Uploaded by Jemp Pena

UPDATED Generation Inbound and Outbound Script ZDSP (3)

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PAGE 1
ALL AZ APPTS are IN HOME
ALL UTAH APPTS are IN HOME
ALL TEXAS are PHONE
ALL COL ARE PHONE
Hi yes, this is the Generation Solar
OR Zero Down Solar Program
scheduling department where we have a full or partial Bill swap solar program,
Can you hear me clearly?
Thank you for holding the line. (Inbound only ) (OB do not say this part
My name is Elmer, I will be the one to schedule your solar consultation.
Confirm the details on the screen....Address, Other agents Notes, Bill
amount,
Ask Is credit pretty good? Ok great!
Here's what I am going to do...
We have Monday to Friday from 8 am to 6 am Available and Saturday from 8 to
4.
What time works best for you.?
1) Ask for email PHONE APPTS ONLY
NEVER get email for IN HOME APPTS
2) ask if they have a computer / ( For PHONE ONLY . Never ask if they have
a PC if its in HOME
3) Always make sure to tell them to have a bill ready at the meeting
We want to see how low we can get your bill.
(PHONE APPTS ONLY) This part does not apply for in home
The solar consultant may reach out to you prior to the appt time to get a
copy of your electric bill.Would you rather have them reach out to you for
the bill via text or via phone call? Put in in the notes if they want CALL OR
TEXT for Bill (PHONE APPTS ONLY) This part does not apply for in
home
(PHONE APPTS ONLY) This part does not apply for in home
4) Make sure to tell them to keep the line open and to answer the phone at
the time of appt and even before the appt because again the rep will be
reaching out from a number that you may not recognize (PHONE APPTS
ONLY) This part does not apply for in home
Get a time and a date
Bottom of the script.
PAGE 2
Phone We will be calling from a number that you may not recognize. So please watch out for
our call at ____________
Time of appts.. Whatever time the appt is say that.
Also please have your electric bill ready to discuss with the solar expert. During the consultation
Thank you! Have a nice day!
In home
The day of the in-home appt you may get a call from the local solar expert When he or she is on
the way out to your home. Please make sure to answer any call that day, even if you do not
recognize the number as it could be the local solar expert trying to confirm the in home appt
Thank you! So please be ready at ____________ Time of appts.. Whatever time the appt
is say that.
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