How are leads allocated?

How EnergySage matches homeowners with solar installers

In this article

• Overview
• How the matching process works
• What factors influence lead allocation
• How to maximize your lead allocation
• How to get help

Overview

When a homeowner submits their property information on EnergySage, our system matches them with installers who are best positioned to serve them. Rather than routing leads based on response speed alone, EnergySage uses a quality-driven approach that weighs installer performance and customer satisfaction. This article explains how that process works and what you can do to improve your lead allocation over time.

How the matching process works

When a homeowner's information comes in, EnergySage first identifies which installers serve that geographic area and have capacity for new projects. From there, our system applies quality factors to determine which installers are matched with the lead.

The process is designed to balance performance with fairness. Consistently delivering excellent service is the most reliable way to increase your lead allocation over time.

What factors influence lead allocation

EnergySage evaluates installers across several dimensions when determining lead matches:

• Customer experience: We track project completion rates and verified customer reviews. Installers who consistently deliver strong results earn more opportunities on the marketplace.
• Responsiveness: How quickly and consistently you respond to customer inquiries is a key signal. Homeowners should feel supported at every stage of their solar journey.
• Experience and expertise: We consider your time in business and overall track record in the industry.
• Partnership quality: Our team monitors whether installers are meeting EnergySage standards and providing a high-quality experience to homeowners.

How to maximize your lead allocation

The most effective way to increase your lead allocation is to provide excellent service to every EnergySage customer. Focus on the following:

• Complete projects successfully. A strong project completion signals that your offering resonates with homeowners on EnergySage.
• Respond promptly. Timely, consistent communication with customers reflects well on your performance metrics.
• Earn verified reviews. Positive reviews from EnergySage customers directly influence your standing in the matching system.
• Stay in contact with your Partner Success Manager. Your PSM can help you identify areas for improvement and keep you informed of changes that may affect your allocation.

Our system updates regularly to reflect current performance, so improvements you make will positively impact your lead allocation going forward.

How to get help

If you have questions about lead allocation or want to discuss your performance metrics, reach out to your Partner Success Manager. We're here to support your success on the EnergySage platform.