Moving Match – Sales Representative Overview

Before we ask you any quiz questions, we want you to understand what this position is, what you’ll actually be doing, and how we expect you to communicate with customers.

What You’ll Learn on This Page

• What the Sales Rep position is (and what it is not)
• Your main goal on every call
• How we expect you to talk to customers
• Basic rules about pricing, minimums, and arrival windows
• What happens after a customer books

1. What This Position Is

You are applying for a Sales Representative position. This role is focused on selling and booking moves, not running the trucks.

You will be responsible for:

• Answering inbound sales calls
• Making outbound follow-up calls and texts
• Building and sending estimates using our CRM ( SmartMoving)
• Converting leads into booked jobs
• Following up with customers until they book or clearly decline

2. What This Position Is NOT

You will not be responsible for:

• Managing movers or daily truck routes
• Handling customer service issues after booking
• Dealing with damage claims or complaints
• Changing job times or dates once booked
• Coordinating crews on move day

3. Your Main Goal

Your #1 goal in this role is:

Turn every qualified caller into a booked job.

You do this by:

• Listening and understanding what matters to them
• Explaining our services and pricing clearly
• Keeping things simple and honest
• Asking directly if they’d like to schedule now

4. How We Communicate

We expect sales reps to speak in this style:

• Calm and friendly
• Clear and professional
• Confident (never shaky or unsure)
• Patient and good at listening
• Adaptable to the customer’s tone and concerns

5. Basic Rules About Pricing & Jobs

Here are a few core rules you should know up front:

• Minimum time: there is a 2-hour minimum for any local or labor-only job.
• Long distance: long-distance moves are priced differently and do not use a 2-hour minimum.
• CRM used: we use a system called SmartMoving to build and send estimates.
• Arrival times: we offer a morning window or an afternoon window, not exact times.
• Afternoon window: depends on how long the morning job takes, so we do not promise a specific hour.

6. Handling Price and Discounts

We do not lead with discounts.

Our flow is:

• Present the estimate confidently at the normal rate
• If they say it’s high or want to “call around,” then we look at discounts
• Discounts come from a pre-approved list inside the system

7. What Happens After They Book

Once a customer is scheduled:

• Your part of the job is complete
• Dispatch and customer service handle changes, issues, and move-day questions
• You focus on new leads and new bookings, not existing problems

Quick Recap Before You Take Stage 1

• This is a Sales Representative role, not dispatch or moving crew.
• Your job is to book moves, not manage them after they are booked.
• We expect a calm, friendly, confident communication style.
• There is a 2-hour minimum on most local jobs.
• We use morning/afternoon arrival windows, not exact times.
• Discounts are offered only after the customer hesitates or wants to call around.