Background: All Background: All homeowners are required to complete a Digital Welcome Checklist (DWC) as part of the EverBright financing process. This action is completed after they sign the contract and is listed as a requirement for Milestone 1 (M1) in the Operations phase. The following SOP outlines how the Support group will handle and process a Traditional Welcome Call in case the homeowner fails the DWC
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IMPORTANT: Do NOT OFFER a Traditional Welcome Call (unless they have failed the DWC)
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Pre-Process Overview:
Use the following table to determine the next steps
Step
Action
1
Locate the Job in Engine
Locate the Welcome Call Documentation
2
Is the Homeowner requesting to perform the WC in Spanish?
IF NOT:
Go to Step 3
IF YES:
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Note: As of August 30, 2023, EverBright has started accepting Spanish Welcome Calls for Texas and California Residents Only |
Verify if the Welcome Call Documentation has been generated in Spanish
IF YES:
Go to Step 3
IF NOT:
Refer the Homeowner back to their Installer since they will need to Void the Existing contract and modify the language to Spanish in order to proceed with the Welcome Call
Then Email the Installer about this Language Request by using the Quick Reply Named as “XXXX”IF an Installer/Sales Rep is requesting us to call back a Homeowner to complete their Welcome Call: |
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IF the Installer/Sales Rep is requesting a 3-way call with the Homeowner to complete the Traditional Welcome Call: |
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IF a Homeowner/Cosigner is Calling Support to complete their WC |
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IF a Homeowner/Cosigner was transferred to the Welcome Call Queue by another Support Agent due to a Failed Digital Checklist attempt |
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IF a Support Agent is ready to complete a Call Back/Outbound Commitment |
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Introduce yourself to the caller and advise the reason for the outreach: ENGLISH: “Hello, this is (Representative Name) Calling from EverBright. Am I speaking with (Customer’s Name)? How are you today? We are calling to complete your Welcome Call. The Goal of this call is to ensure that you understand the details of your solar financing agreement”
SPANISH: “Hola, Le habla (Representative Name), llamando de EverBright, Estoy hablando con (Customer’s Name)? ¿Como se encuentra el dia de hoy? Le estamos llamando para completar su Llamada de Bienvenida o “Welcome Call” El Objetivo de esta Llamada de Bienvenida es para asegurar que usted ha entendido los detalles del acuerdo de financiamiento solar”
SPANISH: “Hola, Le habla (Representative Name), llamando de EverBright, Estoy hablando con (Customer’s Name)? ¿Como se encuentra el dia de hoy? Le estamos llamando para completar su Llamada de Bienvenida o “Welcome Call” El Objetivo de esta Llamada de Bienvenida es para asegurar que usted ha entendido los detalles del acuerdo de financiamiento solar”
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If homeowner does NOT answer:
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ENGLISH: “Hi (Customer Name) this is (your name) from EverBright Homeowner Support. We are calling to conduct your Welcome Call. Please give us a call back at 833-830-0475. We are open every day from 6am to 8pm Pacific Time. We look forward to hearing from you - and welcome to EverBright!" SPANISH: “Hola (customer name) le habla (agent's name) del Departamento de Apoyo al Propietario de EverBright. Estamos llamándole para completar su Llamada de Bienvenida. Por favor llámenos al 833-830-0475. Estamos abiertos todos los días de 6am a 8pm, tiempo del Pacífico. ¡Esperamos su llamada – y bienvenido a EverBright!"
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Process - Executing a Traditional Welcome Call:
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Process - Executing a Traditional Welcome Call:
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IF YES:
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IF NOT:
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| English Script:
Spanish Script:
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| IF YES: Go to “Processing a Passed Welcome Call” IF NOT:
If they failed the WC because the Email Address needs to be changed and the contract has been signed
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| (Click Here to see how to locate and download the Welcome Call Audio) | |||||||||||
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IF NOT:
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| Add into the Reminder Description:
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Homeowners will have 2 opportunities to Complete/Pass the Welcome Call.
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Frequent Call Failure Reasons:
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If Homeowner Fails the WC because the Email Address needs to be changed and the contract has been signed
Then the workflow in Engine will need to be canceled (If cancellation is applicable) and new contract generated
NCCO will not be applicable to update the Email Address
Step | Action | |
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| 1st Attempt:
2nd Attempt:
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| “Hello, This email is to notify you that the Welcome Call for [Customer Name and Address] was rejected for the following question, [question that failed]. Please review the Welcome Call questions with the homeowner to ensure that they have a clear understanding of the terms of their solar agreement. Please contact us if you have any questions at 833-830-0475 or send an email to support@goeverbright.com. Thank you, (Agent Name)” | |
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