Commercial Methodology · Renewable Energy

Decision
Flow
SynergySolutions

From first contact to signed contract — rigorous technical criteria, structured validation stages, NDA and standard contractual instrument.

5Solutions
9Phases + Gates
500MW managed
98Retention
Foundations

Three Non-Negotiable Principles

Deliberately asymmetric methodology: technical before financial, protecting delivery quality and company reputation.

🎯
01 · Entry

Real Qualification

Q1–Q5 form with minimum score of 60 points. Leads below the threshold go to marketing nurture — not engineering, the scarcest resource in the operation.

🌳
02 · Selection

Filter Hierarchy

Tree starts with solar (most universal resource in Brazil), then checks complements in order: thermal → wind → hydrogen. Biomass as an alternative when solar is unfeasible.

⏱️
03 · Negotiation

Iteration Limit

Maximum of 2 autonomous rounds. On the third, the board decides whether to absorb the exception or formally terminate. Prevents cycles that erode margin without closing contracts.

Process

The 5 Commercial Phases

Each phase with defined owners, rigorous SLAs and explicit decision gate before advancing to the next stage.

01
Qualification

First Contact

Response within 24h and rigorous assessment of lead potential before committing resources.

  • Fill Q1–Q5 form in CRM
  • Automatic score: ≥ 60 advances · < 60 → nurture
  • Owner: BDR / Sales
⏱ 24h response · 48h decision
02
Technical Assessment

Solution Selection

Sequential application of 5 eliminatory technical filters — NDA mandatory before this phase.

  • Technical visit or remote data collection
  • Filters F1–F5 documented in the report
  • Specialist consultation if ≥ 2 positive filters
⏱ 5 b.d. visit · 2 b.d. selection
03
Proposal

Technical and Commercial Proposal

Document with 5 mandatory blocks, internally validated before submission.

  • Technical block: spec, layout, estimated generation
  • Financial block: CAPEX, ROI, payback, IRR
  • Regulatory · Environmental · Schedule
⏱ 7 b.d. preparation · 2 b.d. presentation
04
Negotiation

Scope Adjustment

Objection management with clear round limits and defined negotiation envelope.

  • Identify: price · timeline · technical · regulatory
  • Structured response within 5 business days
  • Max. 2 autonomous rounds → 3rd escalates to board
⏱ 5 b.d. per counter-proposal
05
Contract

Closing and Onboarding

Due diligence, digital signature and immediate start of project execution.

  • Legal due diligence (company registration, certificates)
  • Digital signature (DocuSign or equivalent)
  • Formal kick-off with team within 15 days
⏱ 5 b.d. legal · 15 days kick-off
Protection and Control

Intermediate Validation Gates

Structured checkpoints between phases to protect the company, the client and project quality before advancing.

Gate 1 · Phase 1 → 2

Qualification Validation

Confirms before committing engineering resources to the technical assessment process.

  • Q1–Q5 score recorded in CRM (min. 60 pts)
  • Active company registration without restrictions
  • Decision-maker identified and committed
  • Preliminary budget confirmed, not estimated
  • Authorization for technical visit or remote access
Critical Gate
Gate 2 · Before Phase 2

NDA Signature

Mandatory before sharing technical data, methodology and CAPEX estimates.

  • Standard Synergy NDA signed by both parties
  • Legal representatives with identified powers
  • Sensitive client data inventoried
  • Confidentiality term: minimum 3 years
Critical Gate
Gate 3 · Phase 2 → 3

Internal Technical Validation

Mandatory review before issuing any proposal — ensures defensibility of estimates.

  • Feasibility report signed by lead engineer
  • Regulatory checklist ANEEL / local utility
  • Generation simulation with at least 2 scenarios
  • Technical manager approval for CAPEX calculations
  • Discount > 10% requires commercial manager approval
Gate 4 · Phase 3 → 4

Proposal Validation

Quality checklist before submission — avoids rework and ensures consistency.

  • 5 mandatory blocks complete and reviewed
  • Financial simulation without formula errors
  • Regulatory framework verified
  • Version registered in CRM with unique number
  • Manager approval before submission
Gate 5 · Phase 4 → 5

Negotiation Validation

Confirms that all terms are agreed without ambiguity before the contract.

  • Minutes of last meeting signed by both parties
  • Scope, price and timeline confirmed by email
  • No suspensive condition without defined deadline
  • Client decision-maker confirmed to sign
Critical Gate
Gate 6 · Before Contract

Final Due Diligence

Complete legal verification — protects against operational and legal risks.

