Sales Builder Pro Implementation Checklist
Recommended Sequence
Submit Major distributor price book to our Implementation Coordinator
Learn How to Use the App Video Series
Learn How to Manage the App Video Series
Learn How to Use the Pricing Engine
Submit Financing programs to the document portal
Submit minor brand accessories to the document portal
Submit additional services list to the document portal
Submit company terms and conditions to the document portal
Schedule a 1:1 pricing call
Customize the proposal bullet points and the customer email
Sales team training - Learn How to Use the App video series
Additional Resources:
Implementation and After Launch Checklist attached.
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