PLAY
BOOK 01 · FIELD MANUAL
NOVA SCOTIA · 2026
CONFIDENTIAL, INTERNAL
PVLYTE SOLAR · SOLAR ADVISOR PROGRAM
SALES
PLAYBOOK
The Buyer Journey Field Manual, twelve stages, one appointment, one outcome.
CONFIDENTIAL. FOR PVLYTE SOLAR ADVISORS ONLY.
DO NOT DISTRIBUTE OUTSIDE THE COMPANY.
WHERE TO FIND IT
Contents.
Twelve stages, one appointment, one outcome.
01Setting Expectations & DiscoveryOPENING
03Technical EducationTEACH SO IT'S OBVIOUS
04Custom Design ReviewMAKE IT THEIRS
05Hardware & Roof ProtectionBUILD CERTAINTY
06Installation ProcessPRECISION INSTALL
07Company StoryWHO WE ARE
08The Utility TrapCHANGE THE LENS
09The Bill Swap PresentationREFRAME COMPLETELY
10The Financial SolutionREPLACE, DON'T ADD
11The CloseASK FOR THE DECISION
12Post-Close & ReferralsCEMENT & REFER
PVLYTE · CONTENTS02
READ THIS FIRST
How to use
this book.
It will change how you study everything that follows.
What this book is
This is your field manual. It is built around one question: at every moment of a Pvlyte appointment, what does the homeowner need to believe in order to move forward, and what does the rep do to get them there? Every stage in this book is written from the homeowner's perspective first. Their mental state, their hesitation, their question. The rep's job at every stage is to serve that journey, not to run a checklist, not to perform a pitch, but to move a real person from where they are to where they need to be to make a confident decision.
This book does not teach you why the system works. It teaches you what to do and exactly how to do it. The theory, frames, psychology, language systems, lives in Book 2. Bring this book to training. Bring Book 2 to your study sessions.
THE CORE RULE
Follow the buyer journey. Trust the process. The system closes deals. Your personality closes the relationship.
FOUR-STEP STUDY METHOD
How to study
this book.
Read once. Drill stage by stage. Roleplay. Review after every real appointment.
01
Read it once for the full picture
Go through every stage without stopping to drill. Understand the flow, understand the logic of the buyer journey, and see how each stage creates the conditions for the next one.
02
Study each stage until you own it
For each stage, ask: what is the homeowner feeling here, what is my one job, and what does my language sound like when I'm doing it right? Read the dialogue examples out loud, not in your head. If it feels unnatural, practice it until it doesn't.
03
Roleplay the full appointment
Run the whole appointment from Stage 1 to Stage 12 in a roleplay with a colleague. No stopping. No breaking character. Debrief after. Identify one thing that felt weak and drill that section before the next session.
04
Review after every real appointment
After each appointment, come back to this book. Find the stage where momentum slowed or control was lost. Read that section again. Adjust. Repeat.
PVLYTE · SOLAR ADVISOR SALES PLAYBOOK03–05
TWELVE STAGES · ONE APPOINTMENT · ONE OUTCOME
The Buyer
Journey.
Every homeowner travels the same mental journey, regardless of age, bill size, skepticism, or source. The details change. The journey doesn't.
#STAGEHOMEOWNER MOVES FROM → TO
01Setting Expectations & DiscoveryGuarded stranger → engaged, qualified participant who trusts you
03Technical EducationConfused or skeptical → clear and confident about how it works
04Custom Design ReviewGeneric interest → personal investment in their solution
05Hardware & Roof ProtectionUncertain about the product → fully confident in the equipment
06Installation ProcessWorried about roof damage → trusts the install is precise
07Company StoryUnsure who they're dealing with → trusts Pvlyte for 25 years
08The Utility TrapMonthly bill payer → feels the real cost of doing nothing
09The Bill SwapChose the alternative → hears the reframe
10The Financial SolutionWorried about affordability → understands payment replaces the bill
11The CloseSitting on the fence → makes a confident decision
12Post-Close & ReferralsCustomer → enrolled homeowner and referral source
THE GOLDEN RULE OF THE BUYER JOURNEY
You cannot move a homeowner to Stage 8 if they're still mentally at Stage 2. When you feel resistance, go back one stage. Find what didn't fully land. Rebuild it. Resistance is not a closing problem — it is a journey problem.
PVLYTE · SOLAR ADVISOR SALES PLAYBOOK06–07
STAGE 01, OPENING
1
SETTING
EXPECTATIONS
& DISCOVERY.
YOUR ONE JOB
Become someone they want to talk to. Understand who they are and why they're here. Set the frame for the entire appointment before a single slide opens.
Guarded stranger
→
Engaged, qualified participant who trusts you
PVLYTE · STAGE 01, SETTING EXPECTATIONS & DISCOVERY08
STAGE 01, SETTING EXPECTATIONS & DISCOVERY
The Opening.

Three things happen at this stage — in this order. Discovery first. Why they looked into solar second. Setting expectations third. Do not flip them.

YOUR ONE JOB AT THIS STAGE
Become their friend, understand exactly who they are and why solar matters to them, then frame the appointment on your terms before you open anything.
Part 1 — Discovery

Before you say anything about solar, you need to know who you're sitting across from. Not just their name — their situation. The discovery questions do two jobs: they build genuine rapport, and they surface the intelligence that drives every stage that follows. Ask these naturally, not as a checklist. Find the one that lands and go deep.

WHY THIS COMES FIRST

A rep who opens with a pitch is a salesperson. A rep who opens with questions is an advisor. Status starts here. The homeowner who feels heard is the homeowner who listens. Use industry-specific language naturally as you go — it signals expertise without announcing it. This is your status tip-off moment.

DISCOVERY QUESTIONS — ASK THESE FIRST
ADVISOR

How long have you guys lived here for?

