Start with Your Driving Day

• Tell me about a typical weekday drive, from leaving home to returning.
• How many miles do you cover in an average weekday roundtrip? Options: Under 10 miles, 10-25 miles, 25-50 miles, 50-100 miles, Over 100 miles
• On a typical week, how many days do you drive this vehicle? Options: 1-2 days, 3-4 days, 5 days, 6-7 days
• Who else in your household regularly shares driving or charging responsibilities? Options: Partner, Teen driver, Household employee, No one else, Other

Where Range Really Breaks Your Day

• If your next charge failed mid-route, which trip would cause the biggest problem for you?
• Select the trips below that are essential and cannot be rescheduled. Options: Daily commute, School run, Medical appointments, Work site visits, Client meetings, Weekend long trips
• How often do you take longer trips that exceed your daily routine? Options: Weekly, Monthly, A few times a year, Yearly or less
• Rate your confidence that published range figures match real-world performance on your regular routes. Options: Very confident, Somewhat confident, Not confident, I don't know
• Identify the single route or use case that, if it required more than the vehicle can offer, would stop you from buying this EV.

Charging at Home, Not in the Manual

• Most buyers assume home charging is simple. What about your home makes it harder than they expect?
• Do you currently have access to dedicated off-street parking? Options: Yes, private garage, Yes, private driveway, Street parking only, Shared garage or lot, No regular parking
• Identify the power source that serves your parking area. Options: Dedicated breaker from main panel, Shared meter with multiple units, No outlet near parking, Public charging only, Unknown
• Who in your household is responsible for electrical decisions or approvals? Options: Homeowner, Co-owner, Property manager, Landlord, HOA board, Other
• Have you installed major electrical upgrades in the last 5 years? Options: Yes, panel upgrade, Yes, new circuits, No upgrades, Not sure
• Is there any landlord, HOA, or building rule that would prevent installation of a charger at your parking spot? Options: Yes, No, Not sure

Timing, Costs, and the Incentive Pull

• If incentives changed tomorrow, how much would it shift your decision timeline? Options: Move up purchase, No change, Delay decision, Cancel purchase
• Select the incentives you have already confirmed or applied for. Options: Federal tax credit, State rebate, Utility rebate, Employer incentive, None, Unsure
• Rate the importance of immediate monthly cost reduction compared with long term savings. Options: Immediate cost matters most, Long term savings matter most, Both equally, Unsure
• What target delivery window do you have for taking possession of a vehicle? Options: Within 2 weeks, 2-6 weeks, 6-12 weeks, More than 12 weeks, No firm timeline
• Would losing an expected incentive be a deal breaker for you? Options: Yes, Maybe, No

Who's Actually Signing Off?

• List anyone in your household or organization who could veto this purchase even if price and range check out.
• List the decision-makers by role and the influence they hold.
• Rank the factors that carry the most weight for each decision-maker. Options: Price after incentives, Daily range, Home charging complexity, Warranty and degradation, Delivery timeline, Resale value
• Has anyone had a negative past experience with EVs that influences their view? Options: Yes, No, Unsure
• State who has final sign-off authority and the conditions under which they would withhold approval.

The Deal Breakers We Need to Know

• Name the one ownership concern that would make you walk away from an EV purchase today.
• Describe your level of concern about battery degradation over 3 to 8 years. Options: Very concerned, Somewhat concerned, Not concerned, Need more info
• Have you experienced any installation or permit delays with prior home projects? Options: Yes, major delays, Yes, minor delays, No, Not applicable
• Describe how a temporary loss of charging access for 2 weeks would affect daily routines or work.
• Is there any non-negotiable constraint that must be resolved before you can move forward?

Who Else Are You Talking To?

• Why might you choose to stay with your current gasoline vehicle or manage charging internally instead of buying an EV?
• Select the alternatives you are actively considering. Options: Buy another ICE, Lease an EV from another seller, Wait for another model, Rely on public charging only, DIY charger install, Company fleet program, Other
• Explain the conditions under which you would remain with your current approach rather than change.
• Has anyone on your team proposed handling installation or incentives internally rather than working with an outside partner? Options: Yes, No, Maybe
• Would a written guarantee of no installation hassles and a fixed total cost make that alternative your preferred choice? Options: Yes, definitely, Possibly, No

Can We Actually Install It When You Want?

