Review these questions before your customer's CallPilot call. These are the exact questions they will be asked.
Intro
Congratulations on going solar. We look forward to providing you with a 5-star experience! We want to verify some information through this automated survey. This survey will be audio and video recorded for quality and training purposes. Simply click the button that corresponds to your answer choice, and please verbally read your answer choice out loud. Do we have your permission to proceed?
Is the spelling of your first and last name on the screen below correct?
Can you please confirm your email and phone number are correct?
Do you understand that our energy expert does not represent your local utility or government agency?
Do you understand you will receive a 10-year workmanship warranty and be assigned a 25-year equipment warranty? Labor charges may apply for any warranty-related service visits.
Do you understand after your site survey is complete, you may receive a revised design? This final design aims to match the preliminary design as closely as possible and produce the number of kilowatt-hours shown below.
Your solar system was designed based on the information below. Estimated Annual Production: [kWh] — this is what your system is expected to produce. Solar Offset: [%] — this is how much of your current consumption your solar system will offset. Do you understand that you are responsible for any electricity used beyond what your system produces, which will be billed to you by your utility company?
Did your energy expert go over the cancellation notice with you?
(Loan) Did you sign the project agreement and the financing agreement?
(PPA) Did you sign the pre-installation agreement and the lease agreement?
Did you receive a copy of the signed agreement via email?
(Loan) Do you understand your solar system will be financed with a loan, and your loan term is for the number of years listed below?
(Cash) Do you understand you have chosen to pay cash for your system according to the schedule listed on your agreement?
(PPA) Do you understand that your agreement is for 25 years? And that your estimated monthly payment is listed below?
(PPA) Do you understand that your payment will not increase by more than the annual escalator listed below?
(PPA) Do you understand your options at the end of the PPA term, which include renewing the agreement, purchasing the solar system, or requesting its removal?
(PPA) Do you understand the conditions under which you can transfer this PPA to a new homeowner if you decide to sell your property?
Do your system details below look accurate? (Panel count, battery (if any))
Has the energy expert made any promises or commitments outside your listed agreement?
Do you acknowledge that any promises made by your sales representative that are not explicitly written in your agreement are not binding and will not be honored by Infinity Solar USA?
Just to confirm, do you understand that nothing discussed after this call, by any representative or team member, will be considered part of your agreement unless it is formally documented and reviewed during this call?