OVERVIEW
What is the SOP?
Learn how to submit a perfect clean sales packet.
Why is this SOP important?
When you submit a clean sales packet, your jobs will move faster through the pipeline which will ultimately lead to faster installations and payouts. This provides a better experience for the sales rep, the operations team, and most importantly the customer.
STANDARD OPERATING PROCEDURE
Step 1: (Installation & Financial Agreements)
- Fully signed installation agreement.
- Fully signed financial (or lease/PPA) agreement.
- (Sunnova only) Complete the welcome call or digital welcome checklist.
- (Everbright only) Complete the digital welcome checklist.
Step 2: (Sales Intake Form)
Complete the online sales intake form: https://link.aveyocrm.com/widget/form/oX9xTSaByj1VGfpcbhZ1
- Select the appropriate installation company for the project.
- List any and all known adders for the project.
- Select the appropriate finance company for the project.
- Enter the customer’s primary phone number.
- Enter the customer’s first and last name (make sure spelling matches what was listed on the signed contract).
- Select the appropriate lead type (self gen, setter, virtual, soar, etc.)
- Enter the sales rep’s first and last name (make sure spelling is correct).
- Enter the setter’s first and last name (make sure spelling is correct).
- Upload a full and clear copy of the customer’s most recent electric bill (select “collected with Aveyo connect” box if you pulled usage through Aveyo connect).
- (Market specific) Upload a copy of the customer’s homeowners insurance declaration page.
- (Finance specific) Upload a copy of the full proposal as a pdf (with design).
- (Finance specific) Upload a copy of the signed contract as a pdf.
- Submit the form.
Step 3: (Welcome Call)
Call the Aveyo welcome call team with the homeowner to review project details and book the site survey.
- Welcome Call: (801) 717-9917
- Welcome call script (Goodleap, Enfin, Skeps, Lightreach deals): https://docs.google.com/document/d/1RSTBOCYMAERIqCxNeZm3OSzxc0uUf5NS/edit?usp=sharing&ouid=108232097760647135720&rtpof=true&sd=true
- Welcome call script (Sunnova, Everbright deals): https://docs.google.com/document/d/1c959vvWjdwzsVgQmPeNl7-Wnsp4UYz7g/edit?usp=sharing&ouid=108232097760647135720&rtpof=true&sd=true