Battery OpsOne operating resource for existing-account discovery, voice scripts, bill-ready handoffs, proof states, and launch control. Customer records stay in the restricted tracker—not on this public site.
Restricted detail Names, source references, ownership, next actions, and GHL gaps require Google access.
The verified workbook separates discovered accounts from outreach eligibility and keeps every source record independently auditable.
Formula-driven control center, 31-row working queue, complete source-evidence tab, frozen filters, and dropdown chips for operating status, owner, CRM action, and confidence.
Use the same case ID, evidence, identity, consent, owner, next-action, confidence, and notes fields when a new account is found.
Download CSV templateThe project source says active. It is not proof of install, commissioning, or funding.
A contact says a battery exists. Product and install evidence still need verification.
This is a reconciliation gap—not proof that the account is absent.
A task, upload selection, calendar hold, or draft is not resulting-state proof.
This checklist is a session aid. It does not write to CRM or replace the secure tracker.
The setter books fifteen minutes with Craig. The setter does not price, design, promise savings, or sell.
Hey, is this NAME? This is FIRST NAME calling from Prosper, we installed your solar system back in YEAR. Real quick, are you still at the house?
Good, that is why I am calling. Your system is doing its job on the panel side, but it is still sending your extra power straight back to the utility and then you buy it back later at their price. Battery storage changes that. You keep what you make.
ConditionalThere is a federal incentive on storage right now and there is a window on it.
We are going through our installed customers first, before we open it up, because you already have the panels up and the hardest part done. That makes your upgrade fast and it makes it cheap compared to starting from scratch.
I am not going to sell you anything on this call. I just want to get you fifteen minutes with Craig so he can look at your actual production and tell you straight whether it is worth it for you. He has Tuesday at two or Thursday at ten. Which one works?
Hey, is this NAME? This is FIRST NAME with Prosper. Quick question, you have solar on the house, right? Do you know if you have battery storage with it or just the panels?
Just the panels. Okay, that is most people, and that is actually why I am calling.
Right now that system sends everything extra back to the utility and you buy it back later at their rate. Storage stops that, you keep what you make, and you have power when the grid goes down.
ConditionalThere is a federal incentive on storage with a window on it, and the good news for you is the panels are already up, so the expensive part is done.
Does not matter who installed it. We work on all of it.
I am not selling anything on this call. I just want fifteen minutes with Craig so he can look at your actual production and tell you straight whether it makes sense. Tuesday at two, or Thursday at ten?
Validate once. Answer simply. Return to one of two appointment choices.
I already have solar.Your panels are fine. Your bill still has a utility buyback in it. That is the part a battery removes.
How much is it?That is exactly what Craig looks at with your real production numbers. Fifteen minutes. Tuesday at two or Thursday at ten?
My installer went out of business.We hear that a lot. Does not matter who put it up, we work on all of it.
Take me off your list.Yes sir, done. Mark DNC in CRM immediately. No second attempt.
Use only the case ID and operational facts here. Never enter a customer name, address, phone, email, bill, or login.
A lead, bill, appointment, proposal, contract, survey, install, commissioning, funding, and pay are distinct operating states.
One active record, one owner, one source-backed Battery Case ID.
Voice disposition logged. STOP or DNC is applied during the same call.
An actual readable current bill exists and passes QA.
Bill, closer, calendar, decision-makers, and appointment are all verified.
Show or no-show and the exact next action are logged the same day.
Proposal, signature, and finance approval remain separate proofs.
Each field milestone requires its own dated artifact.
Physical install is not commissioning, utility acceptance, funding, or pay.
HazControls the source export, dedupe, exact identity, DNC cleanup, and state segmentation before any release.
Kami / KamilleWorks the released list, controls confirmations and no-shows, and protects bill-ready quality.
Adam + settersUse the approved voice script, capture battery status and the current bill, then book fifteen minutes with Craig.
Scott + approved closersRun bill-based reviews, keep claims case-specific, and log the exact consultation outcome.
CraigOwns the live finance rail, partner and state release, two appointment choices, and exceptions.
StartHaz and Kamille verify the live calendar, closer roster, state/partner changes, bill-recovery queue, and escalation owner.
DialSetters work assigned records, ask the battery question, collect the actual bill, and escalate unknowns.
PrepareKamille and the closer verify bill QA, tariff claims, access, decision-makers, and the exact meeting link.
CloseEvery appointment gets a showed/no-show/outcome. Every open file gets one owner, one action, and one date.
These cards tell the team what to verify. They are not standing permission to repeat a program, payment, tariff, or deadline.
Use the actual bill, resilience, self-consumption, and only a currently verified VPP or tariff fact.
Do not announce a net-metering deadline or VPP payment until the official source and effective date are stored.
Check Battery Control eligibility and the customer’s specific rate before using a utility-program line.
Do not use PowerPair as a retrofit promise. Keep new solar-plus-battery incentives separate from upgrades.
Use the customer’s actual time-of-use or net-billing structure only after the correct utility is confirmed.
Do not treat Duke, Dominion, municipal, and co-op rules as one statewide program.
Lead with backup goals and household resilience, then test economics from the bill.
Do not claim export credits are collapsing without a current tariff source.
This browser checklist resets with the session. The restricted tracker and current CRM configuration are the actual control record.
0 of 11 items checked
Review identity, consent, bill, appointment, claims, proposal, survey, submission, and resulting-state evidence before opening a larger batch.