How old is your roof?

Any plans for electrical upgrades down the road — heat pump, EV charger, hot tub?

How long have you been thinking about solar for?

IF THEY'VE BEEN THINKING ABOUT IT A WHILE
Follow up immediately: "What made you decide to do it today?" — this surfaces urgency, motivation, and the emotional driver behind the decision. It's gold for the close.
Part 2 — Why Solar?

Once you know who they are, you need to know why they're here. This is the most important question before the presentation starts. Their answer becomes your anchor at the close. Use their exact words back to them in Stage 11.

ADVISOR

Cool. And so what's... what's the reason you guys were interested in looking into solar? What's the appeal for you guys?

Let them answer fully. Don't interrupt. Whatever they say — write it down mentally or physically. This is your self-identification anchor.

ADVISOR — FOLLOW UP

So, if I were to ask it differently — the three main reasons I hear usually are either for the savings, or for the environment, or because people hate Nova Scotia Power. Which one would that be for you guys?

WHY THIS QUESTION IS CRITICAL

When they say it themselves, it's conviction. When you say it for them, it's a pitch. The three-option follow-up forces a concrete answer and makes their motivation explicit — you'll return to it word-for-word at the close. The homeowner who said "I hate Nova Scotia Power" is a different close than the one who said "savings." Treat them differently from this point forward.

Part 3 — Setting Expectations

Now that you know who they are and why they're here, you control the frame of the entire appointment. This is where you set the agenda on your terms — calmly, clearly, and without asking permission. This is not a disclaimer. It's a confidence move.

ADVISOR

My job is actually very simple. It's to give you guys all the info about solar — so how solar works, the net metering, the design our engineers did for your house, all the nitty-gritty — the frequently asked questions like warranty, maintenance, snow, those kind of things. I'll go over all of that.

And then the fun part on the right side is basically the numbers, the savings. So it's the best part.

And really, the idea — it's a pretty logical decision at the end of the day. The idea is to do an apple-to-apple comparison with the current option. If it looks like a better option and it's going to save you a bunch of money, great — we'll get you enrolled today, because it actually takes about a month and a half to two months to get the panels on the roof. It's a long project, so it is important to get the ball rolling.

If for whatever reason you feel like this is not for you guys, no problem. At least you'll have the info. We'd be happy we met.

Sounds fair?

THE CORE RULE FOR THIS STAGE
Discovery first. Why they looked into solar second. Setting expectations third. Every time, in that order. The order is not flexible.
STATUS ALIGNMENT — THE INVISIBLE LAYER

Throughout this entire stage, you are simultaneously becoming their friend and establishing expertise. Drop industry terms naturally — net metering, PV, microgeneration, offset percentage. Not to show off — to signal you live in this world and know it cold. The homeowner who senses that doesn't question your credibility later. They just listen.

ADVISOR →
STAGE 03 →
Alright, let's start from the basics. I want to make sure you understand exactly how this works before we get into your home specifically.
🎙
FIELD RECORDING
Stage 01 — Setting Expectations & Discovery
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PVLYTE · STAGE 01, SETTING EXPECTATIONS & DISCOVERY08–12
STAGE 03, TEACH SO IT'S OBVIOUS
3
TECHNICAL
EDUCATION.
YOUR ONE JOB
Remove every misconception before it becomes an objection. Keep it simple. They should leave thinking: that's actually more straightforward than I expected.
CONFUSED / SKEPTICAL
→
CLEAR AND CONFIDENT
PVLYTE · STAGE 03, TEACH SO IT'S OBVIOUS 16
STAGE 03, TECHNICAL EDUCATION
Education.

Fear of the unknown kills more solar deals than price does.

YOUR ONE JOB AT THIS STAGE
Replace every misconception with a clear, simple fact. You are not here to impress them. You are here to eliminate every mental barrier that could slow the decision later.

Three concepts, in order. Each one is designed to neutralise a common objection before the homeowner even voices it. Do them in order. Each builds on the last.

Concept 01 — How solar works, and why Nova Scotia is perfect for it
ADVISOR

Think about your roof. From sunrise to sunset, every single day of the year, you have light hitting that roof. And I want to emphasise that word — light. Not just sunshine. Light.

Because here's what most people in Nova Scotia assume — they think solar only works when it's blazing hot and the sun is out. That's not how it works. The panels we put on your roof are called photovoltaic panels, PV panels. Their property is to convert light into electricity. Cloudy day, overcast sky, February in Halifax — there's still light on your roof, and your panels are still producing.

Germany gets less average sun hours per year than Nova Scotia does. And yet they generate a significant portion of their entire national electricity grid from solar. If weather were the limiting factor, Germany would not be doing this at scale.

Now, how does light become electricity in your home? Simple version: PV panels convert light into Direct Current, DC. But your home runs on AC, Alternating Current. So we include inverters — devices that convert that DC energy into AC your home can use immediately.

Tie-down: Light hits roof, panels convert it to DC, inverters flip it to AC, your home runs on it live. That's the whole system in one sentence. Pretty simple when you see it that way, right?
Concept 02 — The battery problem, and why it's been solved
ADVISOR

Solar is not new — it's been around for decades. The reason it wasn't on every roof was simple: batteries. To store the power your panels produced, you needed battery banks. Big, expensive battery banks.

What's the main issue with batteries, in your opinion?

HOMEOWNER
[Let them answer]
ADVISOR

Exactly — cost. A battery system that could actually store meaningful power for a home runs anywhere from $15,000 to $20,000. Sometimes more. That's on top of the panels themselves. So solar wasn't a mainstream decision. It was niche.

Almost a decade ago, Nova Scotia introduced something called the Net Metering program. And this one change made solar accessible to basically any homeowner. You're still connected to the grid — Nova Scotia Power is still your utility. But whenever your panels produce more power than your home is using at that moment, that excess flows back to the grid. And Nova Scotia Power, by law, has to credit your account for it.

