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The BEST Systems Your Solar Team Should Implement
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Transcript
Introduction to the Solarpreneur Podcast
00:00:03
Speaker
Welcome to the Solarpreneur Podcast where we teach you to take your solar business to the next level.
00:00:08
Speaker
My name is Taylor Armstrong.
00:00:10
Speaker
I went from $50 in my bank account and struggling for groceries to closing 150 deals in a year and cracking the code on why sales reps fell.
00:00:19
Speaker
I teach you to avoid the mistakes I made and bring in the top solar dogs of the industry to let you in on the secrets of generating more leads, falling up like a pro and closing more deals.
What Defines a Solarpreneur?
00:00:31
Speaker
What is a Solarpreneur you might ask?
00:00:33
Speaker
A Solarpreneur is a new breed of Solar Pro that is willing to do whatever it takes to achieve mastery and you are about to become one.
00:00:43
Speaker
Yo, yo, what's going on?
00:00:44
Speaker
Taylor Armstrong here, your host.
00:00:46
Speaker
We are back with another
Automating Processes in Solar Businesses
00:00:48
Speaker
episode.
00:00:48
Speaker
Today, we're going to be talking about the importance of automations in your solar business, specifically if you're leading a team or have aspirations to start running a team or just in general, how can you automate more of your solar business?
00:01:05
Speaker
All that, much more coming up on today's episode.
00:01:08
Speaker
Welcome to the show.
00:01:09
Speaker
If you are new, we're here to help you close more deals, generate more leads and referrals, and have a much better time in the solar industry.
00:01:16
Speaker
We are coming up on, I think, 370 episodes now, so quite a few episodes, a lot of great content, and we actually have a guide if you are wondering.
00:01:27
Speaker
on where to start.
00:01:29
Speaker
Maybe you have not checked out many of the episodes yet.
00:01:31
Speaker
All you have to do is go to top10.solarpreneurs.com.
00:01:36
Speaker
That's one more time.
00:01:37
Speaker
top10.solarpreneurs.com.
00:01:40
Speaker
And it's going to give you a little guide.
00:01:42
Speaker
I'm just double checking that as I talk here.
00:01:45
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But yeah, that's right.
00:01:46
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Top and then the number 10.solarpreneurs.com.
00:01:50
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Now we'll take you to a little downloadable guide where you can check out the top 10 most downloaded episodes we've had on the podcast.
00:01:58
Speaker
We probably will update it.
00:01:59
Speaker
I think things may have changed a little bit, but these are 10 amazing episodes that you can start on or just go back and refresh your memory because awesome, powerful guests we had on great content.
00:02:11
Speaker
But today we're jamming on automations.
Importance of Automation and CRM Tools
00:02:14
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Why are they important?
00:02:15
Speaker
And before we get into that, I wanted to give a quick thank you to our latest review on the podcast.
00:02:21
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We had, this was last Saturday, Joey5328.com.
00:02:28
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Says gold.
00:02:28
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This podcast is solar gold.
00:02:30
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You need help or want to better yourself.
00:02:33
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Must give a follow.
00:02:34
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Thank you, Joey.
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You da man.
00:02:36
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Appreciate it.
00:02:38
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Always love hearing from our listeners.
00:02:40
Speaker
Always love getting these reviews and feedback.
00:02:43
Speaker
Not all of them are five stars and I appreciate that too.
00:02:46
Speaker
Okay, but you can shoot me a DM too.
00:02:48
Speaker
If you got a problem or something you don't like, you can shoot me a message saying, hey, your podcast is trash, Taylor, or whatever you want to say.
00:02:56
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Appreciate those comments and I'm trying to improve it day by day.
00:03:00
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So appreciate all the feedback that I've gotten from our listeners.
00:03:04
Speaker
Okay, so today we're talking about how you can automate more of your solar business.
00:03:09
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And I'm excited for next episode because you're going to hear from someone that I think has mastered automation in his business.
