A thorough site visit includes a room-by-room heat loss calculation, a look at the electrical panel and service size, and a walk around the outside to choose where the outdoor unit and line set will go. In older Marion houses, expect questions about wall and attic insulation, since nearly half the town's housing predates 1960.
The electrical permit and wiring inspection are typical parts of the job, and Marion's Building Department takes building permit applications online. If the old oil tank is coming out or propane equipment is changing, ask the installer whether the Fire Department needs to be involved.
Near the water, ask about mounting height, snow clearance, and what the manufacturer says about coastal installs, because salt air is hard on outdoor coils and fasteners. The town's hazard plan notes erosion around Aucoot Cove, Great Hill Point, and Warren Point, so footing placement on those lots deserves a second look.