Hello my name is __________________, I am calling from the Energy Freedom Network and I understand you have an interest in obtaining a solar quote.

We’re calling to offer you a FREE consultation with a solar specialist that will help you save money on your electric bills. You may qualify for $0 down installation, which means even more savings to you.

Does this interest you? YES - Must give consent to qualify.

I will simply need to verify and collect some basic information so we can make sure you would be a good match with this program. After I have finished the assessment I will bring a solar specialists on the line with us. OK?

MANDATORY DISCLOSURE:
Before we proceed, I would like to inform you that this call may be recorded or monitored for quality assurance. Additionally, the purpose of this call is to validate your interest and qualifications for a free, no obligation solar install assessment.

Let’s see if you qualify for $0 down installation program:
1. Does your roof catch good sunlight without shade or interference? (IF NO, TERMINATE CALL GRACEFULLY)
2. Are you the owner of this single-family home? (YES - Must be a Homeowner to qualify)
3. Do you spend at least $150/month on your electric bills? (Must be YES to qualify)
4. Would you say that your credit score is around 680 or higher? (Must be YES to qualify)

Based on our initial screening, you appear to be eligible for a free Home Solar assessment.

Please hold the line while I connect you to a solar representative in your state who can further explain the program and all the many benefits it entails.

Thanks and have a great day! ---> (Transfer call to receiving agent)

Non-Qualified Applicant(s):
I’m sorry at this time we are unable to further assist you because of the following reason(s) _______________________. We appreciate your time today and will gladly try to assist you in the future should our policies change.

DATE: 01/09/2016  13:42:17
LEAD ID: 7039521
FIRST: Harold
LAST: Evans
PHONE-1: 602-418-0000
PHONE-2: 602-374-0000
ADDRESS: 123 Westlock Dr.
CITY: Phoenix
STATE: AZ
ZIP: 85014
EMAIL: harold.evans***@Gmail.com

HOMEOWNER: Yes
ELECTRIC: $150+
CREDIT: EXCELLENT (680+)

TRANSFER STATUS: Call Connected Successfully
TRANSFERRED TO: Solar Company XYZ
ORDER REF: 4375-251
CALL-AGENT: Tracy Reynolds
NOTES: Customer has a SFR home in Phoenix and is looking to retrofit solar panels on Southern roof-top.