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2
Prospect Name
Email
Appointment Date & Time
Setter
Consultant
Confirmed?
Call Outcome
Notes
1
Raelene Grazotis
Mon, Apr 15, 2024, 10:30 AM
Gabriel Lucena
Gabriel Lucena
Sale
Raelene is keen, is a bit of a complicated situation since she wants the panels on the shed but there’s no power to the shed so she will need to run a cable there and install a SWB in the shed. She also wants the shed to be 3-phase as her partner will be using power tools in there. Partner wasn’t available for the call. She said she’d go over it with her partner but that she’d go ahead even if he said no. Might be able to put the panels on the Cattery at the back of the house.
2
Patricio Rojas
Mon, Apr 15, 2024, 2:00 PM
Gabriel Lucena
Gabriel Lucena
No Show
Customer was busy and didn’t answer the call
3
Luke Ellis
Mon, Apr 15, 2024, 4:00 PM
Ellie Persson
Joel Fraser
Sale
Great meeting, really well set Ellie, was really really helpful that you clarified his preferences for panel placement. Numbers worked well in Lukes favour, going to save a tonne of $$.

Luke had very slow internet but persevered and got there in the end.

Plenti approved
proposal signed
Drivers licence, NOA and medicare provided
BSB 062589
ACC 10801825
4
Rose Dowling
Mon, Apr 15, 2024, 4:30 PM
Gabriel Lucena
Tessa Sullivan
Call back
Scheduled a follow-up call after Rose gets more quotes.
Tessa didn’t follow up, then on the 24th of April Rose sent an email saying they went with a different company
5
Brianna Migliorisi
Mon, Apr 15, 2024, 4:30 PM
Gabriel Lucena
Gabriel Lucena
Sale
SOLD
6
Hayley Brew
Mon, Apr 15, 2024, 5:00 PM
Ellie Persson
Joel Fraser
Cancelled
Hayley wasn’t going to be back home in time for the appt, had to cancel.
7
Evarne Rees
Mon, Apr 15, 2024, 6:30 PM
Luke Robins
Gabriel Lucena
Call back
First Quote. Call back soon.
Gab called back on 19th April and they still hadn’t had any other quotes.
8
Eliza Berryman
Mon, Apr 15, 2024, 7:00 PM
Zane Beveridge
Tessa Sullivan
No Show
N/A
9
Jeff Pay
Tue, Apr 16, 2024, 12:00 AM
Luke Robins
Kevin Doyan
Cancelled
Jeff is busy for the rest of the month.
10
Aman Bhullar
Tue, Apr 16, 2024, 11:00 AM
Ellie Persson
Gabriel Lucena
No Show
N/A
11
Bert Morley
Tue, Apr 16, 2024, 11:00 AM
Zane Beveridge
Joel Fraser
Sale
Call went really well, except for plenti freezing on us.

Was initially designing an 8.8kW however Bert and Natasha told me they were planning to build a swimming pool and ad a room inside their shed where they'll have air conditioning etc so we decided to work up to a 10.56kW to offer enough buffer space for extra usage. The 10.56kw worked out to be cost neutral even based upon their current spend so they were happy with that option and having 120+% buffer zone for extra usage

Latest nearmap image just shows the slab of the shed, but the shed has completed construction. Approx 5M tall.

Three phase powersupply
Bert estimates up to one month to have his new subboard added to his shed. Will need to book installation date for when the subboard is completed.

