In my role at Freedom Solar Pros, I worked in a customer-facing technical capacity, helping homeowners evaluate and install residential solar energy systems. My work combined consultative engagement with early-stage technical assessment, including preliminary system design, feasibility analysis, energy production estimates, and projected cost savings.
I set appointments via cold outreach, initially through door to door where I perfeormed well and built an initial client base.
Then as I progressed the company made partnerships with retail locations and I worked in stores where customers were quicker to trust and I started managing the full project lifecycle instead of simply setting appointments.
After first meeting and qualifying a potential customer, I set a time to go to their homes and build a quote for their potential solar system.
First conduct a free check to ensure potential customer has sufficient usable sunlight on their roof
Enter electricity usage from the homeowner's bill and we design around their energy usage.
We use software with access to lidar scans of the neighborhood to generate a CAD model containing accuracy within two degrees on roof slopes and measurements within six inches (Aurora).
Then you run a simulation that tracks the sun's path and shading to measure irradiance (measured in kWh/m^2/yr) to find the most efficient planes for panels to go on with respect to how much sun they receive.
Once that is complete we compare modules and financing options to get an understanding of what the best options are for customers.
Something I set up very early on when I started selling was a sheet where I inputted all of our finance partners information and calculated the real savings difference between different financing options. This gave me the ability to breakdown options clearly and tackle any question customers threw at me with ease.