SOLAR ENERGY WORLD

Greeting (tone & energy should be high & engaging!)

Hi --A--first_name--B-- ? It’s ___________ from SOLAR ENERGY WORLD,

how are you doing today?

(wait for an answer and respond).

I am calling you on a recorded line about your property at --A--address1--B–.

*Continue to build rapport--ask how their day is going but get to the point
as quickly as possible without making the customer feel rushed*

It looks like you may qualify for our program which is saving our customers
CONSIDERABLE amounts of money on their electric bills. as you probably have
seen, electricity bills are rapidly on the rise meaning it's the perfect time to
explore owning your own energy. How much are you paying for electricity
currently??

What we do is visit with homeowners, walk through how the program works, and
let you know exactly how much we can save you down to the PENNY! We have
ALL SOLAR ENERGY WORLD consultants meeting with homeowners in your
area tomorrow. When are you more available this week, is morning or afternoon
better for you?

I have your first name as --A--first_name--B-- and your last name as

--A--last_name--B-- . I have you as the HOMEOWNER of the property is located
at --A--address1--B--, --A--city--B--, --A--state--B-- --A--postal_code--B--. IS THAT
RIGHT?

I'm checking Google Maps to ensure your home is a suitable fit for the program
(make reference to at least one feature of the home, such as a beautiful
pool).
Identify the amount of shade over the roof. If A Lot of Shade, ask the
homeowner if they are willing to remove trees.

Now I just need to verify your home type. Do you own in a single family home, a
mobile home or a manufactured home?

1. Single family home - continue with qualifications.

2. Single wide - DO NOT BOOK.
3. Double wide - continue with qualifications.
4. Manufactured home - Follow the Qualifications of the Mobile home.

Great. Typically, we require a credit score of 650 or above. WHAT WOULD YOU
SAY YOUR CREDIT SCORE IS CURRENTLY? Ballpark number is accepted.

Ø Set appointment for score above 650+.

Ø Less than 650 or “Poor”, advise we will call again in the future
Ø If homeowner mentions a bankruptcy, advise we will call again in the
future

-Are you on any type of Social Security?

If yes,ask for how long have you been on it?
10 years or more, do not book.

POLITELY end the call by saying “I’m sorry, but because you’ve been on SSI
for that long, financial options won’t be available so unfortunately, we cannot
book an appointment for you”.

If the customer wants to pay in cash, they should mention it. If they do,
we'll need to check:
-Household annual income is $50,000 or more.
-Credit score must be 650+.
-SSI NOT more than 10 years.

If less
Ask for their individual annual income excluding the social security income
(25k is the minimum).
Perfect. What would you say is your AVERAGE MONTHLY ELECTRIC BILL?

Do you know who your UTILITY PROVIDER is?

Awesome. It looks like the earliest appointment I have right now is (DATE AND
TIME) will that work for you?

Perfect! I have you all set in for your APPOINTMENT! Please have your most
recent electric bill available for the appointment.

Let me just verify your email address for reminders and notifications. It's
--A--email--B--, is that correct?. Now, that is all the information we need.

Keep an eye out for a call and email reminder.

Thank you for booking an appointment for (date and time). If possible, please
make sure that everyone listed on the title is present for the appointment. Do you
have any questions before we end the call?

Please be looking for either a confirmation call or email with all the details. In
case something comes up please feel free to call us back to reschedule the
appointment. Again, our solar specialists will be out to see you (if virtual, our
specialist will call you) on (date and time).

Have a great day!

SOLAR EXCLUSIVE SCRIPT

ONLY VIRTUAL APPOINTMENTS

Hi, --A--first_name--B--, This is [YOUR NAME] and I am calling you from the
Clean Energy Association on a recorded line. I was giving you a call because I
saw that you went online and requested some information on solar energy and
erasing your energy bill cost, Right?

