https://calendly.com/tier1-solar-solutions/solar-consultation FM.trackCustomEvent("Added to cart", { "email": "david.thompson@sample.com", "price": 100.21, "currency": "USD", "is_mobile_transaction": true, "return date": "2019-12-30" }); var new_contact = { "First name": "John", //Replace with first name of the user "Last name": "Doe", //Replace with last name of the user "Email": "john.doe@example.com", //Replace with email of the user "Alternate contact number": "98765432", //Replace with a custom field "company": { "Name": "Example.com", //Replace with company name "Website": "www.example.com" //Replace with website of company } }; var identifier = "john.doe@example.com"; fwcrm.identify(identifier, new_contact); var sample_properties = { "Address": "8691 MacGyver Mews", //Replace with address of user "City": "New Jermaine", //Replace with city of user "Mobile": "13457879", //Replace with mobile number of user "Alternate Contact Number": "98765432" //Replace with a custom field }; fwcrm.set(sample_properties);
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PRE-SET APPOINTMENTS - Pay-Per-Sit Model

The Pay-Per-Sit Model offers predictable costs based on the number of qualified sits. This model is ideal for companies that prefer fixed pricing for every confirmed sit, regardless of the outcome.

PRE-SET APPOINTMENTS - Pay-Per-Sit Model

Features:
• Fixed Pricing: Clients are billed a set rate per sit.
• Flexible Tiers: Choose from four tiers, ranging from 5 sits/month to 25 sits/month or more, with deposits reflecting the tier’s monthly allocation.
• Annual Allocation: Allocations are calculated annually, allowing for flexibility in sit distribution across the year.
What’s Included:
• Sits: Confirmed, pre-qualified appointments where the homeowner has committed to meeting with a solar consultant.
• CRM Access: Provided at $95/month for monthly plans or $1,068/year for annual plans.
• Calendly Integration: Included free for Year 1 with annual plans; renewal is $22/month or $195/year.
Example:
For Tier 1, covering up to 60 sits annually:
• Annual Plan: $21,600 deposit (10% discount applied).
• Monthly Average: 5 sits, though allocations are based on yearly totals, allowing for fluctuations.
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3. Predefined Qualification Criteria
To ensure high-quality leads, all appointments and sits must meet the following criteria:
1. Homeownership: The homeowner must be on the deed or a trustee of a trust.
2. Property Type: Must be a single-family home, townhouse with roof and meter ownership, or mobile
home with land ownership and ground-mount space.
3. Solar Eligibility:
• Preexisting solar systems are eligible if:
• Additional grid costs exceed $85/month, and
• Roof space can accommodate at least an additional 4 kW system or 10 panels.
• Or the client is replacing the existing system.
4. Age Limit: Homeowners must be under 80 years old.
5. Disclaimer: Credit is not verified during marketing; the client must confirm credit eligibility post-
appointment.
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4. Auto-Draft Policy
Auto-draft is required for all plans to ensure uninterrupted service. Deposits are automatically replenished when balances fall below 33.1% of the required amount.
Benefits:
• Eliminates service interruptions.
• Ensures continuous lead flow.
• Provides priority scheduling for auto-draft clients.
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5. CRM and Calendly Access
• CRM Costs: $95/ (monthly plans) or $1,068/year (annual plans).
• Calendly Access:
• Free for Year 1 with annual plans.
• Renewal Costs: $22/month (monthly plans) or $195/year (annual plans).
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6. Annual and Monthly Flexibility
• Annual Plans: Offer a 10% discount on the first three months’ deposit and include Calendly for the first
year.
• Monthly Plans: Provide flexibility with no long-term commitment but require monthly replenishment of
deposits.
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7. Rollover and Allocation Policy
• Annual Plans:
o Unused deposits for missed allocations roll over to the next year if the contract is renewed.
o If not renewed, the unused deposit is forfeited.
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8. Operational Clauses
• Ownership of Leads: Leads are exclusive to the client and cannot be shared or resold.
• Follow-Up Contact: Routine follow-up ensures quality and measures homeowner satisfaction.
• Non-Disclosure and Non-Interference: All client information is confidential, and interference with TIER 1’s operations is strictly prohibited.
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9. Fraud Prevention and Penalties
• First Offense: Forfeiture of deposits.
• Second Offense: Forfeiture of deposits and a $2,500 penalty.
• Third Offense: Termination from the program, forfeiture of deposits, and a $2,500 penalty.

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