Solar Cold Calling Script Guide and Template
Solar Cold Calling Script Guide and Template
Know who and where you’re calling. The best solar cold calling scripts customize
according to the available data on the lead. Due to regional variations, for
example, your script to a lead in a sun-soaked southern state may have a different
approach than to a New England state, and depend more on the season. In some
areas, environmental concerns may be a driving decision factor, where in another
it’s primarily about saving on utility bills. And very importantly, state specific
regulations can require building compliance language into your solar script.
Solar calling scripts are all about scheduling a solar sales rep for an in-home evaluation.
So the best strategy is to structure your script around getting them to say “Yes” to an
appointment before you ask filtering questions about their eligibility. Here are some tips
to help you convert the solar lead.
Move quickly
Once you’ve gauged a low-intent user’s interest or presented your pitch to
a high-intent lead, quickly move to schedule an appointment.
Make it easy
Tell them that you have a solar specialist in their area—whether it’s on
their street, in their neighborhood,or in their city—and ask if they would like to schedule
an appointment immediately that can save them money.
Be prepared to explain
Many callers will want to know exactly how much they can save with solar, but your
agent can only give them general information. Account for potential pushback against
an appointment by incorporating a polite rebuttal into your script that enables your
agent to explain how an in-person appointment is necessary because every home and
solar installation is unique.
Read more about cold calling scripts in our solar cold calling script blog
and our outbound cold calling script blog.
I. THE PHONE APPROACH is the beginning of the Sales Cycle. This is your first
contact with the prospect or client. This should be taken seriously and perfected.
The purpose of the phone approach is to get the appointment, not to sell the
product. Too much information on the front end will cause your prospect to feel
they can make a decision without your full presentation. This is not what you want.
Therefore, a planned approach will serve you better.
A. Here is the initial phone approach you should use if you intend to set an in-person
meeting:
The reason I’m calling is that I’ll be attending a (Event, Meeting, etc.) in your
city/town and I wanted to stop by and introduce myself and my company. Would you
have some time on (Date) at (Time) or (Alternative Time) ?
B. Here is the initial phone approach you should use if you intend to set a follow up
phone call after the discovery/qualifying call:
The reason I am calling is that I will be in your area next and I’d like to
stop by and introduce myself and my company. Would you have some time on
Tuesday, say 9 or 11?
As I mentioned, I’ll be in your area on and I’d really like to stop by and
introduce my company and myself, I really believe you’ll get value from it. Would you
have some time on (Date) at (Time) or (Alternative Time) ?
Great! I’ll be glad to speak with whomever you recommend to tell them more about
what we do, however, based on my experience I really think you’ll see tremendous
value in what we do. If you think my idea has any merit, I’m more than happy to set a
follow up call to provide you with more detail (No Pause).
I am willing to work around your schedule so we can get a call scheduled. I’d really
like to introduce my team and my company to you, I really believe you’ll get value
from it. Would you have some time on (Date) at (Time) or
(Alternative Time) ? If not, what day and time works best for you?
That being said, in order for you to gain maximum value and insight into how you’ll
truly benefit from , an in-person meeting will be the most effective method.
As I mentioned, I’ll be in your area on (Date) would you have some time at
(Time) or (Alternative Time) ?
However, in order for you to gain maximum value and insight into how you’ll truly
benefit from , I’ll need set a follow up call with you so we have more time for
me to present some material about our product specific to your needs via a screen
share conference. That being said, would (Date) either at (Time) or
(Alternative Time) work for you? If not, what time and date works best?
As I mentioned, I’ll be in your area on (Date) would you have some time at
(Time) or (Alternative Time) ?
(Prospect/Lead’s Name) great, I’ll be happy to do that, however, I’d also like to
provide you with material that’s custom tailored to highlight areas specific to your
needs that we can help solve. That being said, I’ll need to set up a follow up call – the
call will take about 15 minutes.
Ok. (Prospect/Lead’s Name) , I can certainly understand that, I would still love
to provide you with more information about our services, as I truly believe you will
gain/see tremendous value. May I call you back on (Date) around (Time)
or (Alternative Time) ?
Gatekeeper: “May I tell him who is calling and what it’s regarding?”
*Now, you’re back in control because you’re asking the question. A lot of gatekeepers
will put you through.
Most people say too much and talk themselves out of getting through. The less said
the better. Everything you say can and will be used against you.
So, you get a great gatekeeper and she/he answers “He is in but what’s it about?”
*Again, it’s brief, tells very little and puts me back in control.
Now, she/he says, “I’ll see if he’ll/she’ll take your call” and she/he comes back on the
phone and says “He’s/she’s not interested.”
*Then hang up and call someone else. No, you can’t win everyone but note that every
“No” is a part of a “Yes”, and the more no’s you get, the more yes’ you will also get.
Answer “yes”;
*It’s important that you make sure you write that down for the future!
Answer “No”
“Does he/she come in early or stay late?” or “Does he/she go to lunch early or late?”
*Now, you know when to call and his assistant’s name. You have now moved closer to a
yes.
B. What about voice mail? Well, there are a lot of different theories. Here’s our
method:
1. Leave a brief message the first time and don’t ask them to call you back
unless they know you or have requested information from your company. You
shouldn’t expect them to call you back. If they did, you’d probably be busy and
just frustrate them.
2. After you’ve called a few more times over a week or so leave a second
message. “It’s still trying to catch you. I’ll call back later.”
*Voice mail is just another obstacle and the best answer is persistence and
determination. Don’t be scared to call an unreasonable number of times if you hit voice
mail.
*The point is now you’ve got a gatekeeper and you already know how to deal with them.
Always ask for their direct line.
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