PITCH:
       Hi, this is ______. This is just a quick courtesy call, because I see that your home comes up to POSSIBLY qualify for the new California Energy Program that can help save and make you money. (HOW: The ultimate goal of this is to see if you can possibly spend the same amount OR LESS THAN what you pay now for electricity towards a system that generates ALL your electricity for you and eventually not pay anything! Does that make sense?)    

PITCH REBUTTALS:

• It's really just an information visit for you to let you know what your options are that you have available.

• And if you qualify, you can use this to eliminate your current electric bill 

• There's a lot of money available for homeowners in California to encourage you to go green.

• You are spending $70 or more each month on electricity, Correct?

• However much your bill is, it's about to go up, right? The public utility commission has just posted a 10-25% increase that they will be rolling out in the next month. So the state of California is forcing all the big utility companies to start offering options to homeowners whose bills are high. They put millions in the bank, and this money is supposed to get allocated to you and your neighbors to help you go green.

WHAT HAPPENS AT APPOINTMENT?
      We send a state certified solar specialist. They come out, check out the roof, the shading issues, the amount of sun you get, and basically see whether solar is even suitable for you or your home. If it is suitable, he'll let you know all the programs you are entitled to. No obligation, all free. The information they give you is a good for up to a year.
QUESTIONS:
So I will ask you a few questions to see if you MAY qualify. OBVIOUSLY, a lot of people WANT to qualify but not everyone does.
SO, 
1.    Are you spending over $70 on electricity?
2.    Are you the homeowner?
3.    Can you tell me the name of your utility company? Is it Edison PG&E or DWP?
4.    Are you on a discount from your utility company?
5.    Do you live in a single family residence?
6.    Are you married? 
7.    If you don’t mind me asking, how young are you?" if over 80+ (Wow, I would have never guessed that, you sound amazing. Now I know when my mom got a solar consultation, I made it very clear to have me there as well, since I am sure you understand 4 ears are better than 2, I was wondering...Do you have a son or daughter that you would like to be there for the solar consultation with you as well?)
8.    Can you verify the address we would be sending the specialist to for me, please?

Ok great, sounds like you MAY qualify for these programs. So what the certified solar specialist will do is see if you DO qualify. They need to come out to check the roof, shading issues, electrical panel, structure of your home, and kilowatt usage to basically see if solar is even suitable for the home. They will also check to see what programs you qualify for as a homeowner.
The best number to reach you back is ***-***-**** Right! So what is the best day and time when you and your spouse* will be available? (GET DAY and TIME)
*Note: (why we need the spouse at the appointment- well Married homeowners qualify for programs with more money!  By having your spouse available it maximizes the funding you will receive.)
APPOINTMENT AVAILABILITY:
•    Monday and Wednesday: 11 am to 7 pm
•    Tuesday, Thursday, Friday, Saturday and Sunday: 10 am to 7 pm

CLOSE:

Perfect, now I am just going to grab that time slot so we don’t lose it. 
You will receive a dispatch call a few hours prior to your appointment to let you know who is coming out.  Do you have any alternate numbers to reach you at? 
(Also, to increase chance of dispatch, agent needs to stress the importance of the dispatch call a few hours prior to the appointment by saying something like " So what is going to happen is, few hours prior to your appointment , you will get a dispatch call from the company coming out to reconfirm with you. They never send anyone out without speaking to someone first so is there an alternate number for dispatch to reach you at?)

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FOR LIVE TRANSFERS

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OPEN:

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Hello, this is (Your Name) from (Company Name).

This is a courtesy call because your home comes up to possibly qualify you for the new California Solar Electric Program.

And if you qualify, you can use this to eliminate your current electric bill

There's a lot of money available for homeowners in California to encourage you to go green.

You are spending $70 or more each month on electricity, Correct?

And you are the homeowner, right?

​

THE HOOK — ADDING VALUE: 

Well, let me tell you what's going on....

However much your bill is, it's about to go up, right?

The public utility commission has just posted a 10-25% increase that they will be rolling out in the next month.

So the state of California is forcing all the big utility companies to start offering options to homeowners whose bills are high.

They put millions in the bank, and this money is supposed to get allocated to you and your neighbors to help you go green.

​

GET THE LEAD: 

So what we are doing here at (Company Name) is contacting homeowners in your area, and offering you a completely free — solar analysis.

We send a state certified solar specialist.

They come out, check out the roof, the shading issues, the amount of sun you get, and basically sees whether solar is even suitable for you or your home.

If it is suitable, he'll let you know all the programs you are entitled to.

No obligation, all free.

It's really just an information visit for you to let you know what your options are that you have available.

We are working with homeowners who are interested in seeing what their options are.

The analysis takes an hour, to an hour in a half depending on the size of your home and the questions you may have.

The information they give you is a good for up to a year.

So the reason I am calling is because we have some specialists in your area today, and throughout the following week.

Are you married? -

-(If yes) When are you and your spouse typically available, morning, noon, or evening?

-(If no) When are you typically available, morning, noon, or evening?

....Or would you happen to be available later today?

​

SETTLE ON TIME/DATE:

Okay let me check my calendar.(Play "hard to get" with the appointment)

While I'm checking the calendar, I am just going to briefly confirm this information with you:

1. You said you are spending _______ for your electric average?

2. Are there ANY discount programs associated with your electric bill?  examples: C.A.R.E., Low-Income , Medical Baseline, F.E.R.A., Lifeline

3. You are the current homeowner and the only one on the title?(If married, say "You and your spouse are the only ones on title, right?")

4. How long have you lived in your home?

5. You (You all) have 60-90 minutes set aside for the analysis?

6. May you verify the address we would be sending the specialist to for me, please?

THE CLOSE:

Great, 
Alright...I found a couple slots. Does (today or best day they told you) at (random time) sound good, or is (later random time) better? *wait for response

Perfect, now I just have to grab that time slot so we don't lose it.  OK got it...

This appointment usually takes about 90 minutes depending on your questions so give yourself enough time.

If you get your questions ready for the person coming over, that will speed up the analysis.

ANYTHING you want to know about solar - they know, so ask LOTS of questions.

You will get a dispatch call a few hours prior to your appointment to let you know who is coming-out and reconfirm with you.

They NEVER send anyone out without speaking to someone first, so do you have an alternate number for dispatch to reach you at? Cell phone would be best to make sure we can reach you for the appointment. (Confirm the phone number they give you)

Alright, everything looks perfect here...

(Editable close depending on your style)

(To go for the LTC)

I just need to transfer this over to my scheduling manager to make sure I did everything properly, takes literally 1 minute and then you are all set.

Do you have any questions for me before I transfer you?

Ok great, It was a pleasure speaking with you....please stay on the line....
 
(Click "TRANS-CONF" then click "LOCAL CLOSER" towards the bottom of the screen on the dialer)