Mentor Program

Pathway to 5 SRAs

New Reps Mentor

A new rep on this program should Each mentor has hit requirements:
successfully achieve 5 SRAs within the first 6 - Personally closing 15 SRAs
weeks of working with LGCY. - Show leadership qualities (see mentor requirements)
- Actively participates in correlation trainings

First 5 Days Knocking

Objective
Mentor & Rep knock together Mentor is to assist the new rep in their first 5
1 - Leads go into the name of Mentor SRAs with in 6 weeks of working with LGCY.
- Start the New Rep Field Check List
This program has doubled our new rep
production vs starting on their own.
Mentor & Rep knock together
2 - Leads go into the name of Mentor
- Continue to use New Rep Field Check List Commission
Commission will be split 50/50 on the first 5
deals.
New Rep Knocks on his own
3
Tracking
Deals that are signed will show up on the grid
for the rep who created the lead.
New Rep Knocks on his own
4
Minimum input
Minimum of 2 leads need to be created by the
Mentor Investment Day
5 - All leads go into the name of New Rep

DEFINITIONS

Lead Sign Deal SRA

Collect from a homeowner: • Present Proposal LGCY and Sunrun verify all
• Name • Sign Agreement documents and requirements
• Phone Number • Pass Check Credit are properly finished and
• Email • Upload NEM and Other submitted.
• 12 months of electrical usage required Documentation
 Field Work Check-off List

How to Use
This check-off list are the things your mentor should show and review with you while you
are in the field working with them. More information on these topics can also be found:
Training Videos - https://grid.lgcypower.com/resources/training
Training Manual - https://grid.lgcypower.com/resources/training

How to qualify a Home Setting Appointment

Roof Setting a solid appointment
Shading What to do if appointment
reschedules or is a no show
Management
Area Management Close a Deal
Time Management Do a bill review
Explain agreement
Transition to close
Pitch Sign up Customer and upload
Go through the parts of a pitch
necessary docs
Break preoccupation
Schedule site audit
Problem Intrigue
Solution
Transition
Overcoming Objection Action Items
Write down a pitch after Day 1 on
doors
Body Language Pitch and enter usage
Non-Verbal
Read thought the agreement
Meta-Verbal
Do a bill review
Close a deal
Getting Usage
How to get 12 months of Usage from
local Utility
 Mentor Outline This will be on the
Grid for the Mentor to
use as a reference guide
.
Requirements
1. Personal close 15 SRAs
2. Submit clean deals
3. Show the following leadership qualities:
• Participate in office trainings
• Read Above the Line - Urban Meyer

How to qualify a Home Setting Appointment

Roof Setting a solid appointment
Shading What to do if appointment
reschedules or is a no show
Management
Area Management Close a Deal
Time Management Do a bill review
Explain agreement
Pitch Transition to close
Sign up Customer and upload
Go through the parts of a pitch
necessary docs
Break preoccupation
Schedule site audit
Problem Intrigue
Solution
Transition
Overcoming Objection

Body Language
Non-Verbal
Meta-Verbal

Getting Usage
How to get 12 months of Usage from
local Utility
 This will be on the Grid
Mentor Outline (expanded) for the Mentor to use as
a reference guide .
Requirements This shows info that will
1. Personal close 15 SRAs be expanded.
2. Submit clean deals
3. Show the following leadership qualities:
• Participate in office trainings
• Read Above the Line - Urban Meyer

How to qualify a Home Body Language

Roof Non-Verbal
Roof types suitable for solar: • Distance to the project
• Comp Shingle • angle of the body
• Cement Flat Tile • Gestures
• Corrugated Metal • Eye movement
• Metal Tile • Hand Movement
• S-Tile Meta-Verbal
• Standing Seam • Voice fluctuation
Roof types not suitable for solar: • Speed of speech
• Cal shake • Volume
• Wood shake
• Slate Getting Usage
• Mortared clay How to get 12 months of Usage from
local Utility
Shading • less then 6 months at resident
• South • use square footage tool
• East • between 6 months and 12 months
• West • Get usage and use square footage
• More the 12 months at residence
Management • Get 12 months of Usage (don’s use
Area Management the square footage tool.
• Work a section of area till completed
• Go back through to the ones that are
hard to find home, they are great Setting Appointment
prospects Setting a solid appointment
Time Management What to do if appointment
• Break you day into sections reschedules or is a no show
• Morning (8am - 12pm)
• Afternoon (1pm - 4pm) Close a Deal
• Evening (4pm - dark) Do a bill review
• Have goals set for each time period Explain agreement
Transition to close
Pitch Sign up Customer and upload
Go through the parts of a pitch necessary docs
Break preoccupation Schedule site audit
Problem Intrigue
Solution
Transition
Overcoming Objection

As you go through these items, show as much as you can by actually talking to customers.
After talking with a customer, point out and review some of the things that happened and
answer any questions the new rep might have.