Daily Standard Operating Procedure (SOP) for Sales Manager

Objective

To increase the sales team’s performance and streamline the sales process for the insurance restoration roofing company.

Daily Tasks

1. Morning Briefing

   • Conduct a daily morning meeting with the sales team to discuss targets, motivate staff, and address any immediate concerns.
   • Review the previous day’s sales performance and set goals for the day.

2. Lead Management

   • Monitor incoming leads and assign them to sales representatives based on availability and expertise.
   • Ensure follow-up on all leads within 24 hours.

3. Sales Training

   • Schedule and conduct training sessions for new hires and ongoing training for existing staff.
   • Share best practices and success stories to enhance team skills.

4. Sales Strategy Development

   • Analyze market trends and customer feedback to refine sales strategies.
   • Collaborate with marketing to develop promotional strategies that align with sales goals.

5. Performance Tracking

   • Review and analyze sales metrics daily and weekly to assess team performance.
   • Use CRM tools to track sales activities and report back to the owner.

6. Recruitment

   • Actively source and interview potential sales candidates.
   • Develop a referral program to encourage existing staff to recommend candidates.

7. Client Engagement

   • Schedule regular check-ins with key clients and understand their needs.
   • Address any issues that may arise and ensure client satisfaction.

8. End-of-Day Review

   • Review daily accomplishments and challenges with the team.
   • Prepare a summary report for the owner highlighting performance and next steps.

Weekly Tasks

• Conduct one-on-one meetings with each sales representative to discuss individual performance and goals.
• Analyze the effectiveness of sales strategies and adjust as needed.
• Hold a weekly strategy meeting with the owner to align on business objectives and sales strategies.

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Job Description: Sales Manager

Company Overview

We are a leading insurance restoration roofing company based in DFW, dedicated to providing high-quality roofing solutions. We are currently seeking a dynamic Sales Manager to help propel our growth and optimize our sales processes.

Responsibilities

• Lead, coach, and manage the sales team to achieve monthly sales targets.
• Develop and implement effective sales strategies and processes.
• Recruit, train, and onboard new sales staff to build a high-performance sales team.
• Monitor and evaluate sales performance, providing feedback and support to team members.
• Collaborate with marketing to create promotional materials and campaigns.
• Maintain strong relationships with clients and ensure customer satisfaction.

Skills

• Proven experience in sales management, preferably in construction or insurance-related fields.
• Strong leadership and team management skills.
• Excellent communication and interpersonal abilities.
• Proficiency in using CRM software and sales tracking tools.
• Analytical skills to assess sales performance and market trends.

Qualifications

• Bachelor’s degree in Business, Marketing, or related field preferred.
• 3+ years of experience in sales, with at least 1 year in a management role.
• Experience in recruiting and training sales personnel.

Compensation

• Base salary: $50,000 - $70,000 per year, commensurate with experience.
• Performance bonuses based on sales targets achieved.

Benefits

• Health insurance coverage.
• Paid time off and holidays.
• Retirement savings plan with company match.
• Opportunities for professional development and training.

Ideal Candidate

The ideal candidate will be a motivated sales professional with a passion for building teams and driving results. They will have a proven track record in sales management and a strong desire to contribute to the growth of the company.