Sales Manager Onboarding
Sales Manager onboarding focuses on leading high-performing teams while hitting your own sales goals—covering team coaching, performance tracking, daily workflows, and tools to drive results in a fast-paced sales environment. Here's what you'll learn:
Enroll in this learning track and begin your journey to improving your skills.
Welcome to Weatherguard: Sales Managers
Welcome to Weatherguard! This orientation will guide you through our key company values, history, policies, and procedures, as well as the roles of your team members.
Roofing 101
Learn the basics of roofing systems, materials, and storm damage so you can speak confidently with homeowners and identify when a roof may qualify for an inspection or insurance claim. Covers the essentials to get you started.
The Advised Sale Process
Understand the full Weatherguard sales process—from lead generation to post-install. Learn where you fit in, how each role connects, and how tools like Spotio and Acculynx keep everything running smoothly from first knock to final inspection.
Advised Sales Manager Process
Tools of the Trade: Sales Managers
Get hands-on with the tools that power your workflow—Spotio, Acculynx, CompanyCam, and more. This module shows you how each app supports your role, keeps you organized, and helps turn leads into completed jobs.
Lead to Win: Coaching, Culture & Results
Learn how to lead your team with clarity and impact. This module covers onboarding new reps, running field training, coaching through performance dips, and balancing personal sales with team leadership to drive results across the board.
Sales Manager Ethics & Compliance
As a Sales Manager, you set the ethical tone for your team. This module covers how to lead with integrity, enforce compliance, prevent unethical behavior, and build a culture of trust and accountability across your organization.
Weatherguard Sales Manager Onboarding
You’ve completed training—now it’s time to apply it. Your next step is 1-on-1 field training with your Sales Manager. Need a refresher? Visit the Weatherguard Training Hub. Welcome to the team!