“Solar is the wave of the future!

”
VIRTUAL AGENT’S MANUAL 1
 Company Information
855-976-5275
https://equisolar.com/

Arizona

California

Florida

Texas

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 Who We Are
We pride ourselves on With over 25 years of Our goal is to minimize the
delivering quality experience serving the environmental impact with
craftsmanship using residential, commercial, energy-conscious building
renewable, sustainable government, and non-profit practices that will benefit
materials designed and market in California, Texas, our clients and generations
engineered in the USA. Florida, and Arizona, to follow at a lower cost than
providing expert electrical they pay for energy
consulting, design, generated by burning fossil
engineering, and fuels like coal, oil, and
We offer our customers a
construction services, we natural gas.
cleaner, more affordable
have revolutionized the way
alternative to their monthly
energy is delivered.
utility bill.

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 How it Works
We are a nationwide solar panel What will you be doing?
company. WE DO Everything in-house: ● Using a web-based auto dialer system
● Marketing ● Providing benefits of switching to solar
● Sales ● Generating face-to-face appointments
● Engineering with our solar experts
● Financing ● You must have a good attitude and be
● Installation
● Utility contract confident.
● 24/7 monitoring

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WHAT TO EXPECT AS A VIRTUAL
AGENT?
Equisolar is a nationwide solar panel company.

We are currently hiring for telemarketing appointment setters.

You will have the opportunity to work from the comfort of your
home and make a competitive hourly rate plus great
commission.

We are one of the only Call Centers in the world that offers to pay commission on validated
appointments and not only sales.

Before becoming an employee here, you must graduate from training with your coach, and all you
need to graduate is to schedule a validated appointment.

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 Pay and Commission
 $3.40 per hour U.S.D.

 Commission (Validated Appointments/Per

Day)
○ 1 appt= $1 U.S.D.
○ 2 appt= $4 U.S.D.
○ 3 appt- $10 U.S.D.

 Bonus
o $50 U.S.D. a month when if you work the
full month with no interruptions.

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AGENT DAILY REQUIREMENTS
1. Laptop / Desktop
4 GB RAM Memory

2. Headset with Microphone

WIRED USB Headset with Noise Canceling.

3. Camera
On At All Times.

4. Cell Phone with WhatsApp

Linked to Web WhatsApp on PC.

5. Good Wired Internet Connection with Ethernet Cable.

+10 Mbps Internet Speed.
+5 Mbps Upload Speed.
-50 ms Loaded Latency.
-50 ms Unloaded Latency.

6. Home Office (Quiet Workspace)

Desk / Office Chair.
Mouse.
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DAILY SCHEDULE - PACIFIC TIME
Monday-Saturday
Monday-Friday:
1ST Shift 09:00 AM-04:00 PM *
Lunch: 12:00 PM-01:00 PM. This Hour is paid.

2ND Shift 11:00 AM-06:00 PM *

Lunch: 02:00 PM-03:00 PM. This Hour is paid.
*Depending on availability
Note: Mondays, Wednesdays and Fridays shifts start 1 Hour
before the regular time; Monday and Wednesday for training.
These Hours are paid.

Saturdays:
08:00 AM-3:00 PM.
Lunch: 11:00 AM-12:00 PM. This Hour is paid.

Daily Requirements:
-Log in to Call Tools 10 minutes before your shift starts.
-For medical appointments or permits of any aspect, submit Time
Off Request at least 2 days before, and present proof for missing
work hours.
-Book 1-3 appointments a day, and get your COMMISSION!
-Communicate with coach when appointments are set.
-Meet service standards (call etiquette). Show kindness and
empathize with the customer.

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Benefits of installing Solar Panels 💸
NO DOWN 30% FEDERAL TAX FREE
24/7
PAYMENT CREDIT ($8K-$30K) INSTALLATION MONITORING
TO GO SOLAR, OF TOTAL COST, WEBSITE MONITORS THE

REQUIRED WHEN CLAIMING TAXES SOLAR SYSTEM AT ANY

TIME & PLACE!