[Let them respond]

So What we do --A--first_name--B-- is: We are running virtual consultations

Monday through Saturday from 8am to 8pm where we will let you know how
much we can GET YOU PAID for going solar and getting you qualified for the
government incentives that can vary anywhere between 8 to 15 THOUSAND
DOLLARS, How does that sound to you?

[Let them respond]

*If they ask why they would need an appointment, mention that the quote is
custom so a specialist needs to evaluate the home to see just how much they
would save. On average most people save hundreds on their electric bill*

Great, I just need to ask you some qualifying questions to the program before I
book an appointment with our solar expert who can get you a customized quote,
may i?

[Let them respond]

Thank you, So I Have here your first name is --A--first_name--B-- and your last
name is --A--last_name--B--, Right?
[Let them respond]

Alright, And you are the owner of the property located at --A--address1--B--,
--A--city--B-- --A--state--B--, --A--postal_code--B--. Is that correct?
*Alternatively if there is no address listed say "I don't seem to have your address
in our records, would you mind providing it so we can do a quick roof
assessment?*

I'm checking Google Maps to ensure your home is a suitable fit for the program
(make reference to at least one feature of the home, such as a beautiful pool).

Identify the amount of shade over the roof. If A Lot of Shade, ask the homeowner
if they are willing to remove trees.

Now I just need to verify your home type. Do you own a single family home, a
mobile home or a manufactured home?
1. Single family home - continue with qualifications.
2. Single wide - DO NOT BOOK.
3. Double wide - continue with qualifications.
4. Manufactured home - Follow the Qualifications of the Mobile home.

What is your average electric bill?

And what is your utility company?

Great! We typically require a 580-credit score, would you say you have a score
greater than 580?
What would you estimate your credit to be?

Are you on any type of Social Security?

If yes…ask how long.

5 years or more, do not book. POLITELY end the call by saying “I’m sorry, but
because you’ve been on SSI for that long, financial options won’t be available so
unfortunately, we cannot book an appointment for you”.
If no…continue with the call.

Perfect, So Do you believe your household income to be over 40 thousand

dollars per year?

OK great, so you definitely do qualify to save money by going solar.

Very good! Last question and then I’ll have everything that I need. So, do you
have a significant other or spouse who would also have a say in the decision to
go solar? We would love to meet with you both. Can they attend the
appointment?

*Open calendar link and see an available time*

Awesome. It looks like the earliest appointment I have right now is (date and
time) will that work for you? Or do you like to choose a different time?

Okay great, I have you all scheduled in. Do you mind providing me with your
email so that we can send you out email reminders and the appointment invite
which you will need to use for your appointment?

Thank you for booking an appointment for (date and time). If possible, please
make sure that everyone listed on the title is present for the appointment. Do you
have any questions before we end the call?

Please be looking for either a confirmation call or email with all the details. In
case something comes up please feel free to call us back to reschedule the
appointment. Again, our solar specialists will be out to see you (if virtual, our
specialist will call you) on (date and time). Have a great day!
UNITED STATES SOLAR CONNECTION SCRIPT

UNITED STATES SOLAR CONNECTION SCRIPT

1. Strive for in-person consultation, but virtual is available if the customer prefers. (EXCEPT
FOR STATES LISTED IN POINS 3 AND 4)

2. We connect customers with top local solar companies in their areas.

3- Only virtual in: (CA - MA - MI - IL - AR - MO - KS - NV- PA - TN - MS - LA - NM - MO) (NO

EXCEPTIONS)

4. Only in-Person: (NY - CT) (NO EXCEPTIONS)

5. GA, AZ, FL, VA, TX, NJ, MD can be virtual or in-person - always push for in person

-Booking days: Monday through Friday

No appts on Sundays

-Next day appointments MUST be 24 hours out.

-Location: 27 Burwell Newton Dr, Durham, CT

Website: thesolarconnection.info

---

Greeting (High energy and engaging tone)

Hello --A--first_name--B--, this is ___________ from UNITED STATES SOLAR CONNECTION

on a recorded line. I hope you’re doing well today!
I’m calling about your property at --A--address1--B. We are calling homeowners in your area
who could benefit from switching to solar.