Plenti approved
Proposal signed
They requested more time to provide their rebate documents. Following up on that tomorrow morning if they have not come through sooner.
12
Luke Cook
Tue, Apr 16, 2024, 12:30 PM
Luke Robins
Tessa Sullivan
DNQ
Client already had a 2 year old solar system, is an electrician so had a good idea what was wrong with the system & didn't want to replace it. Nothing we could do.
13
Mark Solly
Tue, Apr 16, 2024, 1:00 PM
Gabriel Lucena
Gabriel Lucena
No Show
N/A
14
John Doe
Wed, Apr 17, 2024, 4:00 PM
Luke Robins
Joel Fraser
Call back
09/05 - Joel still following up with this guy, quote for 9.2kW system & 5kWh battery.
15
David Gellie
Wed, Apr 17, 2024, 4:00 PM
Luke Robins
Gabriel Lucena
Sale
SALE
16
Kara Kennedy
Wed, Apr 17, 2024, 5:30 PM
Ellie Persson
Tessa Sullivan
Sale
SALE
17
Moira Ljujic
Thu, Apr 18, 2024, 9:00 AM
Ellie Persson
Joel Fraser
Cancelled
Said she wanted to cancel as she needed more time. Not sure what she meant
18
Ross Salathiel
Thu, Apr 18, 2024, 6:00 PM
Gabriel Lucena
Tessa Sullivan
Cancelled
Has had a family member pass away is currently in Bendigo sorting everything out.
Would like to park it for now. Will get back in touch with us once he is back home.
19
Caroline Driscoll
Thu, Apr 18, 2024, 7:00 PM
Gabriel Lucena
Tessa Sullivan
Call back
Couldn’t close, follow up call scheduled for Tuesday next week 26th April
20
Alex Chua
Fri, Apr 19, 2024, 3:00 PM
Zane Beveridge
Joel Fraser
Not interested
Not interested, went with dirt cheap company
21
Stephen Ward
Mon, Apr 22, 2024, 11:00 AM
Ellie Persson
Gabriel Lucena
Not interested
Stephen Ward informed Gabriel Lucena that he chose a different company for a project because it was over $800 cheaper. The other company also being local would make service issues easier to address.
22
Thi Tuyen Tran
Mon, Apr 22, 2024, 12:00 PM
Zane Beveridge
Joel Fraser
Sale
Lovely appointment with Jennifer, the extra briefing was super helpful Zane.

Jennifers bills are currently around $200/month, based on this I was advising JEnnifer that a 6.6kW would make most sense for her home however jennifer said that she had moved half of her usage to gas a few years ago and would like to bring it all back to electricity if she can save more on the larger electricity bill that would come from that. She said that prior to moving to gas her bills were $1000/quarter, sometimes higher. So based on that we moved to an 11kW system to adequately save a large portion of that projected $1000 quarterly bill.

Jennifer mentioned replacing her roof in 5-6 years and asked if we can take the system down and re-install it on the new roof at that time. She put her nephew Andrew on the phone for a few minutes who was saying that they will replace the roof in 1 year, to which I advised that if we replace a roof in one year, the take down and re-install would not make financial sense for them. Then pivoted to installing the solar on their garage/carport instead. Jennifer was happy with this and proceeded.

Proposal signed
Rebate docs provided
Plenti pending approval - working on this with Luis/Ben now.

BSB: 063525
ACC: 10600983
23
Josh Jarvis
Mon, Apr 22, 2024, 3:00 PM
Luke Robins
Gabriel Lucena
Call back
Josh Jarvis - was his first quote, he still wants to shop around. Booked another call in 2 weeks.
24
Eliza Berryman
Mon, Apr 22, 2024, 7:00 PM
Zane Beveridge
Tessa Sullivan
Call back
Call went pretty well, numbers work out well for them. she sounded a bit stressed/harried.
Damien was doing something else, asked if they'd like a bit of time and she said no, he'd be out of the shower shortly.
He never ended up making it out ): so she got all the info and wants to talk to him about it.
Gave them the evening to think it over and will CB tomorrow evening.
Generally great appt, sounds like they're crazy busy and there's not much more to be done.
25
Rob Allen
Tue, Apr 23, 2024, 10:00 AM
Luke Robins
Tessa Sullivan
Not ready
not a well-qualified appt unfortunately. roof needs to be re-done, wants to move in 12 months, not sure if current system's working but wants to find that out before doing anything else. wants to call the blokes down the street to have a look at it. didn't get to pricing because there were so many variables that needed to be sorted out first. lovely guy but probably shouldn't have made it to a sales call.
26
Frank Quattrocchi
Tue, Apr 23, 2024, 11:00 AM
Zane Beveridge
Joel Fraser
Not ready
Unfortunately Maree has decided firmly that she wants to milk the large feed-in tariff until is completely runs out and wont be moving forward with any solar until after that time (November) pencilled in a phone call EOY when those tariffs come off.
27
Noel Hobbes
Wed, Apr 24, 2024, 11:00 AM
Ellie Persson
Gabriel Lucena
Sale
SALE NOTES IN CLOSE
28
Andrew King
Wed, Apr 24, 2024, 1:00 PM
Gabriel Lucena
Gabriel Lucena
Cancelled
No replies to confirmation texts & didn't send any of the docs.
29
Katrina March
Wed, Apr 24, 2024, 6:00 PM
Luke Robins
Tessa Sullivan
Cancelled
Signed up with someone else.
30
Duncan Why
Thu, Apr 25, 2024, 4:00 PM
Luke Robins
Joel Fraser
Cancelled
Wife is not on board with the battery idea at the moment.
31
Brian Davis
Fri, Apr 26, 2024, 11:00 AM
Luke Robins
Joel Fraser
Cancelled
Cancelled as he didn’t remember booking the call in the first place
32
Megan Thomas
Fri, Apr 26, 2024, 11:30 AM
Zane Beveridge
Joel Fraser
Sale
SALE NOTES IN CLOSE
33
Keith Ritchie
Fri, Apr 26, 2024, 12:00 PM
Luke Robins
Luke Robins
Call back
Wanted to run numbers through with some friends of his i think. Didnt have any questions for me. wanted to hold off on doing an application also.
34
Paul Blake
Fri, Apr 26, 2024, 1:00 PM
Ellie Persson
Gabriel Lucena
Call back
7th May - Gab called Paul, Paul wants to wait until he gets his first bill at the new property before going ahead with anything.

