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Sales Process Checklist
Sales Process Checklist
To help guide you through the Sales Process we’ve put together a Sales Process Checklist for you. This is useful for you in making sure you are not missing anything, and to use as reference material to spot if you did miss something and that is why your deal is not going smoothly.
Qualified Lead
Qualified Lead
Got into the house
Got an Electric Bill
Final Consultation scheduled within 1-3 days out
Decision makers will be at Final Consultation
Main objection known
Referrals gotten
Selfie video post-Qualified Lead
Pre-FC (Final Consultation)
Pre-FC (Final Consultation)
Appointment confirmed day before and day of
Any information requested by Customer before the FC has been sent
Closed-FC (Final Consultation)
Closed-FC (Final Consultation)
Reviewed design
Reviewed proposal / presentation
Documents signed including NEM
$2000 deposit if cash agreement
Referrals gotten
Scheduled Tentative Install date
Set Expectations for next contact
Thank you follow up sent
Takeaways to discuss in morning meeting listed
Open-FC (Not Closed)
Open-FC (Not Closed)
Second appointment has been scheduled
Reviewed Appointment Notes with Manager, Reasons it didn’t close, Ways it could have been avoided
Follow up thanking for the meeting sent
Survey
Survey
Sent reminder to Homeowner
Referrals gotten
Post-survey selfie follow up
Design Received
Design Received
Design reviewed to make sure matches homeowner’s wants/needs
Got redesign done if necessary
Necessary proposals reviewed
Permits Received
Permits Received
Followed up with homeowner to schedule installation (within the next 7 days)
Reminder before installation sent
Install
Install
Morning text sent
Handwritten letter and gifts delivered
Referrals sheet picked up
Expectations for inspection given
Selfie video sent
Post-Install
Post-Install
Completion certification signed
Let customer know they will be getting a customer experience call as well as an email for their SolarEdge log-in so they can see how much their system is producing
30 Days Post Activation
30 Days Post Activation
Reminder sent to client that utility billing won’t reflect solar yet
60 Days Post Activation
60 Days Post Activation
In-person meeting done
Outlined how to read new utility post-solar bill
Emphasized savings
Customer sent proof to referrals
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