  • Active company registration, regular status
  • Clearance certificates: labor, tax, social security
  • Property registration and land status
  • Required environmental licenses identified
  • Contract review by legal (up to 5 b.d.)
Complete gate flow — overview
Q
QualificationScore ≥ 60
N
NDACritical gate
T
Tech. Val.Eng. + manager
P
Prop. Val.5 blocks
G
Neg. Val.Signed minutes
D
Due DiligenceCritical gate
ContractSignature
⚠ When any gate fails The process is suspended immediately. The owner documents the reason in CRM, classifies as "blocked" and defines resolution deadline. Without a defined deadline, the lead is moved to "out of scope". Never advance without an approved gate.
Selection Logic

Eliminatory Technical Filters

Asymmetric sequence: technical first, financial in validation. Each positive filter opens a candidate solution.

Base · F1
Filter 01 — Solar Photovoltaic
"Solar irradiation ≥ 4.5 kWh/m²/day?" (Brazil Solar Atlas)
Base solution: Solar PV — valid for all client profiles
Complement · F2
Filter 02 — Solar Heating
"Thermal demand > 20% of energy bill?"
Solar PV + Solar Heating (best payback: 3–6 years)
Hybrid · F3
Filter 03 — Wind
"Average wind speed ≥ 6 m/s and scale > 100 kW?"
Solar PV + Wind (complementary capacity factor, higher generation)
Advanced ESG · F4
Filter 04 — Green Hydrogen
"Formal ESG target + budget ≥ $2 million?"
Solar PV + Green H₂ (deep decarbonization, mobility, export)
Alternative · F5
Filter 05 — Biomass
"Agricultural/forestry residue available + demand > 500 kW?"
Biomassa — acionado somente quando solar é tecnicamente inviável
Regra de Desempate — múltiplas soluções viáveis
Menor paybackCritério financeiro primário do cliente
Maior geraçãoRedução de dependência da rede
ESG ImpactSe há metas formalizadas
Simulação comparativaApresentar as 2 melhores ao cliente
Portfolio

Solutions Matrix

Five solutions with application profile, minimum scale and consolidated return expectations.

☀️
Solar FV
  • ProfileResidential, Commercial, Industrial, Rural
  • Min. Scale3 kWp
  • Payback4–7 anos
  • ESG ImpactMedium
☀️💨
Solar + Eólica
  • ProfileIndustrial, Rural, Large Commercial
  • Min. Scale100 kW
  • Payback5–9 anos
  • ESG ImpactHigh
☀️🌡️
Solar + Heating
  • ProfileHotels, Dairy, Hospitals
  • Min. Scale2 kWp + coletores
  • Payback3–6 anos
  • ESG ImpactMedium
☀️💧
Solar + H₂ Verde
  • ProfileHeavy Industry, Mobility, Export
  • Min. Scale1 MW+
  • Payback10–15 anos
  • ESG ImpactVery High
🌿
Biomassa
  • ProfileAgribusiness, Paper, Sugar-ethanol
  • Min. Scale500 kW
  • Payback6–10 years
  • ESG ImpactHigh
Legal Protection

NDA Template

Mandatory confidentiality agreement before any proprietary technical data is shared.

When the NDA is mandatory

The NDA is Gate 2 — no evaluation methodology, CAPEX estimate or proprietary technical data is shared before signature by both parties.

Activation triggers
  • Before any technical visit to the client site
  • Before sending the preliminary feasibility report
  • Before sharing generation estimates
  • Before revealing partners, suppliers or technologies
  • Before any detailed energy consumption analysis

This is a guiding draft. Always consult legal before signing or sending any legal document. Each project may require adaptations.

NDA-SYNERGY-v1.0.docx DRAFT
Confidentiality and Non-Disclosure Agreement

Entered into between SynergySolutions ("Disclosing Party") e [Cliente] ("Receiving Party").

1. Confidential Information

Assessment methodology, CAPEX/OPEX estimates, production data, technologies, suppliers and documents marked as CONFIDENTIAL.

2. Obligations

Do not disclose without prior written authorization. Use exclusively for project evaluation. Protect with a degree equivalent to own confidential information.

3. Term of Validity

3 anos from signing, regardless of negotiation termination.

4. Penalties

Compensation for direct and indirect losses and damages, including lost profits, plus injunctive measures for immediate cessation.

Legal Instrument

Standard Contract Draft

Base contractual structure for renewable energy projects. Adaptable by size, solution and scope. Consult legal before using.

