Solar At Scale - Solar Closer Mastery
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Solar At Scale - Solar Closer Mastery
4. Strategy Session

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Processing The Sale

These are the technical steps to process a sale and prepare everything for installation.

Step 1. Finance approved OR Deposit paid

Finance needs to be approved, or a deposit must be collected if the client pays upfront.

Step 2. Proposal Accepted

The client must accept the proposal before we can proceed with installation.

You are done here if selling in NSW, QLD, SA, or VIC without a Solar Victoria rebate. You can notify us so we can schedule an installation date for the client ASAP so you can get paid. If they do qualify for the Solar Victoria Rebate, proceed to the next step.

Step 3. Solar VIC Rebate approved

For more info on this, go to .
The goal here is to get the rebate approved with the client on the call or as close as you can get to it right now. Your options, in order of preference, will be:
Get the rebate applied for while you have the customer on the phone or
Get the rebate documents ready for application so Mabel can complete it. Usually, they’ll need:
Council Rates Notice
ATO Notice of Assessment for all Homeowners named on the Rates Notice
Driver’s Licence
Medicare Card

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