The consultation guidebook was designed to help Legends’ sales representatives discuss online solar investing with clients in a manner that was accurate and consistent with other touchpoints.

After conducting several trial consultations with potential clients, Legends realized it needed to formalize the way they talked about online solar investing. The consultation guidebook set a process for preparing for, conducting, and documenting sales consultations efficiently, effectively, and with brand integrity.

The guidebook improved the quality of communication with high-net-worth clients and helped streamline onboarding of new sales team members.