23 tasks, each one witnessed by the sources that watched the job — and behind every one, a prompt you can use tonight.
You’ll split time between meetings, client visits, and desk work. Mornings often mean checking leads in HubSpot, answering emails in Google Workspace, and planning client visits or demos.
Afternoons can be product demonstrations, negotiating prices, or attending trade shows. Evenings are for reports — expense reports and sales reports in Excel or QuickBooks, and following up with clients about delivery schedules or service contracts.
Start with HubSpot for leads and contact tracking, and Excel for sales reports, pricing calculations, and materials lists. Employers expect solid skills in these two.
Also know Google Workspace (Gmail, Calendar, Docs) for daily communication, and QuickBooks basics for expense reporting and verifying customer credit or invoices.
Use AI to draft presentations, summarize competitor information, or create first versions of emails — then check facts yourself. Don’t paste customer financials or private documents into public AI services.
Always verify technical details, cost computations, and warranty terms against product specs or your company’s pricing sheets before sending a quote. Keep a record in HubSpot or Google Drive of final versions.
You’ll be measured on sales targets met or exceeded, number and value of concluded trades, and follow-ups that turn into orders. Managers also watch conversion rates from HubSpot leads to closed sales.
Other tracked numbers include on-time deliveries, accuracy of materials lists, expense report accuracy, and attendance at trade shows that generate qualified leads.
Take product training first: learn features, warranties, installation steps, and common troubleshooting so you can demonstrate products and advise customers on usage. Ask for shadowing with a senior rep on client visits and demos.
Simultaneously learn HubSpot basics and build simple Excel spreadsheets for quotes and cost-estimates. Volunteer to help prepare trade-show materials to see the sales cycle end-to-end.
A Sales Representative focuses mainly on closing orders and visiting clients. A Marketing Executive here blends selling with market research, trade-show planning, and maintaining sales systems like HubSpot and Google Analytics.
You’ll also handle pricing strategy, compute installation or production cost savings for customers, and prepare broader sales reports and promotional material distribution.
Learn to compute and explain numbers: cost estimates, installation savings, quotes, and margins using Excel. Customers trust clear, accurate calculations when deciding on technical purchases.
Pair that with communication skills — presenting product benefits, negotiating terms, and following up. Accuracy in paperwork (expense reports, delivery verification) also prevents lost sales and builds trust.