Follow-up

Follow-up

EnergySage shoppers are very active. They've started shopping for solar and are gathering information, doing research, and determining which installers they want to work with.  Until they determine which quotes and which installers they feel good about, they may not respond to emails.

That can be frustrating and, if you don’t understand what’s going on, can derail your efforts on EnergySage. Remember that the customer is simply trying to decide which installer to engage with and not if they will engage. You are still in the game and - if you continue to follow up - you have an advantage. Here’s how to create that advantage:

• Have a simple plan. Don’t try to keep track of follow-up in your head.

  • Ask yourself three simple questions:

    • Who? What person will follow up?

    • How? What means will they use to follow up?

    • When? What is the timeline for follow-up and what regular staff time is set aside to do follow-up? 

  • Write the plan down. 

  • Follow the plan.

• Create at least 4 message templates

  • Draft variations of follow-up messages that you can send to your prospects. 

  • Use these to follow up with customers who have not yet responded to your quote.

  • Make sure each message includes your Unique Value Propositions.

  • Send at least one message a week for the first month.

• Use Bulk Messaging to make follow-up easier.