Paul got denied on Plenti but then the wife Jen was approved on Plenti , they just want to look at the proposal more thoroughly over the weekend and then on Tuesday at 4pm I'm calling them back to finalise everything. But the wife was been approved on plenti, they were super happy with everything, the numbers made sense, they already provided photos of the licenses and medicare. No need for the NOA as they dont qualify for the State Gov Reb. Scheduled a call for Tuesday to finalise everything.
35
Wayne Petruccelle
Fri, Apr 26, 2024, 2:00 PM
Zane Beveridge
Joel Fraser
Sale
SALE NOTES IN CLOSE
36
Sean Callaghan
Fri, Apr 26, 2024, 4:00 PM
Zane Beveridge
Joel Fraser
Cancelled

37
Sharon Nijam
Mon, Apr 29, 2024, 9:00 AM
Ellie Persson
Gabriel Lucena
Not interested
1st May - Gabriel called Sharon, she said she went with a different company.

Sharon A Nijam - Check with Ben whats up with her application - second call on Wednesday. Sceptical client, be patient she has been scammed before.
38
Kiyoshi Fukushima
Mon, Apr 29, 2024, 11:00 AM
Ellie Persson
Gabriel Lucena
Sale
SALE NOTES IN CLOSE
39
Su wei Chen
Mon, Apr 29, 2024, 11:00 AM
Zane Beveridge
Joel Fraser
Cancelled

