Residential Energy Storage Systems and Installation Workflow

Initial Customer Inquiry

Type: Send Email

The Initial Customer Inquiry step represents the beginning of the customer engagement process. This stage is triggered when a potential client reaches out to the business through various channels such as phone calls, emails, website form submissions, or in-person interactions at trade shows and events. The purpose of this step is to capture essential information about the customer's needs and preferences. Sales representatives are responsible for greeting customers, listening attentively to their concerns, and gathering relevant details through open-ended questions and careful note-taking. This process helps establish a rapport with the customer while laying the groundwork for further communication and relationship-building. The output of this step is typically a documented summary of the customer's inquiry, which serves as a foundation for subsequent interactions.