ELIMINATE STABILITY UP TO 30%

FIXED PAYMENTS, SAVINGS UP TO 400 WATTS
ELECTRIC PROTECTION FROM ON WHAT YOU PAY FOR
OF ENERGY IS GENERATED PER
PANEL PER HOUR
BILLS INFLATION
ELECTRICITY BY SWITCHING
TO A SOLAR SYSTEM

THE SYSTEM NO 1 FREE REMOVAL FREE

COVERS ALL OF YOUR MAINTENANCE & RE- CONSULTATIONS
HOMES ENERGY WITH A SPECIALIZED
CONSUMPTION REQUIRED INSTALLATION TECHNICIAN

DIFFERENT TYPES SOLAR PANELS WE INSTALL

INVESTMENT HAVE A ONE OPTIMIZER
ONCE THE SYSTEM IS PAID OF PANELS ARE PER PANEL THAT HELPS
OFF, IT’S YOUR OWN AVAILABLE LIFE EXPECTANCY GENERATE THE MOST
UTILITY COMPANY ON ALSO MANUFACTURED IN OF MORE THAN 50 EFFICIENT POWER OUT OF
YOUR ROOF THE U.S. YEARS EVERY SINGLE PANEL

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 Add On’s
- ROOFING
- A/C
-INSULATION
- WINDOWS
- DOORS
- BATTERY

ADD IT TO THE LOAN

& GET 30% FEDERAL TAX CREDIT
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 SOLAR ENERGY

Step 1: Step 2:
Solar panels convert the The UV rays have now become DC.
sunlight, more specifically the And are being sent to the Inverter.
UV ray inside the sunlight, The inverter’s sole job is to convert
into a DC current. direct current (DC) into AC
[ TIP: You do not necessarily electricity which is now useable by
need sunlight for the system to our phones, TVs, computers, etc.
work, the reason [ TIP:
why you can go to the beach on a That little box with a circle in it is the
cloudy day but still come back meter that measures how much
badly sunburnt, electricity the solar system makes, this can
is because UV rays are literally be seen in the website on the homeowners’
everywhere.] phone, pc, etc.]

Step 3: Step 4:
The DC electricity will now travel to The homeowner will never get
the main MOTHERBOARD. This is disconnected from the GRID
also where the battery would be because it is against United States
located. The motherboard will disperse
federal law. The electricity Co. will
useable electricity within the entire
buy the extra accumulated energy
home. While also sending the excess
energy to the electricity company. your home does not require. This,
Thus, kickstarting the credit for extra however, is not paid in cash or
electricity sent to the electric company check; instead, credit is opened
generated by the solar system. under that home's account.

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 PROMOTIONS
A $1,000 SIGN-ON BONUS CASH or 2. We are confident that our proposal 3. Special promotions for
VISA GIFT CARD (This bonus will be will save you money, we guarantee it,
SENIOR CITIZENS
given once their system has been installed) so if we cannot provide you with any
(depending on their age).
[ TIP: If savings, we will give you a $250
TIP: People older than 80 must be
the customer cannot be approved, they are VISA GIFT CARD.
accompanied by someone under 80
disqualified from the $1000 sign-on bonus] TIP: only offer if they’re spending
during the consultation. (70 in
over $100 on their average monthly
California)
and electric bill

3 free months

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 VIRTUAL AGENT ADVICE
1. Please DO NOT say we are calling on behalf 4. Try to keep it nice and straightforward. Once 6. There are lots of Solar companies. Ensure you
of the Government. the client has agreed to the appointment, are saying Equisolar.
The client suspects two things: there’s no need to extend the conversation. ● Being different, unique, and enthusiastic will
● They are getting something free from the make Equisolar stand out from the other solar
Start to close the call.
Government. panel companies.
● They are getting charged by the Government. ● Please don’t allow them to hang up until ● Make sure the client understands the call is for
you have confirmed all their information. solar panels.
● Have the checklist of all the information
you need to book the appointment visible.
2. The first 6-8 seconds are the most important. ● They need to provide us with 1 - 2 energy
The client will hang up if: bills.
● You are not following call etiquette. ● Verify the address on Zillow. 7. If you get a client who says they just signed a
● You don’t have a quiet workspace. contract with another company but have not
● You don’t sound confident. installed their panels, we will go to their home
● You don’t know what you are talking about. and immediately provide them with a better
offer. Or if they have other proposals, we'll offer
them a better deal.

