True or False
Proof of ownership is something that does not need to be reiterated at the end of the call, as long as it was mentioned once in the qualification.
False
Remembering to reiterate the request to provide proof of ownership is expected in the closing portion of the call.
This is the total value of this guideline.
a) 1 point
b) 2 points
c) 3 points
d) 4 points
b) 2 points
This is the rating Trinity Solar has with the Better Business Bureau.
A+
Reiterating the date and time helps the customer work the appointment into their schedule.
True
This is common courtesy. When we are setting an appointment date and time, we should reiterate this to the customer as part of the closing statement.
When is it applicable to reiterate "today/tomorrow" at 12:00PM...
a) It is never applicable, we must always state the full day, date and time.
b) For confirmed same day or next day virtual appointments only.
c) For any same day or next day appointments.
d) Only if you feel like it.
c) For any same day or next day appointments.
If the appointment is set for same day, "today at time" is acceptable. If the appointment is set for the following day, "tomorrow at time" is acceptable.
Corporate Headquarters is located in what city/state?
Wall Township, NJ
Telling the customer their consultation is scheduled for "today at 6pm" or for "tomorrow at 2pm" is an acceptable way to reiterate the date.
True
Since there is only one today and one tomorrow, this is sufficient and easy for the customer to remember as a parting statement.
Select the best option for reiterating the date and time of a consultation set on February 21st for February 22nd at 4:00PM.
a) "Trinity Solar looks forward to meeting with you tomorrow at 4:00PM, have a great day!"
b) "We look forward to meeting with you tomorrow afternoon. Take care!"
c) "Your appointment is set for tomorrow at 4:00PM. Thank you."
d) "You're all set for tomorrow. Have a great night, thank you for speaking with Trinity."
a) "Trinity Solar looks forward to meeting with you tomorrow at 4:00PM, have a great day!"
This option is the best choice as it ends the call with gratitude, brands Trinity Solar and reiterates the date of the appointment (tomorrow is sufficient here, since the appointment was set the day before).
This is the year Trinity Solar began installing solar panels.
2004
Mentioning to have all homeowners present for the consultation is unnecessary because the scheduling coordinator who originally set the appointment has already informed the customer of this request.
False
We want to ensure we are echoing the sentiments of our colleagues at every interaction with our customers. When our campaigns sound unified, we are able to provide proper expectations ahead of the appointment.
During a reschedule call, the customer mentions their spouse will also be involved in the decision. What should the agent emphasize?
a) Only the customer who scheduled the appointment needs to be present.
b) All homeowners should be in attendance.
c) The spouse should call back to confirm their availability.
d) The agent will contact the spouse to confirm the appointment.
b) All homeowners should be in attendance.
The guideline specifies that the agent needs to inform the client that all homeowners should be present if multiple homeowners are verbally given or on title.
Trinity Solar began in 1994 as what type of company?
HVAC
Informing the client that the electric bill is to be presented at the consultation does not apply for calls for our roofing program.
True
Roofing calls are just that- roofing! For roofing appointments, we do not need to request an electric bill be presented.
Which of the following BEST encompasses the agent's responsibilities when reiterating consultation details?
a) Confirming the customer's contact information.
b) Gathering feedback about the scheduling process.
c) Promoting additional services offered by the company.
d) Ensuring the customer is fully prepared and informed for the appointment.
d) Ensuring the customer is fully prepared and informed for the appointment.
Reiteration of details serves the purpose of ensuring the customer has all the necessary information and documents to be prepared for the upcoming consultation.
How many total solar installations has Trinity Solar accomplished since 2004?
100,000+ installations