Pipeline

Next: Make the first contact attempt and confirm the installation address.

Next: Make the first contact attempt within the response target.

Next: Request the latest electricity bill and existing inverter details.

Next: Review the electricity bill and roof photos once received.

Next: Confirm the preferred panel layout before quote preparation.

Next: Prepare and send the first quote comparison.

Next: Follow up after the customer has reviewed both battery options.

Next: Call to answer the remaining battery-capacity questions.

Next: Review contact consent and suppression status before any outbound outreach.

Next: Assign an installer and return the customer's call.

Next: Resend deposit instructions and confirm receipt.

Next: Confirm the final material allocation and send Sarah the installer arrival window.