Financial Knowledge
Why Behind the Words
Operational Expertise
Getting Past the No
Mastering the Playbook
100

What is the full name of our in-house financial partner?

Momentum Solar Energy Services

100

Why don't we pre-qualify homeowners?

To maintain urgency and prevent them from feeling free to shopping around.

100

Prior to assuming the sale and signing, how many times do the words "lease" or "loan" appear in our entire pitch?

Zero

100

Who do we reference that says “homes sell 20% faster with solar than those without?”

Forbes (Home)

100

Deliver the Tie-Down: End of Company Story.

"Now, do you feel if Momentum wasn’t living up to the promises we make, all those partnerships I mentioned, and all this growth would have been possible"

200

In IGS, what needs to be emailed to the homeowner and signed before a credit check and be emailed?

Electronic Consent Form

200

What two things do we need to have certainty in to achieve certainty in price protection?

A functioning system and rising cost of electricity.

200

What team helps you save projects after they cancel?

Retention

200

How should you respond if a Homeowner says they need to think about it?

"I hear what you're saying, and I can appreciate that. Because, that tells me you're taking this decision seriously, and you really want to find the best solution for your home."

200

 Deliver the Tie-Down: Three Circles.

Do you see any way where [Utility] will be able to avoid raising their rates by at least 6% per year?

300

If you run a soft credit pull, what does this mean?

The pull isn't listed on the credit bureau report and doesn't affect credit.

300

What 2 things must you do to establish certainty in YOU.

Get in and stay in rapport; Be seen as expert.

300

What kind of setbacks may be illustrated on an irradiance map?

Wind and Fire

300

Identify the true objection: "Do the panels have to go on the front?"

I don't like the look of solar.

300

What are the steps to achieving level three Rapport?

Compliment (followed by a question); Learn; Action

400

When are cash payments due and in what amounts?

10% at signing; 30% after completion of design and permitting; 50% after installation; 10% after inspection in order to activate.

400

How does explaining the difference between micro and central inverters help in the sales process?

It builds certainty in a Functioning System while planting landmines of fear about a string inverter system (competition).

400

Who can you call during an appointment for a roof quote?

Nobody; we leave that to the roofing specialists after the engineering visit.

400

When handling INTTAI, if the homeowner never brings up price, how do we make sure "Value" is on their list of things they're looking for in a company?

"Now, that's a great list, but what if you found out that you could have gotten all of those same things, but you also could have gotten them for less money? Would you be happy after the fact?"

400

True or False: We should coach the homeowner to rely on their CARE team representative or Customer Support when they have questions.

False: You should be coaching them to call you with any concerns.

500

What is the Truth in Lending section of the Dividend agreement?

It outlines their payment amount and schedule.

500

Why do we ask if a homeowner if they would try to qualify to lock in today's rates with the utility company, if given the option when pitching a loan, but not when pitching a lease?

Loan installments are fixed; Lease payments escalate at 2.9%

500

True or False: We should not answer questions about roofs because the technician will have more reliable answers for them during their Engineering visit.

False: The technician is only there to take pictures, not provide roofing information.

500

Knowing that the utility company comes with a lifetime commitment and isn't free, what is the only thing the homeowner has to give up in the value exchange?

Status Quo

500

Deliver the "penalty pricing" section of Kill the Bill.

"Now, did you know that utility companies are one of the only places on the planet where the more you buy of something the higher the price they charge you for each unit? We're typically used to places like BJ's or COSTCO where the more you buy of something the cheaper it becomes. Utilities use a different pricing model based on supply and demand that actually penalizes you for being a good customer. The more you use, the higher the rate they charge you."