00:03:16
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His name is Mikey Lucas.
00:03:17
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He's been on the podcast before, but he has really figured out a way to automate so many things.
00:03:22
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Now he's doing primarily coaching, consulting, other sales organizations in solar.
00:03:29
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And he also does some like financial mastermind type things.
00:03:32
Speaker
But he has a software that he's using to help solar reps just automate more of their business.
00:03:40
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And it's go high level is the backbone for it.
00:03:44
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Some of you may have heard of that, but it's a CRM.
00:03:47
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It's a tool that you can use.
00:03:49
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You can set up to automate more of your business, to respond to customers, to organize your leads.
00:03:55
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But there's so many more things you can do with it.
00:03:57
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So I'm getting ahead of myself.
00:03:59
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We're going to be talking about that more in the next episode.
00:04:02
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But just talking with Mikey, it reminded me how important it is to automate as much as we can in
Delegation vs. Automation
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solar.
00:04:08
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Okay, I've spoken to this point many times on the podcast, I might sound like a broken record to some of you, but more and more I see the top reps.
00:04:18
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They aren't the ones doing these sometimes menial tasks that I think a lot of us get caught up in.
00:04:25
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How much time are you spending on a day-to-day basis doing something that you could either delegate or automate?
00:04:30
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Okay, and there's two different things.
00:04:32
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We've talked about delegation already.
00:04:34
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I've said many times on the podcast that I have an assistant that helps me, you know, edit these shows, release them with who helps me on social media.
00:04:43
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A lot of things that simplify my life.
00:04:46
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Hey, shout out to Angelica.
00:04:47
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She's the one that's going to edit this podcast.
00:04:49
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But before you even get help, before you try to outsource things, think how could you potentially automate some things in your business?
00:04:58
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Hey, and I was just thinking before we started the show, sometimes what a lot of us are doing.
00:05:04
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I'm from the 90s.
00:05:05
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I'm a 90s kid.
00:05:07
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I'm getting old.
00:05:08
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Hey, but I just turned 30.
00:05:10
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But back when I was growing up, we had these Windows 98, maybe some of you remember them, these old Windows computers.
00:05:18
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And what would happen on these is if you opened up a different program, if you opened up multiple tabs, the thing would basically overload.
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It would stop loading things.
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It'd take forever.
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And we had like the dial up Internet.
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So that didn't help.
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These things were so slow.
00:05:34
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And if you tried to get it to do multiple things at once, it's basically going to explode on you.
00:05:38
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So I started thinking, I'm like, how many of us are doing this in our solar business?
00:05:42
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We're running so many different tasks that we can't focus on the important things that our brains are going to explode.
00:05:49
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So for you listening in this show, what can you automate?
00:05:52
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What are some things that you do on a frequent basis that maybe you could outsource or
Managing Recurring Leadership Tasks
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automate?
00:05:57
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Very powerful exercise to start writing some of these things out.
00:06:01
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But as I was talking with Mikey, we were jamming on just things we do in leadership and
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managing teams, what are some recurring tasks that we do?
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And maybe if you are running a team, maybe you're not doing some of these things, but I think you should.
00:06:15
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Here's some ideas for you.
00:06:17
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I was just kind of making a running list.
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So I'm thinking when I've run teams myself, some things I do are...
00:06:24
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Typically had like a little book club.
00:06:27
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We do a little book club of sales books we read.
00:06:29
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That's something I think is really cool that we do on a recurring basis.
00:06:33
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And we assign like a book minutes during the meeting, right?
00:06:36
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So I'm going to go over what they've taken from the book, some key takeaways.
00:06:40
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Another thing that I've tried to do whenever I'm leading a team is do one on ones with my reps, right?
00:06:47
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Meet once a quarter, even better, maybe once a month.
00:06:51
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But, you know, depending on how many team members you have or if you have like a co-manager can get overwhelming.
00:06:57
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But scheduling one on ones with your team.
