Greetings, installers! Our team continues making improvements to our marketplace, and we wanted to share with you an update we recently implemented based on the feedback we've received from our paid marketplace subscribers.
You can now see the stage of the project lead! So, in addition to our detailed notes, each commercial/industrial project lead in our system is assigned a Project Stage.
These stages were designed to paint a clearer picture of where the leads are in the sales process. Our goal is to provide all of our installers with leads that are best suited to their business model. Some installers prefer earlier-stage leads, and some prefer leads that have already received a Letter of Intent.
If you have more questions about the project lead, you can send us a message directly from the lead you want to access.
So, what do the different stages mean? Check out our descriptions below:
Letter of Intent: The customer has acknowledged to their trusted sales agent/originator they would like to move forward with installing solar. This is the highest qualified lead you can access.
Working Model Presented: The trusted sales agent/originator has been meeting with the client to review the initial, preliminary drawings and estimate (we call this the Working Model, since it is a fluid document - always changing based on the customer's budget and other circumstances that could change the size/scope of the project).
In Discussion: The trusted sales agent/originator has been meeting with the client to determine their energy needs, budget and to gather 12 months utility bills.
Qualified: The trusted sales agent/originator has determined the property to be a good fit for solar, and are working to contact the decision makers about further interest. This is the earliest lead you can access.
Log in and let us know what you think!
Not a subscribing member? We are currently offering a free 10-day trial through December 31, 2016. Pricing will go up next year, so be sure to sign up now and lock in your price!