I assume you are paying more than $100 a month for your electric bill? [must be 100 as a yearly
average].
[Respond to their answer].

Qualification and Consultation Offer

At UNITED STATES SOLAR CONNECTION, we specialize in matching homeowners with the
best local solar companies in their areas. Based on our records, your property might be a great
fit for state and federal solar programs.

These programs are designed to significantly reduce electricity costs. We provide free
consultations with top local providers to help you explore these options.

Consultation Details

"Our solar specialists are ready to meet with homeowners later this week, either in-person or
virtually, depending on your location and preference.
So when are you more available, morning, afternoon or evening?

Confirmation of Details

Before we proceed, I just need to confirm some details. You're --A--first_name--B--

--A--last_name--B--, and the owner of the property at --A--address1--B--, right?

Property Assessment

I'm checking Google Maps to ensure your home is a suitable fit for the program (make reference
to at least one feature of the home, such as a beautiful pool).

Identify the amount of shade over the roof. If A Lot of Shade, ask the homeowner if they are
willing to remove trees.

Now I just need to verify your home type. Do you own in a single family home, a mobile home or
a manufactured home?

1. Single family home - continue with qualifications.

2. Single wide - DO NOT BOOK.
3. Double wide - continue with qualifications.
4. Manufactured home - Follow the Qualifications of the Mobile home.

Utility Information

I know you said earlier that you’re paying more than a $100 a month, just to confirm that is a
monthly average for the year, correct?

-Who is your utility provider?

Credit Score and Financial Qualification

 For our program, we generally consider a credit score of 650 or above. Do you know your
current credit score?

Sounds Good, and Because there are financing options available, I am required to ask one
qualifying question about that. Have you been on any type of SSI for more than 5 years?

If yes, apologize and tell them you cannot proceed with the appointment.
If no, continue with the appointment.

Appointment Setting

Great! I can set up your consultation for (date and time). Does that work for you?

Closing and Reminder Setup

Perfect, I have you scheduled in. For the consultation, please have your most recent electric bill
available. Let me confirm your email address for appointment reminders and notifications (Spell
out)."

Button-up

We will send a confirmation text requesting a recent electric bill, which helps us prepare a
tailored proposal for your consultation.
Will you be able to provide that?

Thank you for booking an appointment for (date and time).Everyone listed on the title must be
present for the appointment, will that date and time still works for you?
Do you have any questions before we end the call?

Please be looking for either a confirmation call or email with all the details. In case something
comes up please feel free to call us back to reschedule the appointment. Again, our solar
specialists will be out to see you (if virtual, our specialist will call you) on (date and time).

Have a great day!

HOMEFIX CUSTOM SOLAR AND ROOFING SCRIPT

- 1) IN PERSON APPOINTMENTS ONLY

- 2) THESE CUSTOMERS HAVE SCHEDULED AN APPOINTMENT IN THE PAST BUT
CANCELED. WE ARE REENGAGING TO GET THEM TO SIT DOWN WITH A SPECIALIST
- 3) TRANSFERRING THE CALL IS A MUST
- 4) NO MOBILE HOMES,Row homes,Condos
- 5) NO OUT BUILDINGS
- 6) No commercial properties
- 7) No flat roof, no metal, no partial no
repairs.
- 8)Middle unit townhouse work for solar shingles

-Monday through Saturday.

-Next day appointments MUST BE TRANSFERRED
SUCCESSFULLY.
-4 days out.
-5th Day MUST be with previous approval
(Case by case).

-NO SPANISH APPOINTMENTS.

-Appointment time is 45 minutes.

-Booking times for Raleigh and Charlotte NC

Monday through Friday; 12:00 PM, 3:00PM, 6:00 PM,9:00 PM.

-Saturdays; 12:00 PM, 3:00PM, 5:00 PM,9:00 PM.