40
Jose Antonino Ngo
Mon, Apr 29, 2024, 1:30 PM
Ellie Persson
Gabriel Lucena
Cancelled
Got called into shifts at the hospital
41
Fran Malone
Mon, Apr 29, 2024, 4:00 PM
Eileen Kate Sanchez
Joel Fraser
Cancelled
Fran was struggling to send her bill via email
42
Savvy Tsupkini
Mon, Apr 29, 2024, 8:00 PM
Eileen Kate Sanchez
Tessa Sullivan
Cancelled
She won't be home until next week
43
Dave Rushford
Tue, Apr 30, 2024, 10:00 AM
Ellie Persson
Gabriel Lucena
Sale
SALE NOTES IN CLOSE
44
Nigel Rabbitts
Tue, Apr 30, 2024, 11:00 AM
Gabriel Lucena
Gabriel Lucena
Sale
SALE NOTES IN CLOSE
45
Lesley Rowlands
Tue, Apr 30, 2024, 2:00 PM
Ellie Persson
Gabriel Lucena
Cancelled
Will be away for 1 week due to personal reasons
46
Peter Carman
Tue, Apr 30, 2024, 4:30 PM
Luke Robins
Joel Fraser
Sale
SALE NOTES IN CLOSE
47
Shaun Cameron
Tue, Apr 30, 2024, 5:00 PM
Gabriel Lucena
Gabriel Lucena
Call back
He made the application and was approved
He just needs to speak to body corporate now following up on wed.
Has provided everything for Gov Rebates, just missing his wife's NOA which he will get over the weekend. Scheduled another call for Wed 3:30pm
48
Lana Coffey
Wed, May 1, 2024, 9:30 AM
Luke Robins
Joel Fraser
Call back
Tentative sale, has to talk to her husband but signed the proposal.
Following up 10/05.
49
Kathleen Chandler
Wed, May 1, 2024, 1:00 PM
Zane Beveridge
Tessa Sullivan
Not ready
Tentative sale, signed proposal but needs to get the Plenti application done as she is applying for her parent’s house.
Kathleen decided to wait until September after she gets a granny flat done for the property.
50
Ross Ball
Wed, May 1, 2024, 2:00 PM
Zane Beveridge
Joel Fraser
Cancelled
Not answering calls or replying to texts
51
Ly Nguyen
Wed, May 1, 2024, 3:30 PM
Gabriel Lucena
Gabriel Lucena
Cancelled
Won’t be available
52
Cynthia Harrington
Wed, May 1, 2024, 4:00 PM
Ellie Persson
Joel Fraser
Call back
Asked for a call back once they are moved in. 10th June.
53
Leanne Tymms
Wed, May 1, 2024, 5:00 PM
Zane Beveridge
Gabriel Lucena
Sale
SALE NOTES IN CLOSE
54
Jarrod Treacy
Wed, May 1, 2024, 5:00 PM
Eileen Kate Sanchez
Joel Fraser
Cancelled
Didn’t confirm and didn’t want to send bills
55
Claudia Haenel
Thu, May 2, 2024, 9:00 AM
Ellie Persson
Gabriel Lucena
Not ready
She only had 30 mins to speak the first time. Never picked up the second call.
56
Elizabeth Healy
Thu, May 2, 2024, 11:00 AM
Gabriel Lucena
Gabriel Lucena
Cancelled
Bit of a weird customer
57
Tilaka De-Zilva
Thu, May 2, 2024, 11:00 AM
Zane Beveridge
Joel Fraser
DNQ
Has existing system which is working, has major shade issues. If she cuts down some of the trees they should see an increase in performance from existing solar system
58
Allan Pleming
Thu, May 2, 2024, 1:00 PM
Ellie Persson
Gabriel Lucena
Cancelled
“Having issue's with my family's health am away now until next week SORRY for inconvenience”
59
Sue O'donohue
Thu, May 2, 2024, 3:00 PM
Tessa Sullivan
Gabriel Lucena
Not interested
Went with another company, said that they felt like I was pressuring them.
60
Angela Campbell
Thu, May 2, 2024, 5:00 PM
Zane Beveridge
Tessa Sullivan
Cancelled
Spoke to husband and decided to leave solar for now.
61
Barry Brown
Thu, May 2, 2024, 7:00 PM
Luke Robins
Tessa Sullivan
Sale
SALE NOTES IN CLOSE
62
Ben Smith
Fri, May 3, 2024, 9:00 AM
Ellie Persson
Gabriel Lucena
No Show
No answer, didn't confirm or send docs either
63
Jo Chai
Fri, May 3, 2024, 1:30 PM
Tessa Sullivan
Joel Fraser
Not interested
Unfortunately went with Solar Miners, as he bounced quotes
64
Munaf Ami
Fri, May 3, 2024, 4:00 PM
Zane Beveridge
Gabriel Lucena
Call back
He made the application and was approved
he just needs to speak to body corporate now following up on wed 3:30pm
Has provided all Documents for Gov Reb just missing his wife's NOA
65
Paul Sheridan
Mon, May 6, 2024, 10:00 AM
Ellie Persson
Gabriel Lucena
Cancelled
Family medical emergency, will need to reschedule. Follow up call next week.
66
Steven Carter
Mon, May 6, 2024, 1:00 PM
Ellie Persson
Gabriel Lucena
Sale
SALE NOTES IN CLOSE
67
Marlene Emonson
Mon, May 6, 2024, 2:00 PM
Tessa Sullivan
Joel Fraser
Not ready
7/5 JF followed up with Marlene, she said that everything made sense, she sees how the system will work and that its not out of pocket however she's not ready to make that sort of a commitment. Make it make sense.

6/5 JF Nice appointment with Marlene, very low bills but factoring in what she had been spending on her gas bills and what could be transferred over to her electricity bill, she was in a cost neutral position. Was very reluctant to hand over any personal information, managed to get plenti application done and approved, Marlene didnt want to provide anything further like rebate docs or signing off the technical confirmation until she'd further reviewed it all.

