Fictional portfolio sample · LanternFox Home Services
Before / After: dense policy language, turned into a rep-ready tool
This demonstration shows how a fictional home-services sales manual can be simplified into a one-page standards sheet and a practical call flow — without exposing any real company information. All names, rules, products, and prices are fictional.
The before
Source material — one representative paragraph
"Prior to recommending a Household Care Membership, representatives are expected to establish service-area eligibility, verify property occupancy, identify the age and condition of covered systems, discuss the customer's expected usage, and advise that routine maintenance is not the same as repair coverage. Premier membership should generally be presented after Essential unless the household has two or more aging systems, anticipates three or more service visits, or prioritizes same-week appointment access. Monthly pricing is subject to the approved service zone. Representatives may explain published member benefits but may not promise technician availability, guaranteed savings, repair outcomes, waived exclusions, or coverage for pre-existing failures. Any uncertainty concerning eligibility, property type, system condition, or requested service must be escalated before enrollment. The customer must affirm understanding of the renewal schedule, cancellation method, initial inspection requirement, and items excluded from membership benefits."
The information is valid — but the rep must hunt for decisions, disclosures, and escalation triggers inside one paragraph, mid-call.
The after — LanternFox Sales Standards, quick reference
Household Care Memberships
Essential · $19/moBest for routine upkeep and occasional visits.
Lead with: predictable maintenance support.
Premier · $34/moBest for aging systems or frequent service needs.
Lead with: broader access and priority scheduling.
Never position asInsurance, a repair guarantee, unlimited service, or protection for pre-existing failures.
1 · Qualify first
| Check | Standard | If the customer says… | Recommend |
| Service address | Must be inside an approved LanternFox service zone. | "I want basic upkeep." | Essential |
| Occupancy | Owner-occupied or long-term residential rental only. | "My systems are older." | Premier |
| System status | No known active failure at enrollment. | "I expect 3+ visits." | Premier |
| Property | 1–4 residential units; commercial use is ineligible. | "I need guaranteed repairs." | Clarify limits |
| Access | Adult customer can provide safe technician access. | | |
Recommendation formula: "Based on [need], I recommend [plan] because [relevant benefit]."
STOP AND ESCALATE: Active breakdown · mixed-use property · unsafe access · customer asks for an exception · rep cannot verify eligibility.
3 · Must cover before enrollment
- Monthly price and automatic renewal
- Initial inspection requirement
- What the membership does and does not include
- Cancellation method and effective date
- No guaranteed appointment time or repair outcome
4 · Complete the handoff
- Repeat the selected plan and price
- Record the customer's primary need
- Document all eligibility answers
- Note any disclosed system concerns
- Confirm next step: inspection scheduling
Same rules. Same compliance lines. One page, usable mid-call — faster lookup, cleaner coaching, safer language.
Get this done to your doc — DM "TEARDOWN"
Fictional sample — not affiliated with any real company. Do not use as an operating policy. Full 3-page sample (cheat sheet + call flow) available on request.