3. Try to bond with the client. A friendly call 5. Some clients get confused when they hear the 8. It's imperative to book the consultations only for
goes a long way. word “free.” So at the end of the call, ensure HOMEOWNERS! Ask if there's anyone else on
The client will feel more familiar with you, they understand that only the CONSULTATION the title or deed BECAUSE THEY WILL
is free, not the system itself! NEED TO BE PRESENT, and ask for their
calm, and safe when:
● Talking to them about kids or hobbies. name. If they are divorced, ask if they're the sole
● Statistically, if you can make someone feel decision-maker! Lastly, CONFIRM ALL
DECISION-MAKERS WILL BE HOME!
like they are just like you, they will more
likely close a deal with you.

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SOLAR READY HOMES
One or more title or deed holders/homeowners. No shared walls or roof.

Mobile-Manufactured Homes Single family Homes

MUST own the land and the Mobile-
It goes without saying that the land is included in
Manufactured Home. We need enough room to
single-family houses, so it is not necessary to ask
fit the panels on the ground, about the same size
if they own the land.
as the home.

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NOT QUALIFY FOR SOLAR ENERGY

● Mobile-Manufactured Homes, IN which THEY

DON’T OWN THE LAND or don’t have enough ● Apartments, condominiums, and townhouses.
room. ● Houses that share the roof or walls.
● Those over 80 who are unaccompanied (70 for ● Businesses.
California). ● Houses that already have solar panels.
● Renters. ● Houses that are not connected to the electricity
● The ELECTRIC bill is less than $80 on average grid.
monthly.

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 APPOINTMENT CHECKLIST
“What can I do to 1. LANGUAGE:
make sure I never 2. NAME:
3. PHONE #:
leave a call
4. HOUSE TITLE:
without the info I
5. ADDRESS:
need?”
6. HOUSE TYPE:
7. BILL$:
8. WHO PAYS THE BILL:
9. AGE:
10. DATE:
11. TIME:
12. OFFERED BONUSES:
13. AGENT RTA #:
14. COACH:
15. CAMPAIGN:
16. BENEFITS MENTIONED:
To ensure your call gets validated:
• If you don't mention you are calling from Equisolar, A SOLAR PANEL 17. EXTRA NOTES:
18.
COMPANY, initially, please say it during the call, not just at the end. -Zillow link
• YOU MUST SAY SOLAR PANELS IN THE CALL AT LEAST ONCE. 19. -Contact ID
• YOU MUST USE THE SYNONYMS SOLAR ENERGY, SOLAR SYSTEM,
SOLAR PROJECT, AND SOLAR SAVINGS AT LEAST 2 TIMES DURING THE ●REMEMBER TO MENTION WE ARE Equisolar, A
CALL AND MENTION SOLAR ENERGY IS CLEAN, RENEWABLE, AND
SOLAR PANEL COMPANY.
PROFITABLE.
●REMIND THEM TO HAVE 1-2 ELECTRIC BILLS.
●REMIND THEM OF THE TIME AND DATE OF THEIR
APPOINTMENT AGAIN BEFORE HANGING UP.
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MAKING A VALID APPOINTMENT 👌
-Was it verified that it’s -Is it a single-family or -Did you confirm how
the homeowner and the much they pay on their -Did you confirm who
mobile/manufactured home?
only one on the title/deed? If it is a mobile/manufactured home, electric Bill? pays the electric Bill?
If there’s more than one person on are they the landowners? Do they Will the person be present
have enough room about the SAME The average monthly bill
the title, ask for their name and to be and have 1-2 bills on hand?
present. size AS HOUSE? must be over $80.

-Ask for the name and -Including the number,

-Did you confirm their -Was the address verified cardinal points, street name
Age? If they are older than 80 relationship of the on Zillow, google maps, or or number, type of road, city,
(older than 70 in California), they person. It can be a google earth, as well as state, and
MUST have someone under 80 at the
appointment (under 70 in California). friend or neighbor. the home’s color? zip code.

