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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 inquiries about joining EverBright

• EverBright no longer offers subscriptions to the platform. In order to gain access to the platform, they would need to partner with EverBright.

• The associate should e-mail the business development representative (currently Mercedes Fries at Mercedes.Fries@goeverbright.com ) Please include all of the contact information from the form i.e. company name, contact name, e-mail address, phone number, etc.

• Add an internal note to the ticket advising you reached out to Mercedes Davis to communicate to the installer.

• Update the support channel to ‘HubSpot’

• Change reporter to Anonymous then close the ticket.

...

• Email the link to the online partner form and have the installer apply via the website https://www.goeverbright.com/partners

  • Please note Customer must scroll halfway down the page. Screenshot is below.

    Image Added

• If they have not applied, send installer information on the above link.

If the installer has completed the online partner form:

• Check Salesforce to see if the installer has been auto denied.

  • If the installer has been auto denied, reply:

Hello,

Thank you for contacting Everbright Support.

In accordance with our guidelines, we are unable to disclose our underwriting criteria to maintain the integrity of our evaluation process. However we encourage you to consider reapplying after six months.

Thanks

If the installer has not been auto denied:

• Send an email to DL-Onboarding-Everbright@nexteraenergy.com and include:

  • Installer name

  • Installer email address

  • Installer phone number

  • Company name

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

• 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 and

...

is owned, then:

• Reply to the customer with the following message:

  Close the original HubSpot and the linked ticket

  • “Hello (Customer name),

    Hi [customer name], Thank you for your interest in EverBright . We received your request and will be in contact soon.

    Thanks,”

  • 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’

• • and congratulations on taking the next step toward decarbonization. We are not currently providing installer recommendations, but we hope to do so in the near future. Please research installers in your area. We look forward to helping you make the successful transition to solar energy. Stay sunny, [Agent Name]

• If an email, reply and close email.

If the state is

...

serviced by

...

Everbright but the property is a rental

• Reply to the customer with the following message:

  • “Hello [Customer nameName], Thank you for your interest in EverBright. I see that you listed your address in [City and State]home as “Rent”. At this time, we do not service the state of [State]rental properties. We are excited to hear of your interest in EverBright and we hope to be able to serve you soon. Thanks,”Stay sunny, [Agent Name]

• If an email, reply and close email.

If the state is NOT serviced by

...

• “Hello [Customer Name],

EverBright, then:

• Reply to the customer with the following message:

  • “Hi [customer name], Thank you for your interest in EverBright

...

Thanks,”

• • Request participants - homeowner’s email address

  • Request type - general inquiry

  • Resolution type - other

  • Close the original HubSpot and the linked ticketand congratulations on taking the next step toward decarbonization. Unfortunately, we do not currently have financing options available in your area, but hope to in the near future. We look forward to helping you make the successful transition to solar energy.Stay sunny, [Agent Name]

  • If an email, reply and close email.