Appointment Setting for Solar

Solar appointment setting is all about connecting to your customer and discussing their energy situation and needs.

Homes and businesses can save up to 100% off their energy bills with solar and batteries. They need an assessment and quote to find out what is going to work for them and how much government rebates they are entitled to, before they even consider purchasing.

We allocate you an email address and use of Gmail workspace for emails, Chat and Google Drive where training info is stored.

HighLevel is a great CRM which is easy to use and tracks a lead effectively. Watch the video and more will be covered during future training sessions.

We use a separate booking system per state due to different time zones. So make sure when you book an appointment for a customer that you book it on the correct one for the state. Melbourne booking = VIC booking system.

Maps a very easy way to see where your leads are. Your leads for a campaign are marked in blue and previous appointments we have made are in orange. This is a great visual and allows you to use the name of a previous booking when speaking with a new potential customer.

Learn how to make commercial solar appointments. Find the script and objections here.

Learn how to sum it al up and simply ask the customer if they want to do it. You simply ask, “How does that sound? Would you like to do that?, then shut-up and listen to the answer. Let the customer speak - yes or no.

This video explains how to use the Opportunities Pipeline in the CRM, so you can keep your leads organised, know who you have already called, who to follow up and which customers have made appointments.

Using the CRM to SMS and Email customers, as well as know when a customer has called you or sent you a message. This also covers using Snippets (pre made templates for SMS and email).