BOOK 00 · SETTER FIELD MANUAL
NOVA SCOTIA · 2026
CONFIDENTIAL, INTERNAL
SET
PVLYTE SOLAR · SOLAR ADVISOR PROGRAM
SETTER
FIELD
MANUAL
Everything you need to knock doors, set appointments, and earn your way into the closer seat.
Solar 101
The Rep Path
Personality Selling
Canvassing System
Objection Scripts
CONFIDENTIAL. FOR PVLYTE SOLAR ADVISORS ONLY. DO NOT DISTRIBUTE OUTSIDE THE COMPANY.
PART ONE
SUN
SOLAR
101.
You need to understand this before you knock a single door. Homeowners will ask. Know the answers cold.
PVLYTE · SOLAR 101PART ONE
READ THIS FIRST
How It Works.

Five steps from sunlight to savings. Know this like your name.

01
Light hits your roof
PV panels (photovoltaic panels) convert light — not heat, not direct sunlight — into Direct Current (DC) electricity. Cloudy day, February in Halifax — there's still light, and your panels are still producing. This is the most common misconception at the door. Know how to kill it.
02
Inverters convert DC to AC
Your home runs on Alternating Current (AC). Micro-inverters mounted on each panel convert the DC immediately. Unlike string inverters (where one bad panel drags down the whole system), micro-inverters mean every panel performs independently.
03
Your home uses it live
Solar power feeds directly into your home. Lights, appliances, heating — everything runs on what your panels are producing in real time, first. Only when you need more than you're producing does the grid kick in.
04
Excess goes to the grid — you get credited
Net Metering means Nova Scotia Power credits your account at the full retail rate for every kilowatt-hour you export. Think of it like a bank account for electricity. Summer: big deposits. Winter: you draw from credits. The grid is your free battery.
05
Your system is engineered — not guessed
The design on your laptop was built using the homeowner's actual roof geometry, their real consumption data, and 20 years of local weather data for their specific area. An engineer reviewed it. It's not a generic quote. That's the differentiator.
THE WEATHER ANSWER — MEMORISE THIS
Germany gets less average sun hours per year than Nova Scotia. They generate a significant portion of their national electricity from solar. Weather is not the variable. Light is. And we get plenty of it.
Key Terms
PVPhotovoltaicConverts light directly into electricity. The technology in every panel on a roof.
DCDirect CurrentWhat panels produce. Flows in one direction.
ACAlternating CurrentWhat your home uses. Inverters convert DC to AC.
kWhKilowatt-HourThe unit on every power bill. Measures energy used. Average NS home uses ~12,000 kWh/year.
NMNet MeteringNova Scotia's grid credit program. NSP must credit you at full retail rate for power you export.
THE ONE-SENTENCE EXPLANATION
Light hits roof → panels → DC → inverter → AC → your home runs on it live, excess goes to the grid for credits, and your bill drops accordingly.
PVLYTE · SOLAR 10104–08
PART TWO
PATH
THE
REP
PATH.
Where you start. Where you're going. What it takes to get there — and what it pays when you do.
PVLYTE · THE REP PATHPART TWO
YOUR CAREER AT PVLYTE
Three Levels.
One Track.

Every Solar Advisor starts at the door. The fastest path to the closer seat is setting great appointments consistently and learning the product cold. Here's exactly what the track looks like.

SET
Solar Setter
Commission-Based per funded deal you set

Your job is the door. Build rapport, qualify the homeowner, surface interest in solar, and book a confirmed appointment with both decision-makers present. You're the first impression Pvlyte makes.

  • Attend daily team meetings — this is not optional. The reps who skip meetings are the reps who stay setters.
  • Field hours: 2 PM – 9 PM — prime time is 5–8. That's when decisions get made.
  • Target: 2–3 quality sets per shift. Not contacts. Sets.
  • Complete the 30-Day Setter Mastery — Book 1 and this manual, quizzed and certified.
→ PATH TO ADVANCEMENT: 20 quality sets + pass the Closer Exam + leadership approval
ADV
Solar Advisor (Self-Gen)
Commission-Based set + close your own pipeline

You set and close your own appointments. You run the full 12-stage buyer journey from Stage 1 to Stage 12 in the home. This is where the real income starts. Nova Scotia average system size is over 11 kW — the math is significant.

