Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Background:

...

  • Verify the state in the address section of the form. Current states serviced by EB are located in this spreadsheet in green EverOwn Tracking - Live States.xlsx

  • 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 (Unlicensed) the account manager in their area and request that she they 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:

    • Reply to the customer with the following message:

    • “Hello [Customer name],

      Thank you for your interest in EverBright. I see that you listed your address in [City and State]. At this time, we do not service the state of [State]. We are excited to hear of your interest in EverBright and we hope to be able to serve you soon.

      Thanks,”

    • Request participants - homeowner’s email address

    • Request type - general inquiry

    • Resolution type - other

...