Clients Phone
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Clients First Name
*
Did sale go through during the appointment?
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Yes
No
No Show
Interest Level 1-5
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1 (Not interested at all)
2 (Not interested)
3 (Somewhat Interested)
4 (Interested)
5 (Very interested)
Objections (Loop 1)
Cost of the system
Needs To Discuss with partner
Unsure of recommended products
Going With Competitor
Unsure of company
Finance
Don't have the house yet
Needs to fix roof
Wants to compare other options
Wants time to think
Unsure if it is going to save them money
May be moving soon
Aesthetic concerns
Too old
Roof unsuitable
Already has solar
Unsure if it will save them money
Other (Please leave notes)
No objections at all
Objections (Loop 2)
Cost of the system
Needs To Discuss with partner
Unsure of the recommended Products
Going With Competitor
Unsure of company
Finance
Don't have the house yet
Needs to fix roof
Wants to compare other options
Wants time to think
Unsure if it is going to save them money
May be moving soon
Aesthetic concerns
Too old
Roof unsuitable
Already has solar
Unsure if it will save them money
Other (Please leave notes)
No objections at all
Objections (Loop 3)
Cost of the system
Needs To Discuss with partner
Unsure of recommended products
Going With Competitor
Unsure of company
Finance
Don't have the house yet
Needs to fix roof
Wants to compare other options
Wants time to think
Unsure if it is going to save them money
May be moving soon
Aesthetic concerns
Too old
Roof unsuitable
Already has solar
Unsure if it will save them money
Other (Please leave notes)
No objections at all
Summarise the main outcome of this appointment?
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Competitor Mention?
Yes they mentioned other competitors but didn't specify who
Green Energy Technologies
Arise Solar
Snap Solar
Sun Boost
Zip Solar
Arkana Energy
GI Solar
Power Smart Solutions
Smart Solar
Tropical Solar
Mr Energy
Edge Electrical Services
All Stack Electrical
Energy Smart
Energy Base
Solar Doctor
Horan and Bird
Recon Energy
G Solar
Other
Competitions Products They Are Considering?
Clients Meter Box Photo
When are you calling them back?
Roof Type
Tin
Tile
Decro
Clip-Lock
Terracotta
Composition / Asphalt Shingle
Flat Concrete
Flat Foam
Membrane EPDM
Membrane PVC
Membrane TPO
Metal Decramastic
Metal Shingle
Metal Standing Seam
Metal Stone Coated
Metal Tin
Rolled Asphalt
Tar and Gravel / Bitumen
Thatched
Tile Clay
Tile Concrete
Tile Slate
Trapezoidal
Wood/Shake Shingle
Other (Specify under Site Notes)
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Stories
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Photo Of Clients Electricity Bill
Do we need to send an invoice for a deposit?
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Yes
No
Install Job Notes From Sales Team
Notes To Admin Team From Sales Guy