SOLAR REMOTE CAMPAIGN
APPOINTMENT TRACKER

 

 

  • Last Name of the Primary Homeowner you spoke with
  • Full Name (First & Last) of the Homeowner you spoke with
  • Does the primary homeowner have a spouse or significant other that will be there during the appointment?
  • Your name 🙂
  • PLEASE INDICATE TIME OF APPOINTMENT
  • PLEASE INDICATE TIME ZONE; Example: PST EST ETC
  • The primary # you called them on
  • If they provide you a secondary # please indicate here
  • The campaign you're calling from on the dialer
  • The street address only
  • What City is the business located in
  • Please use two letter state abbreviation
  • Is this a single family home?
  • Are they (or spouse) between 30 and 70?
  • Do they (or spouse) have a minimum credit score of 650?
  • Do they (and/or spouse) have a combined annual income of at least $50K?
  • Does the house have adequate access to sunlight (not a lot of trees)?
  • Please add any notes that would be pertinent for the appointment
  •  
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