Template Email from Steven Peterson to Prospects following sending Loan Docs

Mr. Tucker,

I enjoyed your call today sir!

The loan docs should have been sent to you.  Once signed – if not already – you will then get a welcoming call from Madi Sunday in our corporate office.  

I just wanted to reiterate with a “paper trail” that you are under no obligation financially by just signing the loan – until we pull the permit.  The fine print may read something like… “client could be charged up to $1,000 dollars if you back out of installation.  This is to cover Vision Solar on any monetary expenses we will occur by then. You should be fine for about 4 to 5 weeks to consult more with your tax fiduciary. Obviously, the loan in it’s entirety will not be assumed until after you are successfully installed.

Sarah Robertson is your inter-connection specialist.  Sarah, Mr. tucker is a 35 kw system.  It is an aggregated loan with two meters.  I assume he would have to sign the four SCE&G connection agreements twice – for each meter?!..  either way, this account is a priority to be rushed for the 3 cent PBI window.  Tyrell Grey has given me the info for our SCE&G contact.  I will call him first thing in the morning to request this account be apart of that 3 cent wave.  Could you please send him the documents first thing in the morning for him to sign so we can get that submitted asap 🙂  Thank you!!!  

Mr. Tucker, keep in mind they are on Utah time so these might be sent to you around noon our time tomrw!

Your team consist of the following:

Regan and myself for questions

Brittney Keisel – acct. mgr.

Madi Sunday – customer service for updates

Sarah Robertson – inter-connection specialist

Chani Henri – HOA and permitting

Clint Wecker – proposal designSean – CAD design

Bradford Martz – Site surveyor who will be coming to your home.
…and lastly

Alan – who you already have met, and is over the install operations for South Carolina.

Talk to you soon my friend!
Steven Petersen
Area Manager

visionsolar.com
(843) 732-4525

(888) 781-7074