  • Participate in company roundtables — Thursdays, 10 AM.
  • Full client management — you own the relationship from door to install.
  • Sets you book that close: full commission. Sets from Setters you close: split per the company structure.
→ PATH TO ADVANCEMENT: 6 funded sales in 1 month + 25 lifetime funded sales + leadership review
TL
Team Lead
Commission + Override your deals + team volume

You set and close your own pipeline, take sets from Setters, train new reps in the field, and run nightly wrap-up calls. You get paid on your own production and earn an override on your team's volume.

  • Train Setters in the field — your team's performance is your performance.
  • Nightly wrap-up calls — 20 minutes, every field day, no exceptions.
  • Average timeline from Setter to Team Lead: 6–8 months for a focused rep.
→ PATH TO ADVANCEMENT: 36 team-funded sales in a 3-month window
NOVA SCOTIA CONTEXT

The average system size in Nova Scotia is over 11 kW — significantly larger than other Canadian markets. That's because NS homes use more electricity (electric heat, older stock). Larger systems mean larger deals. The math on commission per deal here is better than almost anywhere else in Canada.

AVERAGE TIME TO ADVANCEMENT
Setter → Advisor: 2–4 months for a rep who shows up and does the work. Advisor → Team Lead: 6–8 months. The timeline is 100% in your hands.
PVLYTE · THE REP PATH09–14
PART THREE
WIN
THE
MINDSET
STACK.
The reps who outlast everyone else aren't the most talented. They're the ones who get this section right before they leave the car.
PVLYTE · MINDSETPART THREE
THE 3s — YOUR PHYSICAL STATE
The 3s.

Before you knock a single door, these three things need to be locked in. They're not optional extras — they are the pitch.

01
Smile
Smiling shows people you are approachable. You have two seconds at the door to not look like a threat. A genuine smile is your first tool. In the field: be excited approaching potential clients — it creates the interest behind what you're selling. Always leave them wanting more.
02
Eye Contact
Looking someone directly in the eye shows respect and creates trust. It also signals that you're not nervous — and nervous reps don't set appointments. Eye contact is how you transfer certainty from yourself to the homeowner.
03
Enthusiasm
Sales is a transfer of emotion. If you're not excited about what you're offering, the homeowner won't be. Those who show high levels of enthusiasm create a magnetic personality. This doesn't mean being loud — it means being genuinely engaged with the person in front of you.
THE 8s — YOUR DAILY OPERATING STANDARDS
The 8s.

Eight non-negotiable operating standards. Not aspirations. Standards.

01
Have a positive attitude
It takes a positive attitude to achieve positive results. When you carry it, you become a magnet. Every NO is the next opportunity — N.O. = Next Opportunity. It takes an average of 6 no's to get to one yes. S.W.S.W. — Some Will, Some Won't, So What, Someone's Waiting.
02
Be on time
Being on time displays respect. For team meetings, for appointments you've set, for your field start. Showing up late to meetings is showing up as someone who doesn't take this seriously. The reps at the top never miss a meeting.
03
Be prepared
Know the pitch cold before you go out. Laptop charged, design loaded, referral sign in the car. Phone fully charged. Bring water. Bring snacks. You're outside for 4–7 hours. Preparation is the thing that separates a good day from a wasted day.
04
Work your territory correctly
Work smarter, not harder. Prime Time is 5 PM – 8 PM — that's when decision-makers are home. 2–5 PM is your warm-up: find out who works from home, who's retired, who already has solar. Get video testimonials from solar homeowners in the area if you can.
05
Work a full day
Divide your day into three rounds: Round 1 (2–5 PM): learn the territory, build a picture of the street. Round 2 (5–8 PM): your sets happen here. Round 3 (8 PM+): callbacks and follow-ups on solid leads who were busy earlier.
06
Know what you're doing and why
Knowing your why gives you the drive to push through the slow doors and the hard days. Make sure your why is more than just financial gain — think about the person you want to become through this work.
07
Take control
Taking control is about taking responsibility. None of the other standards work without this one. You choose how far you go and how fast you get there. "You can have excuses or results — but you can't have both."
08
Guard your time and energy
Time is money on the doors — literally. The most successful reps are not the ones who knock the most doors. They're the ones who identify quickly who is worth their time and who isn't, and move accordingly. Treat every hour in the field like it has a dollar value.
THE LAW OF AVERAGES
Every NO leads you closer to a YES. Never get down on hearing NO — it means you're one step closer. Understand the law of averages and you'll never have a bad day. You'll only have a productive one.
PVLYTE · THE MINDSET STACK15–20
PART FOUR
READ
READING
THE DOOR.
The golden rule is treat others how you want to be treated. The platinum rule is sell others how they want to be sold. These are four different sales conversations.
PVLYTE · PERSONALITY SELLINGPART FOUR
PART FOUR — PERSONALITY SELLING
Four Types.
One Approach Each.

