Sea Cool SOP • Sales
Sea Cool
Salesperson SOP
This SOP defines how a Sea Cool salesperson is expected to operate day to day, from lead response through follow-up, CRM discipline, quoting support, and closing behavior.
Purpose of This SOP
This SOP standardizes how a salesperson works so results are not dependent on memory, personality, or improvisation. The goal is consistent response speed, consistent customer experience, consistent follow-up, and consistent CRM discipline.
2. Role Expectations
- Represent Sea Cool professionally at all times.
- Respond quickly and consistently to inbound opportunities.
- Move deals forward, not just answer messages.
- Keep records clean, current, and usable by the rest of the team.
- Set accurate expectations and never overpromise scope, timing, or pricing.
3. Lead Response Standards
- Define expected response time for new leads.
- Define the required first-touch communication standard.
- Clarify when phone, text, and email should be used.
- Define when a lead is considered unresponsive.
Note: This section should align with Direct Sales SOP, but focus only on what the salesperson is responsible for personally.
4. Qualification
- Basic qualification questions.
- Budget, timeline, and decision-maker checkpoints.
- How to identify weak-fit or low-probability leads.
- When to escalate or disqualify.
5. Appointment & Discovery Standards
- Preparation before appointment.
- Discovery questions and needs analysis.
- Measurement, photo, and note requirements.
- Expectation-setting with the customer.
6. Follow-Up Discipline
- Follow-up cadence after consultation.
- Follow-up cadence after estimate is sent.
- Define what counts as a real follow-up.
- Clarify when management should be pulled in.
7. CRM Behavior
- When notes must be entered.
- Stage updates after each meaningful step.
- No private shadow pipeline outside company systems.
- Required detail level in notes.
8. Communication Standards
- Professionalism and tone expectations.
- No overpromising on timing or scope.
- How pricing is discussed.
- How objections are handled.
9. Daily / Weekly Expectations
- Daily follow-up block.
- Open quote review.
- Pipeline cleanliness check.
- Weekly review with management if required.