🔒

Sales Process

Enter the access code to continue.

← Eco2NW JV plan
Attain Digital · Sales System

Solar Sales — full process, flowchart & objection playbook

The exact path every lead runs — from screenshotting the Facebook advert to a signed deposit — with the message to send at each step and how to handle the objections that are currently killing Eco2's close rate. This is the operating manual for the sales floor.

Modelled on a full analysis of a top-performing competitor's account (6,925 real customer conversations). Built to take Eco2 from ~1-in-30 to ~1-in-10.

The flowchart Step-by-step + messages The advert-cost objection All objections The belief framework Rollout

Why this exists

Eco2 is generating leads but closing ~1 in 30, where the same marketing gets peers to ~1 in 10. The leads aren't the problem — the handling is. Deals die because there's no consistent process: slow first response, no belief built before price, and no answer to "I saw the price on your advert." This guide fixes exactly that.

The core principle: the advert creates curiosity; the conversation creates belief; price is only a problem when belief is low. Every step below is designed to build belief before the number lands.

1The full flowchart — new lead → closed deal

One path. Every lead goes through it. The red step is where most Eco2 deals currently break.

Lead source
Facebook / Meta lead ad
Prospect often screenshots the advert and messages "is this the price?" — they enter here anchored on the ad number.
0–5 min
Instant auto-reply (speed to lead)
Automated WhatsApp reply fires immediately so the lead never goes cold. Speed-to-lead is the single biggest close-rate lever.
Contact
Human "real person" opener + social proof
A named advisor, reviews, "I'm a real person not a bot." Kills distrust instantly.
Qualify
One clear ask — address, email, usage, roof photo, extras
Everything needed to quote, requested in a single friendly message.
Build belief
Consultative rapport — own-install proof + radical honesty
Advisor uses their own install, real savings numbers, and talks the customer OUT of bad upsells. This is the trust engine.
Anchor
Instant, transparent ballpark price
Itemised rough pricing given immediately, no gatekeeping. Removes suspicion and sets a real, value-anchored number.
⚠ Objection branch
"But your advert said [£]…"
Handled with the belief framework below — reframe the ad as the starting point, rebuild belief, land on ROI. Loop back to proposal, don't dead-end.
Proposal
3-option quote, emailed (OpenSolar-style)
Interactive quote — 3 options with ROI/returns and roof design. WhatsApp is where you sell; the quote is the formal artefact.
Proof
Proof assets + a personal video
Case study of the advisor's own install, reviews, and a short WhatsApp video walking through the quote.
Follow-up
"How did the quote look?" + finance
Proactive follow-up, ROI framing (export income offsets winter usage), finance option surfaced.
Handoff
Booking call — closer confirms & locks in
Opportunity created → closer books the call to answer final questions and take the deposit.
✓ Closed
Deposit invoice → install scheduled
Deposit request at close → handed to install ops. Deal won.

2Step-by-step, with the message to send

Copy-paste starting points for the Eco2 sales floor. Keep them human — edit to the person, never sound canned.

