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.
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Check Salesforce to see if the installer has been auto denied.
If the installer has been auto denied, reply:
Thank you for your interest in becoming an EverBright partner! Unfortunately, due to the information you submitted, you did not meet our minimum criteria at this time. While we cannot share those details, you are welcome to reapply after 6 months.
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The installer will also receive an email when they have been auto denied. |
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DO NOT send a Slack message and DO NOT send an email to anyone else other than DL-Onboarding-Everbright@nexteraenergy.com. |
If it is an ACTIVE installer, the installer should be referred to their account manager or their org admin ONLY. DO NOT tag anyone and DO NOT send an email to the DL.
Homeowner inquiries about joining Everbright - HubSpot
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If the state is serviced by EverBright and the property is owned
Reply to the customer:
Hi [customer name],
Thank you for your interest in EverBright and congratulations on taking the next step towards decarbonization.
We have received your request. One of our trusted installers servicing your area will be contacting you.
We genuinely appreciate your interest in our product offerings. We remain committed to supporting the transition towards clean, renewable energy and are delighted to assist those wishing to upgrade to a clean-energy home while also protecting themselves from potentially rising energy costs.
Should you have any other questions, please contact our homeowner support team at support@myeverbright.com or 833-830-0475.
We look forward to helping you make the successful transition to solar energy.
Stay sunny,
EverBright
Update the Homeowner Lead - Hub Excel sheet found here Homeowner Lead - HUB.
Add an internal note to the ticket advising you updated Homeowner Lead - Hub.
Update the support channel to ‘HubSpot.’
Close the original HubSpot and the linked ticket.
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Reply to the customer with the following message:
“Hi [customer name],
Thank you for your interest in EverBright and congratulations on taking the next step toward decarbonization.
Unfortunately, we do not currently have financing options available in your area. However, we have strong relationships with one or more trusted installers servicing your area and will be sharing your information with them so they can assist you with your solar energy and battery storage needs.
We genuinely appreciate your interest in our product offerings. We remain committed to supporting the transition towards clean, renewable energy and are delighted to assist those wishing to upgrade to a clean-energy home while also protecting themselves from potentially rising energy costs. Should you have any further questions, please feel free to contact us at support@myeverbright.com or 833-830-0475.
We look forward to helping you make the successful transition to solar energy.
Stay sunny,
EverBright
Update the Homeowner Lead - Hub Excel sheet found here Homeowner Lead - HUB.
Add an internal note to the ticket advising you updated Homeowner Lead - Hub.
Update the support channel to ‘HubSpot.’
Close the original HubSpot and the linked ticket.
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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 Florida. We are excited to hear of your interest in EverBright and we hope to be able to serve you soon.
Thanks,”
If the state is serviced by Everbright but the property is a rental
Reply to the customer with the following message:
“Hello [Customer Name], Thank you for your interest in EverBright. I see that you listed your home as “Rent”. At this time, we do not service rental properties. 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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Open the Homeowner Lead - HUB sheet and fill it out accordingly. Once, completed, provide the HO with the below-canned response:
Hi [customer name],
Thank you for your interest in EverBright and congratulations on taking the next step toward decarbonization.
We have notated your request. One of our trusted installers servicing your area will be contacting you. Should you have any other questions, please contact our homeowner support team at support@myeverbright.com or 833-830-0475.
We look forward to helping you make the successful transition to solar energy.
Stay sunny,
[Agent Name]
In the Homeowner Lead - HUB sheet, under “How it Comes In”, right-click and tag Malorie Calhoun with a new comment.
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Open the Homeowner Lead - HUB sheet and fill it out accordingly. Once, completed, provide the HO with the below-canned response:
“Hi [customer name],
Thank you for your interest in EverBright and congratulations on taking the next step toward decarbonization.
Unfortunately, we do not currently have financing options available in your area. However, we have strong relationships with one or more trusted installers servicing your area and will be sharing your information with them so they can assist you with your solar energy and battery storage needs. Should you have any further questions, please feel free to contact us at support@myeverbright.com or 833-830-0475.
We look forward to helping you make the successful transition to solar energy.
Stay sunny,
[Agent Name]
In the Homeowner Lead - HUB sheet, under “How it Comes In”, right-click and tag Malorie Calhoun with a new comment.
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