For appointment setters preparing a useful consultation. The record helps a designer understand the request; it does not establish engineering suitability, financing approval, incentive eligibility or projected savings.
Project request
Contact: [ ]. Property address and type: [ ]. Owner or authorized decision-maker: [ ]. Other decision-makers the caller wants involved: [ ]. Project goal: [ ]. Preferred consultation format: [ ]. Contact method: [ ].
A renter or person without authority may need an owner conversation rather than a rejection label. Record what is needed for a productive next step.
Property context the caller can report
- Roof age and known condition, with unknowns left unknown.
- Planned roof or building work.
- Existing electrical or solar equipment as reported.
- Usage or bill information the caller wants reviewed.
- Battery or backup goals.
- Timing preferences and constraints.
Do not ask the caller to climb onto a roof or inspect electrical equipment. An appropriate professional evaluates technical conditions.
Before the consult is booked
Confirm the advisor can address the project type, the decision-maker can participate and any requested records have an approved submission method. Do not require financial identity documents through ordinary email or text.
Preparation message: "The consultation will discuss [stated goal] and the information available about [property]. [Advisor role] will explain what needs a site or design review. Please bring [specific approved records]. We will not have a final system design or savings figure from intake alone."
Questions to hand to the advisor
Suitability question: [ ]. Assumption needing verification: [ ]. Desired option: [ ]. Timing constraint: [ ]. Financing or incentive question: [ ].
Route financing and incentive questions to a person who can confirm current terms. Avoid an assumed rebate, payback period or bill reduction in the booking script.
Consult and follow-up record
Appointment status: [ ]. Advisor: [ ]. Records received: [ ]. Open question owner: [ ]. Next step actually requested: [ ]. Follow-up date and channel agreed: [ ].
A reply pauses the automated booking sequence. A cancellation releases the appointment and cancels reminders. A decline or opt-out stops sales follow-up. If timing changes, record the customer's chosen date rather than using a universal sales cadence.
Review whether consultants received sufficient context and whether setters made unsupported promises. Fix the specific script or intake field responsible.
Put the process to work
Connect consult intake and booking
Use the document with your team. When the process needs to run across calls, forms, appointments and follow-up, TQP can configure the receiving workflow and the staff handoff.
Explore the implementation