• Point out the single site or permission detail you expect will slow scheduling the most.
• Do you know your home's main electrical panel capacity or available spare breaker spaces? Options: Yes, I know the rating, I have partial info, No, I do not know, I need help finding out
• Confirm whether your parking location is on private property with contractor access. Options: Yes, private with access, Private but access limited, No, public or restricted access, Not sure
• Will you need a permit, landlord approval, or HOA sign-off before installation? Options: Permit required, Landlord approval required, HOA approval required, No approvals needed, Unsure
• Does your household have anyone who can sign permits or meet installers during work hours? Options: Yes, homeowner, Yes, designated representative, No one available during work hours, Can arrange a time
• Are any of the following missing now and therefore block scheduling: accessible panel, approval, or dedicated parking? Options: All present, Panel upgrade required, Permits not started, Landlord/HOA approval required, Dedicated parking unavailable

If This Looks Right, How Do We Close?

• Assuming the route and charging plan meet your needs, what would make you ready to sign that week?
• Choose the deliverables at signing that matter most to you. Options: Final price after incentives, Guaranteed installation window, Included home charger, Battery warranty terms, Financing approval, Incentive processing included
• Mark any timelines that would be unacceptable for delivery and installation. Options: Installation later than 8 weeks, Delivery later than 12 weeks, No installation on weekends, No evening appointments
• Provide the primary contact on your side who can finalize incentives and installation logistics.
• Name a single commitment from us that would accelerate your signature to within 7 days.

• Ownership & Charging Walkthrough

• Confirm the current state and its cost
• You confirm the demonstrated route-level range model matches your actual commute patterns and would change your confidence to proceed.
• Deliver the route-specific range model PDF and three recommended charger configurations with estimated installation cost within 3 business days.
• Run a route-specific range model for your typical trips
• You accept the proposed home/work/public charging workflows and the minimum home electrical requirements needed to avoid installation rework.
• Provide clear photos of the home electrical panel and typical parking location to validate installation assumptions.
• Walk through charging workflows in your actual locations
• Confirm the list of decision-makers and the target purchase deadline to align incentive timing and next approvals.
• You agree on acceptable warranty outcomes and what remaining evidence is required before final vehicle selection.
• Schedule a site survey if home electrical constraints require an on-site inspection before finalizing installer scope.
• Show battery-warranty and degradation scenarios
• Validate the future state
• Agree next steps to lock charging scope

• Ownership & Charging Walkthrough
• Ownership & Charging Walkthrough Deck
• Ownership & Charging Solution Brief

• meeting
• slides
• document

• Complete EV purchase and title transfer
• Process federal and state EV incentives at sale
• Procure and install home EVSE (Level 2 charger)
• Activate connected vehicle services and telematics
• Deliver route-specific range simulation report
• Provide battery warranty and degradation data package
• Create and configure public charging network accounts
• Deliver EV ownership and charging education session
• Perform vehicle trade-in processing and settlement
• Deliver vehicle handover with systems demonstration
• Install workplace EV charging stations
• Deliver fleet total-cost-of-ownership and financing analysis

Complete EV purchase and title transfer

• Do you intend to register the vehicle in the same state as the delivery address? Options: Yes, same state, No, different state, Undecided / need guidance
• Which name and mailing address should appear on the vehicle title and registration?
• Indicate the preferred method for funds transfer at signing (for example certified check, bank transfer, or lender payoff integration). Options: Certified check, Bank transfer / ACH, Include lender payoff in financing, Other (describe)
• List any existing liens, lender names, and current payoff amounts for the trade-in or titled vehicle.
• Confirm the full name and contact for the authorized signer who will complete DMV paperwork and title transfer.
• Are there special registration requirements at delivery such as commercial/fleet plates, temporary transit plates, or handicap placards? Options: Commercial/fleet plates, Temporary/transit plates, Handicap placard registration, None