Renewable Energy Services Agreement

Standardized draft · SynergySolutions · v1.0 · Março 2026 · CONSULT LEGAL BEFORE USING

Contract numberSYNG-[ANO]-[SEQ]
Issue date[DD/MM/AAAA]
Linked proposalPROP-[ID]
Clause 01

Parties and Purpose

Client: [Company Name], CNPJ [00.000.000/0000-00], headquartered at [Full address], represented by [Name · ID · Title].

Contractor: SynergySolutions Energy Consulting Ltd., CNPJ [CNPJ], represented by [Legal representative].

Purpose: Provision of consulting, development and implementation services for renewable energy solutions — [Solution type] — as per Proposal No. [PROP-ID], which is incorporated into this contract as Annex I.

Clause 02

Scope of Services

PhaseDescriptionDeadlineDeliverable
1 — DesignExecutive project, reports, ART[N] wks.Approved project
2 — ApprovalsUtility approval, licenses[N] wks.Access opinion
3 — ImplementationSupply, installation, commissioning[N] wks.Commissioning report
4 — Post-constructionMonitoring, O&M (if contracted)[N] monthsMonthly reports
⚠ Scope changes are only valid through a signed Contract Amendment. Verbal or email requests have no contractual validity.
Clause 03

Values and Payment Terms

Total value: R$ [000.000,00], adjusted annually by CPI.

Milestone%Value ($)Condition
Contract signing30%[valor]Upfront — wire transfer
Project approval20%[valor]Upon delivery of approved project
Start of implementation30%[valor]Upon start of works
Commissioning20%[valor]Upon commissioning report

Payment delay > 5 business days: penalty of 2% + late interest of 1% per month + monetary adjustment by CPI.

Clause 04

Schedule and Milestones

Total estimated term: [N] calendar weeks, counted from receipt of first payment and access clearance to the site. Delays caused by Client actions, third parties or force majeure will extend the term accordingly, formally documented.

📅 The Client must ensure: unrestricted site access, power and water supply, and designation of a technical liaison with decision-making authority during construction.
Clause 05

Obligations of Parties

Contractor undertakes to: execute according to technical specifications; maintain civil liability insurance during construction; designate a responsible engineer with professional registration; provide bi-weekly progress reports; comply with applicable standards and legislation.

Client undertakes to: make payments at agreed milestones; ensure site access; provide property documentation; designate technical liaison; not hire third parties to interfere with scope without prior written authorization.

Clause 06

Warranties

ItemWarrantyCoverage
Photovoltaic modules25y (performance) · 10y (product)Degradation > 0.7%/year or manufacturing defect
Inverters5–10 years (manufacturer)Manufacturing and software defects
Mounting structure10 yearsCorrosion and structural failure
Labor / installation2 yearsInstallation and commissioning defects
Estimated generation1 year (P50)Deviation > 15% from annual P50 proves defect
Clause 07

Confidentiality

The parties maintain confidentiality over all information exchanged during execution, including consumption data, generation estimates, methodologies and commercial terms. This obligation continues for 5 years after termination, complementing the existing NDA. The NDA prevails when more restrictive.

Clause 08

Penalties and Termination

EventPartyPenalty
Unmotivated termination by ClientClient20% penalty on total value + services already rendered
Delivery delay (except force majeure)Contractor0.5% per day on overdue installment · max. 10%
Default exceeding 30 daysClientImmediate service suspension + interest/penalty §3
Confidentiality breachBothLosses and damages + injunctive relief

Termination for cause with prior notification of 15 calendar days, with opportunity to cure the default. Force majeure suspends obligations for the necessary period, duly documented.

Clause 09

Intellectual Property

Executive projects, monitoring software, reports and methodologies are the exclusive property of the Contractor. The Client receives an irrevocable use license for systems installed on their property, but may not reproduce, assign or sublicense to third parties without authorization.

Generation data is the property of the Client, but the Contractor may use it in anonymized form for statistical and benchmarking purposes.

Clause 10

Jurisdiction and Final Provisions

The parties elect the jurisdiction of [Cidade/UF] to settle disputes, waiving any other. Extrajudicial mediation is preferred before any legal action.

This contract, with its Annexes (Proposal I · NDA II · Schedule III), constitutes the entire agreement between the parties, superseding any prior understandings. Changes only through numbered and signed Amendments.

Client
[Name · ID · Title]
Contractor — SynergySolutions
[Name · ID · Title]
Next Step

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Our team applies this methodology to your specific case. First analysis within 24h. NDA signed before any technical data is shared.