Preparing a solar proposal appointment
Preparation begins with understanding the customer’s goals and the information still missing.
A practical approach
Review the property record, previous conversations and the version of the proposal you plan to discuss. Separate confirmed details from assumptions and pending technical checks. Prepare an agenda that addresses the homeowner’s priorities first. If essential inputs are unavailable, explain the limitation instead of presenting a preliminary estimate as a finished recommendation.
Put it into practice
- Review the latest record
- List unresolved assumptions
- Match the agenda to the customer
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.