Greenwood Academy/Solar Basics: The Formal Proposal Part One (10 CPD points)

How to write a strong formal proposal

How to turn your preliminary quote into a structured, client friendly proposal that makes sense to your customer and helps close the sale.

  • $80

Solar Basics: The Formal Proposal Part One

  • 3 Lessons

How to turn your preliminary quote into a structured, client friendly proposal that makes sense to your customer and helps close the sale.

RUN TIME: 20 mins

CPD POINTS: 10

CPD COURSE CODE: CPD167

COURSE SNEAK PEAK

SEE WHATS INSIDE THE COURSE

Do as much as you can in house

engineering to connection

tariff truths

Sell yourself

the deciding factor for customers

calculating how much solar to install

Ed Bennison

Principal Engineer (MIEAust) | Arigo Consulting

"Greenwood Academy’s courses cater from entry level to high end engineering. 10 Years of experience in an ever growing industry is captured perfectly in relevant course content."

Kevin Keenan

Electrical Inspector | EIC

"I got a lot out of the Live Training. There's a lot of information to take in on running a large commercial site.

Veli certainly knows his stuff."

Chelsea Fortuna

Senior Project Engineer | Energy Project

"Really interested to see what goes on behind the scenes.

Veli is really passionate about what he is doing, and shares all of his knowledge."

What you'll learn

The difference between Preliminary Costing and the Formal Proposal

Gain clarity on how early-stage estimates evolve into accurate, professional proposals that build client trust.

Discussing key aspects like Systems and Product Use

Learn how to address critical elements - like compliance, connection, and components - so clients feel informed and confident.

Setting out clear Payment Schedules

Understand how structured payment stages help you secure jobs faster and manage project cash flow better.

Finalising your initial Costing

Master the art of refining early estimates into a bulletproof final figure that leaves no room for surprises for your customer.

The importance of visuals versus text

Discover how strategic use of diagrams and graphics can simplify complex concepts and win more work.

Outlining expected Outputs and Savings

Learn to clearly communicate energy generation and ROI, helping customers feel the value of going solar from day one.