-Language -USE THE

-Verify -Verify
ENGLISH / SCHEDULE TO
Customer’s First Customer’s OFFER AN
BILINGUAL /
and Last Name. phone number. AVAILABLE TIME
SPANISH

-SET -OFFER EVEN HRS -IN FLORIDA -Set the time and
APPOINTMENTS 08:00 AM, 10:00 AM, OFFER TIMES Date of the
12:00 PM, 02:00 PM, appointment with the
MONDAY - SUNDAY STARTING AT
04:00 PM, 06:00 PM,
8AM-8PM client e.g.
08:00 PM 10:00 AM 11/05/2022 15:00

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MAKING A VALID APPOINTMENT 👌
-List the benefits
-List the promotions mentioned during the call.
- Agent Name &
offered during the Mention at least two RTA number as it shows -Coach Name
on CallTools, e.g.
call. benefits. (E) Hashani_RTA221099

Zillow, google maps, google

-Campaign -Contact ID Number, -Copy & Paste the URL
earth, fast people search, us
link of the address you
Is the zone, e.g. e.g. phone book on the extra
Florida Zone 2 - West Central ENGLISH found online either from notes.
Texas Zone 1 - Dallas East ENGLISH 139744121

-Was it mentioned that we -DID YOU REMIND -Did you make sure they
-DID YOU REMIND THEM
know this is a free
are Equisolar, a solar THE TIME AND DATE OF THEM AGAIN TO
consultation, their only
panel company at least 2 THE APPOINTMENT AT HAVE 1-2 RECENT commitment is to be home to
times during the call ? THE END OF THE CALL? ELECTRIC BILLS? hear the information?

-Was interest in the -On the Extra Notes, Did the If they mentioned they are Was it asked if someone else
Agent add the necessary bankrupt during the call,
appointment generated comments for the technician
on the title can sign the
was the $500 bonus offered contract?
in the customer? and the validation team? for the cosigner, or

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APPOINTMENT FLOWCHART ⎘
-Date -Time -$Bill ($80 or more) Join Zoom Audio, and Finish filling out entire
Have CHECKLIST -Who pays bill (1-2 bills)
give your coach the zone,
-Title holder/s name/s -House type - Notes. Include CONTACT
visible AT ALL Age -Name -Phone # time & date of the ID #. Copy & Paste Zillow
TIMES. -Verify Address on Zillow/ Realtor/
Google and facts of the home, color.
appointment. Address and Link.

Your coach will Check the

Fill out contact Go to Zoom. Share
Paste Notes On information on Notes and
information On your screen with your
CallTools CallTools.
CallTools. coach.

Coach will give you If you got everything OK, Press the Press
feedback, if you missed any
information you might need
the coach will give you Save Save Contact
to contact lead again. the directions to: Button on Notes Button

Press the
Copy and paste note on
Press Quickbase Paste note on your VA: Appointment
coach personal WhatsApp
Button only once. chat. personal records (Cita)
Disposition Button

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WHY DID YOU DECIDE TO PURCHASE
A HOME?
-You bought a home
with the goal of paying
it off and have no more
payments afterward.

-You wanted to invest

your money, get
savings, and
generational wealth!

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WHAT IF…
-I could turn back time to
when gas was $1.25, and I
could lock you into that low
price per gallon for the next
25 years?

-And after paying 25 years

of gas, you and your family
would get free gas for life.

-Would you have signed on?

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WHY DOES BUYING A SOLAR SYSTEM
MAKE SENSE RIGHT NOW?
● No hidden fees.
● Free electricity past the payoff date.
● Customer would own their utility company.
● Property value goes up.
● No lien is put on the house.
● Customer qualifies for federal tax credit incentive.

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QUICKMOUNT MOUNTING SYSTEM
● It’s been designed and
engineered in the USA.

● 30% fewer roof

penetrations than
traditional mounting
units.

● Wires are run through

the mounting system.

● They’re installed by
Equisolar trained
partners.

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MOUNTING

Traditional QuickMount

Bulky unfinished Sleek, modern

look. look.

Exposed conduits, Low profile

mounting posts mounting system
and pipe rack. is flush with your
roof for a seamless
finished look.

High failure rate Less weight on the

due to strong roof, and directly
winds and other attaches to rafters.
weather related
events.