Promotions:
- No Interest & No Payments for 2 Years(Not for solar shingles)
- Roofing: 32% Off
- Solar Shingles: 50% Off Installation

Website: www.homefixcustomremodeling.com
Location: 14880 Sweitzer Lane, Laurel, Maryland, 20707

Greeting (tone & energy should be high & engaging!)

Hi --A--first_name--B-- ? It’s _____________ from HOMEFIX CUSTOM REMODELING calling

you on a recorded line about your property at --A--address1--B--. I believe you may have had an
appointment scheduled with us in the past but were not able to make it, is that right?

*Continue to build rapport--ask how their day is going but get to the point as quickly as possible
without making the customer feel rushed*

Well, it looks like you may qualify for our program which is saving our customers
CONSIDERABLE amounts of money on their electric bills. As you probably have seen,
electricity bills are rapidly on the rise meaning it's the perfect time to explore owning your own
energy. How much are you paying for electricity currently?

What we do is visit with homeowners, walk through how the program works, and let you know
exactly how much we can save you down to the PENNY! We have HOMEFIX consultants
meeting with homeowners in your area tomorrow. When are you more available this week, is
morning or afternoon better for you?

I have your first name as --A--first_name--B-- and your last name as --A--last_name--B-- . I have
you as the HOMEOWNER of the property is located at --A--address1--B--, --A--city--B--,
--A--state--B-- --A--postal_code--B--. IS THAT RIGHT?

I'm checking Google Maps to ensure your home is a suitable fit for the program (make reference
to at least one feature of the home, such as a beautiful pool).

(If Customer wants ROOFING don't ask about the shade).

Identify the amount of shade over the roof. If A Lot of Shade, ask the homeowner if they are
willing to remove trees.

Now I just need to verify your home type. Do you own in a single family home, a town house or
a multifamily house
May I know which service you need?
Solar Shingles or roofing?

-How old is your roof?

If less than 10 YEARS let customer know it is a full Replacement.

-If customer wants solar shingles,

Please understand that the estimate given will include the cost of a roof replacement as that is
what is needed for solar shingles.(GAF Solar Shingles)

(If The customer wants ROOFING don't ask the next two questions).

Perfect. What would you say is your AVERAGE MONTHLY ELECTRIC BILL?

Do you know who your UTILITY PROVIDER is?

Awesome. It looks like the earliest appointment I have right now is (DATE AND TIME) will that
work for you?

Perfect! I have you all set in for your APPOINTMENT! Please have your most recent electric bill
available for the appointment.

We need to have all Homeowners present at the time of the appointment. Is that possible?
If not, then don't book.

Let me just verify your email address for reminders and notifications. It's --A--email--B--, is that
correct? Now, that is all the information we need.

Keep an eye out for a call and email reminder.

Thank you for booking an appointment with us on (date and time).

What I am going to do now is transfer you to the HOMEFIX confirmation team so they can
confirm this appointment. This will only take a few minutes. I will stay on the line with you until
the transfer is completed.
Please hold.

WHEN YOU TRANSFER, STAY ON THE CALL AND A REPRESENTATIVE FROM HOMEFIX
WILL ANSWER. INTRODUCE YOURSELF AND LET THE REP KNOW WHO YOU HAVE ON
THE LINE, REVIEW DETAILS OF THE APPOINTMENT THEN COMPLETE THE TRANSFER.

Hello this is________, calling from TEAM GREEN WATT. I have Mr./Mrs. on the line with me to
confirm their (Service)appointment on (give date and time),Give details of the appointment.
Home type.
Roof age.
Homeowners will be present.

(They may ask for a phone number or address to verify the customer.)
IF NO ONE ANSWERS AT HOMEFIX,

My apologies ,it seems like no one is available on the confirmation team. I am going to book
your appointment right now.

