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Sales Strategy

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← ECO2 NW Plan
Attain Digital × Eco2NW

Sales Strategy Document

How we sell the Eco2NW installs — the proposal tracker, the closer's contract, the live quoting tool, and the process docs.

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OpenSolar CRM & Proposal Tracker Live

The pipeline hub — every lead from new → proposal sent on a 48-hour clock. Board & list views, urgent flags, a call-booked branch, and customer details from GoHighLevel. The calculator opens per lead from inside here.

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Solar Closer Contract Draft

The full remote-closer agreement — self-employed status, commission structure, £1,000 lead cost, when commission is earned, clawback, compliance and non-compete. Send to a closer to sign.

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OpenSolar Closer Calculator Live

The live quoting tool — pick panels, battery, inverter & extras for an instant Cash + finance price. Used standalone for quick sums, or opened pre-filled from a lead in the tracker. Back-end tab holds every figure, PIN-locked.

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OpenSolar — Closer Process Guide Guide

Our process step by step — new lead to sent proposal in under 48 hours. Flowchart, every pipeline stage explained, the upsell play, and the 8 OpenSolar steps.

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Objection Handling & Example Chats Guide

The proven WhatsApp sales scripts — an objection bank plus example conversations taking a lead from first message to proposal sent.

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OpenSolar — Setup, Process & Automation Guide

Standing OpenSolar up from scratch: the full setup checklist, the lead-to-sale process, and manual vs API-automated paths with flowcharts.

Attain Digital · internal · password-gated.