Example: Material Checklist

Section 1

• ASI Mission Statement
• ASI Company History
• Job Description
• Internal Employee / Contractor Recruitment Program
• ASI Corporate Guidelines: Dress Code
• ASI Corporate Guidelines: Reporting Issues Pertaining to Work
• ASI Corporate Guidelines Corrective Action / Resignation / Termination
• Field Associate Voicemail Script
• Roofing Basics
• Helpful Links: Product Knowledge

Section 2 Lead

• Claim to Closure Process
• Insurance Claim Checklist
• Canvass Training
• ASI Corporate Guidelines: Lead Process
• How to Run a Retail Lead at ASI Construction
• Rebuttals
• ASI Communication Guidelines
• Format for Calendar Entries
• Example: Material Checklist
• Adjuster Appointment Checklist
• Claim Denied Checklist

Section 3 Prospect

• What Is Needed to Transition Lead → Prospect → Approved

Section 4 Approved

• Approval Document Descriptions

Section 5 Invoiced

• ASI Corporate Guidelines: Marketing Allowance / Work We Didn’t Do
• Service Issue Pitch