Outbound Setter Script
***YOUR ENERGY IS IMPORTANT**** - Not over energetic to the customer - even tone. Try to remove yourself from the sale!
Hey there (customer name) ... This is (setter name) with SimpleFlow.
I’ll keep it brief, we are a local company calling about your property at (address) .... Our system indicates that (utility company name) swapped your meter out & you’re eligible for net metering.
So… what's going on right now is because you qualify for net metering you can make the switch to clean energy. By making the switch you can qualify for several thousand in tax benefits, cut your electric cost down dramatically and lock your rates in forever.
I’m looking at your home and your home is a great candidate for this program because you get (# of hours) of usable sunlight per year. The state has a new program that allows you to get the solar panels installed, warrantied & activated without anything coming out of your pocket.
However there are a few things you need to qualify.
1. How much are you currently paying for electricity?
Wow! That is a lot of money for electricity, is that every month?
“Build pain & emphasize yearly cost, future cost, increased rates, no control”
Okay as I mentioned there is no cost to you to get the panels up and running so you can start saving on day one however...
2. How old is your roof?
3. Is your credit score above 650? No bankruptcy?
Okay cool it looks like you should qualify for the program.
1. How much are you currently paying for electricity?
Wow! That is a lot of money for electricity, is that every month?
“Build pain & emphasize yearly cost, future cost, increased rates, no control”
Okay as I mentioned there is no cost to you to get the panels up and running so you can start saving on day one however...
2. How old is your roof?
3. Is your credit score above 650? No bankruptcy?
Okay cool it looks like you should qualify for the program.
Next step is to set you up with a brief Discovery Call so our team can dive deeper into the program & get a better understanding if this program will make sense for you, because if it doesn’t we’ll be the first to tell you. They’ll go through your goals for the project, a high level overview on the programs we have available & if it seems like a good fit we can talk about the next steps.
The only thing we need is your consumption of electricity at the house. I’ll need a copy of your electric bill so our discovery team can analyze your consumption and determine if your current rate plan is eligible for the zero down program.
I just sent you a quick text message so you can send me a copy of your bill, do you have a bill handy you can text back?
Do Mornings, Afternoons, or Evenings usually work best to get you/both of you?
Okay, that is usually our busiest time of the day, let me see what I have available on the calendar.
I do have a slot open today at ___ AM/PM or today at ___ AM/PM.
Great, once again this is a brief call about 10-15 min so we can go over the benefits of solar and really see if this is a good fit..
Is (email) still the best email address for you?
Great I just sent you an email with a calendar invite, can you confirm you’ve received that. Perfect you’ll get a reminder or two before the meeting.
(If not yet received bill)
As I mentioned, the only thing I'm going to need from you (customer name) is your most recent electric bill. On the electric bill there is a bar graph that shows your annual electric usage. That information is extremely important to see how many panels you will need and to calculate your savings and incentives. Do you do paper billing or online billing? Can you grab that quick.
*REALLY NEED TO GET THE BILL!!!*
Call utility company
Have them dig up a bill
Have them log in to their online account
LAST RESORT / Set a time to get the bill before the meeting
Well thanks for your time (customer name) I'm glad we were able to chat today. Our Eligibility Expert is going to be giving you a call at (Appointment date/time). If you have any questions you have my personal number. I'll reach out to (advisors name) so we can put together the best option with the most savings. Take care.