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Solar At Scale - Solar Setter Mastery
Solar At Scale - Solar Setter Mastery
1. Solar Product Knowledge
How Solar Works
Solar 101: A Guide To Buying Solar Power Systems
Why Solar is Different
Solar Batteries
Heat Pumps
VIC
Federal Govt Rebates (STCs)
Calculating STCs
Solar Victoria Rebate
Solar Panel (PV) Rebate
Solar for Renters Rebate
Solar Battery Loans
Hot Water Rebate
Approved Products
DNSPs
Grid-Connection Rules
2. Sales Philosophy
What is Sales?
The Basics
The 60/30/10 Rule
3 Cs of Sales
State Management
The Myth of Price and Money
Work Ethic & Perseverance
Convincing vs Persuading
2. Outbound Calling
Leads
Approaching Different Types of Leads
Cold Calling Script
Aged Lead Script
RECORDINGS
Rebuttals
Voicemail Script
3. Triage Call
Triage vs Discovery Call
Mindset
Goals of a Triage
Technical Knowledge for Triage
Focus on the Problem
Existing Solar Systems
Triage Script
Aged Lead Triage
Fresh Lead Triage
Booked Triage
Alternative Triage Script
RECORDINGS
4. CRM Software Set-Up
Calendly
Close CRM
The Set Up
Adding Email Signature
Creating Phone Numbers
Statuses & Pipelines
Lead Statuses
Opportunity Pipeline
Custom Activities & Fields
Custom Fields
Custom Activities
Templates
Email Templates
SMS Templates
Reporting & Metrics
How To Guides
Leads and Contacts
How to create a lead
How to create a contact
How to merge leads
Calling & Auto Diallers
Making/Logging Calls
Automatic Diallers
Emails & SMS Messaging
Email/SMS Templates
How to Send Emails
Sending SMS messages
Workflows
Creating Tasks
Importing Leads
5. Commission Breakdown
Quiz
Custom Activities & Fields
Custom Fields
How to Create Custom Fields
Navigate to the
Settings.
Go to the
Custom Fields
settings page.
Select the relevant custom field you want to create by selection from the options at the top:
Lead Custom Field
Contact Custom Field
Opportunity Custom Field
Click the
+ New Custom Field
button.
Fill in the details of the custom field you’re creating:
Name
Type
Description
If you wish, you can
Share
the custom field between the
Lead
and
Contact
so they can be used in both instances.
If desired, you will have the option to
Restrict
the Custom field so only certain Roles within your organisation will be able to use them.
How to Edit Existing Custom Fields
In the
Custom Field
settings
page, find on the custom field you want to edit & click on it’s name.
Edit the custom field as required.
When done, click
Save
on the bottom right.
Keep in mind that
Shared Custom Fields
cannot have the
Type
edited once it has been created.
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