Think of it like a bank account for electricity. Summer, big deposits. Winter, you draw from credits. You're using the grid itself as your battery. Except this battery costs you nothing. It's already there.

Tie-down: Net metering essentially turned a barrier that kept solar off most roofs for thirty years into a non-issue. The grid is your battery, at no cost. Makes sense, right?
Concept 03 — Your system is engineered for your specific home
ADVISOR

Most solar companies send someone out to eyeball your roof and build a quote on a laptop at your kitchen table. That's not what happened here.

The system you're about to see was built using your actual roof geometry, your real consumption data from your power bill, and 20 years of local weather data for your specific area. Our platform ran the simulation. Then one of our engineers reviewed the output and signed off on it before I came out today.

So when I show you the numbers — offset percentage, projected production, system size — those are not estimates. They are engineered figures. That's a different standard.

Tie-down: That's a level of preparation most people haven't seen from any other solar company they've spoken to, right?
ADVISOR →
STAGE 04 →
Alright, now that you understand exactly how the technology works and why it makes sense in Nova Scotia, let me show you what we've designed specifically for your home.
🎙
FIELD RECORDING
Stage 03 — Technical Education
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PVLYTE · STAGE 03, TECHNICAL EDUCATION17–21
STAGE 04, MAKE IT THEIRS
4
CUSTOM
DESIGN REVIEW.
YOUR ONE JOB
Make it personal. Show them their roof, their numbers, their offset. Turn a general concept into their specific solution.
GENERIC INTEREST
→
PERSONAL INVESTMENT IN THEIR SOLUTION
PVLYTE · STAGE 04, MAKE IT THEIRS 22
STAGE 04, CUSTOM DESIGN REVIEW
Design
Review.

Generic information doesn't close deals. Personalisation does.

YOUR ONE JOB AT THIS STAGE
When a homeowner sees a 3D model of their own roof, with their own panel count, producing their own offset percentage, the conversation stops being hypothetical and starts being real.
Opening the design
ADVISOR

So this is what we've designed for your home — let me walk you through it. First, from the street, here's what your roof looks like. You actually have a pretty lucky setup here…

Note the word "lucky." It reframes the homeowner's roof orientation as an asset. Use it when the roof is genuinely well-positioned. Be specific about why.

Walking through the numbers
ADVISOR

Based on your roof layout, we've placed [X] panels, [X] watts each. We actually removed a few from this section here… because the angle on that part of the roof reduces efficiency. Adding panels there would increase cost without meaningfully increasing output. So this design is built to maximise your return, not to maximise panel count.

This gives you a [X%] offset — meaning this system covers [X%] of your total annual electricity consumption.

WHY THIS MATTERS
The "we removed panels" move positions you as someone advocating for their financial interest, not a salesperson pushing the biggest possible system. It builds trust before you've gotten to a single dollar figure.
The monitoring system
ADVISOR

Once the system is live, you can monitor it panel by panel from your phone at any point. You can see your production in real time, how much you've sent to the grid, how many credits you've accumulated. And if any panel is underperforming, the system sends you a notification automatically. You don't need to check — it tells you.

ADVISOR →
STAGE 05 →
So that's your system. Now, let's talk about the part that I think is actually the most interesting. The financial picture. And I want to start with where you are right now.
🎙
FIELD RECORDING
Stage 04 — Custom Design Review
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PVLYTE · STAGE 04, DESIGN REVIEW23–25
STAGE 05, BUILD CERTAINTY
5
HARDWARE &
ROOF PROTECTION.
YOUR ONE JOB
Build certainty in the physical product. By the end of this stage the homeowner should feel that what's going on their roof is the best equipment available, and that it protects their home.
UNCERTAIN ABOUT THE PRODUCT
→
FULLY CONFIDENT IN THE EQUIPMENT
PVLYTE · STAGE 05, BUILD CERTAINTY 26
STAGE 05, HARDWARE & ROOF PROTECTION
Hardware.

The quiet question in the back of their mind: but what's actually going on my roof, and can I trust it?

The Panels — Longi LR8
ADVISOR

The panels we use are the LR8 model from Longi. Longi is one of the largest solar panel manufacturers in the world. Why do we choose these specifically? Two main reasons.

First, efficiency per panel. Each one operates at 23% efficiency. The industry average is around 15 to 16%. So you're getting significantly more power out of each panel.

But more importantly — the degradation rate. These panels degrade at 0.4% per year. In 30 years, they'll still be operating at almost 90% of the efficiency they had on day one. And that's not just a claim — it's under warranty. The performance is guaranteed for 30 years. If a panel is underperforming even in year 25, it gets replaced. For free.

Tie-down: You're not just getting a panel — you're getting a guaranteed level of performance for three decades. That's a completely different conversation than what most solar companies are selling. Right?
The panel construction — roof protection built in
ADVISOR

These panels are made of two sheets of tempered glass — the same material used in car windshields. They're extremely resistant. But more importantly, because of how they're mounted, slightly raised off the surface, they're actually acting as a protective layer for your roof. Everything that would normally hit your shingles — hail, wind, sun, snow — is hitting the panels instead.

And in 10 or 15 years when you need to re-shingle, you don't have to take the panels off. You re-roof around them. The shingles underneath will be in significantly better condition — less material to replace, less labour, less cost.

The warranties — triple-layer protection
WARRANTYDURATIONWHAT IT COVERS
Panel Performance30 YearsGuaranteed output level. Underperforming panels replaced for free.
Micro-Inverters25 YearsFull inverter hardware. Unit replaced if it fails.
Workmanship5 YearsThe installation itself — labour, racking, all components on your home.
ADVISOR

Three layers of protection. 30-year panel performance, 25-year inverter hardware, 5-year workmanship on everything we install. One company responsible for all three. No passing the buck.

