# Solar CRM go-live scorecard

Mark each check Not demonstrated, Partial, or Demonstrated. Use authorised representative records and retain the evidence. A template import, setup session or working login does not establish all of these outcomes.

| Buyer check | Required evidence | State | Required plan/setup | Owner / open question |
| --- | --- | --- | --- | --- |
| Rep can complete the allowed customer task | Rep-level workflow and saved record | | | |
| Historical customer and current work reconcile | Sample counts, references and retained history | | | |
| Pricing and issued customer documents are ready | Applicable prices and customer preview | | | |
| Provider connection belongs to the intended business | Account identity and a supported observed outcome | | | |
| Accepted work has a usable handover | Scope, payment state and unresolved site item | | | |
| Team can get support and exit cleanly | Named support owner, export and account handover scope | | | |

Agree dates and acceptance criteria before rollout. Demo records prove the demonstration shown, not a live customer payment or external approval.

Guide: https://www.arcsolar.com.au/resources/solar-crm-implementation-checklist