Closing the M1? (Follow up appointment)

Question 1

M1 Stands for:

Answer 1

Milestone 1

Question 2

Step 1: Pass Credit

Answer 2

Customer must qualify for all solar programs we offer except a cash purchase. Most programs are near the 650 FICO score. If a customer is paying cash they must write a $1,000 Check to Infinity Energy Inc.

Question 3

Step 2: Sign Agreement

Answer 3

The customer must electronically sign the agreement through whatever portal you are selling them.

Question 4

Step 3: Welcome Call

Answer 4

Customer must complete a welcome call with the corresponding solar provider that they have chosen to move forward with.

Question 5

Step 4: Sign NEM Docs

Answer 5

NEM=Net Energy Metering there is a document the customer must sign signaling their desire to enter the NEM program of the corresponding utility company.

Question 6

Step 5: Sign CPUC SCPG

Answer 6

Califoring Public Utilities Commission Solar Consumer Protection Guide is the document that needs to be covered explained and agreed to by the customer. Initials on pages 1-4 and a signature on page 23 the last page.

Question 7

Step 6: Schedule Site Survey

Answer 7

Call in and schedule the next available time that a surveyor can come to the customers home. Note the customer does not need to be present at the survey. Make sure access to the electrical panel is available and no dogs will be loose in the same portion of the yard as the electrical panel.

Question 8

Step 7: Entering the M1 online

Answer 8

Go to INFYBOARD and click M1. Complete customer contact info and attach all relevant docs.