Every homeowner you encounter is one of these four types. Your job is to identify which one in the first 30 seconds and adapt accordingly. Mirror and match — body language, tone, pace, energy.

🐂
THE DRIVER
The Bull
TRAITS AT THE DOOR
DirectHigh energyConfidentAggressiveImpatient
HOW TO SET A BULL
Be direct. Be fast. Be professional. Get straight to the point immediately. Don't waste their time — build trust by respecting it. Cut rapport short if they signal impatience. They want to know: is this worth my 30 seconds? Answer that immediately.
🦉
THE ANALYZER
The Owl
TRAITS AT THE DOOR
SkepticalAsks lots of questionsLow energyNeeds factsCautious
HOW TO SET AN OWL
State the facts, simply. Don't respond to an Owl with emotion or excitement — it makes them more skeptical. Keep it short, straight, data-first. "I want to make sure you have all the information to make an informed decision." Never rush them. They need to feel in control of the pace.
🐑
THE PASSIVE
The Lamb
TRAITS AT THE DOOR
QuietSoft-spokenRelationship-orientedAvoids conflictCares about environment
HOW TO SET A LAMB
Soft tone, slower pace. Build trust first — they need to like you before they'll listen to you. If you're too aggressive you'll lose them completely. They want a clear path and simple answers. Lead with community, environment, the neighbour who already went solar.
🐯
THE SOCIALIZER
The Tiger
TRAITS AT THE DOOR
High energyTalks a lotSocialFast-pacedImpulsive
HOW TO SET A TIGER
Match their energy. Be fast or you'll lose them. Use the Jones Effect — they're social and don't want to feel left out. Challenge them: "I don't know if you'd qualify, not everyone does." Play on their ego lightly. Socialise first, then get to business — they need to feel like they like you first.
Selling to Anyone

Regardless of type, the five tools always apply. What changes is the proportion and intensity of each.

THE FIVE UNIVERSALS
Body Language
Open stance, face the homeowner, never cross your arms, never look at your phone.
Tone
Match theirs. Start slightly warmer and let them bring you to their level.
Pace
Bulls and Tigers want fast. Owls and Lambs need slow. Never outpace the homeowner.
Energy
Your energy sets the ceiling. If you're flat, they'll be flat. You go first.
Build Trust
Every type requires it. The method differs. The requirement doesn't.
PVLYTE · PERSONALITY SELLING21–28
PART FIVE
DOOR
THE
PVLYTE
SYSTEM.
F.O.R.M.S. builds the human connection. F.U.J.I.G.I. triggers the impulse. The 5-step pitch skeleton closes the set. Run them in order, every time.
PVLYTE · THE CANVASSING SYSTEMPART FIVE
RAPPORT FIRST — ALWAYS
F.O.R.M.S.

You are getting the homeowner to talk about themselves. People love to talk about their own lives. Your job is to ask the right questions and listen like you mean it.

FFamilyTalk about kids, spouses, parents, pets. "Are those your kids in the photo? How old are they?" Double-tap topics — if they engage, go deeper. It should feel like a conversation, not an interview.
OOccupationWhat do they do? Where? How long? Occupation tells you financial confidence and decision-making style. An engineer is an Owl. A business owner is often a Bull.
RRecreationSports, hobbies, interests. Look for gear in the garage, sports team stickers, golf clubs. "Is that a kayak? Do you paddle here in NS?" Common ground builds trust faster than anything.
MMaterialsClothing, jewellery, tattoos, visible interests. A Pvlyte or university hoodie. A military cap. A Celtic FC sticker. Something that connects you to them specifically.
SSurroundingsAnything visible — garden, vehicles, house itself. "You've got a great south-facing roof — that's actually rare in this neighbourhood." You've just previewed your expertise before you've said a word about solar.
PRO TIP: Don't ask one question about five different topics. Find the one topic they engage with and go deep. That's how you go from a knock to a genuine conversation in under two minutes.
TRIGGER THE IMPULSE
F.U.J.I.G.I.

