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Background:
Homeowners and installers can submit an inquiry via goeverbright.com or myeverbright.com. These inquiries flow through HubSpot and land in the appropriate Support queue: Installer or Homeowner. The following SOP shows how to handle these inquiries.
Installer inquires about joining EverBright
The associate should e-mail the business development representative (currently Mercedes Davis at Mercedes.Davis@goeverbright.com ) Please include all of the contact information from the form i.e. company name, contact name, e-mail address, phone number, etc.
Homeowner inquires about joining Everbright
Verify the state in the address section of the form
If the state is serviced by EverBright:
Reply to the customer:
“Hello (Customer name),
Thank you for your interest in EverBright. We received your request and will be in contact soon.
Thanks,”
E-mail the homeowner’s contact information to Mercedes Davis (
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Unlicensed) and request that she locate an installer in proximity to the homeowner
Once you receive a reply from Mercedes update the homeowner:
“Hello [Customer name],
Thank you for your interest in EverBright. We’ve located [Installer name] who is available to assist you in your area. Please contact them at [installer contact information]. Thank you and we look forward to serving you.”
If the state is not serviced by EverBright
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:
Reply to the customer with the following message:
“Hello
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[Customer name
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],
Thank you for your interest in EverBright. I see that you listed your address in
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[City and State
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]. At this time, we do not service the state of
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[State
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]. We are excited to hear of your interest in EverBright and we hope to be able to serve you soon.
Thanks,”
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Request participants - homeowner’s email address
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Request type - general inquiry
Resolution type - other