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Client Interaction Standards

ACTIVE SOP

How we interact with clients in the field directly reflects the Wadadli Solar brand. Our technicians are often the only Wadadli Solar representative a client ever meets in person.

Core Expectations

  • Arrive on time or notify client if delayed
  • Introduce yourself by first name and company
  • Dress professionally — work clothes are fine, but clean and presentable
  • No profanity on client property
  • No loud music
  • Clean up your work area before departing

What to Say

On arrival:

"Hi, I'm [name] from Wadadli Solar. I'm here for your [service type] today. Is it okay if I get started?"

When asked about a finding you're not sure about:

"That's a good question. I want to make sure I give you accurate information — let me confirm with my lead tech and we'll follow up with you."

When asked about cost or timeline:

"I can note what I found today, but for quotes and scheduling I'll have our office reach out to you directly."

What NOT to Do

  • Do not criticize the original installer, even if the work is poor
  • Do not make promises about production, savings, or outcomes
  • Do not share diagnosis until it is confirmed
  • Do not discuss other clients' systems
  • Do not use the client's bathroom without asking

Documentation

Note client interactions in your report: - Who you spoke with and their role (owner, tenant, building manager) - Any questions they raised - Any access permissions granted or denied