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Solar At Scale - Solar Closer Mastery
Solar At Scale - Solar Closer Mastery
1. Software Set-Up
Calendly
Close CRM
The Set Up
Adding Email Signature
Creating Phone Numbers
Statuses & Pipelines
Lead Statuses
Opportunity Pipeline
Custom Fields & Activities
Custom Fields
Custom Activities
Templates
Email Templates
SMS Templates
Reporting & Metrics
How To Guides
Leads and Contacts
How to create a lead
How to create a contact
How to merge leads
Calling & Auto Diallers
Making/Logging Calls
Automatic Diallers
Emails & SMS Messaging
Email/SMS Templates
How to Send Emails
Sending SMS messages
Workflows
Creating Tasks
2. Solar Product Knowledge
How Solar Works
Solar 101: A Guide To Buying Solar Power Systems
Why Solar is Different
Solar Batteries
Heat Pumps
Federal Govt Rebates (STCs)
Calculating STCs
Solar Victoria Rebate
Solar Panel (PV) Rebate
Solar for Renters Rebate
Solar Battery Loans
Hot Water Rebate
Approved Products
DNSPs
Grid -Connection Rules
3. Sales Philosophy
What is Sales?
The Basics
The 60/30/10 Rule
3 Cs of Sales
The Myth of Price and Money
Convincing vs Persuading
4. Strategy Session
Mindset of Closing
Product Training
Solar system size limits explained by state | Solar Choice
Consumption Monitoring
Switchboards
Solar Panel Brands
Solar Inverters
How to sell on OpenSolar
How to create the proposal & process finance
Proposal Request
Extra Charges
Financing Solar
Plenti
Humm
The Importance of Structure
The Intro
The Problem
The Solution
Future Pacing
Cost of Inaction
The Presentation
Gaining Commitment
Processing The Sale
RECORDINGS
LIVE EXAMPLE
5. Handling Objections
Logistical vs Fear-based Objections
Partner Objection
Money Objection
"Think About It" Objection
Negotiation
6. Completing the Sale
Applying for Rebates (VIC)
Solar Victoria Rebate
Solar Panel (PV) Rebate
Solar for Renters Rebate
Solar Battery Loans
Hot Water Rebate
Approved Products
Untitled page
Emails & SMS Messaging
Sending SMS messages
This SOP will outline how to send an SMS in Close
Method
Navigate to the customer’s Lead page.
Click the
SMS
button at the top of the page.
Alternatively you can click the
SMS
button next to the specific contact you want to send the SMS to.
You can either write the body of the SMS freehand or you can select a template from the
Choose a template
box to the right of the
To
box.
Once you are done and happy with your SMS, click
Send.
You can also schedule the SMS to be sent at a later date by clicking the
Send later
button and choosing the date and time you want it to be sent.
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