STEPS FOR ZEO

1. Uses Solo for proposals tools

   1. Has a google drive from Zeo for most questions

   2. Goodleap TPO Link: https://drive.google.com/drive/folders/1AmjDAs-xM5002-Bg8t4FYVIR2sVOBiUE

   3. Zeo Spark CRM Link: https://drive.google.com/drive/folders/190nS12tSqM169cssC-BsGsjOtsbM8VQx

   4. Roofix Drive link: https://drive.google.com/drive/folders/1fba9wY6V6_dSSjxeCtOrKGs06asgMv26?usp=share_link

2. Fill out solo information for the proposal.

   1. Customer has a lead

   2. Proposal has a prop attached to the lead

3. Proposal

   1. Fill out HO's information

   2. Put the UB that has usage into the system

   3. Use Real Time Proposal Queue to get the fastest props

   4. Once submitted it will create a Customer Page

   5. Enphase Goodleap inverter is needed for the Goodleap TPO

   6. Edit page to turn off and on panels. Green is on, red it off

   7. Design team try's to max fit the roof with props

   8. Shot Justin a text with the project ID if you want more panels you think will fit.

   9. Common adders on in the proposal. Adders breakdown as a per kW

   10. SS is flat $300 if rep can't do it, MPU is $3500, ground mount adder includes trenching, adder for roof type that is automatic based on kW

   11. For adders there isn't a sheet but Solo will reflect everything if adders are selected correctly

   12. Place override price per watt will give the correct pricing despite adders

   13. Zeo has to bundle extra work into the project. Ex. Rep can't do an adder to add the roof, Zeo has to.

   14. For tree removal, rep or HO has to reach out for the tree removal

   15. If adder is marked the check will come to HO after the install.

4. Documents

   1. Click Qualify which pulls up credit app

   2. Complete credit app for send finance docs button to light up

   3. Click to send finance docs

   4. Click request docs

   5. Fill out information for install docs

   6. click submit docs

   7. install docs get sent to rep first to fill out

   8. Then it gets sent to the HO to fill out

5. Create work order request

   1. Survey, name, email, address, mark survey type (solar, battery or both)

   2. Put date and timeslot

   3. Upload final design photo so surveyor knows where to survey

   4. place any comments needed for surveyor.

6. Spark CRM

   1. go into the job in spark for welcome call

   2. Deal review team from Zeo will go over the project to make sure project is clean

   3. Click on Process for checklist

   4. If you are tagging someone you have to select from the drop down.

   5. Welcome Call number: 727 761 6056

   6. Note from Zeo that it's an issue if the rep talks or coaches the customer during the welcome call.

   7. Welcome call script from Zeo: https://docs.google.com/document/d/1LsD9Y5XPu9MsgZhd3tfHkeAw6jv0bZy4mQEp486ikJk/edit?tab=t.0  https://docs.google.com/document/d/1cJaH7f8ae6oWYcqlzs8iPv_kDmgZ_RDTgKEzBcfyd4I/edit?tab=t.0

   8. Review welcome call before the welcome call because if they get anything wrong Zeo will fail the welcome call and will need to do it later.

7. Products

   1. Does not have solar edge inverters and uses mostly Enphase

   2. Battery options include the tesla battery and tesla inverter

   3. Main battery is the Enphase Iq5 in a two pack for a 10 kW

   4. Texting Justin is the best way to find support

      1. 801-834-3958 and Justin.may@zeoenergy.com