Ending solar discovery with a useful summary
A discovery summary should connect the customer’s priorities to the information the next reviewer needs.
A practical approach
Record the main goal, available usage information, relevant property questions and outstanding decisions. Ask the homeowner to confirm that the summary reflects their situation. Identify the next owner and expected contact method. Keep unresolved assumptions visible so the next appointment does not begin with an apparently complete but misleading record.
Put it into practice
- Summarize priorities and evidence
- Confirm the customer’s understanding
- Name the next owner
General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.