Dispositions
Which disposition do we use if someone has solar?
What is, "The NQ Solar disposition"
What happens if you do not hear the "Welcome" prompt when logging into Convoso?
What is, log out and log back in. If that doesn't work, restart your computer
What 4 parts of an address do we need to verify?
What is, Full street address, city, state, and zipcode
What are the two primary uses of the calendar?
What is, to track the results of our appointments AND to follow up on any appointments needing to be rescheduled
What is the earliest time we can clock in for our shift?
What is, 8:53 am
How do you redisposition a lead?
What is, "Go to the "More" tab, select "Modify Lead Status, and disposition correctly"
What are the username and password to get into your convoso?
What is, Your company email and 123456"
What is the minimum amount of times we need to repeat the appointment date/time?
What is, 2
Which market(s) are 1 hour ahead?
All of Texas besides El Paso
What is, zoom out on the image of the home
What 6 situations fall under "NQ Home"
What is, "Too much shading, not a homeowner, not enough roof space/bad roof, does not have roof rights, does not have a separate meter, and if its spanish clay tile"
To transfer to a another agent, what do we have to do?
What is, Put customer on hold/mute, call out the agent, hit transfer, and go to the agents tab to find the agent called back to you
What is the correct response to, "I can't afford another bill/I'm on a budget"
What is, " That's great, we will not give you another bill, we would just replace your current electric bill with a smaller solar payment, and at a fixed rate"
If a customer asks for an appointment on Thursday for Tuesday, which day would you be able to call them back to reconfirm?
What is, Monday
What are the three most common dispositions?
What is, not available, no answer, and not interested
If a mobile or manufactured home was built in 1990 or after, what 4 requirements must it have?
What is, "Must be a double wide, must not have tongue or wheels attached, must own the land, and must be on permanent foundation"
If we can't remember a piece of information from a conversation, how do we go back to retrieve that piece of information?
What is, go to the more tab, go to call logs, and listen to the conversation
What is the correct response to,"Is this a sales call?"
What is, "This is actually a savings call. I am informing customers that if they pay $100 a month or more for their electric bill, they prequalify for a program where they can go solar with zero money down and no upfront costs, including installation. We also offer you a lower, locked in rate"
What does CXLD-EC stand for?
What is, canceled by Erus
What are the call back times for the dispositions of "Not Available" "No Answer" and "Not Interested"?
Not available/No answer = 1-3 hours Not interested = 7 days
What 4 cities do we not work with due to permitting issues (NQ General)?
What is, "Maricopa, AZ Almagordo, NM, Happy Jack AZ, and Jamaica, TX"
In our notes, what two things should we notate that is not in the script?
What is, anything related to rapport building AND the date
What 6 pieces of information do we need to ask in order to pre qualify a customer via script?
What is, 1) Average electric bill 2)Utility provider 3)Marital status 4)Employment status 5)If credit is 640+ 6) Credit F/U questions
Which three calendar result abbreviations require you to follow up with the customer within a 3 day window?
What is, NH (not home), CXLD-D (canceled at the door), and CXLD-CI (canceled call in)
What are our rule of thumbs for average electric bill needed?
What is, $100 unless: San Antonio - $140 North/South Arizona - $150 SRP - $125