Weatherguard
Sales Team Onboarding
Hot Neon worked with Weatherguard to revise their onboarding process for Sales Representatives, Canvassers, and Sales Managers in the highly competitive roofing and restoration industry. We conducted comprehensive user analysis to understand the unique challenges of onboarding contractors in a fast-paced sales environment.
Background
Through our user analysis research, we discovered that each role had distinct pain points and learning needs. Canvassers struggled with objection handling and understanding Weatherguard’s value proposition, often feeling undervalued and uncertain about roofing details. Sales Representatives needed clarity on earning strategies and felt overwhelmed by roofing and insurance processes. Sales Managers required better tools for team management while balancing their own sales goals.
The existing process didn’t connect learning outcomes directly to earning potential, which was crucial for contractor motivation.
Services Provided
Solution
Hot Neon developed The Weatherguard Training Hub – a comprehensive 3-pronged approach that addresses the unique challenges of contractor onboarding through engaging, accessible, mobile-first learning experiences.
Mobile-First Online Orientation
- Role-specific 60-minute onboarding pathways tailored for Canvassers, Sales Representatives, and Sales Managers
- Interactive microlearning modules with 2-10 minute bite-sized content optimized for on-the-go learning
- Touch-friendly interactions including drag-and-drop, swiping, and tapping for mobile usability
- Knowledge checks and assessments embedded throughout each pathway
On-the-Job Training & Support
- Structured shadowing opportunities lasting 1/2 day to 1 week with experienced Sales Managers
- Real-world application of orientation content through customer interactions and tool usage
- Train-the-trainer modules delivered through Thinkific for mentors and managers
- Practical experience with essential tools like Spotio and Acculynx in live settings
Comprehensive Resource Library
- Searchable FAQ section providing immediate answers to common queries about processes, tools, and roles
- Tool guides and templates accessible on both mobile and desktop devices
- Self-directed learning resources that reduce dependency on managers for immediate support
- Up-to-date information and best practices available when needed
The solution included animated videos to make complex roofing concepts accessible, interactive simulations for practicing customer interactions, and role-specific learning paths that directly connect to earning potential. All content was delivered through Thinkific, optimized as a comprehensive knowledge hub for ongoing support.
Impact
The Weatherguard team embraced the comprehensive approach to addressing their onboarding challenges. The program was designed to deliver measurable outcomes across four key areas:
Accelerated Onboarding: Equipping new hires with the knowledge and skills to start contributing effectively in less time through focused, practical training modules.
Standardized Training: Ensuring consistent delivery of essential information across all roles, reducing variability in team performance and creating a unified approach to contractor development.
Enhanced Retention: Improving engagement and long-term success by providing meaningful, role-specific content and development opportunities that address each role’s unique challenges and motivations.
Optimized Sales Performance: Focusing on practical, action-oriented training to drive lead generation, customer acquisition, and sales conversions through hands-on learning and real-world application.
The mobile-first approach simplified access to training content and integrated seamlessly with the tools that Sales Representatives, Canvassers, and Sales Managers already use in their daily work. The comprehensive evaluation framework, supported by Thinkific analytics, provides ongoing insights into learner engagement, knowledge retention, and behavioral impact.
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