00:07:00
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This is something that I did quite frequently and this is something that I did on a continual basis.
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It's a recurring task.
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Number three, obviously correlations, right?
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Weekly correlations.
00:07:12
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Number four, something I've tried to do is get my reps to report weekly and daily numbers.
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Hey, what were their appointments booked for the day?
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What were their conversations?
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Who did they sit with in their appointments?
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You know, weekly and daily basis.
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Number five, update appointment statuses.
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Once you submit a lead, did this appointment sit?
00:07:34
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Mm-hmm.
00:07:35
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Did it actually happen, the appointment?
00:07:37
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Does it need to be followed up with?
00:07:39
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And probably a lot more things you can think of in your business.
00:07:42
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But these, I mean, this was what, five things?
00:07:45
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So think just these five things as a leader.
00:07:48
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And now talking with Mikey, I realize why.
00:07:51
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sometimes I was wildly inconsistent with a lot of these things because doing all these five things, that's going to take a lot of brainpower.
00:07:58
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I got to remember to send out reminders.
00:08:01
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What's the book we're reading this quarter team?
00:08:03
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What's the schedule for the one-on-ones?
00:08:06
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Let's remind everyone to show up to the correlations.
00:08:08
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Let's remind everyone to update their weekly and daily numbers.
00:08:12
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Let's remind everyone to update their appointment statuses.
00:08:15
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And on top of that, just be checking in
00:08:17
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ideally on a daily basis with the majority of the team.
00:08:21
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And imagine trying to sell and do all these tasks while running a team.
00:08:25
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That's enough to make anyone's brain explode.
00:08:27
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Hey, so how can you automate some of these things?
00:08:30
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Hey, and what this, you'll hear in the next episode chatting with Mikey, but these tools, whether you use a CRM, whatever you're using,
00:08:38
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There's ways you can automate this, whether you're outsourcing some of this to a team member, hiring out, maybe you have an assistant.
00:08:45
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They can help with some of these things.
00:08:47
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But if you have tools like Mikey's high level that he built out, it's called Golden Door.
00:08:55
Speaker
It's the Golden Door formula.
00:08:58
Speaker
But you can set some of these things to automate a lot of these tasks.
00:09:02
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So what if every time you had a book club, you had reminders send out, hey, here's the book we're reading and a weekly reminder sent out and then a reminder sent out automatically to the person who is supposed to report on the chapter for the sales correlation.
00:09:18
Speaker
Hey, what if you could automate scheduling one-on-ones with the team?
00:09:22
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You don't have to remember, oh, I got to organize this.
00:09:25
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I got to send out reminders to all my team.
00:09:27
Speaker
What if you had a tool that could remind you to do this and then automatically schedule it, send out links to all your reps with the calendar invite, they pick a time and boom.
00:09:37
Speaker
Hey, what if you had a tool where you could send out a reminder for your correlation?
00:09:42
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What if you had a tool where you could send out text reminders for reps to update their weekly and daily numbers without you having to pester them about it?
00:09:50
Speaker
What if you had something that could text the rep after every appointment status and ask for an update on that appointment?
00:09:57
Speaker
Okay, so whether you're running a team or not, like how can you set up these automations?
00:10:01
Speaker
Because how useful would that be?
00:10:03
Speaker
Even say you're just an individual lone wolf rep.
00:10:06
Speaker
You should be doing these things.
00:10:07
Speaker
You should have your own personal book club.
00:10:09
Speaker
We all want to be reading books every day.
00:10:11
Speaker
You should be updating your numbers daily and weekly.
00:10:15
Speaker
You should be updating your appointments every single day.
00:10:18
Speaker
So even if you're not running a team, how can you automate some of these tasks?
00:10:22
Speaker
Maybe for you, if you are just like a rep listener, this maybe set a recurring reminder to go out.
00:10:26
Speaker
Okay, but there's tools like what Mike is going to talk about in the next episode.
