| First Impressions |
| Ready for Call |
Agent immediately introduced themself (within 3 seconds) of receiving the call |
10 |
| Introduction Script |
Agent used opening script (Compliance) |
10 |
| Purpose of the Call |
Agent stated purpose of the call within the first 30 seconds (Compliance) |
5 |
| Qualifying the Prospect |
| Verify Address |
Agent verified and confirmed prospect's address |
3 |
| Type of Residence |
Agent verified residence type: Single Family, Multi, Condo, Towhhome, Mobile, etc. |
3 |
| Homeowner |
Agent verified prospect is the homeowner |
3 |
| Electric Bill |
Agent verified average monthly electric bill |
3 |
| Electric Provider |
Agent verified Electric Provider |
3 |
| Roof |
Agent Verified Roof Age, Material, and Pitch |
3 |
| Commitments |
| Amount of Time |
Agent obtained commitment to appt length: 45-60 minutes |
5 |
| All Homeowners |
Agent obtained commitment to have all homeowners/decision makers present |
5 |
| Appointment |
Agent obtained commitment to schedule an appointment now |
5 |
| Agenda |
Agent explained purpose of the visit (what can they expect from the visit) |
5 |
| Call Efficiency & Communication Skills |
| Professional Tone |
Agent maintained a courteous and professional demeanor throughout the call |
3 |
| Active Listening |
Agent summarized key points and responded thoughtfully |
3 |
| Avoid Interruptions |
Agent allowed the prospect to speak uninterrupted and acknowledge concerns |
3 |
| No Dead Space |
Agent avoided conversational gaps during the call |
3 |
| Script Adherence |
Agent followed the script for key information and legal disclaimers |
5 |
| Objection Handling |
Agent effectively addressed prospect's objections and concerns |
5 |
| Closing Skills |
| Outro Script |
Agent used closing script (Compliance) |
10 |
| System Wrap Up |
Agent accurately documented call details & outcome in Pinnacle & Five9 |
5 |