Once rapport is built, these six impulse triggers move a homeowner from curious to committed. Learn all six. Use the right ones for the right personality type.

FFear of LossNot everyone qualifies. "We're qualifying homes in this area — not every property works." If the homeowner doesn't act now, they may have to pay more later for the same thing. Use for Bulls and Tigers.
UUrgencyThe cost of delay is real. NSP rates have been increasing faster in the last three years than in any previous period. Every month they wait, they're paying more into the system they're trying to get out of. Use for any type.
JJones EffectDrop neighbour names. "Your neighbour at number 14 — John — we're actually working on his system right now." People want what others around them have. Always ask for neighbour names as part of every set. Use for Tigers and Lambs.
IImportanceThe sooner they start, the sooner they save. NS power bills are going up for the rest of their life. There is no end date to that bill. But there IS an end date to a solar payment. The importance of acting now is mathematically real. Use for Owls.
GGreedNewest technology. Property value. Inflation hedge. This is not negative greed — it's helping them see the asset they're building. Use for Bulls and Tigers who respond to upside language.
IIndifferenceYou don't need this deal. "I'm talking to a lot of homes in this area — I'm just seeing who it makes sense for." Be detached from the outcome. Guard your time and energy. Indifference is the most powerful status signal you have. Use for every type.
THE PITCH SKELETON — 5 STEPS
The 5s.

Every set runs through these five steps. In order. Every time. The content varies by homeowner — the structure never does.

01
Introduction
Who you are, the company you represent, and drop a neighbour's name if you have one. "I'm [name] with Pvlyte — we've been working on a few homes in this area, including your neighbour at [number]."
02
Short Story
Explain the problem and the reason you're here. "Nova Scotia Power rates have been going up significantly — we're designing systems for qualifying homes that replace that bill with a fixed payment that ends."
03
Presentation
Present a solution to create curiosity. Ask qualifying questions so you're not wasting anyone's time. "From the street your roof looks like it could work really well — do you know which way it faces?" Qualify as you go.
04
Close
Determine who handles the bill and ask for it. "Are you the one in the house who handles the power bill? Can you grab it for me?" Go out front to start taking roof photos while they get it. Ask with confidence — not permission.
05
Rehash
Make sure all the information is correct. Confirm the appointment date and time with both decision-makers. "I want to make sure we get both of you there — will [day] at [time] work for both of you?" Give them two time options, not an open calendar.
THE MOST IMPORTANT STEP
Asking for the bill is Step 4. Do it with confidence. "Please grab your bill for me." Not "would you possibly be able to..." — that kills the set. Confident. Direct. They will follow.
PVLYTE · THE CANVASSING SYSTEM29–38
PART SIX
TIME
TERRITORY
& TIME.
How you work a territory determines how many sets you generate. Time management in the field is a skill. Build it deliberately.
PVLYTE · TERRITORY & TIMEPART SIX
SHIFT STRUCTURE
Work the
Full Day.

Divide every field day into three rounds. Round 2 is where sets happen. Rounds 1 and 3 are what make Round 2 possible.

ROUNDTIMEOBJECTIVE
Round 12 PM – 5 PMLearn the territory. Find out who works from home, who's retired, who already has solar. Build your picture of the street. Get video testimonials from existing solar homes — regardless of who installed.
Round 25 PM – 8 PMPRIME TIME. Most decision-makers are home. This is when the majority of your sets happen. Do not leave the field during this window. Not for food, not for calls, not for anything that isn't a set.
Round 38 PM+Callbacks. Only go back to homes where you have a solid, confirmed conversation and the decision-maker was busy earlier. Don't show up unannounced to a cold door after 8 PM.
Booking Appointments — The Sit-Down Rate

This is not a suggestion — this is data. The closer you book to the set, the higher the close rate. Always push for the next day.

