The Final Consultation

What is a final consultation?

During the final consultation, the Sales Consultant meets with all decision makers to answer questions and finalize the agreement between the company and the homeowner. 

What is the purpose of the final consultation?

The purpose is to create a legally-binding agreement protecting both the company and the homeowner’s interest in going solar, as well as fully educate the customer and set the right expectations for the installation of their PV system. 

Who initiates a final consultation?

The Sales Consultant schedules a time to meet with the homeowner and other decision makers. Next, the consultant will organize sales proposals, the preliminary design, any additional documents that may be required. Once all documents are in order and the consultant arrives at their home, the final consultation is initiated. 

What is required for a final consultation?

All qualified lead requirements must be met, a survey scheduled, a design, proposal and (if applicable) HOA Approval form must be generated, and a survey date must be agreed upon between the homeowner and the Sales Consultant.

What makes a final consultation complete?

The final consultation is considered complete with a signed HOA Approval form (if applicable) and a fully executed agreement between the homeowner, your company and in some cases the finance partner. The NEM agreement and other documents as needed must be signed. Company must receive either a down payment or an approved credit check by a finance partner. Site Survey Scheduled. A referral sheet has been offered and the intended installation date has been discussed, while next steps and expectations are set. 

End Result: Signed customer contract, signed HOA Approval form (if applicable), signed financier requirements, signed Net Energy Metering (NEM) application, and other documents signed as needed. Survey Scheduled. A referral sheet has been offered and asked for.