Sales presenter
Sales presenter
Walk customers through good, better and best options on a tablet, then get the signature and deposit.
The sales presenter turns a quote into a guided, full-screen presentation for the kitchen table. On a tablet or phone, you take the customer through who you are, what you found, their options side by side with member prices and monthly payments, then they choose, sign and pay the deposit, all in one flow.
The presentation has up to five steps:
- Who we are: your story, trust badges and reviews.
- What we found: the job's photos, technician notes and the customer's equipment with its age and outlook.
- Your options: each option with its picture, highlights, warranty and price, a feature comparison, and your membership add-on.
- Ways to pay: monthly payments when you offer financing.
- Approve and sign: the customer's choice, terms, signature and deposit.
Steps without anything to show are skipped. For example, What we found is skipped when the job has no photos, notes or equipment.