Process federal and state EV incentives at sale

• Identify expected incentive programs you want processed (for example federal EV tax credit with IRS Form 8936, state point-of-sale rebate, utility rebate). Options: Federal EV tax credit (IRS Form 8936), State point-of-sale rebate, Utility rebate, Other local incentive, Not sure, need help
• Upload or indicate what eligibility documentation you already have for incentive claims (proof of residence, purchase agreement draft, lease paperwork). Options: Attached now, Will upload later, No documents available
• Who should be listed as the contact responsible for signing and submitting incentive authorizations and rebate affidavits?
• Confirm whether you require incentives to be applied at point of sale (reducing buyer price) or claimed after delivery via tax filing or rebate application. Options: Apply at point of sale, Claim after delivery, Combination / some now, some later
• Is there manufacturer or model-specific documentation required to support incentive eligibility (for example manufacturer compliance letters or MSRP caps)? Options: Yes, documents exist, No, Unsure—please advise

Procure and install home EVSE (Level 2 charger)

• What is your electrical service capacity at the delivery address as shown on the main breaker label (amps)? Options: 100 A, 150 A, 200 A, 400 A or greater, Unknown — need site survey
• Attach a recent single-line diagram (SLD) or a clear photo of the electrical panel and meter location to support circuit sizing and permit submissions. Options: Attached now, Will provide at site survey, Not available
• Choose required Level 2 EVSE attributes for the home installation (for example hardwired vs NEMA plug, networked telematics, cable length required). Options: Hardwired (recommended), NEMA plug (120/240V plug), Networked (cloud telemetry), Local-only (no network), 12 ft cable, 18 ft cable
• Estimate the distance and typical conduit path from the main service panel to the proposed EVSE mounting point in feet. Options: Less than 25 ft, 25-50 ft, 50-100 ft, More than 100 ft, Unknown — need site visit
• What acceptance criteria will confirm a successful home EVSE installation (for example permit issued, final electrical inspection passed, charger energized and paired to vehicle)? Options: Permit issued and paid, Final inspection signed off, Charger energized and test charge completed, Charger paired to vehicle and telematics online

Activate connected vehicle services and telematics

• Select which connected vehicle services you require active at delivery (for example remote charge start, battery health reporting, over-the-air software updates). Options: Remote charge start/stop, Battery health reporting, Over-the-air updates, Vehicle location/tracking, None at delivery
• Enter the account email and preferred username to be used for telematics and in-vehicle app provisioning.
• Provide the integration endpoint or fleet telematics platform type that must receive vehicle data and the core data fields required (VIN, state of charge, odometer). Options: API endpoint (we will provide), SFTP file feed, Vendor SaaS integration (send details), No external integration required
• State whether cellular provisioning for the vehicle and/or home charger is required on-site or whether Wi-Fi onboarding will be used. Options: Cellular required, Wi-Fi onboarding, Either acceptable, Need recommendation
• Describe any data retention or privacy constraints for telematics logs (for example retain state-of-charge logs for 12 months or restrict geolocation sharing). Options: 12 months, 24 months, Do not retain geolocation data, Custom — describe in response

Deliver route-specific range simulation report

• Name the representative route segments to be modeled (for example home-to-work commute, midday errands, weekend trip) and provide round-trip mileage for each.
• Give representative ambient temperature ranges and seasonal conditions for the routes to model HVAC and energy impacts. Options: Average winter low below freezing (<32°F), Mild winter (32–50°F), Hot summer peaks (>85°F), Mixed climate — provide ranges
• Identify specific charging opportunities on each route by address or known point of interest (home charger, workplace station, preferred public station). Options: Home only, Home + workplace, Home + public stations listed, Multiple public sites — attach list
• Specify the vehicle configuration assumptions for the simulation (battery usable kWh, wheel/tire package, HVAC setpoints used during modeling). Options: Standard battery size, Extended-range battery, Cold-weather HVAC profile, Custom — describe
• How will you verify the simulation's accuracy after delivery (for example record actual energy use for 30 days and compare to modeled kWh per mile)? Options: 30-day logged comparison, Driver trip logs submitted, Telematics SOC trace review, No verification planned

Provide battery warranty and degradation data package

• Define the battery warranty terms you require documented including duration (years), mileage, and the degradation threshold that triggers service. Options: 8 years / 100,000 miles, 10 years / 150,000 miles, Custom — specify terms, Unsure — please advise
• Share any existing battery health or degradation datasets, laboratory test results, or previous SOH (state-of-health) reports you want included in the package. Options: Attached now, Will provide later, No data available
• State the acceptable end-of-life capacity threshold and the measurement method you expect (for example 70% measured by full-charge capacity test at ambient 20°C). Options: 70% by full-charge capacity, 80% by full-charge capacity, Custom threshold — describe, Undecided
• Choose preferred formats for the warranty and degradation deliverables (for example PDF summary, CSV degradation table, charted state-of-health curves). Options: PDF summary, CSV data export, Charted SOH curves, All of the above
• Are third-party battery health validation or independent capacity tests required at handover (for example third-party full-charge/discharge certificate)? Options: Yes, required, Optional at buyer expense, No

