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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.

For EverBright partner inquiries and application requests between 2/9 - 2/13, cc allsales@goeverbright.com including contact name, e-mail address, and phone number.

Homeowner inquires 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 the property is owned:

    • Reply to the customer:

    • “Hello (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’

  • Close the original HubSpot and the linked ticket

  • If the state is not serviced by EverBright:

    • 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 [State]. 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 service by Everbright but the property is a rental:

    • “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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