Solar Track

What this track is

The Solar Track trains Narqix appointment setters, confirmers, live transfer agents, lead managers and QA reviewers who work for US solar installers. You will not sell solar. You will create something the installer values even more: a qualified homeowner who shows up to a consultation with every decision maker present.

Everything in this track follows one idea:

How residential solar is sold in the US

Most US home solar is sold through a simple chain. Each link hands work to the next one.

1. Lead generation. The installer (or a lead company working for it) finds interested homeowners through online ads, web forms, door knocking, referrals, events and purchased lead lists.
2. Setting. A setter calls or texts the homeowner, checks whether the home is a fit, and books a consultation. This is where most Narqix VAs work.
3. Confirming. A confirmer makes sure the appointment still happens: written confirmation, a personal call a day or two before, a reminder on the day, and recovery if the homeowner goes quiet.
4. The consultation. A US-based sales representative (often called an energy consultant or closer) meets the homeowner at home or on a video call. The consultant reviews the electric bill, the roof and the financing options, then presents a proposal. This meeting usually takes 45 to 90 minutes.
5. The agreement. If the homeowner says yes, they sign with the installer. Many agreements carry a short legal cancellation window, which the consultant explains.
6. Operations. The installer's office team takes over: site survey, system design, permits, installation, inspection, and finally the utility's Permission to Operate (PTO), which is the day the system can switch on.

Who is who

Party	What they do	How you deal with them
Homeowner	Owns and lives in the home, pays the electric bill	The person you call. Treat them with patience and respect
Installer (your client)	The solar company that sells, designs and installs	The company you represent on every call. You say its name
Energy consultant (closer)	US sales rep who runs the consultation and signs the deal	You book their calendar and pass them clean notes
Setter	Qualifies homeowners and books consultations	Usually you
Confirmer	Protects each booking until it is held	You, or a teammate
Lead generator	Collects homeowner interest, sometimes sells it	Source of many of your leads. Their consent records matter
Utility (power company)	Supplies electricity and connects the solar system	Never claim to be them or to work with them
Financing partner	Lender or leasing company behind loans, leases and PPAs	The consultant handles all of this

How homeowners pay, in simple words

You must know which payment options your client offers so you can answer basic questions honestly. You never quote prices, payments, rates or savings. That is the consultant's job.

Option	Who owns the panels	How the homeowner pays	What you can say
Cash	Homeowner	Pays the full price up front	"The consultant can walk you through a cash option if that interests you."
Loan	Homeowner	Borrows the money and pays a monthly loan payment. Lenders check credit	"Many homeowners finance it. The consultant explains the options and what is needed to qualify."
Lease	A third-party company	Pays a fixed monthly fee to use the system	"There are options where you do not own the system and pay monthly. The consultant can compare them."
PPA (power purchase agreement)	A third-party company	Pays for the solar power the system produces, at an agreed rate per kilowatt-hour	Same as lease. Do not quote rates.

Leases and PPAs together are called third-party owned (TPO) systems.

Three facts about solar sales right now

1. Incentives changed in 2026. Homeowners hear old advertising and ask about it. You stay neutral and pass every money question to the consultant.
2. Utility credit rules differ by state. How a utility pays for extra solar power sent back to the grid (net metering or net billing) is generous in some states and small in others. You do not explain it. You only collect the utility name so the consultant can model it.
3. Solar is one of the most sued industries for calling and texting. Installers can be held legally responsible for calls made on their behalf. That means your conduct is the client's legal risk. Read the compliance page before your first dial.

Why the sit matters so much

Leads are expensive. As a rough 2026 guide, a shared solar lead can cost about USD 25 to 100, an exclusive lead USD 100 to 250, and a booked appointment USD 150 to 500. When a booked appointment does not happen, the client loses the lead cost and a consultant's evening. That is why good clients pay for sits, and why Narqix measures you on sits and quality, not raw bookings.

Where Narqix VAs fit

Seat	What you do	Main measure
Appointment Setter	Calls leads, qualifies, books the consultant's calendar	Qualified sets that sit
Confirmer	Owns each appointment from booking to sit	Show rate
Live Transfer Agent	Qualifies and warm-transfers to a US consultant on the same call	Qualified transfers that convert to sits
Lead Manager (Nurture)	Works callbacks, "not now" leads and follow-up cadences	Revived leads, clean pipeline
QA Reviewer	Scores calls, checks compliance and data quality	Accurate scores, zero compliance misses

On small campaigns one person may hold two seats, for example setting and confirming their own appointments. The standards stay the same.

Learning paths

Study in this order. Do not skip the compliance page, whatever your role.

Appointment Setter path

1. This page
2. Solar Glossary (skim, then keep open)
3. Compliance for Solar Calling and Texting
4. Qualification Standard
5. Role Guide: Solar Appointment Setter
6. Solar Shift SOP
7. CRM Notes and Disposition Codes
8. Scripts: Fresh Web Lead Setter Call, Aged Lead Setter Call, Inbound Solar Call
9. Solar Objection Handbook
10. Voicemail and SMS Pack

Confirmer path

1. This page
2. Solar Glossary
3. Compliance for Solar Calling and Texting
4. Role Guide: Solar Confirmer
5. No-Show Prevention Playbook
6. CRM Notes and Disposition Codes
7. Scripts: Appointment Confirmation Call, No-Show Re-Engagement Call, Voicemail and SMS Pack
8. Solar Objection Handbook (sections on cancelling, spouse and timing)

Live Transfer Agent path

1. This page
2. Solar Glossary
3. Compliance for Solar Calling and Texting
4. Qualification Standard
5. Role Guide: Solar Live Transfer Agent
6. Solar Shift SOP
7. Scripts: Fresh Web Lead Setter Call (stages 1 to 4), Live Transfer Handoff
8. Solar Objection Handbook

Lead Manager (Nurture) path

1. This page
2. Solar Glossary
3. Compliance for Solar Calling and Texting (texting section twice)
4. Qualification Standard (nurture codes)
5. Role Guide: Solar Lead Manager and Nurture
6. CRM Notes and Disposition Codes
7. Scripts: Aged Lead Setter Call, No-Show Re-Engagement Call, Voicemail and SMS Pack
8. Solar Objection Handbook

QA Reviewer path

1. Everything in the Appointment Setter path
2. Role Guide: Solar QA Reviewer
3. No-Show Prevention Playbook
4. Every script in the Script Library for the Solar track

Pages in this track

Page	What it gives you
Role Guide: Solar Appointment Setter	What a setter owns, daily rhythm, KPIs, mistakes
Role Guide: Solar Confirmer	How to turn bookings into sits
Role Guide: Solar Live Transfer Agent	Qualify and hand off on the same call
Role Guide: Solar Lead Manager and Nurture	Follow-up cadences and pipeline hygiene
Role Guide: Solar QA Reviewer	Scorecard, auto-fails, coaching
Solar Shift SOP	Start, run and close a shift from Bangladesh
Solar Qualification Standard	Who is a fit, who is not, who to nurture
Compliance for Solar Calling and Texting	Consent, do-not-call, hours, banned claims
No-Show Prevention Playbook	The confirmation sequence and rebooking rules
CRM Notes and Disposition Codes	Note format and every code you will use
Solar Glossary	Over 100 terms in plain English
Script Library (Solar)	Eight scripts from first call to no-show recovery

Check yourself

1. In one sentence, what is the difference between a set and a sit?
2. A homeowner asks, "How much would I pay per month?" What do you say?
3. Name the four ways a homeowner can pay for solar, and which two are third-party owned.
4. Why is your calling behavior the client's legal risk?
5. Which page do you read before your very first dial, whatever your role?

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