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How a solar sales representative / assessor can use AI, task by task

O*NET 41-4011.07: Solar Sales Representatives and AssessorsMedian pay $104,920/year (BLS, May 2025)13 tasksJob Zone 3: Medium preparation

Contact new or existing customers to determine their solar equipment needs, suggest systems or equipment, or estimate costs.

Type your own title and every prompt on this page updates to match. Also called: Energy Consultant, Sales Associate, Sales Consultant, Sales Representative (Sales Rep), Salesman, Solar Consultant, Solar Energy Consultant, Solar Sales Consultant, Solar Sales Representative (Solar Sales Rep), Solar Sales Specialist.

Where AI fits in this job

AI-ready 14%AI-assist 73%Stays human 12%

Share of the job's tasks, weighted by how important and how frequent each task is (O*NET ratings). 2 AI-ready, 9 AI-assist and 2 human-led tasks out of 13. This measures where AI can help, not whether the job will disappear.

Information & paperwork
Thinking & planning
People & communication
Leading & teaching
Hands-on & physical

Shape of the job: importance of each kind of work activity (O*NET, 1 to 5).

🗓 Start here on Monday

The most frequent, most important tasks where AI can help right away.

  1. Prepare proposals, quotes, contracts, or presentations for potential solar customers.Write it up · Daily
  2. Select solar energy products, systems, or services for customers based on electrical energy requirements, site conditions, price, or other factors.Sell & persuade · Daily
  3. Provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates.Explain it clearly · Daily

💪 Lean into these

Core tasks that stay human. These skills get more valuable as the routine work gets automated.

  1. Assess sites to determine suitability for solar equipment, using equipment such as tape measures, compasses, and computer software.Watch & inspect · Weekly
  2. Demonstrate use of solar and related equipment to customers or dealers.Be there for people · Weekly

Skills to build & where you could move ↓

🔒 Many of these tasks involve people's information. Remove names and identifying details before using AI, or use only a tool your employer has approved.

AI can draft these 2

AI produces a usable first pass. You review it, fix it and own it.

Prepare proposals, quotes, contracts, or presentations for potential solar customers.

Daily

AI writes the first draft from your notes; you check every fact.

Show prompt & steps

Give AI your rough notes, numbers or last version and it will turn them into a clean, well-structured first draft. You check every fact and figure before it goes anywhere.

Ready-to-use prompt

I work as a solar sales representative / assessor. Part of my job is to prepare proposals, quotes, contracts, or presentations for potential solar customers.

Context: We use Adobe Acrobat and Microsoft Word.
Customer need: [project, solar install]
Offer: [scope, price, timeline]

Draft a proposal with scope, pricing table, terms and next steps. Use plain language and headings where they help, and mark anything you had to guess with [CHECK].

10-minute exercise: Customer proposal

Step 1Pick a real example: the next time you prepare proposals, quotes and contracts (today). Leave out names and identifying details.
Step 2Fill in [Customer need] and [Offer] with the real details, then run the prompt.
Step 3Check every fact, name and number against your source before it goes anywhere. Confirm the rules against the current official source.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 4.8/5 · core task · O*NET work activity: Develop proposals for current or prospective customers.. Also involves: Develop content for sales presentations or other materials.; Prepare sales or other contracts..

Develop marketing or strategic plans for sales territories.

Monthly

AI drafts the plan, schedule or checklist for you to adjust.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 47% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Describe the goal, the people and the constraints, and AI drafts the plan, schedule or checklist. You adjust it to what you know about real life on the ground.

Ready-to-use prompt

I work as a solar sales representative / assessor. Part of my job is to develop marketing or strategic plans for sales territories.

Context: We use Microsoft Project and Microsoft Dynamics; the work draws on sales and marketing, design and building and construction.
Product or position: [what we're promoting]
Target audience and budget: [who, how much]

Draft a plan with positioning, channels, timeline, budget split and KPIs. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

10-minute exercise: Marketing plan

Step 1Pick a real example: the next time you develop marketing or strategic plans.
Step 2Fill in [Product or position] and [Target audience and budget].
Step 3Sanity-check the budget split against last year's results.