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GROUND MOUNTS
Ground Mounting is the one option for mobile-
manufactured homeowners and is also available for
some single-family homeowners.
● Made to resist strong winds.

● Inserted many feet into the ground.

● Do not attract any heat spots.

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DIFFERENT ROOFS WE WORK ON
SHINGLE

METAL CLAY

26
GOING SOLAR IN 4 EASY STEPS
● Adding solar panels to
your home is simple with
Equisolar trained, state-
licensed installers.

● Get peace of mind

knowing that Equisolar,
with over 25 years of
experience, has custom- ● STEP 1: Consultation with a Solar Specialist
designed your solar
system to get the most out ● STEP 2: Compliance Call (Day after free consultation)
of your roof.
● STEP 3: Engineering & Permitting (7 - 30 Days)

● STEP 4: Installation & Interconnection (30 - 60 Days)

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GOING SOLAR IN 4 EASY STEPS
1. Consultation with a Solar Specialist
After submitting your information, you'll chat with one of our Solar Specialists. We'll review your energy usage and
utility provider's rate structure and see if solar is right for you. We then create a proposal showing both short-term
and long terms savings, plus all the details about your home's custom solar system.

2. Compliance Call – Day after the free consultation

A member of our customer service team reaches out to you the next day to answer any further questions or concerns
you have.

3. Engineering & Permitting - 7 to 30 Days

Your solar system is custom designed for your home and your energy needs. Our in-house engineers create a custom
electrical diagram based on the physical measurements. Engineering plans are then sent to local jurisdictions for
permitting and utility approval. After approval, we'll schedule the installation with you.

4. Installation & Interconnection - 30 to 60 Days

Your custom system is installed by our in-house installation team using all top-tier solar equipment. Then we file all
paperwork with your local utility company and await permission for interconnection. After approval is given, we turn
your system on.

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YOUR PITCH
The first few seconds of your pitch are critical. The possible homeowner isn’t
expecting your call and will need valid reasons to stay on the phone with you within
the first few seconds of your call.
Here are some tips:
● Practice makes perfect. Please make some time to come up with your pitch, and rehearse it until you nail
it; this will help you feel confident.

● The first 10 seconds of your pitch are crucial. Ensure the customer stays on the call by following call
etiquette and being empathetic, thankful, and friendly. Remember always to be positive and outgoing.
Keep a smile on your face while pitching to potential customers.

● Get to the point right away. What are we offering? Why are you calling this particular person? What is
the goal of the call?

● Please keep it simple, once they agree to the consultation, proceed to confirm the details needed to set up
the appointment.

● Be consistent in every call by pouring your energy into all calls as if it was a million-dollar deal. Keeping
this type of motivation will significantly increase your chances of closing more appointments.

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HOW TO INTRODUCE YOURSELF
Please do not enter the call saying we are Equisolar or a Solar Panel Company. The first step is to
generate empathy with the client.

Hello, Mr. Juan. Did you already qualify to save up to 30% on the energy bill?

If the name is not correct, say:

“We are calling all homeowners to find out if they have already qualified to save up to 30% on the energy
bill. And ask him as a story, "tell me, how much are you paying on the Electricity bill?"

“Could we stop by tomorrow?”

If the customer says yes, ask:

“Can you confirm your address?”. “Let me remind you that with solar panels, you can save up to 30% of
what you already pay on the energy bill. So can you have two energy bills to give you all the
information….”

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HOW TO INTRODUCE YOURSELF
“Good afternoon Juan. How are you? Did you already get the incentive from the Federal Government to
switch to Solar?”

Yes or no: start to provide all the information.

It is essential to thank the client for their time and for taking the call.

“Hello, Juan, Thanks for taking my call. I want to know if you’ve already got all the information about
changing to solar energy. It’s a free in-person consultation.”

"Sir, my name is ******; can I have a couple minutes of your time. In these 2 minutes, you will know
how to save on your energy bill."

“Did you know that you can receive help from the state to lower the cost of your energy bill?”

Yes or no: “with solar energy, you can save up to 30% on your energy bill. Let me explain how….”

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INBOUND PITCH INTRODUCTIONS
● Equisolar, how may I help you?

● _______________ speaking, how may I help you?

● Thank you for callingEquisolar. This is ________________

speaking. How can I help you?