ADVISOR →
STAGE 06 →
Now let me show you how we actually put this on your roof, because the installation process is just as important as the hardware itself.
🎙
FIELD RECORDING
Stage 05 — Hardware & Roof Protection
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PVLYTE · STAGE 05, HARDWARE27–30
STAGE 06, PRECISION INSTALL
6
THE INSTALLATION
PROCESS.
YOUR ONE JOB
Show them this is a professional, precision installation — not a crew showing up with a drill and some panels. Eliminate any fear about roof damage, aesthetics, or structural integrity.
WORRIED ABOUT ROOF DAMAGE
→
TRUSTS THE INSTALL IS PRECISE
PVLYTE · STAGE 06, PRECISION INSTALL 31
STAGE 06, INSTALLATION PROCESS
Installation.

A homeowner who trusts the product but fears the install will still stall. The unspoken concern: what happens to my roof?

Structural attachment — bolted into the rafters

Our team bolts aluminum rails directly into your rafters — the main load-bearing structure of your roof. Not just shingles. Not just decking. Every attachment point is bolted and sealed with heavy-duty rubber sealant. Watertight. Zero movement for 40+ years. Specific clearance gaps around the edges of every panel array — wind passes through rather than catching the panels. Every installation is wind-rated for Atlantic Canada conditions.

Wire management — nothing showing

No wires are visible on the exterior of your roof. Every cable from every panel is routed internally. All wiring runs through a single conduit through the attic, directly to your electrical panel. No lines hanging off the side of your house.

Rodent guards — protecting the wiring

Stainless steel mesh — a rodent guard — around the full perimeter of every panel array. Prevents birds nesting underneath, stops squirrels chewing through wiring. A chewed wire under a solar panel can cost thousands of dollars to access and repair. The guard eliminates that risk entirely.

ROOF INTEGRITY — THE HONEST ANSWER
Other than the racking rails and combiner box, nothing physically touches your roof surface. The panels hover slightly above, creating a protective layer. When you re-shingle in 10 or 15 years, our team lifts the panels, the roofer works underneath, and we remount.
ADVISOR →
STAGE 07 →
So that's the hardware and how it goes on. Now let me tell you a little bit about who we are, because the company installing this matters just as much as what they're installing.
🎙
FIELD RECORDING
Stage 06 — Installation Process
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PVLYTE · STAGE 06, INSTALLATION32–33
STAGE 07, WHO WE ARE
7
COMPANY STORY &
WHAT MAKES US
DIFFERENT.
YOUR ONE JOB
Establish complete trust in Pvlyte. The homeowner needs to believe that the people installing this system will still be accountable in year 15. Honestly.
UNSURE WHO THEY'RE DEALING WITH
→
TRUSTS PVLYTE FOR 25 YEARS
PVLYTE · STAGE 07, WHO WE ARE 34
STAGE 07, COMPANY STORY
Who we are.

In an industry with a history of sell-and-disappear, this concern is legitimate. Lead with it.

No subcontractors — one team, start to finish
ADVISOR

Here's something that's genuinely rare in this industry, and I want you to understand why it matters. We don't use subcontractors. Not for the design. Not for the installation. Not for the electrical work. Not for anything.

The person who engineered your system works for Pvlyte. The electrician coming to your home works for Pvlyte. The installer on your roof works for Pvlyte. Everyone from the first conversation to the day your system goes live is the same company.

There's no gap in communication. No passing the responsibility. No situation where you call about something in year 8 and get told to contact someone else. You call us. We handle it. We also include a 5-year workmanship warranty on the installation, which is only possible because we do it ourselves.

AI-engineered design — not guesswork
ADVISOR

Most solar companies send someone to your home with a laptop and build a quote at your kitchen table based on what they can see. That's not what happened here.

The system you've already seen was built by our platform — an AI-driven design engine that uses your actual roof geometry, real consumption data, and 20 years of local weather data for your area. The algorithm runs the simulation. Then one of our certified engineers reviews the output and signs off before anyone comes to your home. You're getting technology-level accuracy on your system design. That is not standard in this industry.

Hub and spoke — local presence, central intelligence
ADVISOR

Most large solar companies work like call centres. You deal with someone in another province, the installation is contracted out locally, and if something goes wrong, nobody's clearly responsible.

We work differently. Think of it as a hub-and-spoke model. The hub is our central platform — the AI design engine, the engineering review, the quality standards. The spokes are us — local Solar Advisors, local installers, local service providers who are physically in this community.

So you get precision from the technology layer and accountability from the local layer. That's the combination most solar companies can't offer.

IN ONE SENTENCE
You get the accuracy of a national tech platform and the accountability of a local team. No call centres. No faceless contractors. People in your community who are tied to your outcome.
Why you can trust us — honest credibility
ADVISOR

I want to be straight with you. We're a team that's completely focused on this market, backed by technology and engineering standards the big companies can't match for accuracy.

We are a member of CanREA — the Canadian Renewable Energy Association — which means we operate under the highest professional standards in the industry. We're a preferred vendor with Efficiency Nova Scotia. That's not something you just sign up for — it means we've been vetted and endorsed by the provincial energy efficiency authority.

Every system we install is engineered and reviewed before anyone goes near a roof. Our reputation is being built right here, in this community, one home at a time. I'd encourage you to look us up, ask around, check us out. We want you to verify us before you move forward.