Following up Wednesday 2:30pm
68
Vicki Humphreys
Mon, May 6, 2024, 4:00 PM
Ellie Persson
Joel Fraser
Cancelled
Needs to postpone the consultation
69
Karen Baker
Mon, May 6, 2024, 4:00 PM
Eileen Kate Sanchez
Gabriel Lucena
Call back
She was at work, wanted time to go over the proposal by herslef. Rescheduled for tomorrow at 5 pm.
70
Reg Golding
Tue, May 7, 2024, 11:00 AM
Zane Beveridge
Joel Fraser
Sale
SALE NOTES IN CLOSE
71
Fran Malone
Tue, May 7, 2024, 1:00 PM
Eileen Kate Sanchez
Gabriel Lucena
Not ready
Property is still being built will be ready in 12 months. no swiitchboard in the shed for it to be installed there.
72
Peter Tatnell
Tue, May 7, 2024, 1:00 PM
Gabriel Lucena
Gabriel Lucena
No Show
No answer
73
John Thomson
Tue, May 7, 2024, 2:00 PM
Zane Beveridge
Joel Fraser
Cancelled
He’s interested but has been busy and wife usually pays the bills so he hasn’t been able to get one.
Will need to reschedule.
74
Paul Leach
Tue, May 7, 2024, 2:00 PM
Tessa Sullivan
Gabriel Lucena
Call back
Customer wanted to check other quotes, asked for a call back on Monday 13th May
75
Simon Hoang
Tue, May 7, 2024, 4:00 PM
Zane Beveridge
Joel Fraser
Cancelled
Time waster, not sending docs and keeps saying he’s too busy to send docs.
76
Darcy Healey
Tue, May 7, 2024, 4:00 PM
Zane Beveridge
Joel Fraser
Cancelled
Didn’t send docs, will reschedule once he does.
77
Peter Smith
Wed, May 8, 2024, 7:00 AM
Tessa Sullivan
Joel Fraser
Sale
SALE NOTES IN CLOSE
78
Liz Bastion
Wed, May 8, 2024, 9:00 AM
Luke Robins
Joel Fraser
Cancelled
Cancelled as husband is speaking to someone who has panels.
79
Peter Steel
Wed, May 8, 2024, 9:00 AM
Luke Robins
Gabriel Lucena
Cancelled
Peter has to put plans on hold as he realised there is more shading on the roof than what he originally thought.
His wife pointed out that trees shade the planned installation area in the afternoon.
Peter is getting plans drawn up to build a roof extension that will be free of shade all day.
The draftsman is in the process of finalising the plans which will take another 4-6 weeks.
The extension roof will be shade-free but he needs approval from the water authority.
They are in a flood plain so the draftsman needs approval from the local water authority before construction can begin.
Peter said once that is done, he will shoot the plans over to us to get the ball rolling with solar.
Nice bloke. Solid lead just bad timing right now.
80
Saroj Khadka
Wed, May 8, 2024, 11:00 AM
Zane Beveridge
Joel Fraser
Cancelled
No answer to any calls or texts.
81
Rod Stoeckel
Thu, May 9, 2024, 11:00 AM
Zane Beveridge
Joel Fraser
Cancelled
Didn’t have the docs for the call
82
Cynthia Harrington
Thu, May 9, 2024, 1:00 PM
Ellie Persson
Joel Fraser
No Show
Customer confirmed appt and had sent all the docs but when it came to the appointment time, it said her phone was “Switched off or unavailable”
83
Mary-Faeth Chenery
Thu, May 9, 2024, 3:00 PM
Tessa Sullivan
Joel Fraser
Sale
SALE NOTES IN CLOSE
84
Travis Crane
Fri, May 10, 2024, 8:30 AM
Tessa Sullivan
Joel Fraser
Call back
Travis plans to paint his roof first which may take up to 3 months
Joel will follow up with Travis in 4 weeks to check on roof progress
Travis is keen to move forward once the roof is prepared
85
Christine Paul
Fri, May 10, 2024, 10:00 AM
Zane Beveridge
Joel Fraser
Sale
SALE NOTES IN CLOSE
86
Nathan Haveaux
Fri, May 10, 2024, 10:00 AM
Ellie Persson
Gabriel Lucena
Not ready
ok, Just got off the phone with him... He wants time to look at it all and wants to get more quotes, didnt want to book a follow up time but was happy with everything. Tried hard to book a time wth him within the next week but he resisted well so I didnt want to be pushy and completely lose the sale. Left it for him to call me when he is ready which is what he wanted.
87
Andrew Macfarlane
Fri, May 10, 2024, 12:00 PM
Zane Beveridge
Joel Fraser
Cancelled

88
Ian Argentino
Fri, May 10, 2024, 2:00 PM
Luke Robins
Luke Robins
No Show

89
Trudy Shortal
Fri, May 10, 2024, 2:30 PM
Ellie Persson
Gabriel Lucena
Not ready
Call back on. Monday. at 7:30pm with Partner available
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