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A blog for Solar Installers

7 Things to Include in a Solar Proposal

Posted by Emily Hodgkinson on Dec 7, 2016 6:00:00 AM
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Today’s home and business owners are knowledgeable, conscientious investors in the area of renewable energy and solar power options. Most individuals will spend an extensive amount of time researching the different alternative energy sources prior contacting a solar installer. Due to the ease of research on the Internet, the solar market is definitely a buyer’s market. Most interested clients will contact more than one solar installer to find the best option.

→ Download our checklist: How to Build Effective Solar Quotes

Generally, solar installers will receive a list of names of potential clients who are interested in purchasing solar panels. In order to make the sale, the solar installer must make an enticing solar proposal for the client. Offering a detailed solar proposal is an effective tool in making the final sale to the prospective client.

Things to Include in a Solar Proposal

The smallest professional details may actually be the selling point in a solar proposal. Each proposal should include the basics, including the solar installers name, company, and contact details. The basic information provides a level of professionalism.

The same applies to the prospective client’s details. By writing out all the contact details, the solar installer creates a one of a kind solar proposal for the client. Along with basics, the proposal will need specific aspects to draw the client’s attention to the contract.

1. Remember Word Usage

Use easy to understand wording when filling out the solar proposal for the potential client. If a client does not understand the wording, the competition may win the client’s contract. Minimize technical jargon and the use of hard to understand words. Understanding the solar proposal is necessary for client commitment.

2. The Free Quote

Acting as the first initial contact between the two parties, the 100% free quote should be part of the solar proposal. The solar installer wants the quote to be the major selling point in the proposal. The client will appreciate the quote being part of the proposal process.

3. The Return on Investment

Beginning with a summary of the savings of installing solar panels, reminds the client the installation will provide a return on investment.

  • Explain the value of the solar panel installation on a monthly budget.
  • Explain the projected amount of money the solar system could save the client over time. Emphasize how the system will eventually pay for itself.
  • A portion of the summary should provide details on the savings, credit or cash allowances for producing too much energy in a given time frame. The utility company may actually pay the client.
  • Explain how the renewable energy source is environmentally friendly. Everyone wants to do their part for the environment. Writing out an extra sentence about the environmental aspects of solar panels may provide an additional selling point.

4. Provide Work Details

Provide a summary of the solar panel installation process. Solar installers will be intruding on the client’s personal property for a giving amount of time. A client wants reassurance the installation process is effective and efficient. A client who understands all the details of the process is more likely to accept the proposal.

  • Describe the details of the work, the noise level, and the number of service personnel on the property during the installation process.
  • The type of equipment that will be brought onto the client’s property.
  • The projected timeline for the installation process.
  • Warranty details of the workmanship and manufacturer.
  • Provide a summary of the approval and inspection processes.
  • An overview on the permit, zoning or local ordinance process.
  • Include a change order agreement.

5. Licensing

Reassure the client, the installation experts are professionals who will respect and preserve the property during the entire process.

  • Provide licensing details of the solar installers, contractors or builders.
  • Provide references or testimonies of prior work completion.
  • Provide photos.

A solar installer’s job is to build trust with the prospective client. By providing references from past consumers, photos, and licensing details, the solar installer is reassuring the process is credible and reliable.

6. The Finances

Ask the client about the method of payment or financing options being considered for the solar installation process. The upfront initial investment may require additional financing. Generating the information into a graph will allow the client to choose financing options. Forms of payment options may include leases, PPAs, bank or other lending institutions loans or cash from savings. Depending on the upfront costs or initial investment costs, the solar proposal should include a payback timeline for the client to view.

At this point, the solar installer should provide details of available rebates or cash allowances. Along with company incentives, discuss the current government tax credits that may be currently available. The tax credits should include both national and state incentives.

7. Beyond the Basic Information

Clients want to know the investment will last beyond the installation process. Even though solar panels are highly durable with minimal maintenance, issues may arise. Provide the client with peace of mind by reassuring future issues will be promptly handled.

  • Provide clients with details on basic cleaning and maintenance.
  • Give contact details for service representatives.

Clients work hard for their money. Solar panels are a major investment with a high rate of return. By explaining all the details in the solar proposal, an installer may make the final sale.

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Topics: Solar Proposal

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