Field moment router
Use this page when you do not want to browse the whole guide. Pick the moment that matches the rep’s situation, then follow the cards to the canonical source pages.
Choose the field moment
Section titled “Choose the field moment”| Moment | Use it when | First stop |
|---|---|---|
| New rep ramp | A rep needs the minimum path to sell cleanly | Decision tree, Con Edison rules, financing overview |
| In-home scoping | A rep is standing in the house and needs to avoid change orders | Site survey, room requirements, permits |
| Pricing and financing | A rep is matching the homeowner to payment paths | Dealer calculator and financing fit |
| Objection handling | A homeowner pushes back on speed, trust, or monthly payment | 30-minute close and integrity positioning |
| Permit or decommissioning risk | A deal may stop because of Con Edison, solar, oil, 410A, or permits | Stop conditions first |
| Install handoff | A sold deal must become ready to install | Contract request, survey, install package |
| Review and retention | A rep needs quick recall practice | Daily 3 and monthly pitfalls |
Search phrases this router is meant to catch
Section titled “Search phrases this router is meant to catch”Use these phrases in production search when testing findability: what do I do in the home, pricing a deal, homeowner objection, permit risk, oil tank stop, monthly review, deal handoff, new rep ramp.