HOMEFIX CUSTOM REMODELING HOME SERVICE

(WINDOWS, ROOFING, AND VINYL SIDING)

- 1) IN PERSON APPOINTMENTS ONLY

- 2) THESE CUSTOMERS HAVE SCHEDULED AN APPOINTMENT IN THE PAST BUT
CANCELED. WE ARE REENGAGING TO GET THEM TO SIT DOWN WITH A SPECIALIST
- 3) TRANSFERRING THE CALL IS A MUST
- 4) NO MOBILE HOMES,ROW HOMES,No Roofing for
Condos
- 5) NO OUT BUILDINGS
- 6) No commercial properties
- 7) No flat roof, no metal,no partial no repairs.

Book on the hour, like: 10 / 11 / 12 / 1 / 2 ...etc

NOT 10:15 / 11:30 / 12:45 ...etc

-Monday through Saturday.

-Next day appointments MUST BE TRANSFERRED
SUCCESSFULLY.
-4 days out.
-5th Day MUST be with previous approval
(Case by case).

-NO SPANISH APPOINTMENTS.

-Appointment time is 45 minutes.

RALEIGH, CHARLOTTE, DC, MARYLAND, NORTHERN VIRGINIA:

MONDAY-FRIDAY: 9AM, 12PM, 3PM, 6PM.

SATURDAY: 9AM, 12PM AND 5PM.
Promotions:

- No Interest & No Payments for 2 Years.

- Windows: 32% off the entire purchase.
- Siding: 20% Off.

Website: www.homefixcustomremodeling.com
Location: 14880 Sweitzer Lane, Laurel, Maryland, 20707

Greeting (tone & energy should be high & engaging!)

Hi --A--first_name--B-- ? It’s _____________ from HOMEFIX CUSTOM REMODELING calling

you on a recorded line about your property at --A--address1--B--. I believe you may have had an
appointment scheduled with us in the past but were not able to make it, is that right?

*Continue to build rapport--ask how their day is going but get to the point as quickly as possible
without making the customer feel rushed*

We specialize in replacement of windows, roofing & vinyl siding. I am calling to let you know that
we will be having representatives in your area for the next two weeks giving out free in-home
estimates that are of no obligation to you. Most importantly, we will guarantee that price for a full
12 months, in writing.

What we do is visit with homeowners, assess your home, walk through all our products, and
give you the best estimate around! We have HOMEFIX consultants meeting with homeowners
in your area tomorrow. When are you more available this week, is morning or afternoon better
for you?

From the following list, which service or services would you like the specialist to speak to you
about:

- replacing windows (minimum of 4 windows unless it’s a bay, bow or garden style window –
just 1 needed) FULL REPLACEMENT.

- replacing your roof if it is 15+ years old.

*The estimate will be for full roof replacement; we do not offer repair or partial est.Is that ok?

- Siding replacement on all existing sides of the property.

- Exterior doors other than storm doors.
- Gutters for the whole house.

If customer wants roofing ask the following:

-How old is your roof?
If less than 10 YEARS let customer know it is a full Replacement.

(PLEASE ADD THE SERVICE TO THE NOTES!!)

I have your first name as --A--first_name--B-- and your last name as --A--last_name--B-- . I have
you as the HOMEOWNER of the property is located at --A--address1--B--, --A--city--B--,
--A--state--B-- --A--postal_code--B--. IS THAT RIGHT?

Awesome. It looks like the earliest appointment I have right now is (DATE AND TIME) will that
work for you?

We need to have all Homeowners present at the time of the appointment. Is that possible?
If not, then don't book

Perfect! I have you all set in for your APPOINTMENT! When the gentleman gets to your home,
he will show you some samples and answer all questions, take some measurements, and leave
you with a price. It only takes about 45 minutes to an hour, and the price is good for a year.

Let me just verify your email address for reminders and notifications. It's --A--email--B--, is that
correct? Now, that is all the information we need.

Keep an eye out for a call and email reminder.

Thank you for booking an appointment with us on (date and time).

What I am going to do now is transfer you to the HOMEFIX confirmation team so they can
confirm this appointment. This will only take a few minutes. I will stay on the line with you until
the transfer is completed.
Please hold.

