How to calculate a suited solar PV system for in a proposal to a lead or potential customer.
Preparing a quote or proposal for a fresh captured lead is not easy. Picking the right solar PV system requires the necessary data from a lead such as location, electricity needs, personal/company situation and available area. These data inputs will provide enough information for quote and proposal preparation, however the collection of this data can sometimes be a complex and messy process. Being in the solar PV installation or financing business, the key in preparing the right proposal is to collect this data from your leads as efficiently as possible to save time and resources.
To make the perfect proposal there are four areas where data needs to be collected or calculated. Most of the data comes from the lead itself, part of the data comes from external sources. The four areas are broken down below:
The size of the area the lead has available is required to calculate what the maximum size of the installation and solar panels can be. Whether the area exist out of roof space or a land, whether it be a company or household, knowing the size of the area is important to understand if there are any limitations. This data is collect from the lead by asking the right questions.
The current electricity usage of the lead gives you an idea how much electricity the solar panels need to generate. Make sure you are aware of any future house or company expansion plans. In addition make sure that the lead not only provides the electricity usage from the grid, also a generator is part of the electricity usage.
Nature of the Location
To know how many kWh one solar panel can produce per day it is important to know how many solar hours per day there are on average at the location. Based on the name of the location or the coordinates you can find this data. There are several data sources that provide this information. The most popular one is the PV Watts Calculator provided by NREL.
Understanding the reason
What is the reason the lead or potential customer is looking for a solar installation? Understanding how urgent the needs are helps in knowing how to approach the lead. If they have an unstable power supply the urgency is often larger and switching to solar provides often a clear business case. Also take in consideration any government tax incentives. Insights on how to approach a leads helps for increasing the conversion rate of turning a lead into a customer.
Knowing the electricity needs of a lead combined with the location, gives an idea how many solar panels are needed. The area available tells if there are any limitations for a solar PV installation or gives an idea what part of the available area will be taken by the solar PV installation. All data comes from asking the right questions, using the right external data sources and finally doing the right calculations. Making sure all data is in one place makes calculation easy. Understanding the situation of the lead gives you insights how to approach the lead. Although there are different methods to finance a solar PV installation, always remember that it is important to mention the benefits and potential cost savings in the proposal.
Solarpush, a solar tool to increase the conversion of website visitors into leads, provides you with a solution that smoothly collects the required data from a lead on your website. The data is stored into a single dashboard making it easy to review the data and calculate the rest of the data needed for a good quote or proposal. Using the solar form of Solarpush shortens quote and proposal preparation and enables you turn leads faster into customers.