Sales Playbook & Training Guide
Who we are, the CCA voice, the lead-to-close flow, and the never-break rules. Read this first.
Open →Guided Discovery Form
Run every discovery conversation through it. Autosaves and gives you a clean handoff summary.
Open →Sales Quick Reference
Offer picker plus the current price list (Aug 2026) on one page. Know what to recommend and what it costs.
Open →State Licensing Lookup
Type a state + trade → license type, agency, threshold, fees, exam, bond, reciprocity. 50 states, 6 trades.
Search →Fees & Entity Lookup
Entity formation, foreign registration, annual fees, plus market insurance, bond & vendor reference.
Search →Objection Handling & Talk Tracks
What to say when a contractor pushes back — in your own voice. Advise, never guarantee.
Open →Estimate Builder
Add services, set quantities, and read the client a clean estimate. CCA fees only — filing, exam, bond and insurance are separate.
Build →Sales Team Interim Kit
Lead worklist tracker plus offer picker — the columns, picklists, and stages to work every lead while SalesCoreOS is being built.
Open →Claim → Contact → Discovery → Offer → Requirements & price → Quote → Won → Handoff
Every lead always has a next action and a date. Route to Rose for placements, prior denials, enterprise, big discounts, or anything sensitive. We advise — we never promise a contractor qualifies or that a license will be approved.
