role
Solar sales workflow assessment
Map lead context, qualification, site evidence, design assumptions, quotation, contract, commission, and operations acceptance.
01
Make the signed deal usable by delivery
Sales context becomes operational only when assumptions, documents, approvals, and ownership transfer with the accepted project.
- Lead and qualification
- Survey and design context
- Offer and approval
- Contract and handoff
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Lead, contact, and site
- Requirements and assumptions
- Estimate, proposal, and revision
- Contract, commission, and acceptance
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Lead source
- Design and pricing systems
- Signature and deposit
- Operations acceptance criteria
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- What makes a lead qualified?
- Which assumptions need approval?
- What completes the sale?
- Who accepts the project?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.