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Starter kit6 bundled assets

Solar Consult Authority Kit

This kit helps solar teams frame the business as more than a fast setter shop. It packages qualification, answer, and trust assets that make the consult path feel more serious and more conversion-ready.

Why this kit exists

Solar has enough sales chatter and too little authority structure. A stronger operating system around qualification and trust makes premium consults easier to defend.

How to use this kit

  1. 1Tighten qualification so weak-fit consults stop crowding out better opportunities.
  2. 2Use answer and trust assets to make the business look more advisory-led before the design call.
  3. 3Improve proof and review systems so authority compounds alongside lead flow.
  4. 4Track front-door readiness so setter speed and consult trust are measured together.
Inside the Asset Pack

Included Assets

Solar Consult Qualification Playbook

Purpose

Use this kit to make solar intake feel more consultative, more qualified, and more authority-led before the proposal stage.

Rollout Sequence

tighten qualification

KPI Set

consult show rate

Kit Modules
01Included Assets
02Purpose
03Rollout Sequence
04KPI Set
Operator Notes
Operator Standard

How strong teams actually use this asset

  • Assign one accountable owner instead of letting "Solar Consult Authority Kit" become shared but unmanaged work.
  • Use it with solar owners, sales managers, setters, and design-call coordinators in a weekly rhythm so the asset drives decisions rather than sitting in a folder.
  • Decide in advance what counts as green, watch, and red performance so the team knows when to escalate.
  • Capture learnings directly in the document every week so the asset becomes smarter over time instead of resetting to zero.
Rollout Map

30-day rollout sequence

  • Tighten qualification so weak-fit consults stop crowding out better opportunities.
  • Use answer and trust assets to make the business look more advisory-led before the design call.
  • Improve proof and review systems so authority compounds alongside lead flow.
  • Track front-door readiness so setter speed and consult trust are measured together.
Quality Control

What separates a serious version from a basic template

  • Clear ownership for every step, not generic advice without accountability.
  • Targets, thresholds, or decision rules that tell the team what good looks like.
  • Specific working components: Solar Consult Qualification Playbook, Solar Financing Trust Guide, Home-Service Answer Map, and more.
  • A built-in review cadence so the document becomes part of operations rather than a one-time download.
Bundled Assets
Live Install
HVAC · Brampton, ONAfter-hours calls captured in first month: $11,340 in booked work. Results vary by business.

60-minute audit

Front Door Audit

A live diagnostic where we identify which of the 5 Silent Signals are bleeding your revenue, calculate your leakage, and walk through exactly what a custom installation would look like. No obligation.