Origin — Solar, Roofing & Generators
Proposals & decisions

Explaining who does what after the sale

The homeowner should know how the project moves from a sales conversation into operational work.

A practical approach

Describe the next stage, the information still needed and the role responsible for contacting them. Explain where questions should go while the handoff is pending. Avoid presenting every internal team as a separate point of contact. A clear primary owner helps the customer avoid repeating the same issue to several people.

Put it into practice

  1. Describe the next stage
  2. Identify the primary contact
  3. Explain outstanding requirements

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.

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