Back in April of last year, I wrote about a few sales engineers who were influential in my HVAC and business education that had passed on.
Recently, I was talking with one of this 21st-century generation of sales engineers, and she came up with a really great idea that follows the “It’s Our Turn to Lead, Mentor, & Share” theme from that April 2007 column. She is a graduate engineer with about a dozen years of HVAC design experience to go along with her current sales engineering career. One of her goals is to share with younger engineers, as well as with those older engineers who recognize they still need to learn, her experience based on the blending of design engineering and equipment capabilities. She keeps her lessons learned and tricks of the trade information in her “Carbone Cookbook” and, based on our discussion, is creating a new section titled “Design & Construction Checklists.”
For those who read my columns and are familiar with my penchant for checklists, you know my opinion on the power of checklist. When she mentioned she was working on expanding her Cookbook with her own library of checklists, she got my attention. Just imagine, if you are a design engineer or a design-builder, and a sales engineer comes into your office to assist in a chiller equipment selection, and this sales professional pulls up a series of electronic checklist documents on her laptop that offers the following.