Origin — Solar, Roofing & Generators
Dealer partnerships

Organizing dealer training materials

Training materials need an owner and a clear route for correction when a rep finds an inconsistency.

A practical approach

Group references by the task they support: discovery, proposals, submissions and project updates. Identify the current version and remove obsolete instructions from everyday navigation. Give each lesson a small practice task. An organized library helps, but the receiving team still needs to verify that the workflow was understood.

Put it into practice

  1. Organize around tasks
  2. Identify current versions
  3. Attach a practice exercise

General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.

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