SCRIPT AND CALL FLOW

Solar Campaign Call Flow:

● Opening Spiel
● Call Reason
● Information Gathering
● Closing Spiel

Opening Spiel & Introduction - Solar

❖ GREETINGS:
Hello? (The moment the customer responds to the greetings then go pitch for an introduction).

❖ CALL REASON:
Hi, my name is ________ from _________, how are you today? The reason for my call today is to
provide you with a quick and free consultation for a solar program that can reduce your monthly
electricity bill by UP TO 95%. You might be interested to see how much you could be saving, right?

INFORMATION GATHERING:
❖ I just have a few questions that will only take a minute:

1. RENT OR OWN:
❖ Do you Rent or Own your home?

➔ The customer should be a Homeowner otherwise, declined.

2. PROPERTY TYPE:
❖ What type of home do you have? Is it a single-family, a townhome, a condo
or do you have two or more units?

➔ The customer should have a single-family home or townhome otherwise, declined.

3. ZIP CODE:
❖ What is your zip code?

4. STREET ADDRESS CITY AND STATE:

❖ What is your physical address, city and state, please?

5. CUSTOMER’S FULL NAME:

❖ Can you verify the spelling of your first name and last name, please?

6. PHONE NUMBER:
❖ Is this the best call-back number that I’m calling right now?

7. AVERAGE MONTHLY ELECTRIC BILL:

 ❖ And, are you paying over 100$ with your monthly electric bill?

➔ IF THE CUSTOMER CAN’T PROVIDE AGENTS CAN RANDOMIZE THE SAID INFO.
➔ IF THE ELECTRIC BILL IS $100 AND BELOW WE CAN STILL ACCEPT THE CUSTOMER.
➔ FAILED TO ASK WILL BE PD - PARTIALLY DISCREDIT

➔ NOTE: ALL INFORMATION SHOULD BE ASKED AND VERIFIED, OTHERWISE LEAD WILL BE REJECTED.

CLOSING SPIEL:

❖ Alright, that's all from me. One of our local agents from Solar Company will call you back within the
next 24 or 48 hours to provide you information on solar, is that Okay?

➔ A clear positive answer should be obtained. YES/YUP/OK/YEAH/ALRIGHT.

HOME INSURANCE CALL FLOW:

- Opening Spiel
- Consent 1 (Determine Lead Interest)
- Information Gathering
- Closing Spiel

Opening Spiel - Home Insurance (Upsell Required)

(Home/Renters Insurance)
You can save a lot of money on getting updated quotes in your Home Insurance/Renter Insurance. If we
could get you a better deal than what you currently have, would you consider it as an option?

YES: Ok great, I'm just going to ask you a few really quick questions for your homeowner’s insurance
quotes.

NO: That’s not a problem.

INFORMATION GATHERING:
1. What type of home is it? Is it an apartment/condo, manufactured, multi-family, single-family,
or townhome?
2. Do you have home or renters insurance currently?
3. If YES, what is the current carrier?

CLOSING SPIEL:

❖ Ok, what will happen next is you will be called back by an Insurance Rate Specialist who will help you
save some money on your home insurance. Is that OK?
 REBUTTALS

Okay, not a problem! How long do you have the solar, 5 years, 6 years?
I ALREADY
The free consultation can definitely review your current agreement and our Solar expert can
HAVE SOLAR:
surely discuss the options on how you can lower your monthly lease.
I'm not asking you to make any decision right now.
I'M NOT
What we will do is to schedule you a callback with our Solar Expert to educate you the
INTERESTED 1:
benefits of Solar program.
Don't worry we're not asking you to use SOLAR right away.
I'M NOT
Just check the NO COST start option first, now if it does not work for you that's perfectly fine,
INTERESTED 2:
otherwise, you're welcome.
Believe me, I'm with you Ma'am/Sir, but the good news is that taking 30 seconds with me
I'M NOT
right now could change your mind and could help you reduce your
INTERESTED 3:
monthly electric bill by up to 95%. How? (continue discussing the product you offer).
I understand you may have some questions.
UNANSWERABLE
Don't worry, your local Solar Expert will be able to answer any questions you may have,
QUESTION:
okay ?
NOT THE
DECISION Are you both a decision maker?
MAKER 1:
BOTH ARE
Perfect! Let me ask you few questions and schedule you a callback with our solar experts to
DECISION
discuss the benefits.
MAKER:
WHAT IF IT DOES
NOT
For that questions. I would love to schedule a callback with our Solar Experts to answer this
PRODUCE
specific question.
ENOUGH
ELECTRICITY:
Our Solar program is more focus on energy saving which reduces your monthly electricity bill.
WHAT IS SOLAR To be more specific about this
PROGRAM : I can have our local Solar expert give you a callback within 24-48 hours.
DO I PAY FOR
THE
MAINTENANCE
AND That's a perfect question! I can have our local agents answer that within 24 to 48 hours.
OPERATING
COST OF
SOLAR PANELS:
WHAT ARE THE Actually, that depends on each states and our local agents can answer that specific question
GOVERNMENT
for you.
INCENTIVES:

