Guide: Pitch Sheet for Finance/Cash
Guide: Pitch Sheet for PPA
Pitch Sheet Pro Tips
Always work the sheet in front of the customer, never pre-fill
The Avg Bill is the most IMPORTANT number on the entire sheet, followed by the Rate increase, these 2 numbers set the pace for the whole proposal
if they do not buy in to these numbers, every other number will be questioned
Have your proposal ready before you work the sheet
Do the math in front of the homeowner
After each section of the sheet ask the same 2 questions "Does that make sense?" and "Do you have any questions?"
Get the referral section on the back filled out every time**
Get a selfie with the homeowner holding up the pitch sheet, and a thumbs up. Make this picture your contact photo in their phone, and vice versa - Every time they call, or you call they will be reminded of that excitement!
Same process as paper, in a professional online presentation.
You must have Adobe to utilize the virtual sheet. You can download free from HERE
After installing Adobe Reader, locate your downloaded virtual pitch sheet, right click and choose open with Adobe Acrobat (or Adobe Reader)
This will allow you to fill the sheet in real time on a presentation
Click the Virtual Pitch Sheet below to download