ADVISOR →
STAGE 08 →
Now, let's get into the part of this conversation that I think is going to be the most eye-opening. Let's talk about where you actually are right now with Nova Scotia Power.
🎙
FIELD RECORDING
Stage 07 — Company Story
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PVLYTE · STAGE 07, COMPANY STORY35–38
STAGE 08, CHANGE THE LENS
8
THE UTILITY
TRAP.
YOUR ONE JOB
Change the lens from monthly to lifetime. Make the homeowner feel the real cost of doing nothing — in their own words.
MONTHLY BILL PAYER
→
FEELS THE REAL COST OF INACTION
PVLYTE · STAGE 08, CHANGE THE LENS 39
STAGE 08, THE UTILITY TRAP
The Utility
Trap.

Nobody changes because of a monthly bill they're used to paying. People change when they confront what that bill actually costs them over time.

THE MOST IMPORTANT QUESTION IN THE ENTIRE APPOINTMENT
"Why did you choose Nova Scotia Power for your power needs?"

Stop. Let them answer. In appointment after appointment, homeowners say the same thing: there was no choice. They didn't choose NSP. They had no alternative.

HOMEOWNER
I don't think there was a choice. No, there was no choice.
ADVISOR

Exactly. No choice. That's what a legalized monopoly looks like. You pay whatever they bill you, every month, with no alternative. You get a receipt, and then you start over again next month.

You're not a customer. You're a renter. You're renting your power.

WHY THIS WORD LANDS
That word — "renter" — lands differently than any statistic. It reframes the entire relationship the homeowner has with their electricity in one sentence. Use it. Let it sit.
Renting vs. owning — side by side
RENTING POWER — NOVA SCOTIA POWER
OWNING YOUR POWER — SOLAR
Bill increases ~7% every year. No ceiling. The cost compounds.
Monthly payment is fixed. Never changes from day one to payoff.
Paying forever. No end date.
Payment ends. Power eventually becomes essentially free.
Bill grows year on year indefinitely. Compounding exposure.
Same payment from day one. Inflation-proof.
$100,000+ to NSP over 25 years. On a silver platter. Nothing to show.
System builds equity in your home. An asset, not a receipt.
Zero asset created. Renter's position.
Immediate home value increase. Premium at resale.
NSP controls the rate. You absorb every increase.
You own the source. You set the terms.
The self-identification close
ADVISOR

Which of those points hits home most for you, John and Mary? The bill that keeps going up with no ceiling, or the fact that there's nothing to show for it at the end?

Let them answer fully. Don't interpret or finish their sentence. Note exactly what they say. When you return to this at the close, it's their reason closing the deal, not yours.

ADVISOR →
STAGE 09 →
So, between those two options, which one sounds like the best to you guys?
[ Almost every homeowner will say the alternative. When they do, you've just let them choose solar — before you've presented it. ]
🎙
FIELD RECORDING
Stage 08 — The Utility Trap
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PVLYTE · STAGE 08, THE UTILITY TRAP40–42
STAGE 09, REFRAME COMPLETELY
9
THE BILL
SWAP.
YOUR ONE JOB
Before you show them the alternative, get them to commit to recommending you, articulate why they want solar in their own words, and then deliver the bill swap.
CHOSE THE ALTERNATIVE
→
HEARS THE REFRAME
PVLYTE · STAGE 09, REFRAME COMPLETELY 43
STAGE 09, THE BILL SWAP PRESENTATION
Bill Swap.

Three questions before the reframe. By the time you present the swap, they've already sold themselves.

Three questions — the most productive 90 seconds of the appointment
ADVISOR

Q1: By the way, are you guys the kind of people who, whenever you have something you like, you tend to recommend it to the people around you? Friends, family, neighbours?

ADVISOR

Q2: If someone asked you, why did you choose to go solar and with Pvlyte, what would you answer?

ADVISOR

Q3: And why are you choosing to go solar specifically?

WHY PAST TENSE ON Q2
Past tense. As if the decision is already made. The brain fills in the logic retroactively. Whatever they say becomes their reason — and their reason becomes your closing anchor. Write it down.
The bill swap script
ADVISOR

Here's the thing. The money is already leaving your household every month. We're not asking you to spend more. We're asking you to change where it goes.

Instead of that payment going to Nova Scotia Power indefinitely — at an increasing rate, with nothing to show for it — a similar amount goes toward a system on your roof. One you own. One that adds value to your home. One that, when it's paid off, means your power is essentially free.

It's just swapping one bill for another. But one has an end date, and one doesn't.

Tie-down: So the real question isn't whether you're spending money — you already are. It's just where that money goes. That's really what this comes down to, right?
Home equity
ADVISOR

And on top of the monthly picture, this system adds immediate equity to your home. For a system sized for your home, you're looking at approximately $[X] in added property value from day one. The next buyer isn't just buying a house — they're buying reduced energy costs built in. That's an asset. Not a receipt.

ADVISOR →
STAGE 10 →
Now let me show you exactly what this looks like financially, and more importantly, how it compares to what you're already spending.
🎙
FIELD RECORDING
Stage 09 — The Bill Swap
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PVLYTE · STAGE 09, BILL SWAP44–45
STAGE 10, REPLACE, DON'T ADD
10
THE FINANCIAL
SOLUTION.
YOUR ONE JOB
Show them the payment replaces the bill — it doesn't add to it. Present monthly payment first, always. Walk through the financing structure clearly.
WORRIED ABOUT AFFORDABILITY
→
UNDERSTANDS PAYMENT REPLACES THE BILL
PVLYTE · STAGE 10, REPLACE, DON'T ADD 46
STAGE 10, THE FINANCIAL SOLUTION
Financial.

The rule: never present a cost. Present a comparison.

NEVER SAY "THE SYSTEM COSTS…"
The moment you frame it as a cost, the homeowner's brain goes into resistance mode. Always frame it as a comparison: "Right now you're paying $X and it goes up. Here's an alternative that comes in at $Y, fixed, and ends."
Presenting the system price
ADVISOR

So, your system. Everything is included in this number: design and engineering, all 15-plus people involved in the project, all the permits, the hardware, the installation, the warranties, and HST. No hidden fees. The starting point for your system is $[total]. And here's how we structure it so you're not writing a cheque for that number.