Create and configure public charging network accounts

• Indicate whether you need individual driver accounts, centralized fleet master accounts, or both for public charging networks. Options: Individual driver accounts, Fleet master account, Both
• Provide the payment method type to be registered for public charging transactions (for example corporate card, central billing account, driver-level billing). Options: Corporate card, Central billing account, Driver-level billing with chargebacks, Prepaid fleet card
• Specify geographic coverage areas that must be included for network access (for example city names, counties, or states where drivers regularly operate).
• Detail required access controls for chargers (for example RFID tags, mobile app single sign-on, PIN) and who will manage issuance and revocation. Options: RFID cards, Mobile app authentication, PIN access, Managed centrally by fleet admin
• When do you prefer billing reconciliation for charging sessions and in which export format (for example monthly CSV, weekly API feed)? Options: Weekly CSV, Monthly CSV, API feed, Ad hoc on request

Deliver EV ownership and charging education session

• List the learners who should attend the education session by role (for example primary driver, secondary household driver, fleet maintenance lead).
• Pick preferred session length and delivery mode for the ownership briefing (30, 60, or 90 minutes; in-person or virtual). Options: 30 minutes - virtual, 60 minutes - virtual, 60 minutes - in-person, 90 minutes - in-person
• Highlight specific topics you want emphasized during training (for example route-based charging strategy, battery longevity best practices, public charging etiquette). Options: Route-based charging strategy, Battery longevity best practices, Public charging etiquette, Vehicle app pairing and telematics, All of the above
• Tell us how you prefer follow-up materials to be delivered after the session (for example annotated route report, printed quick-start guide, recorded video). Options: Annotated route report (PDF), Printed quick-start guide, Video recording link, All of the above
• Do you require a signed attendee acknowledgment or completion certificate to confirm the education session was delivered? Options: Signed acknowledgment required, Digital acknowledgment acceptable, No signed acknowledgment needed

Perform vehicle trade-in processing and settlement

• Record the current mileage and VIN of the trade-in vehicle.
• Describe known mechanical or cosmetic issues and attach recent photos to be included in the appraisal packet. Options: Attached photos, Will provide photos at appraisal, No issues to disclose
• Outline the desired payoff process for any existing loan on the trade-in (for example we request lender payoff letter, you arrange direct payoff, or include in new financing). Options: We obtain lender payoff letter, You arrange direct payoff, Include payoff in new financing, Other
• Select your preferred timing for applying trade-in credit: at signing, at delivery, or after title transfer. Options: At signing, At delivery, After title transfer
• State whether there are title-holding complexities we should plan for (co-owners, out-of-state title, power of attorney). Options: Co-owners, Out-of-state title, Power of attorney required, No complexities

Deliver vehicle handover with systems demonstration

• Who will attend the vehicle handover and systems demonstration (for example primary driver, fleet manager, fleet technician)?
• Specify the VIN and any driver profiles or key fobs that should be preloaded for the demonstration.
• Choose which systems require live demonstration during handover (for example start/stop a charging session, regenerative braking modes, driver-app pairing, adaptive cruise setup). Options: Charging session start/stop, Regenerative braking demo, Driver-app pairing, ADAS and cruise control demo, All selected systems
• List the exact items you require on the written handover checklist (for example signed vehicle inspection report, EVSE pairing confirmation, charging cable inventory). Options: Signed inspection report, EVSE pairing confirmation, Charging cable inventory, Registered telematics account
• Specify desired duration for the handover session and whether on-site charger integration testing is required. Options: 15-30 minutes, 30-60 minutes, 60+ minutes, Charger integration test required

