Consultation

The solar sales consultation process can take place through different formats: phone, virtual, or in-home consultations. Here’s a brief overview of each format.

Needs Assessment: The sales representative asks questions to understand the customer’s energy needs, concerns, and interests in solar energy.

Information Sharing: The consultant provides information about solar energy, available products, financing options, and potential savings.

Basic Proposal: Based on the information gathered, the consultant may provide a rough estimate of system size, cost, and benefits.

Next Steps: If interested, the consultant schedules a follow-up appointment for a more detailed assessment, either virtually or in-person.

Scheduling: The customer and sales representative schedule a time for a video call using platforms like Zoom or Google Meet.
Detailed Assessment: During the call, the consultant reviews the customer’s energy usage, roof characteristics (using satellite imagery or photos), and discusses any specific questions.
Presentation: The consultant presents a tailored solar proposal, including system design, costs, financing options, and savings projections, often using screen sharing to display visuals.
Interactive Discussion: Customers can ask questions in real-time, and the consultant can adjust the proposal based on feedback.
Next Steps: If the customer is interested, the consultant may discuss timelines for installation and follow-up appointments.

Scheduling: The customer and sales representative schedule a time for a video call using platforms like Zoom or Google Meet.
Detailed Assessment: During the call, the consultant reviews the customer’s energy usage, roof characteristics (using satellite imagery or photos), and discusses any specific questions.
Presentation: The consultant presents a tailored solar proposal, including system design, costs, financing options, and savings projections, often using screen sharing to display visuals.
Interactive Discussion: Customers can ask questions in real-time, and the consultant can adjust the proposal based on feedback.
Next Steps: If the customer is interested, the consultant may discuss timelines for installation and follow-up appointments.

On-Site Visit: A sales representative visits the customer’s home for an in-person consultation.
Comprehensive Assessment: The representative conducts a thorough assessment of the property, including roof condition, shading analysis, and electrical system review.
Personalized Proposal: Based on the assessment, the consultant provides a detailed proposal with system specifications, installation plans, costs, and financing options.
Building Rapport: The in-person setting allows for building a personal connection, addressing customer concerns, and fostering trust.
Closing the Sale: The representative can often have docs signed during this visit, and answer any final questions.