Skip to content
Solar At Scale - Solar Closer Mastery
  • Pages
    • 1. Software Set-Up
      • Calendly
      • close
        Close CRM
        • The Set Up
          • Adding Email Signature
          • Creating Phone Numbers
          • Statuses & Pipelines
            • Lead Statuses
            • Opportunity Pipeline
          • Custom Fields & Activities
            • Custom Fields
            • Custom Activities
          • Templates
            • Email Templates
            • SMS Templates
          • Reporting & Metrics
        • How To Guides
          • Leads and Contacts
            • How to create a lead
            • How to create a contact
            • How to merge leads
          • Calling & Auto Diallers
            • Making/Logging Calls
            • Automatic Diallers
          • Emails & SMS Messaging
            • Email/SMS Templates
            • How to Send Emails
            • Sending SMS messages
            • Workflows
            • Creating Tasks
    • 2. Solar Product Knowledge
      • How Solar Works
        • Solar 101: A Guide To Buying Solar Power Systems
      • Why Solar is Different
      • Solar Batteries
      • Heat Pumps
      • Federal Govt Rebates (STCs)
        • Calculating STCs
      • Solar Victoria Rebate
        • Solar Panel (PV) Rebate
        • Solar for Renters Rebate
        • Solar Battery Loans
        • Hot Water Rebate
          • Approved Products
      • DNSPs
        • Grid -Connection Rules
    • 3. Sales Philosophy
      • What is Sales?
      • The Basics
      • The 60/30/10 Rule
      • 3 Cs of Sales
      • The Myth of Price and Money
      • Convincing vs Persuading
    • 4. Strategy Session
      • Mindset of Closing
      • Product Training
        • Solar system size limits explained by state | Solar Choice
        • Consumption Monitoring
        • Switchboards
        • Solar Panel Brands
        • Solar Inverters
      • opensolar
        How to sell on OpenSolar
        • icon picker
          How to create the proposal & process finance
        • Proposal Request
        • Extra Charges
      • Financing Solar
        • Plenti
        • Humm
      • The Importance of Structure
        • The Intro
        • The Problem
        • The Solution
        • Future Pacing
        • Cost of Inaction
        • The Presentation
        • Gaining Commitment
      • Processing The Sale
      • RECORDINGS
        • LIVE EXAMPLE
    • 5. Handling Objections
      • Logistical vs Fear-based Objections
      • Partner Objection
      • Money Objection
      • "Think About It" Objection
      • Negotiation
    • 6. Completing the Sale
      • Applying for Rebates (VIC)
        • Solar Victoria Rebate
          • Solar Panel (PV) Rebate
          • Solar for Renters Rebate
          • Solar Battery Loans
          • Hot Water Rebate
            • Approved Products
    • Untitled page
Solar At Scale - Solar Closer Mastery
/
/
How to create the proposal & process finance
Share
Explore

How to create the proposal & process finance

ok

This video will show you how to create a proposal on the fly, give the prospect a price, and potentially even close the deal right there. Once you understand it, it is a super powerful process that you can use to close deals on a triage or outbound call.

⁠
⁠
⁠

Load content from www.solarquotes.com.au?
Loading external content may reveal information to 3rd parties. Learn more
Allow
Load content from www.solarquotes.com.au?
Loading external content may reveal information to 3rd parties. Learn more
Allow
Load content from www.solarchoice.net.au?
Loading external content may reveal information to 3rd parties. Learn more
Allow
Gallery
 
Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.