations Manager. Assessment at end of Week 2.
Product Areas to Master
Water Heaters (Tank)
- Tank sizes: 40-gal and 50-gal most common for Dayton-area homes
- AO Smith as the primary brand (or current Spartan-approved brand)
- Key selling points: reliability, warranty, recovery rate
- Common failure signs a customer would describe: no hot water, rusty water, leaking
- Good/Better/Best tier logic for water heaters
Tankless Water Heaters
- How tankless works vs. tank (on-demand, endless hot water)
- Installation requirements: gas line sizing, venting, electrical
- Brands currently sold by Spartan (confirm with Operations Manager)
- Common customer objections: cost, compatibility with existing system
- Financing as a tool to close tankless sales
Water Treatment
- Hard water problem in Dayton market — why customers care
- Water softeners: how they work, salt-based vs. alternatives
- Iron filters: when needed (well water, orange staining)
- Reverse osmosis: drinking water quality, under-sink installation
- How to identify a water treatment opportunity at any call
Repiping
- Triggers: old galvanized pipe, low pressure throughout home, repeated leaks
- Materials: PEX (preferred for repipe), copper
- What the customer experiences during a repipe: access points, time, restoration
- Financing is almost always part of a repipe sale
Drain & Sewer
- When drain cleaning becomes a sewer replacement conversation
- Hydro-jetting vs. snaking — when each is appropriate
- Sewer lining vs. replacement
- Camera inspection as a diagnostic sales tool
Financing — GoodLeap
- GoodLeap is Spartan's primary financing partner
- Soft credit check does NOT affect the customer's score
- When to introduce financing: early in the presentation, not as a last resort
- How to run the application in GoodLeap (Weeks 3–4 training covers the system)
End-of-Week-2 Assessment
Operations Manager or Josh quizzes the rep on each product area. The rep must:
- Explain each product to a customer in plain language
- Identify the right product for 3 scenario-based customer situations
- Describe the Good/Better/Best options for water heaters
Related SOPs
- Product Knowledge SOPs (Phase 3, all 8 cards)
- Weeks 2-3: Call Shadowing & Ride-Alongs
- Financing Presentation (Phase 3)