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 INBOUND PITCHES
1. Yes, we reached out because you have been pre-approved to lower your electric bill with a special government incentive
that helps you get solar with no money down and put money back in your pocket. If you qualify, the government will
assist you with a 30% down payment to purchase a solar system and avoid your utility company’s rate hikes. As you are
aware, as gas prices have been rising across the country, next will be your electric bill. So now is the best time to lock
your electric payment in and be in control of your future. We are setting up 30-minute free consultations before the
programs go away. We have an opening tomorrow. What time are you available?

2. Yes, we are setting up free consultations in your area to show homeowners how they can save money on their electric
bills by going solar. This consultation will go over all government incentives/rebates, any special promotions from the
local solar installer in your area, and how you can now sell energy back to your current utility company.

3. We tried calling earlier because electric companies in your area have approved a rate increase. I want to set up a free
consultation with you and your spouse to discuss lowering your electric bills by going solar and avoiding being affected
by those rate hikes. The government has a special program that can help you with no money out of pocket costs to own
your solar system, which will one day provide you with free electricity.

33
 OBJECTIONS:
80% of the selling situations/objections you face are the same ones you faced yesterday, last month, etc.,
and will be the same ones you’ll face next week and next month. This is one of the best things about
sales that most sales representatives never take advantage of.

The top producers in any industry know this and use it to their advantage by taking the time to script
out the most powerful and effective responses to these objections. Then they drill, practice, and
rehearse them so they sound natural. That’s why top producers sound so smooth and professional.
They have taken the time to internalize responses until they come out naturally.

1. I do not have a job/money:

● That’s why you should look into solar energy, because not only will you start saving money on your electric
bill right away, but also you will pay absolutely nothing to get started. You are now going to replace an
existing bill with a lower payment that you will pay in full and never have to worry about it again. “IT’S A
WIN-WIN situation.”

34
 OBJECTIONS:
2. Not interested:

● Completely understand how you feel. How can you be interested in something you have not had a chance to
learn about? That’s why we will prepare a professional presentation/proposal to show you how you can save
money on your bill with no money out of pocket!

2. I’m too busy:

● Completely understand how you feel. You are busy; I am busy. Can I have a few minutes of your time to show
you how I can save you money with no money out of pocket with a free consultation that will only take 30
minutes of your time.

● That is very understandable, which is why we value your time, and if, in this consultation, we cannot save you
any money, then we will provide you with a $250 VISA gift card. (ONLY OFFER IF the customer spends over
100 on average on their monthly bill)

4. Need to think about it:

Would you agree that it takes information, not time, to decide? What kind of information are you looking for
before you make a decision?

35
OBJECTIONS:
● I completely understand that you need more time to think about it. But may I ask you a question? What will
change tomorrow? You are still going to be paying the same high electricity.

● We understand that everyone takes time to think about decisions before making them and needs more
information and knowledge. This free consultation will give you all the necessary information before deciding
to move forward.

5. Long-term commitment:

● Don’t look at it as a contract; Sr. is Protection and Investment for you and your family. You will be locking in
your rates for the next few years and saving. Now let me ask you a question. How will your spouse feel about
all the money you just saved?

● For example, Imagine you had a gas pump in your house where you would be able to lock in the cost of fuel
for the next 25 years! That’s what solar energy does; it locks in the cost of electricity at a cheaper rate for the
next 25 years and saves you money.

36
OBJECTIONS:
6. Need to talk to my spouse about it?

● Yes, I completely understand that you and your wife want to make a joint decision. Is she available so we can
explain this option to both of you?

● Yes, I completely understand that you want to talk it over with your wife, but wouldn't your wife be proud of
your decision when you told her how much money you just saved?" How is she going to feel?

7. I don’t feel comfortable doing this over the phone.

● Completely understand how you feel. We are a professional Solar Organization that has installed over 60K
solar systems in the United States. We are committed to excellence, so are you a morning or afternoon
person?

8. Please send me the information over the mail/email.

● I can do that, but then we won’t have the chance to answer your questions; allow us 30 minutes of your time
to better inform you

9. I'm okay with the way things work right now

● I understand that, but wouldn’t it be better to save so much more on electricity every month?

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