Enhance and refine professional and ethical sales and customer service strategies for consultants and retail representatives in the grid-connected solar and battery industry.

Provide the most cost-effective solutions to meet the needs of individual customers based on their goals, energy consumption and expected return on investment.

Build strong, lasting customer relationships by providing accurate, informed and reliable advice.

Sales professionals in the renewable energy industry looking to develop their skills, increase revenue and build stronger customer relationships.

Consultants involved in providing advice on the scoping, sizing and sales of grid-connected PV and Battery solutions to customers.

New entrants looking to come into the industry and sell Solar PV and battery systems to consumers.

None

Students enrolled in this course will cover the following:

• Professional vs unprofessional
• Personal presentation
• Assessing customer needs
• How much power from a PV and Battery System?
• Excelling in Customer Service
• Help customers make a confident decision
• Finishing well

1. Understand the customer’s requirements
Listen to the customer to understand what they are trying to achieve and provide advice on potential solutions that are aligned with their goals (e.g. VPP, behind-the-meter or wholesale market solution).

2. Conduct professional customer consultations and site assessments
Demonstrate industry professionalism by building successful customer relationships and conducting holistic site surveys that include assessing customer energy consumption patterns, seasonal variations, site-specific conditions and future energy needs to provide tailored solar and battery solutions rather than focusing on a sales ‘quick win’.

3. Analyse and interpret energy consumption data
Read and accurately interpret electricity bills, smart meter data and consumption information to identify the customer’s energy usage patterns. Calculate appropriate system sizing and match the customer’s needs to solar and battery system solutions.

4. Provide accurate technical and financial information
Communicate realistic system performance expectations by understanding system losses, seasonal solar resource variations, product warranties and maintenance requirements. Calculate and explain key financial metrics and payback periods in compliance with Australian consumer protection regulations. Include accurate information on the Solar Battery Rebate Scheme and other relevant state and federal government incentives, with a particular focus on the Home Battery Rebate Scheme including the Written Statement requirements.

5. Recommend appropriate solar and battery system configurations
Evaluate and propose suitable system options based on customer preferences, including behind-the-meter systems, wholesale electricity market participation or Virtual Power Plant (VPP) arrangements. Effectively use solar quotation software, such as Pylon or OpenSolar. Consider Australian standards, Distribution Network Service Provider (DNSP) requirements, Clean Energy Council (CEC) guidelines and manufacturer installation specifications for compliant installations. Understand the role of a Certified Designer, who is responsible for signing-off on the solution.

6. Deliver exceptional customer service throughout the sales journey
Maintain professional communication and ethical sales practices by setting realistic expectations, providing honest product comparisons, coordinating with installation teams, establishing system monitoring and maintenance programs and conducting post-installation follow-ups. Keep the customer informed about timelines for the sales process and installation. Build long-term customer relationships that enhance industry reputation and generate future sales and referrals.

These learning outcomes align with the course's emphasis on developing industry professionals rather than just salespeople, focusing on technical knowledge, ethical practices, customer-centric approaches, and compliance with Australian regulations.

Students require a computer with internet access in order to complete this short course.

NETCSC - Solar and Battery Sales Professional is available online and can be completed at your own pace.

10 Nominal Hours. Flexible options available.

Quizzes and optional project reviews

Students will receive a certificate upon completion.