Complete SOP Booklet, Training Guide, Test, and Answer Key for HVAC, Plumbing & Electrical Sales Departments

The Sales Manager SOP is a complete leadership and performance management system designed to help your sales department hit higher close ratios, increase average tickets, and convert more leads into profitable revenue. This package gives your Sales Manager a clear, data-driven structure for coaching Comfort Advisors, improving sales consistency, and holding the team accountable to the company’s standards and ethics.

This system includes a full SOP booklet, detailed training guide, test, and answer key — equipping your Sales Manager with the exact processes needed to drive revenue while maintaining integrity and customer trust.

What’s Included

• Full SOP Booklet (Word/PDF format) Complete documentation of responsibilities, workflows, KPIs, and sales leadership standards.

• Step-by-Step Training Guide Covers coaching systems, debrief structure, KPI tracking, and performance management.

• Sales Manager Test A structured exam to assess understanding and ensure SOP mastery.

• Answer Key for Internal Grading or Certification Perfect for onboarding, promotions, and ongoing coaching.

You’ll Learn How To

• Hold Comfort Advisors accountable to the Sales Playbook and performance standards

• Maintain a minimum 35% close ratio across all advisors

• Track and manage essential KPIs such as leads run, close ratios, average tickets, and ROI

• Conduct pre- and post-debrief coaching sessions to improve sales outcomes

• Train advisors on objections, presentation flow, and high-value add-ons

• Use data to make smarter lead distribution decisions

• Collaborate with Marketing and Install departments for clean handoffs and better ROI

• Ensure compliance with ethical selling standards and accurate documentation

• Lead productive sales meetings and one-on-one coaching sessions

• Build action plans for underperformers and celebrate top performers

Aligned With

• Comfort Advisor Sales Playbook

• Install Manager SOP

• Service Manager SOP

This ensures your entire sales and install pipeline is aligned from lead generation to job completion.

Perfect For

HVAC, plumbing, and electrical company owners, general managers, or sales leaders who want:

• A structured, high-accountability sales department

• Higher close ratios and stronger average tickets

• Better lead conversion and improved marketing ROI

• A consistent coaching system that sets clear expectations

• Sales practices that are ethical, compliant, and aligned with company values

With the right structure, data tracking, and coaching system, the Sales Manager becomes the key driver of revenue growth — ensuring every lead is maximized and every advisor performs at their highest level.