Week 1: Company & Product Orientation

Overview

Week 1 for new sales reps covers company orientation, the full Spartan product and service lineup, and Spartan's approach to in-home sales. By end of Week 1, the rep must understand what Spartan sells, why customers buy it, and how the compensation structure works.

Week 1 Schedule

Day 1 — Company Orientation

• Report to 446 Windsor Park Drive, Dayton, OH 45459
• Meet with Josh Ferguson or Office Admin
• Review Employee Handbook and sign acknowledgment
• Complete Paylocity paperwork (direct deposit, tax forms, benefits)
• Compensation structure walkthrough: base, commission, monthly bonus eligibility after 60 days

Day 2 — Spartan Products Overview

• Water heaters: tank (AO Smith 40/50 gal), tankless (brands currently sold), and the Spartan Good/Better/Best lineup
• Water treatment: softeners, iron filters, reverse osmosis systems — what problems they solve
• Drain and sewer solutions: hydro-jetting, lining, replacement
• Repiping: when it's needed, materials (PEX vs. copper), and what to expect
• Review the Spartan Product Knowledge SOPs (Phase 3, already published)

Day 3 — Sales Process Overview

• Walk through the full Spartan Sales Process SOP (Phase 3)
• Review the In-Home Presentation flow: lead to appointment to close
• Understand how leads come in (Google LSA, Networx, ServiceTitan, referrals)
• Review the Options Presentation (Good/Better/Best) framework used by both techs and sales reps
• Watch any available Spartan call recordings with Operations Manager

Day 4 — Systems & Tools

• ServiceTitan login and basic navigation
• How proposals are created and sent in ServiceTitan
• Introduction to GoodLeap financing: what it is, when to offer it, how to run a soft check
• Google review process: when and how to request

Day 5 — Week 1 Wrap-Up

• Q&A with Josh or Operations Manager
• Confirm Week 2 product deep dive schedule
• Set expectations for ride-along phase (Weeks 2–3)

Completion Criteria

• Can describe all core Spartan product lines and what problems they solve
• Understands compensation structure fully
• ServiceTitan login active

Related SOPs

• Sales Onboarding Overview (90-Day Ramp)
• Weeks 1-2: Product Knowledge Deep Dive
• Sales Process SOPs (Phase 3)