Importance of todo list emails in solar sales

Given the nature of the business, solar sales and installation teams spend a majority of their time in the field - meeting with customers, conducting site surveys, coordinating with utility companies, monitoring the solar PV installation etc.

If you're a solar entrepreneur or sales engineer, you would be spending most of your time on the move. This is especially true if you are serving the residential solar customers. In that case you have visit a large number of prospects and survey their house for possible solar installation.

Sales team on the move

When your solar sales team is constantly on the move, they may not visit the office regularly. But even though they are not physically present in the office, they need to stay connected with the rest of the team.

For example, they need to be aware of all the new leads coming in on a daily basis. Further they should also be able to share the customer information, documents, photos, files collected with the rest of the team.

In absence of regular communication, customer documents can be lost, leads can slip through the cracks and your sales can suffer as a result.

Keeping your sales reps connected with rest of the team

So what kind of information needs to be exchanged on regular basis?

• Sending leads to the sales reps
• Reminding them about scheduled customer visits, site surveys etc.
• Enable sales reps to easily send back the customer information and documents collected
• Help them to easily upload purchase orders, permitsetc.

If you look at all these communication items, it basically boils down to sharing a daily todo list email with your sales team to outline all the items that need their attention - site surveys, permit uploads, customer visits etc.

Daily todo list for solar sales

If you want your sales team to be effective, you can help them by closing the communication gaps. A daily todolist email notification will help them by telling them -

• exactly which prospects need to be prioritized
• which customer visits and site surveys have been scheduled
• who they have to follow up with
• to whom they need to send a proposal

All they need to do is follow it as a checklist. So even if they don't get the time to visit the office, they will still know what they need to do on any given day. Importance of this todo list will become clear when they start hitting their sales targets on a consistent basis.

Important factors

1. The solar sales checklist needs to be mobile friendly
2. It needs to be updated on daily basis
3. It should cover ALL the things that are pending at someone's end
4. It should help the sales reps to easily submit customer information and documents from their mobile phones
5. The todo list format should be flexible. Your sales process can evolve over time, so should your sales todo list. It should be easily configurable to make any changes.
6. Another point of importance is that the todo list should be personalized for everyone on your sales team. Everyone should only see their own pending actions.

Fuzen's To-Do List Email Notifications for Solar CRM

Because most of your sales information is already managed in CRM, it makes sense that your to-do list emails should come from your CRM software.

Fuzen's Solar CRM Template helps solar installers automate different parts of their sales and project management processes — including daily ‘To-Do List’ email notifications that keep your team organized and efficient. It also supports email marketing templates for personalized outreach, making communication smoother and more consistent.

When your sales team connects to Fuzen CRM, they receive a personalized to-do list email every morning, keeping them updated on new leads, pending follow-ups, site visits, and project activities. With an integrated CRM system, they can seamlessly manage tasks, update statuses, and follow up with customers — all from one place.

The items in Fuzen's to-do list are linked to mobile-friendly workflows for activities like site surveys, customer documentation, permit uploads, and engineering drawings. The importance of a to-do list linked to your CRM becomes clear when your team can easily upload all kinds of project data, even while they’re still on the move.

Also, if you are looking for opportunities in email marketing, you can check Email Specialist jobs on Jooble

You can open any task on your mobile and update the required details to be shared with others on your team. Fuzen will then send an email notification to other team members about the updated information. For example, whenever a solar site survey is completed, Fuzen automatically sends a notification to the design engineers with all the details captured in the survey. They can then use this data to design a PV system as per the customer’s requirements and site conditions.

This way, Fuzen minimizes communication gaps within your team, ensuring that nothing slips through the cracks.