A new consultant does not need the whole library first. They need the order of operations, the non-negotiable rules, the pricing path, and the traps that create bad promises.
- Start with Deal-type decision tree so every lead becomes a clear job type.
- Read Con Edison rules quick reference before promising rebates or NYSERDA / EFS.
- Use Choosing the right financing option to match homeowner constraints to payment path.
- Practice The 30-minute close so the price reveal happens after the baseline is agreed.
- Scan Common pitfalls index before going into the field.
- Is this decommissioning, non-decommissioning, or hybrid?
- Which permits apply?
- Does NYSERDA / EFS work on this deal?
- What is the monthly-payment baseline script?
- Which conditions force a pause before promising install timing?
Esta página es parte de la biblioteca de capacitación de Bienestar HVAC. Resume el tema New rep ramp — first hour path para que el consultor pueda explicar el proceso con claridad, evitar promesas incorrectas y preparar cada oportunidad para una instalación limpia.
Nota para el consultor: use esta página como guía de campo. Antes de prometer reembolsos, fechas, financiamiento o alcance de instalación, confirme elegibilidad, permisos, capacidad del equipo y documentación requerida.