Solar Agent Survey

Dear Solar Agent,

We greatly value your commitment to providing exceptional service to our potential solar customers. Your insights and feedback regarding the recent solar appointment are vital in helping us continually improve our sales process and better understand the status of each appointment. Please take a moment to provide us with your valuable feedback:

Solar Agent Appointment Feedback and Deal Status Survey

Solar Agent's Name *

First

Last

Homeowner's Name *

Homeowner's Address *

Homeowner's Phone

Appointment Date *

Appointment Time *

1. How would you rate the overall experience of the appointment with the customer? *

Excellent
Very Good
Good
Fair
Poor

2. Did you effectively address the customer's questions and concerns during the appointment? *

Yes, all questions and concerns were addresses satisfactorily.
Yes, but some questions or concerns remained unresolved.
No, there were unanswered questions or concerns.

3. Were you able to present the solar solutions and benefits effectively? *

Yes, the benefits and solutions were presented clearly and convincingly.
Yes, but the presentation could have been improved.
No, the presentation did not effectively convey the benefits and solutions.

4. Were you able to discuss the financial aspects, such as cost savings, financing options, and incentives, comprehensively? *

Yes, financial aspects were discussed thoroughly.
Yes, but there was room for improvement in the financial discussion.
No, the financial aspects were not discussed adequately.

5. Did you address the environmental benefits of solar energy during the appointment? *

Yes, the environmental benefits were effectively communicated.
Yes, but there was room for improvement in discussing environmental benefits.
No, the environmental benefits were not adequately covered.

6. Did you tailor the solar solutions and information to the customer's specific energy needs and goals? *

Yes, the solutions were tailored to the customer's needs and goals.
Somewhat, but more customization was possible.
No, the solutions were not customized to the customer's needs and goals.

7. Were you able to provide an estimate or quote for a solar system installation during the appointment? *

Yes, a quote was provided and discussed.
No, a quote was not provided.

8. If you were not able to close the deal during the appointment, please briefly explain the reasons:

9. If you were able to close the deal, please indicate the status of the deal:

The deal was closed during the appointment.
The customer expressed strong interest but has not yet committed.
The customer requested follow-up or additional information.

10. Were there any challenges or obstacles during the appointment that you would like us to address or provide support for in the future?

11. Do you have any additional comments, suggestions, or insights from the appointment that you would like to share with us?

Checkbox *

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Your feedback is invaluable to us and will assist us in providing better support and resources to our solar agents. Thank you for your dedication to promoting solar energy solutions. We greatly appreciate your efforts in driving our mission.

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