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Finding the Right Decision Maker

This training shows how to identify and reach true decision-makers for commercial solar and EV projects to improve B2B outreach efficiency.

Updated this week

⚡Power Moves ⚡

Finding the Right Decision-Maker for Solar & EV Charging Installations


1. Why the Right Contact Changes Everything

In commercial solar and EV charging, identifying the correct decision-maker is the most important step in the sales process.

The wrong conversation leads to:

  • Wasted time

  • Misaligned expectations

  • Delayed or stalled deals

These projects involve:

  • Capital budgets

  • Utility coordination

  • Long-term infrastructure decisions

Because of this, they require the right level of authority.

Key Principle:

If you’re not speaking to someone who can influence or approve budget and facilities decisions, you’re not in a real sales conversation.

This guide provides a repeatable system for identifying and reaching the right person.


2. The Decision-Maker Research Framework

Step 1: Define the Decision-Maker Profile

Start by asking:

  • Who controls budget decisions at this business?

  • Who controls facility or infrastructure decisions?

Titles vary depending on company size, but generally fall into:

  • Facilities / Operations

  • Finance / Ownership

  • Sustainability / Energy

Approach:
Think broadly first, then narrow down.


Step 2: Use AI to Identify the Right Titles

AI tools can accelerate this process significantly.

Example Prompt:

“What job title is typically responsible for approving solar installations at a hospital / warehouse / hotel?”

Then:

  • Cross-reference results with LinkedIn

  • Check company websites and org charts

This ensures you’re targeting real roles, not guesses.


Step 3: Find the Individual

Once you know the likely role, identify the specific person.

Best Sources:

  • LinkedIn (primary)

  • Company “About” or “Leadership” pages

  • LinkedIn Sales Navigator (if available)

Additional Tools:

  • Apollo.io

  • ZoomInfo

  • Hunter.io

  • Seamless.ai

Simple Google Tactic:

  • “[Company Name] Director of Facilities”

  • “[Company Name] VP Operations”


Step 4: Initial Outreach (Email First)

Start with a warm, concise, value-based email.

Guidelines:

  • Keep it brief

  • Make it relevant

  • Do not pitch aggressively

Strong Subject Line Example:

  • “EV Charging Options for [Property Name] in [City]”

Goal:
Open a conversation — not close a deal.


Step 5: Follow-Up Strategy

Follow-up is where most success happens.

Recommended Approach:

  • Wait 3–5 business days after email

  • Then follow up via:

    • Phone call

    • In-person visit (if possible)

    • Or second email

Best Practice:
Reference your original email for continuity.

Warm follow-ups significantly outperform cold outreach.


3. Finding Decision-Makers In Person

In-person prospecting can dramatically increase success when done correctly.

Timing

  • Mid-morning or early afternoon

  • Avoid peak business hours

Who to Ask For

Be specific:

  • Facilities Manager

  • Property Manager

  • Office Manager

Avoid vague requests like:

“Who handles energy?”


Key Tactics

  • Use names whenever possible (research ahead of time)

  • Bring a leave-behind (one-pager or business card)

  • Expect not to get a meeting immediately


Gatekeeper Strategy

Receptionists and admins are not obstacles — they are allies.

  • Be respectful and direct

  • Ask for:

    • Name of decision-maker

    • Best way to contact them

If turned away, ask:

“Who would be the right person for me to follow up with regarding your building’s energy costs?”


Follow-Up Discipline

  • Take notes immediately

  • Send a follow-up email within 24 hours


4. Finding Decision-Makers Remotely

When in-person is not possible, use a structured remote approach.

LinkedIn Outreach

  • Personalize every connection request

  • Reference:

    • Their role

    • Their company

    • Recent activity or news


Email Sequencing (Minimum 3 Touches)

  1. Intro email

  2. Value-add follow-up (incentive, case study, insight)

  3. Final “breakup” email


Phone Strategy

  • Call the main office line

  • Ask for:

    • Facilities team

    • Sustainability team

  • Always try to get a name, even if you don’t connect


Research Shortcuts

  • Google Maps: Identify ownership/management

  • County Assessor Sites: Find building owner

  • Property Records: Verify ownership


Tools to Use

  • Apollo.io

  • ZoomInfo

  • Hunter.io

  • Seamless.ai

Use these to:

  • Verify emails

  • Find direct phone numbers


5. Industry-by-Industry Targeting

Different industries have different decision-makers.

Key Insight:

The title matters less than the function — focus on who controls budget and facilities.


High-Level Targeting Guidance

Solar-First Industries

  • Healthcare

  • Schools

  • Warehouses / Distribution

  • Industrial / Manufacturing

  • Grocery

  • Self-storage


EV Charging-First Industries

  • Retail

  • Restaurants

  • Auto dealerships

  • Hotels


Both (Strong Fit for Solar + EV)

  • Universities

  • Government / Municipal

  • Office / CRE

  • Hospitality


Example Roles

Large Organizations:

  • VP of Facilities

  • Director of Operations

  • Sustainability Director

Smaller Organizations:

  • Owner

  • General Manager

  • Office Manager



6. Additional Pro Tips

Ownership Matters (Critical Rule)

Tenants rarely approve solar.

Always verify:

  • Who owns the building

  • Who controls the roof


EV Charging as an Entry Point

EV charging is often:

  • Lower cost

  • Faster ROI

  • Easier to understand

This makes it an excellent first conversation.


Use Utility Pain as the Opener

Simple and effective:

“Have you seen what your utility has been doing to commercial rates recently?”


Sustainability Reports = Warm Leads

Companies publishing ESG or sustainability goals:

  • Are already thinking about energy

  • Often have internal champions

Find and contact the report author.


Timing Advantage: New Hires

New hires (first 90 days) are:

  • More open to new ideas

  • More likely to evaluate vendors


BANT Qualification Check

Before investing time, confirm:

  • Budget – Is funding possible?

  • Authority – Are you speaking to the right person?

  • Need – Is there a real problem or opportunity?

  • Timeline – When could this realistically happen?


Government & Municipal Strategy

  • Slower sales cycles

  • More approvals required

  • But:

    • Strong incentives

    • High project stability


7. Quick Reference Cheat Sheet

Research Titles → Use AI tools
Find Names → LinkedIn, company site, Apollo/ZoomInfo
First Touch → Personalized email
Follow-Up → Phone or in-person within 5 business days
Verify Ownership → County assessor, Google Maps, property records


Industry Focus Summary

Solar-First:
Healthcare, schools, warehouses, industrial, grocery, self-storage

EV-First:
Retail, restaurants, auto dealerships, hotels

Both:
Universities, government, office/CRE, hospitality


Final Takeaway

The fastest way to accelerate your pipeline is not better pitching — it’s talking to the right person.

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