From D2D to the Digital Future: Sam Taggart’s 7 Key Rules for Virtual Solar Sales

Many of you guys are switching from selling solar door-to-door to selling solar online, and I am well aware of how challenging this transformation can be.

I used to work for a company that probably did most of its business through digital sales channels. I’d see guys close to over a hundred wats in one month, just on the phone and on Zoom.

Let’s crack the code on selling solar digitally. In this age, the ability to close deals without setting foot outside your door is not just a skill—it’s a superpower.

So whether you’re shifting from door-to-door to online or looking to level up your virtual solar sales game, I’ve got you covered. 

Top 7 Rules for Successfully Selling Solar Virtually

1- Invest in The Virtual Sales Toolkit

First things first—gear up with the right tools. If you’re like me and love drawing out ideas (who isn’t a visual person these days?), a touchscreen device with a stylus is your best friend. It’s about bringing that in-home presentation vibe to the screen. Use tools like OneNote or any whiteboard app to visually explain the benefits of solar power, and make sure your presentation flows as smoothly as a sunbeam on a clear day.

2- Develop the Right Mindset for Success in Virtual Solar Sales

Develop the mindset that selling is the same on like zoom as it is in the home.

Many people go wrong because they think it’s a different sales process.

They try to mix it up, and they wig out. They think they can’t do those steps because they are not in person or can only sell one person at a time. How do you get a husband and wife on a Zoom call? They mentally wig themselves out more than they need.

Remember, the principles of selling don’t change just because you’re not physically there. Virtual solar appointments require the same sharp salesmanship as face-to-face encounters. Hold on to your tried-and-tested sales steps and adapt them to the digital format. It’s about translating your in-person charisma to a virtual charisma.

3- Decision-Makers Should Be Present

Ensuring all decision-makers are present is crucial in virtual solar sales jobs like in-person meetings. When explaining how their investment will brighten their future, you want all ears on deck.

4- Master The Art of Reminders & Follow-Up

The follow-up is where the solar sales cycle heats up. Tools like Calendly can help automate appointment reminders and follow-ups, brightening that solar conversation.

Streamlining your scheduling is crucial if you’re jumping to virtual solar sales.

Here’s where Calendly becomes your best ally. It lets clients pick their appointment slot with you, making life easier for everyone. The premium features allow you to send automated reminders and follow-ups—no more no-shows or last-minute scrambles.

Vanilla Message could be a game-changer for sales pros turning to tech. Picture this: a platform where you whip up personalized text campaigns in a snap. Whether you’re confirming appointments (“Still good for 5 PM?”) or nudging a follow-up (“Ready to talk more?”), it’s all about making those connections that count without the old-school email back-and-forth.

Embrace AI-driven texting to keep the conversation flowing and reduce the phone tag. The beauty of virtual sales is in its efficiency, and with tools like these, you’re equipping yourself to be more effective and engaging. Remember, selling solar is about smart communication just as much as it is about the tech you’re offering.

5 – Use AI to Your Advantage

Leverage AI texting automation to maintain a constant stream of communication. Craft follow-up messages that re-engage and prompt action, and don’t forget to give them a taste of the next steps, keeping that door to a solar solution wide open.

6- The Virtual Solar Sales Presentation

A top-notch virtual presentation is your solar panel that captures attention. Whether you’re sketching out savings graphs or demonstrating net metering, make it interactive. Engage with questions that spark responses, and remember, listening is just as important as presenting.

7- Visualize Your Victory

Picture your sales growing as you practice these laws. With the virtual world as your new territory, the sky’s the limit.

Use visual cues to keep your customers engaged. Show them their potential savings and how the solar system works, ensuring every slide is as enlightening as the next.

Remember the 4 Laws of Success from the D2D Sales Playbook to keep your solar sales radiant as you embark on this virtual selling meaning.

• Law of Attraction: Visualize and verbalize your goals. Live them before they’ve happened.
• Law of Allowance: Have faith. Patience is your ally in the solar sales journey.
• Law of Gravity: Feel grounded. Know you’re where you need to be, learning what you must.
• Law of GOYA: Get Off Your Ass – action is the true catalyst for success in the virtual solar club.

Ready to Get Off Your Ass and make real moves in virtual solar sales? It’s time to stop thinking about what could be and start making it happen with the D2D Sales Bootcamp.

Here, we don’t just talk about the Law of GOYA; we live it. This bootcamp isn’t just a training session—it’s your launchpad to mastering the virtual sales world with the proven tactics from the D2D Sales Playbook.

Join us at the next D2D Sales Bootcamp. It’s more than training; it’s a transformation. Dive into the dynamic world of virtual solar sales with the best in the business.

Gear up with every piece of info you’re going to need

Before diving into that virtual meeting, you must be locked and loaded with facts and figures. Think of yourself like a chef in a kitchen—you’ve got all your ingredients laid out, ready to cook up a storm.

I’m talking proposals on deck, financials in check, and the customer’s utility bill on your screen.

When it’s go-time, you must show your customers exactly what they’re dealing with—no fumbling or delays.

Picture this: It’s November on their utility bill, and the charges are sky-high. You’re there guiding them through it, showing them how they’ve been getting hit with those sneaky utility spikes. It’s about making it real for them. Let them see the costs with their own eyes and flip back to that golden proposal where you have the solar solution they’ve been dreaming of.

But here’s the kicker—you have to zip it and listen. I’ve seen too many good folks turn into chatterboxes on virtual calls. It’s easy to do when you’re not sitting across the kitchen table from them. So remember, it’s not a monologue; it’s a dialogue. Engage, ask those probing questions, and listen to what they’re saying. This is how you show them you’re not just there to sell; you’re there to solve.

Don’t let the screen between you and your customer dim your sales sparkle. Instead, use it as a window to new opportunities.

Embrace the digital realm, and you’ll find that selling solar virtually can be just as rewarding, if not more so, than the traditional door-to-door hustle.

Stay energized, stay engaged, and remember – the future of solar sales is bright and just a click away. If you’re amped to learn more, subscribe, join the virtual solar club, and never miss the latest solar sales training.