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Solar & Home Energy Growth
Solar Sales Fundamentals
Residential Solar Sales Growth Model
The In-Home Sales Funnel
Solar Unit Economics and Commissions
Solar Sales KPIs and Metrics
Solar Financing Models and the Sales Conversation
Selling Solar After the Federal Tax Credit
Expanding from Residential to Commercial Solar
Lead Generation
Canvassing and Door-to-Door for Solar
Referral Programs for Home Energy
Digital Lead Generation for Solar
Community and Event Marketing
Lead Qualification and Pre-Screening
Buying Leads vs Self-Generation
Winning Solar Marketplace and Aggregator Leads
Partner Channel and Referral Programs
Appointment Setting
Solar Appointment Setting Playbook
Setter to Closer Handoff
No-Show and Reschedule Reduction
Confirming and Prepping the In-Home Appointment
In-Home Consultation and Close
The In-Home Consultation Framework
Home Energy Needs Assessment
Building the Custom Solar Proposal
Presenting Price and Financing
One-Call Close vs Multi-Visit
Objection Handling for Solar Sales
Urgency and Same-Day Close Ethics
Selling Solar Around Net Metering and Rate Design
Selling Battery Storage as an Attach
Install and Fulfillment Handoff
Sales to Install Handoff
Site Survey and Design Confirmation
Permitting, Interconnection and Timeline
Managing the Install Wait and Cancellations
Post-Sale Retention, Referral and Reviews
Post-Install Customer Onboarding
Referral Generation After Install
Online Reviews and Reputation Management
Warranty, Service and System Monitoring
Cross-Selling Heat Pumps and Home Electrification
Cross-Functional Alignment
Sales and Install Operations Alignment
Marketing and Sales Lead-Quality Alignment
Sales and Finance Credit Alignment
Setter and Closer Alignment
EPC and Installer Channel Partnerships
Sales Force Enablement
Recruiting and Ramping Solar Reps
Solar Commission and Comp Design
Coaching and Ride-Alongs
Data, Technology and CRM
Solar CRM and Proposal Tools
Solar Pipeline and Funnel Analytics
Lead and Setter Performance Dashboards
The Library
Industry Growth
Solar & Home Energy Growth
Fundamentals
Core Concepts
Residential Solar Sales Growth Model
The In-Home Sales Funnel
Solar Unit Economics and Commissions
Solar Sales KPIs and Metrics
Solar Financing Models and the Sales Conversation
Lead Gen and Appointments
Lead Generation
Canvassing and Door-to-Door for Solar
Referral Programs for Home Energy
Digital Lead Generation for Solar
Community and Event Marketing
Lead Qualification and Pre-Screening
Buying Leads vs Self-Generation
Appointment Setting
Solar Appointment Setting Playbook
Setter to Closer Handoff
No-Show and Reschedule Reduction
Confirming and Prepping the In-Home Appointment
Consult and Close
In-Home Consultation and Close
The In-Home Consultation Framework
Home Energy Needs Assessment
Building the Custom Solar Proposal
Presenting Price and Financing
One-Call Close vs Multi-Visit
Objection Handling for Solar Sales
Urgency and Same-Day Close Ethics
Install and Fulfillment
Sales to Install Handoff
Site Survey and Design Confirmation
Permitting, Interconnection and Timeline
Managing the Install Wait and Cancellations
Retention and Alignment
Post-Sale
Post-Install Customer Onboarding
Referral Generation After Install
Online Reviews and Reputation Management
Warranty, Service and System Monitoring
Cross-Functional Alignment
Sales and Install Operations Alignment
Marketing and Sales Lead-Quality Alignment
Sales and Finance Credit Alignment
Setter and Closer Alignment
Enablement and Tech
Enablement
Recruiting and Ramping Solar Reps
Solar Commission and Comp Design
Coaching and Ride-Alongs
Data and Technology
Solar CRM and Proposal Tools
Solar Pipeline and Funnel Analytics
Lead and Setter Performance Dashboards
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