AI doesn't know your people, your site or your history. Treat its plan as a starting point to react to.

Importance 3.8/5 · core task · O*NET work activity: Develop marketing plans or strategies..

AI can help you prep these 9

AI speeds up the prep, drafting or thinking. The core of the task is still yours.

Select solar energy products, systems, or services for customers based on electrical energy requirements, site conditions, price, or other factors.

Daily

AI preps talking points and practice; the relationship is yours.

Show prompt & steps

AI preps you: talking points, objection handling, tailored outreach and negotiation scenarios. The relationship and reading the room are yours.

Ready-to-use prompt

I work as a solar sales representative / assessor. Part of my job is to select solar energy products, systems, or services for customers based on electrical energy requirements, site conditions, price, or other factors.

Context: We use Salesforce software and Salesforce.com Salesforce CRM; the work draws on sales and marketing, design and building and construction.
Customer: [usage, roof, goals]
Products: [options]

Propose a package with savings estimate. Keep claims honest, list likely objections with responses, and role-play the other side so I can practice.

10-minute exercise: Custom energy package

Step 1Pick a real example: the next time you select solar energy products, systems and services (today). Leave out names and identifying details.
Step 2Fill in [Customer] and [Products] with the real details, then run the prompt.
Step 3Ask for feedback on your answers and write down your best line for the real conversation. Check it against the manufacturer's manual and your site procedure before you rely on it.

Make sure every claim AI writes about your product is true and allowed. Over-promising is on you.

Safety-critical: AI output is a starting point. Follow your site's procedures and the manufacturer's guidance.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.8/5 · core task · O*NET work activity: Customize energy products or services to meet customer needs..

Provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates.

Daily

AI helps you prepare clearer wording and likely questions.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 29% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Use AI to prepare: simpler wording, analogies, likely questions and a one-page handout. The conversation itself is yours.

Ready-to-use prompt

I work as a solar sales representative / assessor. Part of my job is to provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates.

Context: The work draws on sales and marketing, design and building and construction.
Situation: [complaint or question, no names]
Policy and options: [what we can offer]

Draft a response that acknowledges, explains and offers a solution. Use plain language, one everyday analogy, and the questions people are most likely to ask with short answers.

10-minute exercise: Resolve a customer question or complaint

Step 1Pick a real example: the next time you provide customers (today). Leave out names and identifying details.
Step 2Fill in [Situation] and [Policy and options] with the real details, then run the prompt.
Step 3Make sure the offer is within your authority. Confirm the rules against the current official source.

Rules, prices and policies change. Make sure AI is working from your current official version.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.6/5 · core task · O*NET work activity: Explain technical product or service information to customers.. Also involves: Explain financial information to customers..

Provide technical information about solar power, solar systems, equipment, and services to potential customers or dealers.

Daily

AI helps you prepare clearer wording and likely questions.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 24% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Use AI to prepare: simpler wording, analogies, likely questions and a one-page handout. The conversation itself is yours.

Ready-to-use prompt

I work as a solar sales representative / assessor. Part of my job is to provide technical information about solar power, solar systems, equipment, and services to potential customers or dealers.

Context: We use Solar analysis software; the work draws on sales and marketing, design and building and construction.
Situation: [complaint or question, no names]
Policy and options: [what we can offer]

Draft a response that acknowledges, explains and offers a solution. Use plain language, one everyday analogy, and the questions people are most likely to ask with short answers.

10-minute exercise: Resolve a customer question or complaint

Step 1Pick a real example: the next time you provide technical information about solar power, solar systems (today). Leave out names and identifying details.
Step 2Fill in [Situation] and [Policy and options] with the real details, then run the prompt.
Step 3Make sure the offer is within your authority.