The monthly comparison
ADVISOR

Right now: $[X] a month to Nova Scotia Power. Going up every year.
With solar: $[Y] a month. Fixed. Never changes.
One of those payments ends. The other one doesn't.

Tie-down: So from a cash flow standpoint, you're either at the same level or better from day one — and this one actually stops. That's the swap. Right?
The construction-phase payment
ADVISOR

Now, here's something that surprises almost every homeowner. While we're handling the permits and doing the installation — which takes about six to eight weeks — your payment during that entire phase is only $[construction phase amount] a month.

So from the day you sign until the day your system goes live, you're paying almost nothing. The full payment only kicks in once your system is producing. You're not paying for something that isn't working yet.

What happens after you sign — the timeline
#STEPWHAT HAPPENS
01Site Survey — Week 1–2Engineer assesses your roof and electrical setup. You don't need to prepare anything.
02Permits — Weeks 2–5We handle microgeneration, net metering, and municipal permits. You don't fill out a single form.
03Installation Day — Week 6–8Typically one day. Our own team. Racking bolted to trusses. Micro-inverters mounted. Panels on. Master electrician walk-through after every install.
04Utility ConnectionNova Scotia Power installs a bidirectional electricity meter. Once that's in — your system is live.
🎙
FIELD RECORDING
Stage 10 — The Financial Solution
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PVLYTE · STAGE 10, FINANCIAL SOLUTION47–49
STAGE 11, ASK FOR THE DECISION
11
THE CLOSE.
YOUR ONE JOB
Ask for the decision clearly and confidently. Handle every objection with a word-for-word sequence. Never leave without a committed answer — yes, no, or a booked next step.
SITTING ON THE FENCE
→
MAKES A CONFIDENT DECISION
PVLYTE · STAGE 11, ASK FOR THE DECISION 50
STAGE 11, THE CLOSE
The Close.

If the previous stages have been run correctly, the close is not a dramatic moment. It is a logical conclusion.

CORE PRINCIPLE
Never pressure a homeowner to change their mind. They won't change their mind. What they will do is make a new decision based on new information. Every objection response gives them that new information, framed in a way that makes the right decision obvious.
The pre-close — isolate the last barrier
ADVISOR

Before I show you exactly how we structure this, I want to make sure we're completely on the same page.

Is there anything about the system itself, the way it works, or how we've designed it for your home that doesn't sit right?

If the financial structure works, is there any reason — other than the numbers — that would stop you from getting this going today?

The perfect-sale close
ADVISOR

So here's where we are. Right now you're paying $[X] a month to Nova Scotia Power, and that number goes up every year. With the system we've designed for your home, your payment is $[Y] a month. Fixed. Doesn't move. And it ends.

One of those payments is forever. The other one isn't. Let's get this started.

THE PAUSE — DO NOT SKIP THIS
After "let's get this started" — stop talking. Completely. Count three seconds silently. Whoever speaks first is under pressure. Make it them, not you.
L.A.R.I.C. — every objection, same five steps
STEPNAMEWHAT IT DOES
LListenLet them say it fully. Don't interrupt. They are telling you exactly how to close them.
AAcknowledgeAn empathy statement. Shows you heard them. Lowers their guard.
RRestateRepeat their objection back as a question. Makes them hear it. Often they soften it themselves.
IIsolateConfirm it's the only thing left. "Other than that, is there any reason we can't move forward?"
CCloseDeliver the rebuttal, rebuild certainty on that specific point, and return to the close statement.
Eight objections — word for word

01 — "We want to think about it."

▼
ADVISOR

Of course, and I want to make sure you're making this decision with full confidence. Let me ask you something. You're not going to waste your time thinking about something you're not serious about, right? So help me understand — what phase of this are you still working through? Is it whether the system makes sense? Is it the numbers? Or is it just making the decision today?

IF THEY CAN'T NAME ANYTHING SPECIFIC

I ask because business decision-makers all agree — the best time to make a decision is when all the facts are right in front of you. We just went through your numbers together. You agreed the bill swap makes financial sense. You told me ownership and fixed payments are what matter most. So, is it the product, the company, or the investment? If you can say yes to all three, we've made a good decision. Can we go ahead and get this going?

02 — "We want to shop around / get more quotes."

▼
ADVISOR

I completely understand. Here's what I'd say though: solar isn't like buying a TV. Every company designs a different system, uses different equipment, and backs it differently. When you're comparing — how accurate is the design? Was it built on your real data? Is the installation their own team or a subcontractor? What are the actual warranties?

GO FOR THE NO

Let me ask you something directly. If you go out, look at other companies, and find either a higher price, the same price, or a lower price with corners cut — what happens? If it's higher, you'd call us back anyway. If it's the same, we're just as good and you already know us. And if it's cheaper, it's cheaper for a reason. Knowing that — does it really make sense to delay what you already know makes sense for your home?

03 — "We never make decisions on the same day."

▼
ADVISOR

I respect that, and I wouldn't want you to make any decision you're not fully confident in. But let me ask: what changes between today and next week that makes the decision clearer? The numbers don't change. The system doesn't change. I'm not trying to pressure you — I'm asking you to make a new decision based on the information in front of you, not a habit that was built for a different kind of purchase. What would it take to be able to say yes to the product, the company, and the investment right now?

04 — "We need to talk to our spouse / partner."

▼
ONLY ONE DECISION-MAKER PRESENT

Absolutely, this is a household decision and it should be made together. Can we get them on the phone right now? I can walk through the key points in five minutes. If not, let's book a time when you're both available. I want to make sure whoever wasn't here gets the full picture, not a second-hand version.

