Team sign in Proposals & decisions
Help customers understand the choices in front of them.
Preparing a solar proposal appointment
Preparation begins with understanding the customer’s goals and the information still missing.
Read the field note ↗Explaining a proposal without reading every page aloud
A proposal conversation should make the decision understandable, not simply prove that every page was opened.
Read the field note ↗Separating price from scope in a proposal review
Two prices are not comparable until the work and assumptions behind them are clear.
Read the field note ↗Handling a customer’s request for a second opinion
A second opinion can help the homeowner clarify the decision they are trying to make.
Read the field note ↗Documenting proposal assumptions
An assumption should be visible enough that it can be checked before someone relies on it.
Read the field note ↗Keeping proposal versions straight
A revised proposal can cause confusion if the customer and sales team are discussing different copies.
Read the field note ↗Responding to an unanswered technical question during a proposal
A question that needs a specialist should stay open until the appropriate review is complete.
Read the field note ↗Discussing timelines without overpromising
A project timeline contains dependencies that may not be fully resolved during a sales appointment.
Read the field note ↗Making proposal exclusions understandable
An exclusion matters when the homeowner could reasonably assume the work is included.
Read the field note ↗Comparing payment options responsibly
A payment comparison should make the applicable terms visible rather than reducing every option to a monthly number.
Read the field note ↗Planning a proposal follow-up that adds value
A useful follow-up addresses the remaining decision rather than asking whether the customer has decided again.
Read the field note ↗Recognizing when a proposal is not ready
A polished document cannot make missing inputs disappear.
Read the field note ↗Using a decision recap after the proposal meeting
A recap gives the homeowner and project team a shared reference for what was actually discussed.
Read the field note ↗Handling a scope change during the sales conversation
A requested change should not become a promise simply because it sounds minor.
Read the field note ↗Explaining who does what after the sale
The homeowner should know how the project moves from a sales conversation into operational work.
Read the field note ↗Checking understanding without pressuring a decision
Understanding the proposal and agreeing to it are different outcomes.
Read the field note ↗Keeping a proposal conversation on schedule
A structured agenda helps protect time for the customer’s questions.
Read the field note ↗Responding to a competing proposal
A competing proposal is an opportunity to clarify differences that may not be visible in the headline price.
Read the field note ↗Recording the customer’s decision accurately
A proposal outcome should reflect the customer’s stated decision, not the rep’s expectation.
Read the field note ↗Creating a proposal preparation checklist that stays useful
A checklist should catch the mistakes that actually interrupt appointments.
Read the field note ↗