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Illustrative solar consultation with an energy bill and roof plan

GHOSTREP FOR SOLAR SALES

Keep the context. Improve the next conversation.

Capture solar consultations, coach reps through live questions, and review what the customer still needs to understand before the follow-up.

A long decision cycle needs a better memory.

Between the first proposal and the next call, details fade. Echo keeps the conversation available for review so the rep can return to the open question and the manager can coach the explanation that needs work.

Capture the appointment. Coach in the moment. Review and practice what matters.

GHOSTREP AT WORK / Solar

Make the second conversation count.

See how reviewing the first conversation helps a rep prepare a follow-up around the customer’s actual question.

ILLUSTRATIVE CONVERSATION

At the proposal review · discussing monthly cost

HOMEOWNER
I understand the panels. I’m still confused about how the payments change.
REP

Which part would help most to walk through: the payment schedule or the assumptions behind the comparison?

ECHO RECORDINGS

Keep the words. Keep the context.

Record the appointment in Echo and return to the conversation with its transcript. The manager can hear the question and the response together.

For the rep
A conversation to revisit after the appointment.
For the manager
Specific exchanges to discuss in the next coaching session.
Explore Echo recordings

THE FOLLOW-UP STARTS WITH THE FIRST CONVERSATION

Pick up at the question that stayed open.

AFTER THE PROPOSAL

The customer asks about the payment schedule.

Echo keeps the exchange available for review. Hear which part was unclear and how the rep answered it.

BEFORE THE NEXT CALL

The rep prepares that explanation.

Return to the recording and the customer’s proposal. Use AI Sales Coach to work through the approach before calling back.

IN THE MANAGER REVIEW

The coaching stays connected.

Discuss how the rep handled the open question and choose a focused practice attempt for the next proposal conversation.

Illustrative follow-up sequence.

LIVE COACHING FOR A COMPLEX CONVERSATION

Support the rep through the question—not just the presentation.

Solar reps explain a proposal that touches energy use, system design, and payment terms. The customer may understand one part and still be uncertain about another.

Live AI coaching provides support during the conversation. The recorded session lets the manager review whether the response addressed the actual question or returned to a familiar presentation.

Use your approved proposal details in coaching and practice. Work on the clarity of the explanation, the follow-up question, and the next step the customer understood.

Explore live and recorded coaching

BEFORE THE NEXT PROPOSAL REVIEW

Give uncertainty a place in practice.

Prepare for the questions your reps cannot answer with another slide.

Build AI Role Play around a customer who wants to compare payment options, involve another decision-maker, or revisit an assumption in the proposal. Practice asking what needs clarification before offering another explanation.

Managers can use recorded reviews to choose those scenarios and keep the next coaching session close to the work the team is doing.

Explore proposal practice

BEFORE YOU GET STARTED

A few good questions.

How does GhostRep help prepare a follow-up?

Return to the recorded consultation to hear the customer’s open question. Review the relevant proposal details and work through a focused explanation in AI Sales Coach before the next call.

Can reps practice payment and proposal questions?

Use the actual terms and approved information from your company in the practice brief. Rehearse a customer asking for clarification and coach the rep on identifying the unclear part before explaining it.

What should a manager look at first?

Start with one proposal conversation and one unanswered customer question. Review the exchange, discuss the rep’s approach, and choose a focused skill to practice.

TOOLS FOR YOUR TEAM

Put the coaching into practice.

PUT GHOSTREP TO WORK

Build trust into the explanation.

Start with one team, one skill, and a clear idea of what improvement looks like.

Lifestyle photography is illustrative. Conversation examples are practice scenarios, not customer testimonials.