SPANISH CLOSER TRAINING

ONBOARDING

Freedom Forever:

1. Login to the Freedom Forever Portal and finish creating your account

2. It will ask you to enter a US phone and address. Enter the US phone number you were assigned and use this address: 6305 S. Geneva Cir. Englewood, CO 80111

3. You will then be redirected to their learning portal called EdApp to complete those courses (2-3 hours to complete their onboarding)

SunRun:

1. You’ll need to be fully onboarded with Freedom Forever first and completed all of their education content

2. Once EdApp is completed, they will send a welcome email with credentials to access the Sunrun One Portal (typically comes within 24 hours of EdApp completion). Plan for 1 hour to complete all of this.

3. To access the Sunrun One Portal, select the “Channel and Sales Partners” option (see here)

4. Phone/Text Support:

   • Save this to your phone as Sunrun Phone Support: (888) 840-7180

   • Save this to your phone as Sunrun Text Support: (385) 317-0193 

   • To schedule site surveys save Sunrun Scheduling: (951) 988-3851

   • Not sure where to get help? Sales Updates vs Site Modeling (link)

   • Site Modeling: For complex redesign requests, send an email with redesign details to: [email protected]

   • Additional Help Resources: (link)

SALES TRAINING & CREATING DEALS

• Full Training on the PPA Script (video)

• Step 1: Always use the Sales Lookup tool to make sure that Freedom Forever is able to install your project

• Step 2: How to create a proposal (video)

• Step 3: How to price a project (video)

• Step 4: Do I do a 1 or 2 call close? (video)

• Step 5: How to do the closing paperwork (video)

CREATING PRACTICE DEALS

1. Use the following 2 homes to create practice deals (just stop at credit check):

   • Peter Roth, [email protected], 303-333-3333 - 6305 S. Geneva Cir. S. Geneva Cir. Englewood CO 80111 - Utility bill

   • Seth Morrison - [email protected], 303-333-4444 - 3464 Range Creek Rd. Howe TX 75459 - Utility bill

   • You can create as many practice-deals as you want! Just pick any address you want and make up the personal info!

LIVE CALLS

• Live PPA Discovery Zoom (video)

• A live incoming call: Someone called in wanting info (audio call)

• A live deal: Peter closing a deal from start to finish (video)

CRM SETUP

1. CRM: getsolarwise.com/crm

2. CRM Mobile App: Get the “LeadConnector” app from your smartphone’s app store (same login)

   • If you need to send yourself a code to log in, make sure to send it to your email

3. Setting up your calendar

   • Connect your personal calendar (video)

   • ⚠️ IMPORTANT: Message Peter Roth on Discord once you’ve connected your personal calendar

   • Make sure ALL calendar notifications are turned on so you never miss a meeting

   • Syncing your personal calendar (video)

   • Testing the Calendar (video)

4. Voicemail: Record and upload your outgoing message using this website (video). Send it to Peter via Discord so he can upload it for you

CRM TRAINING (EVERSUITE)

IMPORTANT: Go through this portion of the training twice. Once before you go live, and again about a week after you’re live. These are very important lessons and they’ll make much more sense once you’re actually live.

1. Using Vicidial (video)

   1. Ideal calling times are 11am-7:30pm CST

2. How to access Google satellite images (video)

3. Understanding lead stages (video)

4. Understanding the Conversations view and Opportunities view (video)

5. Using the CRM (video)

6. ⚠️ IMPORTANT: Do these 2 things with every message you send! (video)

   • Do I need to remove any workflow from sending automated messages?

   • Do I need to change the Lead Stage if there was a new development in the conversation?

7. Maximize your sales with the Power Dialer (video) (video)

8. When to mark a lead as ‘Disqualified’ vs ‘Not Interested Now’ (video)

9. Getting the utility bill using automations (video)

10. When a lead submits their utility bill, apply the tag “have ubill” so it stops bugging them for their utility bill (image)

11. Follow up later with the ‘Delayed Follow Up’ workflow (video)

Calendars & Appointments:

1. Understanding calendars and appointments (video)

2. You have 3 different calendars to choose from:

   1. Solar Chat: This is the most common calendar you will use for the initial discovery call

   2. Solar Consult: This is for the closing/presentation call

   3. Meet with…: This is a generic calendar for non-salesy calls. You won’t use this one much.

3. Managing appointments (video)

4. Dealing with No-Shows (video)

5. Dealing with Cancellations (video)

6. Dispositioning appointments (video) (video)

Creating a Prospect in Eversuite

When book an appt in Vicidial it’s easy to move that prospect over to Eversuite

1. In Eversuite go to Contacts > add a new contact

2. Copy & Paste over the basic info like name, email, phone and address (and anything else relevant)

   • Make sure the timezone is correct

3. Book an appt to the Solar Discovery Chat calendar

How to Automatically Start Requesting the Ubill in Eversuite

1. Follow steps 1 & 2 from above

2. If you want the messaging to go out in Spanish, just add the tag “Spanish”

3. Go to Opportunities and select the Stage “Waiting for Ubill” (image)

4. Send an SMS > Hit Templates, and select “Ubill Request” (image)

COMMISSIONS & PRICING

You will earn a base commission on every deal. However you can earn 6% commission (totally uncapped!) when you select a higher monthly price!

1. Choose system with 95%-100% offset

2. Aim for 15-20% monthly savings

The higher the price, the higher your commission! But don’t price it so high that the monthly savings is so low that it’s no longer enticing for the homeowner to switch to solar!

Base Pay: You will earn $100/week for 4 weeks if you meet the following criteria:

1. You must complete all training and onboarding within 1 week and be ready to start making calls by the following week

2. You must log at least 25 hours of active dialing per week once you’re live on the dialer

SUPPORTED UTILITIES

Click below to see the utility companies that Sunrun supports. If you run across a deal that is in a utility that Sunrun does not support, then check if Everbright supports that utility. If Everbright supports it, reach out to Peter on Discord and he will give you guidance on how to create an Everbright proposal…

MINIMUM PRICING: Below you will also find the minimum EPC pricing for each state. This mean you cannot select an EPC price below these prices