BOTH PRESENT, ONE IS HESITATING

Help me understand — we've gone through everything together. You both agreed the structure makes financial sense. Is there something specific that one of you still wants to work through? Because I'd rather address it now than have it come up later when the details aren't fresh.

05 — "We've had a lower price."

▼
ADVISOR

That's fine — there's always someone out there who'll give you a lower number. Do you think cheaper means better in this situation? You're putting something on your roof that needs to last 25 to 30 years. When a solar company comes in cheaper, something was removed to get there — either equipment quality, design accuracy, or accountability after installation. We made a decision as a company: it's easier to explain our price one time than to apologise for quality for the next thirty years.

06 — "The roof is too old / we're planning work."

▼
ADVISOR

That's worth knowing. The site survey includes a full structural assessment — if there's a concern about its condition, our team will flag it before a single panel goes up. And our racking system is designed so that re-shingling can be done around the panels without removing the whole system. The racking stays, the panels get lifted, new shingles go in. Standard part of how we install.

07 — "Solar doesn't work here because of the weather."

▼
NOTE
If this comes up at the close, Stage 3 didn't fully land. Go back to the education and rebuild certainty on that point.
ADVISOR

Solar panels work on light, not direct sunlight. Germany, which has less sun hours than Nova Scotia on average, generates a significant portion of their national electricity from solar. The system we've designed for your home already accounts for seasonal variation and Nova Scotia's specific light hours. The production numbers I showed you are based on your actual location data — not perfect weather estimates.

08 — "We're not sure we'll be in this house long enough."

▼
ADVISOR

Two things on that. First, the system adds immediate equity to your home. The value increases from day one. When you sell, you're not losing the investment — you're likely recouping it and then some. Second, the warranty and financing are both transferable to the next buyer. So even if you move in three years, the system has been working for you the entire time, your bill has been lower, and you're selling an asset someone else now wants. Either way — staying or moving — this works in your favour. Which direction are you leaning right now?

The Ziglar Closes — five closes, five moments
CLOSE 01 — THE 1902 (Breaking it down to pennies)▼
ADVISOR

The system we've designed is $[X]. Spread across 25 years, that's $[X÷9125] per day. Less than a cup of coffee. Now compare that to what doing nothing costs you. At your current bill going up 7% every year, you're spending more per day — and that number grows every single year. The question isn't whether you can afford solar. The question is whether you can afford to keep paying the alternative.

CLOSE 02 — THE 20/20 (The cost of doing nothing)▼
ADVISOR

You're going to pay for electricity one way or another — that's not a choice. The choice is what you get in return. Right now, you pay $[X] a month and get a receipt. In 25 years, you've contributed $[lifetime total] to Nova Scotia Power. Nothing to show for it. With solar, you pay a similar amount and at the end you own an asset. You are paying for this product whether you get it or not. The only difference is where the money goes and what you have at the end.

CLOSE 03 — NOW OR NEVER (Fear of loss)▼
ADVISOR

I want to be straight with you. The incentive structure we're working with right now — the current financing rates — these aren't guaranteed to be here in six months. Nova Scotia Power's rates have been moving faster in recent years than any previous period. Every month you wait, you're paying into the system you're trying to get out of. I'm not trying to create pressure. I'm trying to make sure you don't look back in two years and wish you'd moved when the conditions were right.

CLOSE 04 — THE MARRIAGE (Committing to the relationship)▼
ADVISOR

When you sign with us, this isn't a transaction. It's a long-term relationship. We're not a company that installs and disappears. Our team does the installation. Our warranty covers the workmanship. I'm personally your point of contact for anything that comes up. If something needs attention in year eight, you call us. That's the commitment we're making. We're in this for the same 25 years the system is.

CLOSE 05 — THE OPTION (Three paths, one right answer)▼
ADVISOR

There are really only three things that can happen from here. First, you do nothing. Keep paying Nova Scotia Power. Let the bill keep going up. But you yourself said that's not what you want. Second, you shop around and find a cheaper option — lower quality, less accurate design, worse warranty. Third, you move forward with a system engineered for your home, installed by our own team, backed by the strongest warranties in the industry. In the first two options, you're still paying. In the third, you're building something. Which one makes sense for your family?

CLOSE 06 — PRICE JUSTIFICATION (Add. Subtract. Divide.)▼
THE ADD — REBUILD THE VALUE
ADVISOR

What was the part of what we've covered that felt most valuable to you? [ Let them answer ] Right — the [fixed payment / ownership / roof protection / home equity / no subcontractors]. That's a lot of value that's tough to put a price tag on, isn't it?

THE SUBTRACT — SHOW WHAT'S MISSING IN CHEAPER OPTIONS
ADVISOR

Here's what we could do to make this cheaper. We could use a lower-tier panel brand — 10-year warranty instead of 30. We could skip the engineering review. We could use subcontractors. Would you want us to do any of those things?

THE DIVIDE — REDUCE TO THE RIDICULOUS
ADVISOR

The difference between what you were hoping to pay and what you're looking at, spread over 25 years, is $[difference÷9125] per day. Wouldn't you agree it's better to invest a few extra cents per day than to compromise on something that's going to be on your roof for three decades?

If they still don't close today
REMEMBER
"Let me know what you think" is a goodbye, not a follow-up.
ADVISOR

No problem — this is a significant decision and you should feel completely comfortable with it before you move. What I'd like to do is set a specific time to reconnect — not "whenever you're ready," but an actual appointment. What does your schedule look like Tuesday or Wednesday? I'll send you a summary of everything we covered so you have the numbers in writing.