Rules, prices and policies change. Make sure AI is working from your current official version.

Importance 4.4/5 · core task · O*NET work activity: Explain technical product or service information to customers..

Gather information from prospective customers to identify their solar energy needs.

Daily

AI gets you up to speed; confirm findings with records or people.

Show prompt & steps

AI can get you up to speed fast and suggest where to look, but you need to confirm findings against real sources, records or people.

Ready-to-use prompt

I work as a solar sales representative / assessor. Part of my job is to gather information from prospective customers to identify their solar energy needs.

Context: We use Solar analysis software; the work draws on sales and marketing, design and building and construction.
Customers: [type, what they buy]
What I've heard: [feedback, complaints, requests]

Group the needs into themes, suggest questions to dig deeper, and actions for each theme. Give sources I can check and say clearly when you're unsure.

10-minute exercise: Understand customer needs

Step 1Pick a real example: the next time you gather information (today). Leave out names and identifying details.
Step 2Fill in [Customers] and [What I've heard] with the real details, then run the prompt.
Step 3Ask one customer the deeper questions this week.

AI can invent sources and citations. Open every link and confirm it says what the AI claims.

Importance 4.5/5 · core task · O*NET work activity: Gather customer or product information to determine customer needs..

Calculate potential solar resources or solar array production for a particular site considering issues such as climate, shading, and roof orientation.

Daily

AI gets you up to speed; confirm findings with records or people.

Show prompt & steps

AI can get you up to speed fast and suggest where to look, but you need to confirm findings against real sources, records or people.

Ready-to-use prompt

I work as a solar sales representative / assessor. Part of my job is to calculate potential solar resources or solar array production for a particular site considering issues such as climate, shading, and roof orientation.

Context: We use Solar analysis software; the work draws on sales and marketing, design and building and construction.
Opportunity: [location, product, market]
Data: [paste demographics, sales, competitors]

Assess potential, key risks and what to verify before committing. Give sources I can check and say clearly when you're unsure.

10-minute exercise: Opportunity potential assessment

Step 1Pick a real example: the next time you calculate potential solar resources or solar array production (today).
Step 2Fill in [Opportunity] and [Data] with the real details, then run the prompt.
Step 3Open two of the sources it gives and confirm the key claim before you use it.

AI can invent sources and citations. Open every link and confirm it says what the AI claims.

Importance 4.5/5 · core task · O*NET work activity: Evaluate potential of products, technologies, or resources..

Generate solar energy customer leads to develop new accounts.

Daily

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a solar sales representative / assessor. Part of my job is to generate solar energy customer leads to develop new accounts.

Context: We use Solar analysis software and Microsoft Excel; the work draws on sales and marketing, design and building and construction.
Offer: [product, fund, service]
Ideal customer: [traits]
Data: [paste leads or market info]

Score and rank prospects, and suggest where to find more. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Prospect list

Step 1Pick a real example: the next time you generate solar energy customer leads (today). Leave out names and identifying details.
Step 2Fill in [Offer], [Ideal customer] and [Data] with the real details, then run the prompt.
Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.4/5 · core task · O*NET work activity: Identify potential customers..

Take quote requests or orders from dealers or customers.

Daily

AI preps the paperwork; approving and paying stay with you.

Show prompt & steps

AI can prep the paperwork, extract details from documents and make checklists. Approving, paying and verifying stay with you.

Ready-to-use prompt

I work as a solar sales representative / assessor. Part of my job is to take quote requests or orders from dealers or customers.

Context: We use Microsoft Dynamics and Adobe Acrobat.
Orders: [rentals, repairs, parts]
Info needed: [describe]

Make an order form template. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Order intake

Step 1Pick a real example: the next time you take quote requests or orders (today). Leave out names and identifying details.
Step 2Fill in [Orders] and [Info needed] with the real details, then run the prompt.
Step 3Save the template and use it on the next one. Time both.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

Importance 4.3/5 · core task · O*NET work activity: Take product orders from customers..

