Field Marketing Appointments Criteria - Solar

Updated: Aug 11

Field Marketing representatives are always on the go! Looking for new appointments and always aiming for growth.

At Trusted Energy we focused on outlining a steady system for Field Marketing representatives so that everyone understands what type of appointment they are scheduling and most importantly so that Field Marketing representatives understand where they need improvement. The goal is always to get as many 5 STAR APPOINTMENTS as possible, but any appointment is a great appointment!

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5 Star Appointments

• Homeowner First and Last Name

• Homeowner Phone Number

• Homeowner Email

• Appointment Date

• Appointment Time

• Picture of Utility Bill (Usage Graph)

• Picture of MSP - Main Service Panel

• Appointment Scheduled and Assigned in Quativa or Volt

  * For 5 Star Appointments to count towards your weekly and monthly incentives all the information must be entered in Quativa or Volt.

• Example of Usage Graph Needed below.

4 Star Appointments

• Homeowner First and Last Name

• Appointment Date

• Appointment Time

• Homeowner Phone Number

• Picture of Utility Bill (Usage Graph)

• No Picture of MSP - Main Service Panel

• No Email

3 Star Appointments

• Homeowner First and Last Name

• Homeowner Phone Number

• Appointment Date

• Appointment Time

• No Email

• No Picture of Utility Bill (Usage Graph)

• No Picture of MSP - Main Service Panel

2 Star Appointments (Follow Up)

• Homeowner First and Last Name

• Homeowner Phone Number

• Follow up date and time (Ex. I can't make any decisions, my husband will be home at 5PM come back at that time.)

• No Email

• No Date

• No Time

• No Picture of Utility Bill (Usage Graph)

• No Picture of MSP - Main Service Panel

1 Star Appointments (Follow Up)

• Homeowner First and Last Name

• Homeowner Phone Number (Follow Up Ex. I might be interested, but please call me at this day and this time)

• No Email

• No Date

• No Time

• No Picture of Utility Bill (Usage Graph)

• No Picture of MSP - Main Service Panel

Closing Statistics -

The appointment criteria is made to help you get to as many closes as possible with all of the hard work you are doing. Below you will see the closing rations depending what type of appointment you have scheduled. The higher the quality of the appointment, the higher the closing ratio.

5 Star Appointments

• 50%-80% Closing Ratio

• 10 Appointments = 5 to 8 Closed Deals

• 5 Appointments = 2 to 3 Closed Deals

4 Star Appointments

• 45%-60% Closing Ratio

• 10 Appointments = 4 to 6 Closed Deals

• 5 Appointments = 1 to 3 Closed Deals

3 Star Appointments

• 20%-35% Closing Ratio

• 10 Appointments = 2 to 3 Closed Deals

• 5 Appointments = 1 to 2 Closed Deals

2 Star Appointments

• 15%-30% Closing Ratio

• 10 Appointments = 1 to 3 Closed Deals

• 5 Appointments = .75 to 1.5 Closed Deals

1 Star Appointments (Very Low Closing Ratio) - Considered a Follow Up

• 5%-10% Closing Ratio

• 10 Appointments = .5 to 1 Closed Deals

• 5 Appointments = .25 to .50 Closed Deals

The closing ratios are based on sat appointments. This means that the homeowners showed up and gave the sales representative the opportunity to give them a presentation. Sometimes we will have one legger appointments and no show appointments which is normal