ADVISOR →
STAGE 12 →
Great, let's go through the paperwork so you know exactly what you're signing and what happens from here.
🎙
FIELD RECORDING
Stage 11 — The Close
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PVLYTE · STAGE 11, THE CLOSE51–66
STAGE 12, CEMENT & REFER
12
POST-CLOSE &
REFERRALS.
YOUR ONE JOB
Cement the decision. Remove any buyer's remorse immediately. Turn the enrolled homeowner into a referral source before you leave the home.
CUSTOMER
→
ENROLLED HOMEOWNER & REFERRAL SOURCE
PVLYTE · STAGE 12, CEMENT & REFER 67
STAGE 12, POST-CLOSE & REFERRALS
Post-Close.

The close is not the end of the sale — it's the beginning of the relationship.

The disarming move — before paperwork
ADVISOR

John and Mary, you can just sign here and I'll be on my way. [ Pause, let it land, then smile ] I'm just kidding. Let me walk you through exactly what you're signing so everything is clear.

Collecting paperwork
ADVISOR

So, who's on the power bill? I'll start with that person's ID. And can I get both your email addresses? One for the account documents, one for the system monitoring setup.

Keep the energy warm and light while you complete the paperwork. Follow up on something from the rapport stage. The sale is done. Be human. Small talk prevents the moment from feeling transactional.

The referral program — introduce it now
ADVISOR

One last thing, and this is completely optional, but most of our homeowners love it. For every person you refer to us who enrolls, we send you $500. No paperwork, no conditions. Just have them mention your name when they reach out.

And if you're comfortable with it, I'd love to leave one of our signs on your front lawn. People will ask about your experience. When they do, just send them our way. Every referral is worth $500 to you, and it helps us build right here in your community.

Optional add-ons — last chance
ADVISOR

Two optional upgrades worth mentioning. Critter guards — mesh around the perimeter of the panel array to prevent birds and squirrels from nesting underneath. Strongly recommended in Nova Scotia. Snow guards — mount at the bottom edge of the panels to break up snow as it slides off. Worth considering if your panels are positioned over a walkway or door.

How to exit — strong and clean
ADVISOR

You'll receive an email within 24 hours with your signed documents and a summary of everything we covered today. Someone from our team will be in touch within two to three business days to schedule your site survey. If any questions come up between now and then, you have my number. Use it.

Welcome to the Pvlyte family, John and Mary. This was a great decision.

🎙
FIELD RECORDING
Stage 12 — Post-Close & Referrals
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PVLYTE · STAGE 12, POST-CLOSE & REFERRALS68–71
QUICK REFERENCE
Field Script Card.

Memory triggers for reps who have already studied the full playbook. Use in training, not in the appointment.

STAGE 01 — SETTING EXPECTATIONS & DISCOVERY
Discovery: "How old is your roof? How long have you lived here? Any plans for heat pump / EV / hot tub?" · Why solar: "What's the appeal for you guys?" → "Savings, environment, or you hate NSP — which one?" · Expectations: "My job is simple — give you all the info, then the fun part is the numbers. Apple-to-apple comparison. Sounds fair?"
STAGE 03 — EDUCATION
"Light hits roof → PV panels → DC → inverter → AC → your home. That's it." · "What's the main issue with batteries? Cost. $15–20k." · "Net metering changed everything — the grid is your free battery."
STAGE 04 — DESIGN
"You're actually lucky — [describe roof advantage]. We removed panels here because the angle doesn't justify the cost. Built to maximise return, not panel count."
STAGE 05 — HARDWARE
"23% efficiency vs. 15–16% industry average. 0.4% degradation per year, 90% efficient in 30 years. Under warranty." · "The panels protect your roof. Tempered glass. Re-shingle around them in 15 years."
STAGE 06 — INSTALL
"Bolted into the rafters. Sealed at every point. No wires showing. Stainless steel rodent guards. Nothing physically touches the roof surface."
STAGE 07 — COMPANY
"No subcontractors — everyone is Pvlyte. AI-designed, engineer-verified. CanREA member. Preferred vendor with Efficiency Nova Scotia." · "Local team. Central technology. One accountable company."
STAGE 08 — UTILITY TRAP
"Why did you choose Nova Scotia Power?" → project the 25-year cost → renting vs. owning table → self-ID close → "Between those two options, which one sounds like the best to you guys?"
STAGE 09 — BILL SWAP
"Are you guys the kind of people who recommend things you like?" · "If someone asked why you chose solar, what would you say?" · "Why are you choosing solar specifically?" · "It's just swapping one bill for another. One has an end date. One doesn't."
STAGE 10 — FINANCIAL
Never say "the system costs." Say: "You're paying $[X] going up. Here's $[Y], fixed, ends." · "During the construction phase, just $[amount]/month."
STAGE 11 — THE CLOSE
"Let's get this started." [ Stop. Silence. Do not add another word. ] · L.A.R.I.C. every objection: Listen → Acknowledge → Restate → Isolate → Close.
STAGE 12 — POST-CLOSE
"Welcome to the Pvlyte family, John and Mary. This was a great decision." · "$500 for every referral who enrolls — just have them mention your name."
Pre-Appointment
Checklist.

Five items. Do not skip any. A complete pre-flight is the difference between a sharp appointment and a stalled one.

  • Design reviewed — offset, panel count, roof layout, and the reason behind every design decision. You should be able to explain why the system looks the way it does without consulting your laptop.
  • Bill data confirmed — average monthly bill, 5/10/25-year NSP projection calculated. Have the lifetime total ready as a single, memorable number.
  • Financing ready — monthly payment, construction-phase amount. Know these cold.
  • Both decision-makers confirmed present — verify before you drive out. If only one will be home, do not start the appointment expecting a same-day decision.
  • Laptop charged, design loaded, referral sign in the car — small items that destroy momentum when missing.
REMINDER BEFORE YOU KNOCK
The system closes deals. Your personality closes the relationship. Trust the journey. Go back one stage when you feel resistance. Welcome to the appointment.
PVLYTE · FIELD SCRIPT CARD & PRE-APPOINTMENT CHECKLIST72–75