BOOKING WINDOWESTIMATED CLOSE RATEWHAT THIS MEANS
Next day after set~80%Book here whenever possible. Always.
2+ days from set~60%Still good. Try to get within the week.
5 days out~30%Momentum is fading. Remind text required.
1 week+~10%Almost always a waste of everyone's time.
BOOKING SCRIPT: Never say "What day works best for you?" — give them two specific options. "Thursday we have 4 PM or 6 PM available — which one works better for both of you?"
Quality Sets — How to Vet

Not every door is worth your time. A quality set has all of these:

GOOD SIGNS
  • Homeowner — not a renter
  • Good roof condition
  • Both decision-makers will be present
  • Engaged and asking questions (objections = interest)
  • Not moving in the next 5+ years
  • Opens the door fully, makes eye contact
WALK AWAY SIGNALS
  • Comes to door with phone, barely looks up
  • Speaks through the door system — won't open
  • Confrontational or hostile from the first word
  • Cannot confirm both decision-makers will be present
  • Clearly renting
  • Hands everything back immediately
SETTER AMMO — ALWAYS ASK BEFORE YOU LEAVE
  • "Who else in the area has lived here as long as you have?"
  • "Do you know anyone who's recently moved here?"
  • "Do you know anyone who already has solar in this neighbourhood?"
  • "Do you know anyone who works from home or is retired?"
TIME IS MONEY — THE HARD RULE
Walk away from people who aren't interested and spend time with quality individuals. Your time is more valuable than money. Every minute at a bad door is a minute away from the set on the next street.
PVLYTE · TERRITORY & TIME39–45
PART SEVEN
NO
OBJECTION
HANDLING.
Objections are not rejections. They are requests for more information — delivered badly. Treat every objection like a puppy. Pick it up, acknowledge it, put it down, and move on.
PVLYTE · OBJECTION HANDLINGPART SEVEN
THE THREE-PHASE FRAMEWORK
Agree.
Proof. Close.

Every objection gets the same three phases. Don't argue. Don't apologise. Acknowledge, use social proof, and close.

01
Agree
Use "I agree" or "I totally understand" — even if they're wrong. You never want to create an argument with a potential client. Agreeing disarms defensiveness and lowers their guard. It also signals you're not threatened by their concern.
02
Social Proof — The Jones Effect
After you agree, deploy the Jones Effect. Tailor it specifically to the person in front of you: "like a lot of your neighbours," "like [drop a name] a few houses up." Make it personal. This creates connection and moves them toward the decision socially.
03
Close — Always Have a Secondary and Tertiary
After addressing the objection, close. Always have a second and third close ready. If after three close attempts the homeowner still isn't engaging, use the Pro rule: "God bless you and have a great day" — and ask for referrals before you leave.
THE RULE OF 3
If someone gives you 3+ objections in a row, they are not your customer right now. Walk away and spend your energy on someone who is. Guarding your time and energy is part of the job.
The Logic Closer — Last Resort

When all else fails, this one-liner is designed to make a non-buyer reveal themselves definitively. Use it only after two or three attempts have failed.

THE LOGIC CLOSER
"If solar was able to save you thousands off a bill you never plan on cancelling — is that information worth knowing?"

If they say no to this, they are not your customer. Move on immediately and ask about neighbours instead — make it a win by getting referral information.

PVLYTE · OBJECTION HANDLING46–50
PART EIGHT
SAY
WORD FOR
WORD.
These are not suggestions. These are the lines. Drill them until they feel like yours — then make them yours.
PVLYTE · SCRIPTS & OBJECTION BANKPART EIGHT
SETTER OBJECTION BANK
The Scripts.

Every common objection at the door, word for word. Study these until you don't need to think about them. The goal is to make the homeowner feel understood and curious — not sold to.

"Not Interested"

▼

The most common smokescreen — it almost always means 'you haven't told me why this is relevant to me yet.'

SCRIPT A
"I get that a lot out here — because solar is usually thought of as expensive. But what your neighbour [name] liked about what we're doing is that if you qualify like they did, there's no big upfront cost. It's completely cost-neutral — you just redirect your funds toward your solar system instead of paying a power bill. By the way, how long have you guys lived here for?"
SCRIPT B — EARLY PITCH
"It's not about that — how long have you lived here for? [Continue with normal pitch]"

"I'm Eating Dinner"

▼

This is 100% a smokescreen. People have dinner every day — there's nothing special about it. Keep it tight and disarming.