1Instant auto-reply (fires in seconds)
The lead just messaged from an advert — they're hottest right now. A reply within minutes, even automated, keeps them engaged and stops them messaging three competitors.
Auto-replyThanks for getting in touch with Eco2 ⚡ One of our real solar advisors will be straight with you. To get a head start — what's your rough postcode, and are you looking at solar, battery, or both?
2Human opener — kill the "is this a bot?" doubt
Lead ads attract people burned by pushy or automated sellers. Naming a real person + social proof resets that instantly.
OpenerHi 👋 I'm [Name] from Eco2 — a real person, not a chatbot, just so you know! We're a UK solar & battery installer, [X]★ rated with [N]+ reviews, and we install nationwide. Let's get you a proper idea of what solar could do for your place.
3Qualify — one clear ask
Get everything to quote in a single message so it feels easy, not like an interrogation.
QualificationTo get you an accurate idea, could you pop these over: 1️⃣ Full address (for the roof + sun data) 2️⃣ Best email 3️⃣ Rough yearly usage in kWh — or just your average monthly bill £ 4️⃣ A quick photo of your roof (or a screenshot of the advert you saw) 5️⃣ Anything extra on your mind — EV charger, heat pump, power-cut backup?
4Consultative rapport — the real weapon
This is where belief is built. Be a helpful expert, not a salesperson. Use your own install as proof, be casual, and be honest — even talk them out of things that aren't worth it. Honesty is the highest-converting move there is.
Rapport / proofNow that's a cracking roof for solar 😄 For what it's worth, I've got panels + a battery on my own place — went from about £[X]/mo to £[Y], and that includes charging the car so the petrol's gone too. I'll only recommend what actually pays you back — if something's not worth it, I'll tell you straight.
5Instant, transparent ballpark price
Don't gatekeep the number. Giving an honest itemised ballpark immediately removes suspicion and makes the eventual quote feel fair. This is where you take control of the price conversation instead of the advert doing it for you.
BallparkRough ballpark so you're not in the dark — for a typical setup like yours: • ~10 panel in-roof solar install: from £[8,500] • +5kWh battery: ~£[800] per 5kWh • EV charger: ~£[600] Every roof's different so the real numbers come in your quote — but that's honest, no surprises.
6The proposal — 3 options, emailed
The formal quote is an interactive 3-option proposal with ROI and roof design, sent by email. WhatsApp stays the selling channel; the email is the artefact they can sit with.
Proposal handoffI'll send 3 options over by email now — one link, three setups inside, each showing the returns and payback so you can see what makes sense for you. Have a look and I'll follow up to talk it through 👍
7Proof assets + a personal video
Drop proof naturally: your own case study, reviews, and a short video walking through their quote. A 60-second video beats a wall of text.
Proof dropHere's my own install so you can see it's real → [case study link]. And a load of genuine reviews here → [reviews link]. I'll record you a quick video walking through your 3 options too so it's easy to follow.
8Follow-up + booking handoff → close
Never wait for them. Follow up with ROI framing and surface finance. Then hand to the closer to book the call and take the deposit.
Follow-upHow did the options look? 😊 Remember the export payments offset most of your winter usage, so the real monthly cost is a lot lower than the sticker. Happy to jump on a quick call to walk through it — what works better, today or tomorrow?
Booking / closerThis is [Closer] from Eco2 — I'll take you through your free, no-obligation quote and answer anything. What day and time suits best this week?

4The rest of the objection playbook

Same rule every time: acknowledge → reframe to value/ROI → proof → soft next step. Never argue.

"It's too expensive / more than I thought."
They're comparing the install price to £0, not to what they'll save.
  • "Totally fair — let's look at it as an investment, not a cost." Reframe to payback.
  • Show the maths: current bill × years vs system cost + export income. Most pay back in [X] years then it's free power.
  • Offer finance so the monthly is lower than their current bill — "you're replacing a bill with an asset."
"I need to think about it."
Usually means an unspoken doubt (price, trust, or a decision-maker missing).
  • "Of course — what's the one thing you'd want to be sure of before going ahead?" Surface the real objection.
  • Answer that specific thing with proof, then book a soft next step rather than leaving it open.
"I'm getting other quotes."
Good — they're a buyer. Frame the comparison so you win on trust, not price.
  • "Smart — you should. When you compare, look at the kit brand, the warranty, and whether they've shown you real returns." (You've already done all three.)
  • Send your proof + a video so you're the benchmark others get compared against.
"Is this a real person / a bot?"
Kill it before it grows — this is why the human opener exists.
  • "Ha — real person! [Name], I do this every day. Happy to hop on a quick call so you know I'm human 😄"
"Can I get it cheaper elsewhere?"
Compete on outcome + trust, never a race to the bottom.
  • "You might find a cheaper sticker — but cheap solar with poor kit costs more over 10 years. Ours is [brand], [warranty], and you've seen the returns. That's the real price."

5The belief framework — the mindset behind every reply

Curiosity → Belief → Decision

The advert's only job is curiosity. Your job is belief. Price only becomes an objection when belief is low.

1. The advert is a door, not a price list. It gets them to message. The number on it is a starting example — treat it that way and never let it become the fixed anchor.

2. Belief is built by honesty, proof, and outcome — not by discounts. Own-install proof, real reviews, talking them out of bad upsells, and showing ROI build more belief than any price cut.

3. Always move cost → return. Nobody buys a solar install; they buy a lower bill, energy independence, and an asset. Every price conversation ends on the return, not the cost.

4. When belief is high, price takes care of itself. If they still object on price, belief is the gap — go back and rebuild it, don't drop the number.

6Rolling this out at Eco2

What Attain sets up so the whole floor runs this, consistently, from day one.

Attain Digital · Eco2NW sales system · modelled on 6,925 real competitor conversations. Train the floor on this and the JV numbers take care of themselves.