SALES PORTAL

Section 2 — My Role

Objective: Clarify how I integrate with the company.

My responsibilities (select all that apply)

Section 3 — How I Generate Leads

Objective: Define how I win projects with SOX products.

3) Where I get projects

4) How I engage with end customers

Section 4 — How I Sell & Present

Objective: Detail how I position SOX to clients.

Section 5 — How I Close & Onboard Projects

Objective: Secure jobs and ensure smooth installs.

Section 6 — Support I Need & How I’ll Grow

Objective: Help me become a loyal advocate.

1) Marketing materials I’ll use

2) Training I need

Section 7 — My Goals & Metrics

My growth plan with SOX

Section 8 — Partnerships I Will Build

Objective: Extend my reach.

Section 9 — My Action Plan (2025–2026)

Section 10 — Marketing Ideas

(e.g., install showcases, referral program, YouTube)

Section 11 — My Final Thoughts & Next Steps

Results

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