Walk in. Ask the right questions. Leave with a complete file.
This visit guide captures the information needed for the proposal, Efficiency Maine prep, installation handoff, and your internal sales record.
What to say at the door
“Hi, I’m Kaileb with Rocky Coast Electric. I’m going to learn what you want the system to do, look at your current heat and electrical setup, check possible indoor and outdoor locations, and see what Efficiency Maine incentives may apply. Then I can give you a clear next step.”
Customer
Why are they interested?
Discovery conversation
Ask which rooms are hardest to keep comfortable, what they currently heat with, what they spend most of their time doing in the home, and whether they want the heat pump to become their primary heat source. Do not lead with equipment — lead with the problem you are solving.
Home
Current heating
Placement conversation
Prioritize the living space and bedrooms the customer cares about most. Look for a clear throw of air into open space, practical line-set routing, condensate drainage, service access, and a safe outdoor location. A location under a deck or busy walkway should trigger installer review because winter condensate can freeze.
Indoor areas / heads
Outdoor unit location
Electrical snapshot
Site photos
Photos are compressed on the phone and stored with this visit. They can be included in the office PDF.
How to explain sizing
“Efficiency Maine wants the heat-pump capacity at the local design temperature to cover at least 80% of the home's peak heating load. If the heat pumps do not cover 100%, qualifying supplemental heat has to cover the balance. For a typical home, their square-footage method uses at least 20 BTU per hour per heated square foot.”
Heat-load estimate
Heat-pump equipment
How to explain Efficiency Maine
Keep it simple: the rebate is based on qualifying equipment, household eligibility, whole-home sizing, and correct installation by a registered vendor. Single-zone units on Efficiency Maine’s list can be rebate eligible. Multi-zone capacity can count toward sizing, but the multi-zone system itself is not rebate eligible. Final approval comes from Efficiency Maine.
Income / eligibility
Primary-heating acknowledgements
Estimated rebate
Transition to the sale
“Based on what you told me, this is the setup that best addresses your comfort and heating goals. Here is the estimated project amount, the Efficiency Maine incentive we can reasonably expect if the eligibility checks out, and the deposit needed to move into scheduling.”
Proposal
Close & next step
Internal commission snapshot
Internal only — not included on the customer PDF. Financing bonus is not calculated until Corey gives you the exact amount.
Review the file before you leave.
The app will flag the biggest missing items, then create an office PDF that mirrors the information needed for the Efficiency Maine claim workflow.