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Verified, Filtered, & 90 Second Buffered Solar Transfers

You have virtually nothing at risk with our Solar Transfers. Verified and filtered means we employ both visual data collection and rep verified filters. We verbally ask and visually validate all your customizable filter requirements for each unique campaign we run for you in your unique coverage areas.

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Real Home Address

First, we ask the consumer to confirm the address we have in our database. Then, Google Maps or similar software is used to visually see and validate if the consumer has shared an address that exists.

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Single Family Residence

In the Street View of Google Maps, we can ensure in advance that the home is NOT a condo, mobile home, duplex, or multi-unit townhouse. The consumer will be asked to confirm this finding before an appointment can be set.

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Site Issues

Sometimes unexpected site issues can kill a sale. A roof that is too small, too old, or has too many obstacles on the roof can prevent an easy win from happening. We look at the roof image for these issues and ask the consumer to verify that what we see is accurate.

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Little or No Shade

Our Maps view from above and the street. Below, we can see any potential shading that may obstruct a clear path to the sun at the south by southwest azimuth. Once confident, we ask the consumer to confirm as Maps images often need to be updated.

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Solar roof illustration

Our Solar Transfers Rarely Miss Their Mark

Your Satisfaction Is Guaranteed!

When it comes to solar, one size rarely fits all. Our goal is to provide a product that meets the needs of your solar offering on a state-by-state basis: You set the coverage areas or zip code list, and we validate and filter each prospect. Our Solar Transfer agents keep you in front of your ideal customer right at the point of sale by calling your center and completing a warm introduction to the prospect. Our systems ensure little is left to chance by us providing you with a 90 SECOND BUFFER; You can validate further or get off the call before the 90-second buffer expires and NOT BE CHARGED FOR THE CALL. So your valuable time is spent on qualified customers in your sales pipeline, giving you the best chance of closing the deal!

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Homeowner

Homeownership and length of time at that address are two of the most important criteria to confirm. Our solar transfer agents will have already gotten this information before we even connect with you to assure you that the opportunity should qualify on this point.

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Decision Maker

After scheduling an appointment time, we will try to get the spouse on the phone or verify that your Sales Representative will be speaking to both decision-makers. Getting everyone together for one Solar Appointment saves time for everyone involved.

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Minimum Credit Score

If your customers are financing their purchase or qualifying for a lease, they will have minimum credit score requirements. Most clients request that consumers have Average, Good, or Excellent Credit scores; 650+ credit scores are average on our scale. Poor Credit is anything below a 650 Credit Score. 650 is the minimum we let through.

90-SECOND BUFFER PREMIUM LEAD SOURCE FOR RESIDENTIAL SOLAR INSTALLERS

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Utility Provider

We always find out the prospect’s current utility provider for their home. You can request Utility filtering so that you only receive opportunities from certain Utility Providers or do not receive opportunities from certain Utility Providers. We deploy Utility Filtering on a case-by-case basis, and it is not guaranteed to be implemented in every market.

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Average Monthly Power Bill

Most solar companies require a minimum average monthly power bill of $80; however, we set the filter at $100 or more.

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Data and Call Transferred

We always find out the prospect’s current utility provider for their home. You can request Utility filtering so that you only receive opportunities from certain Utility Providers or do not receive opportunities from certain Utility Providers. We deploy Utility Filtering on a case-by-case basis, and it is not guaranteed to be implemented in every market.

There Are Three Steps to Compete for Success!

Our team will send the solar transfer data to you through integration with your CRM, Dialer, and/or email. We always have a master repository of the calls, data, and call recordings through our Customer Portal, where you have a dynamic view of the campaign's progress and which calls are billable that went past the 90-second buffer.

Your team will immediately take the warm transfer and handoff; QUICKLY, introduce your company and the Sales Rep who will meet them in their home. You will have 90 seconds to confirm any filter requirements to be sure the homeowner qualifies for going solar. It is not billable if you end the call before the 90 seconds are up. If the call goes past the 90-second buffer, BE SURE TO BUILD VALUE NEXT before asking for their power bill or giving them other action items to complete. You should remind the consumer why they initially agreed to investigate going solar. 24 hours before the scheduled appointment time, a second call will need to be placed to confirm that the appointment is still on. HERE AGAIN, BE SURE TO BUILD VALUE FIRST ON THIS CALL BEFORE ASKING FOR CONFIRMATION.

Solar Values:

  1. SAVE MONEY ON ENERGY PAYMENTS NOW
  2. INCREASE THE VALUE OF THEIR HOME
  3. TAKE OWNERSHIP OF THEIR POWER SYSTEMS & ELIMINATE THE RISK OF FUTURE UNKNOWN RATE INCREASES
  4. REAL ENVIRONMENTAL CONCERNS OF REDUCING OUR CARBON FOOTPRINT TO FIGHT CLIMATE CHANGE

The head of your team will reach out directly to ours. This assures everyone’s expectations are met and communicated effectively with our solar transfer agents to optimize your campaigns. Anything that needs adjustment… will be adjusted. The process continues and gets easier with every solar transfer and each subsequent campaign. We will want to discuss conversion metrics from BILLABLE CALLS to APPOINTMENTS SET from your CAMPAIGN… call this the Conversion Rate. Also, your effective Cost Per Acquisition… contact this CPA to determine the success or failure of any individual campaign. CPA is calculated by dividing the number of SALES from the campaign by the DOLLARS SPENT on the campaign. We do not look at the success or failure of a campaign on a call-by-call basis.

We Figured Out the Best Way to Speak to the Consumer Over the Phone.

Better Not Be Asking
Yes or No Questions!

Our setters have been trained NOT to ask Yes or No questions. The correct way to ask consumer questions is to employ the "Leading the Witness" tactic via a tie-down question and assume the sale. Instead of saying, "We have an appointment scheduled with you for tomorrow at noon. Are you going to be able to make that time?" when confirming an appointment… Say something like, "I don't know how much money you can save by going solar, but at tomorrow's appointment, you would probably be happy if you only saved 30% off your current bill… wouldn't you? (Wait for Response) Ok Great! We will see you tomorrow at noon. Have a great day, bye-bye now". Yes or no questions will get a "No" 50% of the time.

Never Let Your Sales Rep Call the Consumer Right Before Rolling to

Meet Them at Their Home.

It is human nature for a sales rep to want to be able to call the consumer directly before jumping in the car and making the long drive to meet them at their scheduled Solar Appointment time. Once they get "Stiffed" one time, they will feel the urge to try to prevent this from happening again. I often suggest not sharing the consumer's phone number with the sales rep, which is impossible if you don't have a call center. The sales rep is not skilled at building value upfront and following the abovementioned tactics. They will try to quickly ask a Yes or No question because they think they can slide it right by the consumer. The numbers don't lie, so ask us about the Best Practices to deploy.