Prepare or review detailed design drawings, specifications, or lists related to solar installations.

Weekly

AI generates options and references; taste and the final call are yours.

Show prompt & steps

Use AI to generate lots of options, references and rough mock-ups fast. The craft, the taste and the final call are what make it yours.

Ready-to-use prompt

I work as a solar sales representative / assessor. Part of my job is to prepare or review detailed design drawings, specifications, or lists related to solar installations.

Context: We use Autodesk AutoCAD and Trimble SketchUp Pro; the work draws on sales and marketing, design and building and construction.
Item: [product, solar installation, process]
Requirements: [dimensions, specs]

Outline the drawing set, views and specifications list. Give 10 quite different options from safe to bold, then develop the best 2.

10-minute exercise: Product or service drawing

Step 1Pick a real example: the next time you prepare or review detailed design drawings, specifications and lists (this week).
Step 2Fill in [Item] and [Requirements] with the real details, then run the prompt.
Step 3Pick the idea that sparks something and develop it yourself for 5 minutes.

Check the usage rules for AI images and text in your field, and make sure the final work is original.

Importance 4.2/5 · core task · O*NET work activity: Prepare drawings or diagrams of products or services..

Create customized energy management packages to satisfy customer needs.

Weekly

AI preps talking points and practice; the relationship is yours.

Show prompt & steps

AI preps you: talking points, objection handling, tailored outreach and negotiation scenarios. The relationship and reading the room are yours.

Ready-to-use prompt

I work as a solar sales representative / assessor. Part of my job is to create customized energy management packages to satisfy customer needs.

Context: We use Salesforce software and Salesforce.com Salesforce CRM; the work draws on sales and marketing, design and building and construction.
Customer: [usage, roof, goals]
Products: [options]

Propose a package with savings estimate. Keep claims honest, list likely objections with responses, and role-play the other side so I can practice.

10-minute exercise: Custom energy package

Step 1Pick a real example: the next time you create customized energy management packages (this week). Leave out names and identifying details.
Step 2Fill in [Customer] and [Products] with the real details, then run the prompt.
Step 3Ask for feedback on your answers and write down your best line for the real conversation.

Make sure every claim AI writes about your product is true and allowed. Over-promising is on you.

Importance 4.0/5 · core task · O*NET work activity: Customize energy products or services to meet customer needs..

These stay human 2

They need your hands, your presence or your accountable judgment. Lean into them: they get more valuable as routine work is automated.

📏 Measured in this job (O*NET work context): Contact with others: constant contact with others · Dealing with the public: extremely important · Impact of decisions: important results · Frequency of decisions: once a week or more but not every day

Assess sites to determine suitability for solar equipment, using equipment such as tape measures, compasses, and computer software.

Weekly

Needs your eyes on site. AI can build the checklist and the report.

Show prep prompt & steps

Where AI still helps: AI can build your inspection checklists, explain standards and turn your notes and photos into clean reports.

Prep prompt

I work as a solar sales representative / assessor. Part of my job is to assess sites to determine suitability for solar equipment, using equipment such as tape measures, compasses, and computer software.

Context: The work draws on sales and marketing, design and building and construction.
Site: [roof, land]
Technology: [solar, wind]

Make a site assessment checklist. Group it by area, say what 'good' and 'bad' look like for each item, and add a short template for writing up what I find.

10-minute exercise: Site suitability check

Step 1Pick a real example: the next time you assess sites (this week).
Step 2Fill in [Site] and [Technology] with the real details, then run the prompt.
Step 3Take it with you next time, tick it alongside your usual routine, and add anything it missed.

Importance 4.4/5 · core task · O*NET work activity: Assess locations for potential green technology installations..

Demonstrate use of solar and related equipment to customers or dealers.

Weekly

Human connection. Use AI only before and after, to prepare.

