Big picture week. Trainees rotate through every department that touches a customer — from the first phone call to production scheduling. The goal: understand, appreciate, and respect the full lifecycle that turns a lead into a completed job.
Team meeting. Full appointment autopsy — Rilla review, proposal breakdown, map review with all managers present. Candid debrief on Week 4 first appointment. What went right, what didn't, and what to sharpen.
Mat Marquez
All Managers
DFW HQ
Rotation: Customer Service (CSR). Listen to live customer calls and interactions. Observe how appointments are scheduled, how urgency is communicated, and how CSRs manage expectations. By the end of this rotation, attempt to schedule one appointment to a PM's calendar.
CSR Team
DFW HQ
Rotation: Finance. Sit down with the Finance Manager. Listen in on customer financing calls, learn the process steps, and understand key functions of this department — Greensky, special conditions, in-house financing.
Finance Manager
DFW HQ
Rotation: Inside Sales. Observe open proposals, check for consistencies, and listen in on Inside Sales calls. Understand the handoff process and how aging proposals are managed by tier.
Inside Sales
DFW HQ
Rotation: Production. Review all sold proposals. Check that all map requirements and proposals are ready for production schedulers to contact the customer and get jobs scheduled. See the finish line of the process you start.
Production Team
DFW HQ