• 1

    Welcome To Lifestyle

    • Introduction To Lifestyle Marketing

    • Introducing Palmetto Solar
  • 2

    First 90 Days In Solar

    • 90 Day Experience

    • Onboarding Expectations

    • New Hire Expectations

    • Training Expectation Week 3

    • Training Expectation Week 4

    • Expectations Review

    • Fast Start Quiz
  • 3

    Intro To Tools

    • Intro To Slack

    • Intro To Monday.com
  • 4

    Intro To Solar

    • Solar 101

    • Intro To Net Metering

    • Happy Customers 😁

    • Intro to Solar Quiz
  • 5

    Intro To Alchemy

    • Form #1 "Enter A Lead"

    • Form #2 "Updating A Lead"

    • Leads < Opportunities "Alchemy"

    • Alchemy Intro to Pricing + Proposal

    • Virtual Site Survey

    • Conditional Approval

    • Reporting Engineering Post Sale Follow Up

    • Documentation and CRC

    • Alchemy Review
  • 6

    Direct To Home

    • Monitoring Team

    • Team Meetings

    • Intro to SalesRabbit - Stephanie Olsen

    • Knocking Doors Intro

    • Why We Need The Bill

    • If The Customer Does Not Have The Bill

    • Upfront Cost

    • Appointment Stop Back

    • Common Rebuttals

    • I'm Not Interested

    • I Already Looked Into Solar

    • We Are Moving Soon

    • One Legger Come Back

    • We Can't Afford It

    • What Is A Qualified Lead?

    • Working Territories

    • Impulse Factors

    • Layering

    • Knocking Doors Review
  • 7

    Appointments

    • Appointment Prep

    • Canvassing

    • Timing of Appointments

    • Asking For a Referral

    • Appointments Review
  • 8

    Finance Options

    • Introducing LightReach

    • Intro To LightReach

    • LightReach Let's Get Started

    • LightReach Short Review

    • Intro To Sunlight Rewards

    • Sunlight Rewards

    • Intro To GoodLeap

    • GoodLeap Impact
  • 9

    Warranties & Specs

    • Palmetto Protect Powerered By Omnidian

    • Most Markets: Q Cell 410W

    • SolarEdge Inverter "Past Inverter"

    • Enphase Microinverter "Current Inverter"
  • 10

    Customer Agreement Outlines

    • Home Owner Installation Agreement

    • HOA Agreement

    • Example PPA Agreement

    • SREC Trade Example
  • 11

    In Home Consultation

    • Lifestyle Installation Map

    • Consultation Part 1

    • Consultation Part 2

    • Consultation Part 3

    • Consultation Part 4

    • Consultation Review
  • 12

    Installation Day

    • What Is C.O.P

    • Day Of Installation

    • Cloverleaf The Install

    • Letting Customer Know You'll Be At Install

    • Asking Homeowner To Post On Social Media

    • Example Social Media Post

    • Install Review
  • 13

    Contest & Culture

    • 30MW Installed

    • Holiday Contest 2021

    • Holiday Contest 2022

    • Holiday Contest 2023

    • Holiday Contest 2024

    • Cooler With Solar Giveaway 😎