QUALIFICATIONS
ALL homeowners/decision makers/title holders need to be present for the appointment.
This includes spouses, trustees, people that pay the electric bill, and anyone the homeowners states "I don't do anything without (person's name)
Customers need to be spending an AVERAGE of $70 a month.
DWP (Department of water and power) and BWP (Burbank water & power) bills every two months for water, trash, electricity, AND sanitation so they need to spend $140 every 2 months on JUST ELECTRICITY
Edison is ALL ELECTRIC $70 a month
PGE (Pacific gas and electric) & SDGE (San Diego Gas & Electric) includes electricity and gas so they need to spend $70 a month on JUST ELECTRICITY
GWP (Glendale water & power) & PWP (Pasadena water & power) $70 a month on JUST ELECTRICITY
WE DO NOT WORK WITH ANY IRRIGATION DISTRICTS (MODESTO IRRIGATION DISTRICT (MID), IMPERIAL IRRIGATION DISTRICT (IID) TURLOCK IRRIGATION DISTRICT (TID)
WE ALSO DO NOT WORK WITH SMUD (Sacramento Municipal Utility District)
Customer should NOT be receiving any discounts such as CARE, Low Income, Medical Baseline, Lifeline, or FERA discount.
IF CUSTOMER IS RECEIVING ONE OF THESE DISCOUNTS, THEY NEED TO BE SPENDING AT LEAST $180 A MONTH ON AVERAGE AFTER THE DISCOUNT
EXCEPTION: IF CUSTOMER RECEIVES AN EMPLOYEE DISCOUNT THIS CAN BE CONFIRMED AT $70 A MONTH AFTER EMPLOYEE DISC.
Customers need to have been living in the home for AT LEAST 3 months AND have 3 months worth of bills.
Customer needs to be able to speak ENGLISH or SPANISH ONLY. We do not have reps that speak other languages. [AS OF 9/13 WE ARE NOT ACCEPTING SPANISH ONLY LEADS. CUSTOMER MUST SPEAK ENGLISH UNTIL FURTHER NOTICE]
ELDERLY PEOPLE
No singles/widows over age 75 years old without a family member being there
No married people both over the age of 80 years old without a family member being there
DO NOT SCHEDULE WITH ELDERLY PEOPLE OVER THE AGE OF 90!!! IF THEY ARE 90+ THE APPOINTMENT NEEDS TO BE SCHEDULED WITH A FAMILY MEMBER THAT HELPS THEM WITH THEIR AFFAIRS
RED FLAGS:
If customer says they've owned their home for 30+ years ASK HOW OLD THEY ARE
If the h.o sounds shaky, elderly, or out of it (example: Client states something random or crazy sounding like, "Are we going to go to Costco for the pigtail light bulbs too?") ASK HOW OLD THEY ARE
If the h.o starts switching their answers throughout the call (example: Client states something like, "I'm 62 years old...." then later on in the conversation states "I'm 72 years old....") ASK HOW OLD THEY ARE
EXAMPLES TO HANDLE THE ELDERLY
Handling 30+ years owning the home:
1st. Get their age: "Wow, that's amazing! You must have been born in the house. If you don't mind me asking, how young are you?"
(If they are single or widowed and answer 75 years old or younger, then that's fine as long as they sound coherent) (If the married customer says 80+ y/o then we NEED a family member present under the age of 75 years old)
2nd. Get family member there: You can approach getting a family member to be there by saying:
"Wow, I would have never guessed that, you sound amazing. Now I know when my mom got a solar consultation, I made it very clear to have me there as well, since I am sure you understand 4 ears are better than 2, I was wondering...Do you have a son or daughter that you would like to be there for the solar consultation with you as well? "
9 times out of 10 they will say something like , " Oh yea, my son John takes care of things and helps me with stuff all the time .. . . ." That's when you need to find out if the person you are talking to can schedule the appointment for everyone, needs to talk to their family to find out when they will be available, or if you need to talk to their family member that "HANDLES THINGS" to schedule this appointment.
Use common sense and ethical judgment and you should be fine.
