EC SOP

Energy Consultant

07/31/2023

PURPOSE

 To understand responsibilities and expectations of being an energy consultant with Initiate Solar

POSITION IN THE ORGANIZATION

This role is in the Sales Department of Texas. It reports directly to Team Leader.

RESPONSIBILITIES

• Receive access to Sales Support Page

• Pass Energy Consultant Test with 90% or better

• Attend sales meetings 

• Check in daily with your Team Leader providing updates or expectations for the day

• Have written goals for the week and month

• Be active in the Microsoft-Teams Chat room

• Provide support to appointment-setters 

• Self report your KPI’s to your team leader daily

• Be on time for Energy Consultations

• Update status of company generated leads no less than 2 hrs after set appointment

• Always ask for referrals before and after consultations

• Make sure all documents are properly signed

• Practice ethical sales tactics 

• Set proper expectations for homeowner about how solar will work for them 

Your standard process when you start your day should be as follows:

1. Should be in your assigned territory no later than 10 AM

2. Set a target of doors that you will knock for the day

3. Confirm set appointments with self-gen/company generated leads

4. Do not take more than an hour break on the field 

5. Be prepared for all weather conditions

6. Do not knock past 8 PM

7. Make sure you are in a consultation to end your day.

KEY DELIVERABLE

Example: Qualified Homeowners interested in going solar and on-time to their scheduled appointment.

KEY PERFORMANCE INDICATORS

The expected minimum KPI metrics for a full-time person are:

• Generate 7-14 leads a week

• Complete 2-3 sales a week

• Closing ratio of 30% or better

• Show rate of 50% or better

• Cancellation ratio of 10% or less

• Complete 5+ sales a month