Client Retention Scripts
Client Retention Call Scripts for Solar Installers
In the solar industry, a single customer is worth $20,000 or more, but the real profit comes from long-term trust and referrals. These scripts help you move from being a 'one-time installer' to a lifelong energy partner, ensuring you don't miss out on battery upgrades or lucrative neighborhood leads.
30-Day Post-Installation Check-In
Call the customer one month after their system has been granted Permission to Operate (PTO) by the utility.
Hi [Customer Name], this is [Your Name] with [Company Name]. I'm just calling to see how your first month with solar is going and if you've seen those utility bills start to drop yet. Have you had any trouble logging into your monitoring app to see your daily production? We want to make sure you're seeing every kilowatt-hour of power we promised. Let me know if you have any questions about the net metering on your latest statement!
Tips for this scenario
- -Ask specifically about the monitoring app to ensure they are engaged with the system.
- -Remind them that the first bill might look different due to utility billing cycles.
Common Mistakes to Avoid
!Using technical PV jargon like 'clipping' or 'string voltages' that confuses the homeowner.
!Failing to mention the monitoring app, which is the only way customers see their ROI.
!Not calling back immediately when a customer reports a 'leak'—even if it's just a minor roof issue.
!Neglecting the 'Hand-off' call after the sales rep disappears and the project manager takes over.
!Letting a system stay offline for weeks because no one was monitoring the alerts.
