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.

 

1. Phone Consultation

• 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.

 

2. Virtual Consultation

• 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.

 

3. In-Home Consultation

• 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.

 

Each consultation format has its advantages, with phone consultations being quick and convenient, virtual consultations allowing for detailed presentations without travel, and in-home consultations offering personalized and accurate. The choice of format often depends on customer preference and comfort level.