The Rise of Sales Compliance

How Regulation is Reshaping Solar

BY JAKE HESS

For years, podcasts, influencers, stage speakers, executives, and CEOs have been touting that “Regulation is coming.” Well, my friends, welcome to the beginning of that time. You were right.

I started in the solar industry by knocking on doors. At the time, we were handed a long-shaped, pink, yellow, and white carbon-copied cluster of contracts as our sales tool. I was taught to go over the contracts at night with a yellow highlighter and mark all the positive AND negative stipulations of the agreement. That set of highlighters became my first investment in solar—five bucks from the nearest CVS, and I was on my way to success. It was important that I always had 10 prepped and highlighted, neatly folded, and precisely creased agreements on hand. After pitching at the door, THAT was our “leave behind.” Having 10 of them secured in my white vinyl knocking binder each morning meant I was ready to go all day.

A year later, we got our first branded booklets, where we would tuck the signed pink receipt into a sleeve at the back of a well-illustrated reminder of why the homeowner had signed in the first place. If you sold some deals in that era, you knew the rules. Those booklets were not to be used as “leave behinds.” You had to get to the office before anybody else to secure a handful before the crowd arrived. They were more valuable and rare than gold to us sales reps.

In today’s residential sales environment, finding a Setter, Closer, Sales Manager, Sr. Sales Manager, Regional, Sr. Regional, or even an Owner who has studied or read the agreement their homeowners are signing is rarer than the day those booklets first arrived in our office. I have a hard time finding even one. I haven’t sold door-to-door in years, but I know these contracts better than some of the financial executives at the very companies that employ them!

Somewhere along the way, it became unimportant for sales reps to read and understand their agreements. They don’t realize the content in those contracts protects the homeowner more than the company that drafted it. If they learned how to reference it like a real sales professional, they would have a much higher sign-to-install ratio, earn more commission, and slowly transition to a referral-based business. Instead, they squander the opportunity, feeding off a system that rewards booking a site survey rather than getting the project installed. What a shame.

The leaders of door-to-door sales reps have created an uncontrollable problem—a culture. The wrong culture. This issue is bigger than any office policy. It’s bigger than just getting paid. The culture is so powerful that if an owner decides to take a stand against some of the harmful practices, sales reps see it as a signal to leave and go to a company that “really cares about them.”

The acceptance of lazy practices, half-funded accounts, misled homeowners, and undereducated representatives is amplified by organizations that prioritize volume over quality.

Like Pavlov’s Theory, we have conditioned our largest revenue driver—our sales force—to salivate for food. The ingredients they have learned to value are fast install timelines, low redlines, scheduled site surveys, upfront pay, and incentives. They have been fed junk, and now they have learned to survive on it. If any of those things shift, they will go find another hand that feeds them what they’ve been conditioned to expect.

The culture has grown so big and so strong that it has captured the attention of the country.

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We all know the impact the government and banks have on our economy and daily lives. It is no different in the residential solar industry. Financiers control the terms and stipulations we must abide by.

The Solar Energy Industries Association (SEIA) “is engaged with policymakers to establish a competitive solar market and offer cost-competitive, reliable energy to consumers.” Financiers and manufacturers need a healthy relationship with SEIA.

After all, this is the organization that influences government decisions that impact financiers and manufacturers on a national and global level. These organizations are now pushing for regulation. The term being used to describe this unified cultural shift from financiers and SEIA is “Sales Compliance.”

At the forefront of Sales Compliance is a new brand and certification called Recheck.

SEIA, SunRun, GoodLeap, Sunlight Financial, Freedom Forever, Mosaic, Palmetto, Sungage Financial, and more are backing Recheck.

So what is it?

Identity Verification: “Sales reps and company owners go through a government ID verification process to create their unique Recheck ID.”

Transparency & Accountability: “Solar projects sold or financed through Recheck partners are tied to a specific Recheck ID.”

Training & Certification: “Recheck partners with leading training & certification organizations to promote higher standards.”

Their website states:
"Salespeople can display verified training, credentials, and work history on their Recheck profile. If something goes wrong during the sales process, knowing who was involved helps solve problems and improve the homeowner experience."

Salespeople: “Build credibility with homeowners by creating a verified professional profile on Recheck.”


Installers: “Manage and track sales activity to reduce the risk of consumer complaints.”


Finance Companies: “Every solar sale can be traced back to a real, ID-verified individual salesperson.”
State

Regulators: “Partner with Recheck to implement consumer protection standards in your state.”

This movement, with its strong backing, is the first and largest unified effort of its kind within the industry. You will begin to see and hear more about it.

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I have heard many refer to this as a “blacklist for sales reps.” Installers will be able to check a database to see whom to hire and whom to avoid. Financiers will encourage installers to verify their sales reps before granting them access to financing. Sales reps, leaders, and organizations will no longer be able to leave behind a trail of damage at one installer and then simply jump to another.

The time has come for change, and early adopters will prevail. Shifting now means being first to market with the future culture of residential sales.

Of course, we know the dishonest sales reps will do what they have been conditioned to do—hop to the next company until they can hop no more and are eventually forced out of the industry. They will loudly proclaim that “solar is done” and that there’s “no more money in it.” Meanwhile, the honest sales reps will feel fear. Anyone who has sold knows that homeowners forget things, sometimes misunderstand, or hear things differently than intended.

But fear not! There is a solution. It complements the regulatory side of Sales Compliance and protects sales teams—it’s called CallPilot.

Although CallPilot markets itself to installers as a way to protect them from bad sales practices, I see it as a shield against Recheck. CallPilot has already been implemented by several organizations, with the most universal and well-known being GoodLeap. This is the survey homeowners must take when signing a GoodLeap agreement. Equipped with facial recognition, AI, voice tone monitoring, and more, CallPilot records the homeowner’s consent to proceed with solar. If an honest sales rep is at risk of being blacklisted, this is one of the strongest insurance policies I’ve seen to safeguard them.

In my experience, recorded surveys are one of the most powerful "sales solidifiers"—a term seasoned sales reps use to describe a method that locks in commitment and prevents emotional shifts after the meeting. When used correctly, a sales consultant can strengthen trust by advocating for the survey process, explaining to homeowners that the company values transparency and integrity. Reviewing the contract and questions before calling to conduct the survey is the fastest way to gauge the likelihood of a successful install. This approach enhances presentation skills, improves financial outcomes, mitigates installer risk, and aligns with Sales Compliance.

Maybe this is a reminder that the old teachings of applying K.I.S.S. and having strong product knowledge can still be valued today. Going back to the era of reading the contracts we sell, highlighting the important topics, and ensuring an understanding with our client is the way it always should have been. It worked then and it seems to be what’s going to be upheld now. I am for it.

Well, I can do without the carbon-copy contracts and fighting for booklets, but as far as sales practices go, Keep It Simple Solar!

About The Author

Jake Hess

Jake Hess is a prominent figure in the solar industry, best known as the co-founder of SolarCon, a leading conference dedicated to advancing solar energy initiatives. With a background in sales training, Hess has become a sought-after mentor and coach, sharing his expertise to foster growth within the sector. His commitment to education is further exemplified through his involvement with The Morning Energy Show, where he discusses industry trends and insights. Hess’s innovative approach and dedication have significantly contributed to the evolution and education within the solar energy community.

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