00:10:31
Speaker
And by the way, all our current society members in our circle, they all have this tool which follows up with people automatically and which has the ability to do all this stuff and help run teams more effectively.
00:10:46
Speaker
But how powerful would that be if you could automate all these tasks and on top of that, assign things to an assistant and just offload some of the tasks that we have to do.
00:10:56
Speaker
So that way we're not going to be running like this Windows 98 software where our brain is literally going to explode with so many tasks.
00:11:03
Speaker
If we can offload all these, all of a sudden our brain goes from 98% taken like in content.
How Top Sales Reps Manage Tasks
00:11:10
Speaker
all these computations going on to where we can focus on the things most important, the sales, the follow-up, maybe it's some marketing, okay, whatever you got going in your business, going on in your business.
00:11:22
Speaker
But if you have not already, take some time to write a list of all the things you do and think, how can I either automate this?
00:11:30
Speaker
How can I delegate this?
00:11:32
Speaker
Is it possible to do that?
00:11:33
Speaker
Okay, and this is what people have access to in our program and we're helping people do, but even if you're not in our program
00:11:41
Speaker
you can start to automate and delegate a lot of these tasks yourself.
00:11:44
Speaker
Okay, so just something I've been thinking about, and I know some people, this may apply to you more than others.
00:11:49
Speaker
If you're brand new in the solar industry, maybe you're not at the point where you're trying to automate and delegate everything, but it's something that you should be thinking about because this is what top reps are doing.
00:11:59
Speaker
They are not the ones going through all these different tasks, all the things that need to be done and just doing it themselves.
00:12:05
Speaker
They are either automating it or delegating
Episode Wrap-up and Next Episode Teaser
00:12:08
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it.
00:12:08
Speaker
Okay, so I hope that helps.
00:12:09
Speaker
Next episode, we're going to get a lot deeper into this stuff, and I think you're going to love it.
00:12:14
Speaker
So if you like geeking out on this, make sure you don't miss next episode with Mikey Lucas, where we go into this a little bit deeper, and he gives a little intro on his software too.
00:12:23
Speaker
But I hope that helps.
00:12:25
Speaker
I hope you're crushing it this summer and selling a lot of accounts.
00:12:28
Speaker
Appreciate all the support.
00:12:30
Speaker
Appreciate you sharing the episodes and liking it, leaving comments, sending me DMs.
00:12:36
Speaker
It is much appreciated.
00:12:37
Speaker
And we'll see you guys on the next episode.
00:12:41
Speaker
What's up, solarpreneurs?
00:12:42
Speaker
Hope you enjoyed the episode.
00:12:44
Speaker
Before you run out and start selling more solar yourself, wanted to let you know about an exciting new cheat sheet we created specifically for you in mind.
00:12:54
Speaker
One of the top questions I get asked on Instagram, on Facebook, by our listeners is, Taylor, where should I start?
00:13:01
Speaker
What episodes should I listen to in the podcast?
00:13:04
Speaker
You got too many podcasts, man, because now we have over 200 episodes.
00:13:09
Speaker
So what we've done, we created the top 10 most downloaded, most listened to, and I would say widely accepted, most useful podcasts that we've done here on Solapreneur.
00:13:22
Speaker
We put them together all in one sheet so you can go, you can hit the ground running, especially if you're new, you do not want to not have this sheet.
00:13:31
Speaker
So go download it right now.
00:13:33
Speaker
It's going to be at top10.solarpreneurs.com.
00:13:36
Speaker
Again, that's top10, the number 10,.solarpreneurs.com.
00:13:42
Speaker
Don't forget the S on solarpreneurs.
00:13:44
Speaker
We will have that in the show notes.
00:13:46
Speaker
Go download it right now.
00:13:48
Speaker
And especially if you have not listened to them, go listen to them and you can re-listen to them.
00:13:53
Speaker
That's going to show you how.
00:13:54
Speaker
So go download it and we'll see you on the other side.