Show prep prompt & steps

Where AI still helps: Use AI before and after, not during. Prepare talking points, practise a hard conversation, or turn your notes into a follow-up.

Prep prompt

I work as a solar sales representative / assessor. Part of my job is to demonstrate use of solar and related equipment to customers or dealers.

Context: The work draws on sales and marketing, design and building and construction.
Product: [describe]
Audience: [describe]

Prepare a demo script and answers to questions. Then play a skeptical customer. Suggest ways to open, phrases to avoid, and how to handle it if things get tense. Then play the other person so I can practice.

10-minute exercise: Product demonstration

Step 1Pick a real example: the next time you demonstrate use of solar and related equipment (this week). Leave out names and identifying details.
Step 2Fill in [Product] and [Audience] with the real details, then run the prompt.
Step 3Rehearse the demo with the real product.

Importance 3.5/5 · core task · O*NET work activity: Demonstrate products to consumers..

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Your next moves

Skills to build

From O*NET's ratings of how important each skill is in this job, matched to which part of the work it supports.

Stays human Deepen these

They power the human-led work, which is the part of the job AI can't take over.

  • Judgment and Decision Makingimportance 3.1/5
    Used in: Estimating the Quantifiable Characteristics of Products, Events, or Information
  • Mathematicsimportance 2.8/5
    Used in: Estimating the Quantifiable Characteristics of Products, Events, or Information

With AI Use these to work with AI

When AI does the first draft, these are the skills you use to brief it and check what comes back.

  • Reading Comprehensionimportance 3.6/5
    Used in: Interpreting the Meaning of Information for Others
  • Active Listeningimportance 3.5/5
    Used in: Interpreting the Meaning of Information for Others
  • Critical Thinkingimportance 3.5/5
    Used in: Interpreting the Meaning of Information for Others
  • Speakingimportance 4.0/5
    Used in: Interpreting the Meaning of Information for Others

Where you could move

Related jobs from O*NET with the closest skill profile, favouring ones where more of the work stays human. No step down in preparation.

New tasks appearing in this job

O*NET has started tracking 1 new or updated task here: 1 AI-ready, 0 AI-assist, 0 stays human. They have no worker ratings yet, so they aren't counted in the bar above.

Log client information and sales leads into tracking documents or software.

New in O*NET

AI handles forms, records and routine paperwork for you to verify.

Show prompt & steps

Forms, records, data entry, scheduling and routine paperwork are where AI saves the most time. It drafts, sorts, extracts and reformats while you verify.

Ready-to-use prompt

I work as a solar sales representative / assessor. Part of my job is to log client information and sales leads into tracking documents or software.

Context: We use Microsoft Dynamics and Adobe Acrobat.
Operation: [plant, store, service]
Data to log: [readings, counts, offerings]

Create a log template and a weekly summary format. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Operational data log

Step 1Pick a real example: the next time you log client information and sales leads. Leave out names and identifying details.
Step 2Fill in [Operation] and [Data to log] with the real details, then run the prompt.
Step 3Save the template and use it on the next one. Time both.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

New O*NET task (08/2024). O*NET hasn't linked it to work activities yet, so its label comes from similar tasks, such as “Monitor and log transmitter readings.” (Broadcast Technicians), and was checked by hand. O*NET work activity: Compile operational data.. Also involves: Compile data or documentation.; Maintain logs of production activities..

Getting into this job

Associate's degree is most common (45% of workers)

  • High school or less 9%
  • Certificate or some college 13%
  • Associate's 45%
  • Bachelor's 29%
  • Graduate degree 4%
  • On-the-job training: 3–6 months
  • Related experience: 6–12 months

What workers in this job report, from O*NET surveys (typical values).

Software in this job

In-demand tools from O*NET. Many now have AI built in, so check what yours can do before adding a new tool.

Adobe AcrobatAutodesk AutoCADGoogle Workspace softwareMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft ProjectMicrosoft WordSalesforce softwareTrimble SketchUp ProZoom

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