Background:
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Verify the state in the address section of the form. Compare it to the EB service map here.
Create a linked ticket using the ‘causes’ assignment from the dropdown
Update the reporter with the customer’s email address
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,”
Send a slack message to #everbright-sales with the homeowner’s contact information, including address, phone number, and e-mail address:
@channel (Homeowner name) reached out to Support because they are interested in EverBright financing. Please forward the homeowner’s information to an installer in their area. (Enter contact information here) .
Add an internal note to the ticket advising you reached out to Sales to communicate to the homeowner.
Update the support channel to ‘HubSpot’
Close the original HubSpot and the linked ticket
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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
Close the original HubSpot and the linked ticket
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