Install workplace EV charging stations

• Attach the site's electrical one-line diagram and indicate available spare circuit count per distribution panel for proposed charger locations. Options: Attached now, Will provide at site survey, Not available
• Choose the preferred charger access control model for the workplace (open public, employees only via RFID/app, or fleet-only with network authentication). Options: Open public access, Employees only (RFID/app), Fleet-only (network auth), Mixed access model
• Enumerate site constraints that could affect charger placement such as parking geometry, Americans with Disabilities Act (ADA) requirements, curb restrictions, or daytime access windows.
• State required installer qualifications and insurance thresholds (for example electrical contractor license, general liability limits). Options: State electrical license required, General liability minimum — specify, Bonding required, No special requirements
• Will post-installation load management or demand charge mitigation integration be required for the chargers (for example site energy management platform or static load sharing)? Options: Yes — energy management required, Optional — recommend if needed, No
• Describe any required physical protections for workplace chargers (for example bollards, weather enclosures, or locked cabinets). Options: Bollards required, Weather-protected enclosures, Locked cabinets, No special protection required

Deliver fleet total-cost-of-ownership and financing analysis

• Submit baseline fleet metrics required for TCO modeling: average annual mileage per vehicle, annual fuel spend, and maintenance cost per mile.
• Name any financing preferences or constraints we should model (for example lease term length, target residual, balloon payment, tax-exempt financing).
• Select the timeframe for the total-cost-of-ownership (TCO) analysis and whether to include scenario comparisons (for example 3 years, 5 years, 10 years). Options: 3 years, 5 years, 10 years, Multiple scenario comparison

• Purchase Agreement
• Statement of Work (SOW)
• Master Services Agreement (MSA)
• Incentive Processing & Assignment Confirmation
• Workmanship & Product Warranty Agreement
• Delivery & Installation Terms Addendum
• Site Access & Utility/Permit Authorization
• Installation Acceptance Certificate
• Change Order Agreement
• Payment Schedule & Deposit Receipt

• Go-live health check (weeks 1-4)
• First measurement review (weeks 4-10)
• 90-day outcomes review (around day 90)
• Quarterly success review (ongoing operational cadence)

• Close any resolved warranty or installation tickets and attach validation evidence to the ticket record.
• Schedule and execute any required charger firmware updates, configuration changes, or site fixes and log verification results.
• Open or update warranty/installation tickets with clear reproduction steps and desired resolution criteria.
• Restate acceptance criteria and evidence sources
• Document pass/partial/fail status for each Mutual Commit target as observed over the first 90 days and list remediation actions where needed.
• Establish a clear remediation and verification plan for any outstanding installation or warranty issues with resolution dates.
• Publish the 90-day outcomes dossier that includes metric trends, issue logs, and the remediation plan with verification criteria.
• Create a time-bound remediation tracker for any unmet targets with specific validation steps to be completed before the next quarterly review.
• Collect final inspector or electrician confirmations for any items listed as resolved and attach to the outcomes dossier.
• Trend review of key metrics
• Confirm whether charger uptime percentage and buyer satisfaction score are within acceptable bounds or require targeted intervention.
• Ensure all persistent warranty and installation issues have an agreed next step and a target close date, or are escalated with rationale.
• Update the quarterly dashboard with charger uptime, buyer satisfaction, range stability, and open issue counts for shared visibility.
• Document one process or configuration change to trial based on buyer feedback and define success criteria for the trial.
• Reconfirm committed acceptance criteria and owners
• All high-priority deployment defects and permit blockers are identified and assigned a remediation task and target date.
• Customer confirms they can complete an initial home charge and access vehicle/charger telemetry or the remediation path is scheduled.
• Publish a remediation tracker listing each open installation or permit item, expected resolution date, and verification criteria.
• Collect and share first-charge logs or telemetry for any failed sessions for diagnostic review.
• Present initial usage and performance data
• Determine whether average real-world range per full charge and home charging session success rate meet or miss Mutual Commit targets and document variance reasons.
• Agree a prioritized list of corrective actions with resolution windows to bring metrics in line with commitments before the 90-day review.
• Produce a variance report that maps measured range and charging success rate to Mutual Commit targets and lists suspected root causes.
• Deployment and enablement validation
• Persistent issue review
• Compare results to targets in Mutual Commit
• Present 90-day telemetry and issue summary
• Assessment and decision
• Remediation item burn-down
• Diagnose gaps and identify root causes
• Early adoption signals
• Customer feedback and learning capture
• Open warranty and installation issue review
• Open issues triage
• Closure plan for remaining items
• Immediate remediation plan
• Agree corrective actions and timeline