First Name
*
Last Name
*
Phone
*
Email
*
Powur Solar Services
Account Setup and Login Creation: Ensure the client's Powur Solar account is created with secure login credentials. Confirm that all initial configurations are completed properly.
Profile Customization and Completion: Customize the client's profile by entering their professional details, adding a profile picture, and configuring any necessary business information. Don’t forget to set up their E-Wallet for payments.
Onboarding Call Scheduling: Schedule all onboarding and training sessions with mentors, team leaders, and the onboarding team. Use Calendly to book the meetings and send the client all the relevant details.
Website and Platform Bookmarking: Bookmark essential websites like Powur.com, tstpros.com, solarmasterguide.com, and tier3mentor.com for the client, ensuring they have quick access to important platforms.
Powur University Certification: Access Powur University and complete the Tier 1 Certification on behalf of the client, making sure they meet the necessary training and compliance standards.
Social and Learning Platform Integration: Join all required social and learning platforms for the client, such as Powur Pioneers, relevant Facebook groups, and Slack channels, ensuring they’re connected to the community.
Meeting Calendar Management: Manage and update the client’s calendar, adding key events such as training sessions, boot camps, and live events to keep them on track.
Lead Generation Setup: Set up automated lead generation systems on platforms like LinkedIn and Facebook. Use landing pages and CRM tools to ensure leads are captured effectively.
Lead Outreach and Follow-Up: Handle lead outreach by making calls, sending text messages, and following up with potential clients to ensure no leads are missed.
Onboarding Meeting and Orientation: Organize and conduct onboarding meetings with new team members. Provide them with guidance on how to navigate Powur Solar systems and tools.
Business Email and Domain Setup: Create a professional email address for the client by purchasing a domain (if needed) and ensuring it’s configured for business communications.
Business Plan Development: Develop a customized solar business plan for the client, setting specific goals, strategies, and milestones for their success.
KPI Tracker Setup and Management: Set up a KPI tracker to monitor the client’s performance across solar metrics. Keep it updated regularly to provide insights on their progress.
Mentor Assignment and Scheduling: Assign mentors to the client’s projects and coordinate meeting schedules to ensure they have the guidance they need.
Client Lead Management and CRM Setup: Set up a CRM system to manage client leads, ensuring timely follow-ups and preventing any leads from slipping through the cracks.
Proposal Management: Create, manage, and review proposals for the client’s leads. Coordinate with mentors and follow up with potential clients to help close deals.
Post-Proposal Follow-Up and Deal Closing: Follow up with leads after proposal presentations, manage post-proposal communications, and assist with closing deals.
Live Event Registration and Participation: Register the client for live events and attend on their behalf when necessary. Provide summaries to keep them informed about what they missed.
All About You Form Completion: Complete the "All About You" form for the client by gathering the necessary information to align with their preferences and goals within Powur Solar.
Social Media Management and Posting:Update the client’s social media profiles with relevant content and create posts that introduce their solar business, helping them engage with followers.
Lead Qualification and Project Management: Qualify leads, gather necessary information, and manage projects by ensuring all qualified leads are uploaded and converted into projects.
Powur Sales Dashboard Setup: Customize and set up the client’s Powur sales dashboard to track lead status, sales pipelines, and performance metrics effectively.
Content Creation and Branding: Develop branded content for social media posts, brochures, and digital ads, aligning with the client’s business goals for effective promotion.
Referral Program Setup: Set up a referral program for the client, integrating it with their CRM and lead generation systems to drive more referrals.
Customer Feedback and Review Management: Collect feedback and reviews from satisfied customers, ensuring they are optimized for public display on platforms like Google My Business and Facebook.
I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to (XXX) XXX-XXXX for assistance. You can reply STOP to unsubscribe at any time.
Submit
Privacy Policy
|
Terms of Service
