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 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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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. 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.
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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 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. Stay sunny, [Agent Name]
If an email, reply and close email.
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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, 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.