FOR I'M NOT Thanks, so can I have a few questions so that by the time you start looking for Solar Program.
INTERESTED Our Solar Expert could have drafted a Solar Program specific to your needs? It will only take
3 and 4: 30 seconds.
Definitely not an issue. Yes, we can send you an email and
CAN YOU
it would be better if you can have a conversation with our local agent so that we can tailor fit
EMAIL ME:
the appropriate solar program.
I DON'T I apologize to catch you at a bad time,
HAVE TIME: I can have my Solar Expert call you back in the next 24 to 48 hours. Would that be ok?
WHEN WILL
Usually, the agents will call you back within 24 to 48 hours.
THEY CALL:
WHAT IS
THE BEST TIME: Sure no problem! What time would you like to be called back at?
CALL ME AT A We cannot schedule an exact time but when the Solar Experts call you back, you can schedule
SPECIFIC TIME: a specific callback time with them.

WHAT IS THE
NAME
OF YOUR
COMPANY 1: Our company is ________, and we partnered with the best solar provider.

ARE YOU A
LOCAL
OR This is a nationwide initiative of the Government to utilize green energy and lessen our
NATIONWIDE: carbon footprint, so we have multiple branches across the US.
My name is __________ and I am working with ________
WHO to inform you about the free consultation for the solar program that can save you up to 95%
ARE YOU: on your monthly electric bill.
I'm calling from our head office in Los Angeles, California, which is the number one state who
WHERE ARE uses Solar Energy in the US. Solar Energy is
YOU LOCATED: widely spreading thus we do have branches across US.
WHAT'S YOUR Im calling you through a dialer system which I don't have a direct line to be called back at,
TELEPHONE #: but what I'd like to do is set up an appointment for you to speak with a
Solar Experts so they can provide you with a free consultation and how much you could be
 saving on your electric bills.
WHERE DID YOU I understand this call may be unexpected, but it's part of a national initiative promoting
GET renewable energy. We've gathered information from reputable sources
MY to educate the public on solar energy benefits. Your information will only be used for this
INFORMATION: purpose and won't be shared or sold.
WHO ARE YOU We are working with the top residential Solar providers across the US
AFFILIATED such as Bright Energy, Solar Energy World, Horizon Solar Power, SolarMax, and Momentum
WITH: Solar to make sure that you will get the best rate.

WHY DO YOU
NEED We need this information so the Solar Expert can tailor fit the best program for your specific
THIS INFO: needs.
WHY DO YOU
NEED MY ZIP
CODE: We need this info since Solar Energy incentives vary per state.
WHY DO YOU
NEED MY
STREET We need this info since you can have one of our solar experts visit your house to assess your
ADDRESS: property or we can do it virtually.
WHY DO YOU
NEED MY
PROPERTY'S SUN
EXPOSURE: We need this info to see your house's full potential in generating solar energy.
WHY DO YOU
NEED MY NAME: We need this info to make sure that we are talking to the homeowner.

CAN I SPEAK TO
SUPERVISOR: Okay No problem, have a great day
ANGRY
CUSTOMER No problem, I do apologize and will put your number on our Do Not Call List. Have a great
/ DNC: day.
IF NOT A SINGLE
FAMILY HOME
OWNER Sorry, you do not qualify for our offer. Thank you for your time have a great day
DO NOT Sure thing, I am removing you from our list and you will not be called again. Thank you for
CALL ME: your time, goodbye.
NOT INTERESTED
FINAL: Okay, no problem. Have a great day.