“DON'T DO THIS” Rules​

  • Threaten.

      Example: Customer says, "Not Interested", Agent says, "Would you be

      interested in a Knuckle Sandwich".

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  • Harass.

     Example: Customer says, "Call me back later" Agent calls 5 times back to back

     1 hour later.

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  • Grossly Misinform.

    Example: Agent says, "100% free solar paid by Obama."

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  • Say Numbers.

    Example: Agent says, "I know for a fact since you pay $70.00 for the electric

    portion only, that you will get the solar for less than that a month in 3-5 years."

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  • Promise things you have no knowledge of/can predict.

    Example: I promise you, the electric company is going to fine you if you don't

    take this appointment soon.

 

  • Send in a duplicate/old lead.

    Example: Lead sent in just set an appointment last week that confirmed in our

    system set by same agent.

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  • Send in a "tentative appointment" where they can “cancel or reschedule on the

     day of the appointment, it doesn't matter.” (That takes away all value from the

     appointment and it won't be kept)

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• Set an appointment more than 14 days out. These should be saved as call backs ​

       closer to the day of the appointment.

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Live Transferring Rules

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You are paid for every "Live Transfer Verified Confirmed" appointment so if you work outside the hours of operation of Live Transfer, you are going to have to be creative with how you set the appointment. You could tell them you have to push the file through another day and you will call them at a convenient time to do that (recommended) or you can tell them they will get a call from the scheduling manager when they get to your file to make sure everything is correct (higher chance lead won't confirm).
 

(HOURS OF OPERATION FOR OUR LIVE TRANSFER AGENTS IN PDT)

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MONDAY-FRIDAY 9 AM TO 6 PM WITH TWO 15 MINUTE BREAKS AND 1 HOUR LUNCH

 

LIVE TRANSFER IS AVAILABLE:

9 AM - 11:15 AM

11:30 AM - 1 PM

2 PM - 4:15 PM

4:30 PM - 6 PM

 

TRY TO ONLY SEND GOOD, PREQUALIFIED LEADS THAT DON'T NEED TO BE REPITCHED AS MUCH AS POSSIBLE SO LIVE TRANSFER AGENTS CAN BE FREE TO CONFIRM AS MANY LEADS AS POSSIBLE

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Available Appointments

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• Instant Appointments: IA's need a 3 hours window

    Monday — Friday: No more IA's after 4:30 p.m. PST

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• Appointments available 7 days a week.

    Monday         11 a.m. — 7 p.m.

    Wednesday      11 a.m. — 7 p.m.

    Tues., Thurs., Fri., Sat., and Sun., 10 a.m. — 7 p.m.

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What is a billable LTC lead Rules

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A lead is LTC if it "Live Transfer Confirmed." Your main focus on your lead tracker is the column that states "LTC?" where if that box is green and notes from us saying something like "#LT updated from Pre1 to Confirmed" then the lead is considered billable. (If a QA check is done on agent recording and there are any rules broken or a tentative appointment was set and not fixed in live transfer, the lead will not be billable).