[Your Name] here with [Company Name]. You had tapped into one of our solar programs online for homeowners in *{city}*—does that sound familiar?
Cool, I’m the person who helps get the info over to you and answers a couple quick things so we can see if your home qualifies.
Should just take a minute—cool if we do that real quick?
💡 Training TipStart warm, don’t assume they remember exactly what they filled out—just jog their memory and stay helpful.
🎯 2. Reference the Ad + Build Curiosity
So you probably saw something about **$0 down**, lower monthly payments, and new incentives, right?
What we’re doing is helping homeowners in your area replace their utility bill with something cleaner and usually less expensive—if the house qualifies.
Let’s make sure we’re not wasting your time—mind if I ask you a couple quick things?
💡 Training TipUse their language from the ad to build familiarity. Don’t oversell—just set up the idea that they might qualify.
📝 3. Qualifying Questions
• Are you the homeowner or co-owner?
• Just to confirm—{address}, right?
• Still using {utility}?
• Roof type is {roof_type}?
• Shading situation—decent sun?
• Credit—do you know if you’re above or below 650?
Optional:
• About how much was your last power bill?
💡 Training TipMove smoothly. Treat this like a conversation, not a checklist. The goal is to qualify *without* sounding like you’re qualifying.
📅 4. Set the Appointment
Okay awesome—sounds like it *could* be a fit. Here’s what we do next:
We’ll have one of our solar consultants hop on a quick call or stop by, depending on your preference. They’ll show you your actual savings and whether you qualify—no pressure, just numbers.
We have a few openings—would [Time Option A] or [Time Option B] be better for you?
💡 Time TipKeep it casual and confident. Don’t ask *if* they want to meet—give them the choice between two specific times.
✅ 5. Confirm & Prep
Just need to confirm a few details so we send the right person and info:
• Full name: {first_name} {last_name}
• Email: {email}
• Text number for reminders: {phone}
• Address: {address}, correct?
• You’ve lived there over a year, right?
💡 Training TipBe smooth and affirming—this part should feel like you're just locking in the final checklist.
📞 6. Wrap the Call
Awesome—you’re all set for [appointment time].
Quick heads up: they’ll walk you through everything and run your numbers, so if you can have a copy of your power bill handy, that’ll speed things up.
