FOR LEWIS & JULES
One place to find the plans, guides and reference pages we have published for Static.
Bookmark this page. Public documents and protected team guides are listed separately below, with a short description and the permanent link for each.
Showing all 19 documents
These pages open without a team login. Share their permanent links when you want someone to read the document.
From Jules to Nasim: the steps from a doorstep booking to the appointment, with the exact confirmation and reminder messages and Alexis’s manual day-before call.
Setter > Energy Consultation only. Includes reschedule and cancellation emails. Published 13 November 2026.
https://static-setter-booking-journey.pages.dev/An everyday guide for Energy Consultants: customer history, site visits, TSI, equipment details, conversations and sales follow-up.
Six short steps with the actual Opportunity section names. Applies to all lead sources. Published 10 November 2026.
https://static-consultant-guide.pages.dev/The battery, previous-quote and referral email drafts, with their place in the sequence and links to the customer pages and staff guide.
Includes Static and Nickel battery versions. The referral message is a draft. Published 10 November 2026.
https://static-campaign-guide.pages.dev/Jules explains the CRM findings and the records Energy Consultants should complete after each customer engagement.
Includes a six-step checklist for customer details, solar and battery equipment, conversation outcomes and next actions. Published 2 November 2026.
https://static-customer-records.pages.dev/Bookings, cancellations and net appointments by month and setter, with a September–October comparison and a provisional November snapshot.
Test, demo and setup bookings are excluded. Reporting begins with the September launch. Report dated 2 November 2026.
https://static-booking-cancellations.pages.dev/The six consultant customer lists, call approach, call recording in Zoho and home-visit booking instructions.
Customer Follow-up guide from Jules to the Energy Consultants. Published 30 October 2026.
https://static-customer-follow-up.pages.dev/Campaign proposals for OzBall members, businesses and clubs, with suggested messages, specialist offers and next steps.
Business, household and club packages, plus rental and shared solar offers. Enquiries go to hello@staticsolar.com.au and 1300 155 955. Contact details updated 2 November 2026; funding research has not been refreshed.
https://static-energy-funding.pages.dev/daniel-ozballThe two-hour setter training session: five AIDAS steps, door scripts, common objections, roleplay scenarios, an interactive observer scorecard and debrief.
HTML conversion of the supplied 18-slide training presentation. Scores are temporary and reset on reload. Includes print formatting.
https://static-aidas-training.pages.dev/Nine linked documents: eight offers, customer email drafts, David’s ad ideas, messages for Dylan and partners, a paid referral offer, a searchable guide to 19 funding options, key dates, next steps and sources.
Campaign pack updated 23 October 2026. Funding information checked 22 October 2026. Includes customer emails, ad ideas, partner messages, referral rewards and key dates.
https://static-energy-funding.pages.dev/Why an early deposit can leave a job in Sales, and a proposed awaiting-signature stage in Operations. Includes diagrams, inspected CRM rules and a test plan.
Diagnostic report from Jules to Lewis and Andrew. No CRM changes applied; business policy and implementation remain to be agreed.
https://static-deposit-before-signature.pages.dev/Set up ApprovalMax and Xero, give each setter the right access, route work approval to Lewis and accounting approval to Nicole, then check the resulting bill.
Includes configuration screenshots, a setup checklist and the separate Setter guide.
https://static-setter-invoicing.pages.dev/Download invoicing screenshotsA training reference for setters: install ApprovalMax, accept the invitation, set notifications, enter a weekly claim and follow up on corrections or approval.
Claim screenshots show the browser form. The guide also links to the official iPhone and Android apps.
https://static-setter-invoicing.pages.dev/setters/The shared organisation chart for Static Solar & Electrical and Nickel Energy, showing functions, roles and reporting relationships.
An evolving working structure. Use this permanent link for the latest published chart.
https://static-organisation-chart.pages.dev/The plan for building Static’s growth engine across marketing, sales, systems and training, with priorities, stages and intended outcomes for the first 90 days.
The published plan is a reference for the proposed direction and delivery priorities.
https://static-first-90-days.pages.dev/The proposal for Jules’s expanded leadership role, setting out responsibilities, the division of ownership and how sales and marketing can grow without every decision returning to Lewis.
A proposal for discussion. Public availability does not indicate acceptance of its terms.
https://static-leadership-proposal.pages.dev/A decision brief proposing a 14-day exercise to understand what consumes Lewis’s time, identify delegation opportunities and develop practical changes.
This is the proposal for the exercise, not a live time-capture tool.
https://static-20-hours.pages.dev/The published owner guide to the field booking system: the customer journey, systems involved, team responsibilities, operating controls and decisions.
Retained as a published reference. It reflects the system documented at publication; later workflow changes may supersede individual instructions.
https://static-booking-manuals.pages.dev/No public documents match these filters.
These links open the existing Static Team Access gate. They are hosted online, but their contents require team access.
The team guide for booking a real appointment at the door, checking customer details, recording useful context and handling changes to an existing booking.
The Static Team Access gate is active. Use the existing team access arrangements. Guide contents were not rechecked behind the gate during this inventory.
https://setter-hub.pages.dev/The team guide for checking appointments, reading the consultation brief, managing availability and arranging the customer’s next step.
The Static Team Access gate is active. Use the existing team access arrangements. Guide contents were not rechecked behind the gate during this inventory.
https://setter-hub.pages.dev/solar-consultant/No protected guides match these filters.
This register covers the published documents found across sixteen listed Static document-hosting projects, including the two guides within Setter Hub and both invoicing guides. The invoicing screenshot download is included with Lewis’s setup guide.
Local HTML files, drafts and archive copies are excluded from this shared Vault. The Vault links to published pages; private working files remain outside the register.
The Setter booking journey for Nasim was published and checked on 13 November 2026. The Energy Consultant CRM guide was published and checked on 10 November 2026. The campaign guide for Lewis was published and checked on 10 November 2026. The booking cancellation report was published and checked on 2 November 2026. The Daniel and OzBall proposal was published and checked on 25 October 2026. The AIDAS training page was checked on 9 October 2026. The campaign pack was rewritten in everyday language and checked on 23 October 2026. Funding facts were checked on 22 October 2026; the September guide remains a historical archive. The deposit report link was checked on 26 September 2026; the earlier links were last checked on 18 September 2026. A working link confirms availability, not that every instruction or proposal remains current. The two protected guides were checked to their access gate.