SCRIPT
"I'm going to keep this super quick so you can get back to your dinner — compliments to the chef by the way, smells incredible! I only need 2 minutes. How long have you owned this place?"

"I'm Busy — Come Back Later"

▼

If they're clearly in the middle of something real, use judgment and walk away. If it's a deflection, push through briefly.

SCRIPT — DEFLECTION
"I'm super busy too — so I'm going to keep this super quick for you. I only have 5 minutes. Are you the one in the house who deals with the power bill?"
SCRIPT — ACTUALLY BUSY
"I can clearly see now is not a good time — I'm [name] with Pvlyte, I'll catch you a bit later. [Walk away — do not say what it's about or they'll dismiss you immediately]"

"Can't Afford It / Too Expensive"

▼

They assume you're asking them to spend money. Establish that you're not — you're a qualifier, not a salesperson.

SCRIPT A
"I understand how you feel — your neighbour [name] felt the same way. But what they found with our program is that if you qualify, there's no big upfront cost. It's just as long as you meet the conditions. When was the last time you looked at solar?"
SCRIPT B
"Generally solar can be quite expensive — but what your neighbour [name] liked about our deal is that if you qualify like they did, we're actually able to cover the upfront cost for you, as long as you meet the proper conditions. By the way, how long have you guys been in the house?"

"Someone Was Already Here"

▼

Best practice is to bring this up yourself before they can. If you know another company has been through the street, lead with it.

BRING IT UP FIRST
"I'm [name] with Pvlyte — I was just at [neighbour's name]'s place, and I'm working with a few other neighbours on your street. You may have had someone come by about solar not too long ago — do you remember the last time someone knocked about it?"
IF THEY BRING IT UP
"Okay, cool — that's actually exactly why I'm here. We're doing something completely different than the last people that came through. How long have you guys owned your home for? [Jump into normal pitch]"

"Do You Have a Business Card?"

▼

Hear it for what it is: 'you haven't built enough value for me and I want you to go away.' Don't give them the card — they will never call.

SCRIPT A
"I must have run out earlier today — I'll leave you all my info at the end if you happen to qualify. Are you the one who deals with the power bill?"
SCRIPT B
"I actually am the card — I'll make sure to leave you all my info at the end. I'm only qualifying a few more homes tonight on [street name]. Do you know the builder for your home?"

"We Need to Think About It / Talk to Our Spouse"

▼

Get both decision-makers present for the set. Never set for a solo. If they want to think about it, close on a specific next step.

SCRIPT — SPOUSE NOT HOME
"Absolutely — this is a decision you'd make together. Can I come back when you're both here? What does your schedule look like tomorrow evening?"
SCRIPT — CLOSE ON LOGIC
"Of course. Let me ask — what specifically do you want to think through? Because I want to make sure your advisor can address exactly that when they come out. Is it the product, the cost, or how it all works?"

"We're Not Interested In Solar"

▼

This is not a no to solar — it's a no to the conversation so far. Redirect to the financial picture, not the product.

SCRIPT
"Totally understand — most people in this area weren't either until they saw what their bill looks like over the next 25 years compared to a fixed payment that ends. I'm not here to sell you anything — I just want to see if it makes financial sense for your home. Do you know what your average monthly power bill runs?"
Weak Words — Never Use These
KILL THESE FROM YOUR VOCABULARY AT THE DOOR

Words that kill sets:

  • "Kind of..." / "Sort of..."
  • "Just..." — "I just wanted to..."
  • "Would it be okay if..."
  • "Umm..." / "Like..."
  • "Free" or "No upfront cost"

Replacements:

  • Confident, direct statements
  • "I'm here because..." / "We're working on..."
  • "Please grab your bill for me"
  • Pause. Breathe. Say the next word clearly.
  • "No big upfront cost" / "You qualify"
THE FINAL RULE
Leave every person at the door better than you found them. Whether they set or not — they just met Pvlyte. Make that impression count.
NEXT →
BOOK 1 →
You've set the appointment. The closer takes it from here. Read Book 1 — the Buyer Journey Field Manual — and understand every stage your homeowner is about to go through.
PVLYTE · SCRIPTS & OBJECTION BANK51–65