WHEN YOU TRANSFER, STAY ON THE CALL AND A REPRESENTATIVE FROM HOMEFIX
WILL ANSWER. INTRODUCE YOURSELF AND LET THE REP KNOW WHO YOU HAVE ON
THE LINE, REVIEW DETAILS OF THE APPOINTMENT THEN COMPLETE THE TRANSFER.

Hello this is________, calling from TEAM GREEN WATT. I have Mr./Mrs. on the line with me to
confirm their (Service)appointment on (give date and time),Give details of the appointment.
Home type.
Roof age.
Homeowners will be present.

(They may ask for a phone number or address to verify the customer.)
My apologies ,it seems like no one is available on the confirmation team. I am going to book
your appointment right now.

SEA BRIGHT SOLAR SCRIPT

Greeting (tone & energy should be high & engaging!)

Hi --A--first_name--B-- ? It’s ___________ from SUNPOWER BY SEA

BRIGHT SOLAR, how are you doing today?

(wait for an answer and respond).

I am calling you on a recorded line about your property at --A--address1--B--, I

think you are the owner, right?

*Continue to build rapport--ask how their day is going but get to the point as
quickly as possible without making the customer feel rushed*

It looks like you may qualify for our program which is saving our customers
CONSIDERABLE amounts of money on their electric bills. as you probably have
seen, electricity bills are rapidly on the rise meaning it's the perfect time to
explore owning your own energy. How much are you paying for electricity
currently??

What we do is visit with homeowners, walk through how the program works, and
let you know exactly how much we can save you down to the PENNY! We have
SEA BRIGHT consultants meeting with homeowners in your area tomorrow.
When are you more available this week, is morning or afternoon better for you?

I have your first name as --A--first_name--B-- and your last name as

--A--last_name--B-- . I have you as the HOMEOWNER of the property is located
at --A--address1--B--, --A--city--B--, --A--state--B-- --A--postal_code--B--. IS THAT
RIGHT?

I'm checking Google Maps to ensure your home is a suitable fit for the program
(make reference to at least one feature of the home, such as a beautiful pool).
What is your roof type by the way?

Identify the amount of shade over the roof. If A Lot of Shade, ask the
homeowner if they are willing to remove trees.

Now I just need to verify your home type. Do you own in a single family home, a
mobile home or a manufactured home?

1. Single family home - continue with qualifications.

2. Single wide - DO NOT BOOK.
3. Double wide - continue with qualifications.
4. Manufactured home - Follow the Qualifications of the Mobile home.

Great. Typically, we require a credit score of 650 or above. WHAT WOULD YOU
SAY YOUR CREDIT SCORE IS CURRENTLY? Ballpark number is accepted.

Ø Set appointment for score above 650+.

Ø Less than 650 or “Poor”, advise we will call again in the future
Ø If homeowner mentions a bankruptcy, advise we will call again in the future.

-Are you on any type of Social Security?

If yes,ask for how long have you been on it?
10 years or more, do not book.
POLITELY end the call by saying “I’m sorry, but because you’ve been on SSI for
that long, financial options won’t be available so unfortunately, we cannot book
an appointment for you”.
If less
Ask for their individual annual income excluding the social security income (25k
is the minimum).

Perfect. What would you say is your AVERAGE MONTHLY ELECTRIC BILL?
Do you know who your UTILITY PROVIDER is?

Awesome. It looks like the earliest appointment I have right now is (DATE AND
TIME) will that work for you?

Perfect! I have you all set in for your APPOINTMENT! Please have your most
recent electric bill available for the appointment.

Let me just verify your email address for reminders and notifications. It's
--A--email--B--, is that correct?. Now, that is all the information we need.

Thank you for booking an appointment for (date and time). If possible, please
make sure that everyone listed on the title is present for the appointment. Do you
have any questions before we end the call?

Please be looking for either a confirmation call or email with all the details. In
case something comes up please feel free to call us back to reschedule the
appointment. Again, our solar specialists will be out to see you (if virtual, our
specialist will call you) on (date and time).

Have a great day!