True/False
Setting the correct expectations is imperative so customers/potential customers understand how they might benefit from referring a friend or family member.
True
It's often a business-friendly approach to leave the door open to potential business for the company!
Discussing the referral program would be expected if
A) this is the last time we will speak with the customer
B) if we do not intend to speak with the customer for an extended period.
C) we need to make a good rebuttal
D) both A & B
D) both A & B
Discussing the referral program would be expected if this is the last time we will speak with the customer or if we do not intend to speak with the customer for an extended period.
Corporate Headquarters is located in what city/state?
Wall Township, NJ
An agent should inform customers about any incentives or referral programs in order to help increase business and customer outreach.
True
An overview of Trinity Solar's referral program is expected (when applicable)- in addition, any campaign specific requirements to discuss the Home Depot incentive (when applicable) is also expected.
This guideline is worth how many points?
A) 1 point
B) 2 points
C) 3 points
D) 4 points
B) 2 points
This guideline is worth 2 possible points. Every point counts!
This is the rating Trinity Solar has with the Better Business Bureau.
A+
It's a good idea to mention the referral program to every customer, regardless of their satisfaction with the call.
False.
Mentioning referrals to a dissatisfied customer can be perceived as insensitive or inappropriate. It's best to gauge customer satisfaction before bringing up referrals.
We speak with a customer attempting to R/S their consultation, but ultimately decide to schedule a callback for next week. Select the best course of action:
A) Schedule the callback, brand Trinity Solar, allow customer to disconnect first.
B) Mention the referral program, schedule the callback, brand Trinity Solar, allow customer to disconnect first.
C) Determine the customer's electric utility and cross reference the Web Lead Multiplier chart before moving the stage status to Lost/Worth Trying Again
D) Close the customer's Opportunity, close any open tasks, make no attempt to contact the customer again
A) Schedule the callback, brand Trinity Solar, allow customer to disconnect first.
This is the best course of action as we scheduled the callback for only a week out. We would only need to mention the referral program if we will not speak with the customer again for an "extended period," generally 1 month or more.
Which of the following property use designations would be considered a DQ?
A) Modular/manufactured
B) Mobile/manufactured
C) Single Family Residential
D) Rural/Agricultural
B) Mobile/manufactured
The reason this property type is a DQ is that mobile/manufactured homes do not have a foundation. If the homeowner contests- you may ask if the homeowner can provide proof of single family residential ownership during the consultation. If yes, set the appointment! If no, politely disqualify.
Mentioning the Home Depot incentive can be an effective tool in helping to sell the appointment.
True
When the JOB/DL states this is a THD Lead Source, we may mention the current incentive (new customers earn $1,000 incentive upon installation) as a way to aid in your rebuttal and sell the appointment.
Trinity Solar's referral program rewards a monetary incentive to the referrer for their first and future installed referrals in the amounts of...
A) $500 for the first, $1,000 for each additional
B) $750 for the first, $1,500 for each additional
C) $1,000 for the first, $2,000 for each additional
D) $5,000 for the first, $10,000 for each additional
C) $1,000 for the first, $2,000 for each additional
Remember, the referrer is only eligible to earn these incentives once their referree installs with us.
True or False?
Trinity Solar offers Electric Vehicle (EV) chargers.
True.
Trinity can install an electric vehicle (EV) charger as part of the overall solar system. The cost depends on the kind of charger the customer's car needs and their electrical setup.
Only Trinity Solar's existing customers are eligible to take advantage of the refferal program we offer.
False
Our wonderful referral program rewards everyone! You do not need to be a Trinity Solar customer in order to take advantage of our referral program. It is important to leave the door open with customers whose solar appointments couldn't work out for one reason or another.
When does a referrer receive their referral payment?
A) When their referee's phone number is provided
B) When their referee sits for their consultation
C) When their referee signs a contract
D) When their referee receives their installation
D) When their referee receives their installation
The referral incentive is only eligible to be paid out once the referee has installed.
The caller asks "Will going solar replace my electric company?" Choose the best response:
A) Yes, solar completely replaces your need for grid electricity.
B) No, solar works in tandem with grid electricity. Battery backups can further limit grid usage.
C) That's a great question for our solar professional
D) Either B or C
D) Either B or C
B and C are both good responses. B truthfully answers the client's inquiry, and we can ALWAYS defer to the Solar Professional.