Module 1: Sales & 3D Design Team Training

Target Roles: Sales Executives, Showroom Consultants, 3D Architectural CAD Designers, Client Relationship Managers.

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🎯 Learning Objectives

By the end of this module, the Sales & Design team will be able to:

1. Capture and qualify leads from all marketing and referral channels.
2. Log site measurement surveys and attach approved 3D CAD renders.
3. Generate professional quotations with standard 50-40-10 milestone payment terms.
4. Process customer design sign-offs and initiate Sales Orders.

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📋 Standard Operating Procedures (SOP)

SOP 1.1: Lead Registration

• When to do it: Within 15 minutes of receiving a customer inquiry or showroom walk-in.
• Steps:
  1. Open CRM → Lead → + Add Lead.
  2. Input:
     • Client Name & WhatsApp Contact.
     • Project Location / Apartment Name.
     • Fitting Requirement (Full Kitchen, Master Walk-in Wardrobe, TV Wall, Bathroom Vanity).
     • Market Segment (Residential Homeowner, Architect/Designer, Contractor).
  3. Schedule the Site Survey Date in the Lead activity calendar.

SOP 1.2: Survey & 3D Proposal Upload

• When to do it: After returning from site laser measurement.
• Steps:
  1. Open the Lead record.
  2. Under the Attachments sidebar, upload:
     • Site Laser Measurement Sketch (PDF/JPG).
     • Photorealistic 3D Renders & Material Board.
  3. Change status from Lead → Opportunity / Quotation.

SOP 1.3: Drafting Milestone Quotation

• When to do it: After client agrees on layout and finish choices.
• Steps:
  1. Click Create → Quotation.
  2. Select Payment Terms Template: Interior Fitting Standard (50-40-10).
  3. Add items:
     • Linear meters of modular kitchen / wardrobe units.
     • Linear meters of Calacatta quartz countertops.
     • Specialty hardware (magic corner, wardrobe lift).
     • Installation service.
  4. Print PDF with official Edge Home Solutions header and email to client.

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🧪 Practical Hands-On Exercise

Scenario: Client Mr. Peter Omondi wants an L-shaped modular kitchen (8 linear meters) with Calacatta quartz countertops (6 meters) and 1 magic corner organizer in Lavington.

• Task:
  1. Create a Lead for Mr. Peter Omondi.
  2. Generate a Quotation using the 50-40-10 payment terms template.
  3. Verify that the 50% advance deposit amount computes accurately.