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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Always read the request in its entirety to determine which action to take. If an email comes in that is not a new installer or homeowner inquiring about EB, please refer to the ‘Other Inquiries’ section of this SOP. |
Installer inquiries about joining EverBright
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Check Salesforce to see if the installer has been auto denied.
If the installer has been auto denied, reply:
Hello,
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.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 is contacting you through Chat or Email you can also select the quick reply named as “Partner Denied”
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The installer will also receive an email when they have been auto denied. |
If the installer has not been auto denied:
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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
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Verify the state in the address section of the form. Compare it to the EB service map here.
For HubSpot email requests, create an outbound homeowner email.
If the state is serviced by
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Everbright and
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is owned
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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.
Close the original HubSpot email.
If the state is not serviced by EverBright
, then:
Reply to the customer with the following message:
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Hi [customer name],
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Thank you for your interest in EverBright and congratulations on taking the next step toward decarbonization.
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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.
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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.
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Stay sunny,
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EverBright
Update the Homeowner Lead - Hub Excel sheet found here Homeowner Lead - HUB.
Close the original HubSpot email.
If the state is FLORIDA
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,”[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 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,”
Close the original HubSpot and the linked ticket.
Homeowner inquiries about joining Everbright - Phone
Verify the state in the address section of the form. Compare it to the EB service map here.
If the state is a RENTAL or in FLORIDA, then:
Provide a canned response as specified on the SOP for the particular scenario.
If the state is serviced by Everbright, then:
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.
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.
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We look forward to helping you make the successful transition to solar energy.
Stay sunny,
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[Agent Name]
In the Homeowner Lead - HUB sheet, under “How it Comes In”, right-click and tag Malorie Calhoun with a new commentIf an email, reply and close email.
If the state is NOT
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serviced by EverBright, then:
Open the Homeowner Lead - HUB sheet and fill it out accordingly. Once, completed, provide the HO with the below-canned responseReply to the customer with the following message:
“Hi [customer name],
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Thank you for your interest in EverBright and congratulations on taking the next step toward decarbonization.
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Unfortunately, we do not currently have financing options available in your area
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, but hope to in the near future. We look forward to helping you make the successful transition to solar energy.
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Stay sunny,
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For all other inquiries, create outbound email.
Reply to the customer and request further information regarding their inquiry if needed.
Resolve the issue per the SOP that relates to the inquiry.
- Close the original HubSpot
[Agent Name]
In the Homeowner Lead - HUB sheet, under “How it Comes In”, right-click and tag Malorie Calhoun with a new comment.
Other Inquiries
If an email, reply and close email.