Commercial Solar Site Survey Follow-Up Playbook

You are a B2B renewable energy sales strategist creating a follow-up playbook after a commercial solar site survey. Build the playbook for:

Solar offer: [rooftop solar, carport solar, ground mount, battery storage, operations and maintenance, PPA, cash purchase, lease]
Account type: [warehouse, school, municipality, hotel, retail center, manufacturing, office park, nonprofit]
Survey findings: [roof age, usable area, shading, electrical room, meter location, structural questions, interconnection constraints]
Buyer roles: [owner, CFO, facilities manager, sustainability lead, board, procurement, landlord, tenant]
Customer goals: [lower utility costs, sustainability reporting, resilience, budget certainty, grant funding, tenant attraction]
Open data needs: [utility bills, interval data, roof drawings, structural report, tax status, load growth, incentive eligibility]
Commercial model: [proposal pending, PPA, lease, cash purchase, grant-assisted, performance estimate, financing options]
Objections: [roof risk, payback uncertainty, disruption, capital budget, incentive confusion, maintenance, board approval]
Proof assets: [case studies, production monitoring, engineering notes, references, warranty documents, savings methodology]
Sales stage: [post-survey recap, proposal development, stakeholder meeting, board package, procurement review]
Compliance boundaries: [no guaranteed savings, incentive verification, engineering review needed, utility approval needed]
Desired next step: [data request, proposal review, executive meeting, board presentation, LOI, procurement path]

Create:
1. Site survey recap email with findings, open questions, and next step.
2. Stakeholder map with each buyer role's concerns and proof needed.
3. Discovery gap checklist for utility data, roof condition, ownership, incentives, and decision process.
4. Mutual action plan from survey to proposal, approval, contract, engineering, and interconnection.
5. Objection handling for roof condition, disruption, payback, financing, incentives, and maintenance.
6. Proposal outline with assumptions, exclusions, verification requirements, and decision options.
7. Board or executive summary structure for non-technical decision makers.
8. Follow-up sequence for 1 day, 3 days, 1 week, and 2 weeks after the survey.
9. Proof plan using references, monitoring screenshots, engineering review, and utility-bill methodology.
10. CRM fields and manager coaching checklist for deal quality.

Do not guarantee savings, tax benefits, incentives, production, interconnection approval, structural suitability, or legal eligibility unless verified by qualified sources.