Introduction
This is where everything comes together.
If the lead is not submitted correctly, nothing else matters.
You can have a good conversation, but if the information is incomplete or unclear, the opportunity is lost.
Your role is simple:
Capture the correct information and hand it over cleanly.
What Happens After You Find a Prospect
Once a client agrees to move forward:
- You collect the required information
- You submit the lead
- Power In A Box takes over
From that point:
- The client is contacted
- The Precision Power Analysis is conducted
- The system is designed
- The sale is closed
What Makes a Valid Lead
A lead is only valid if all of the following is included:
- Full name and surname
- Contact number
- Email address
- Property address
- Average electricity usage (bill or estimate)
- How they will fund the purchase: cash, access bond, personal loan?
If any of this is missing, the process slows down or stops.
How to Submit the Lead
All information must be sent clearly in one message.
Send via:
- WhatsApp to +27 72 385 0246
or - Email to sales@powerinabox.co.za
The message must include:
- Client details
- Location
- Usage
- Notes from the conversation
Example of a Clean Lead Submission
Name: John Smith
Number: 082 XXX XXXX
Email: john@email.com
Address: 12 Example Street, Sandton
Usage: ±R2,500 per month
Payment: Cash
Notes: Interested in reducing electricity bill, no existing solar
What Happens After Submission
Once submitted:
- The lead is registered under your name
- The team contacts the client
- The Precision Power Analysis is scheduled
- The process continues without you needing to manage it
When You Earn Commission
You earn commission when:
- The system is installed
- The client has paid in full
Commission is:
3% of the net installation value (before VAT) unless deal was discounted.
Important Rules
- The first complete lead submitted is recognised
- Leads remain valid for 6 months
- Do not submit incomplete or incorrect information
- Do not duplicate leads
Follow-Up Role
After submission, your role is light but important.
You can:
- Check in with the client
- Encourage them to attend the Zoom call
- Stay present without interfering in the process
What to Avoid
Do not:
- Try to manage the sale
- Give technical advice after submission
- Speak on behalf of the technical team
- Interfere with the closing process
What a Successful Handover Looks Like
- The client understands the next step
- The information is complete and accurate
- The lead is submitted clearly
- The team can move immediately
Summary
Your job is not to close deals.
Your job is to:
- Find the right people
- Capture the right information
- Hand over cleanly
If you do this consistently, the system works.
You have now completed the core training.
Start applying what you have learned and begin generating your first leads.