How we support you

Providing Everything You Need To Be Successful

 
 

On Boarding

Our On boarding aims to balance easy processes with extensive education so that you are fully prepared and confident on your opening day. After signing on with us we will take you through our multi-stage approach.

  1. Start your journey

    • An online training program designed to help get you started learning about the business and operations aspects of Sunly​

  2. Personalize your tools​

    • Working with our On-Boarding specialist to get all of the tools you will use at Sunly ready for your first day​

  3. Installation Course​

    • Before you come for in person training we have an online course for you to get to know the in's and out's of solar installation before getting hands on training.​

  4. Starting the Sales and Marketing Machine​

    • Our On-Boarding specialist will help you in setting up all the resources we have put in place to help you grow your business from day 1.​

  5. In-Person Training

    • Spend 2 weeks with our experts learning everything on site about the business.  Get all the hands on experience you will need for your first installs.​​

 

Marketing

A fine tuned content package and location specific website will be available to you after you sign up.

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  • Social Media Calendar

  • 30 social media templates

  • Custom business cards

  • Lead email drip campaign

  • Facebook, Instagram and Google my Business set up

  • Lawn signs and door hangers

  • Vehicle Wraps

  • Radio ads

  • Print ads

  • Digital Banner ads

Have a look at your new website

 
 
 

Call Centre

Ever try managing 100 leads a month by yourself?

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While running the rest of your business?

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Our process and technology in our call centre is second to none.  The techniques we use have been tested and deployed over multiple service based organizations with 100,000+ calls backing the strategies.

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We use a multi-day contact strategy with scripted phone, email and texts designed to improve the live contact rate and ultimately in person meetings where you take over and close the deal.

 

Coupling our lead generation and our call centre with our custom designed workflow management platform allows us to be scalable to a degree no small provider could support by themselves.

 

Document Creation

The last thing you need is to have to spend your time worrying about filling everything out properly, missing information or going back to a client because you did something wrong.

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We make document creation a joy.  Well maybe not a joy but it will definitely not be stressful.

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Through the on boarding process and as long as you exist as an owner, our team will collect all the forms you need to have filled out by a client and produce pre-filled templates that you can generate on demand.

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Accurate forms filled out with a click of a button!

 
 
 

CRM

Ever used a CRM system before?  Was it clunky, not customized enough, never did what you needed it to do?

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Lucky for you our CRM is one of the strongest features you will have in your toolbox.  We have a fully customized system that has been built and tweaked over the past 3 years and continues to be enhanced weekly.

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What's our secret?

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We have invested in a full time designer to get us exactly what we need.  We believe that good technology reduces stress and allows everyone to work more efficiently with less errors. 

 

Analytics

The real time reporting you will get at the touch of a button brings light to any inquiry you may have and puts the power in your hands to dive deep and make data backed decisions.

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We won't tell you how to run your business but we will give you the tools to make the right decisions.

 

Our analytics package takes a wholistic approach allowing you to see the macro trends and dig down into the micro influences.  

 

Clear Line of Sight at your finger tips

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  • Ad effectiveness

  • Website conversion

  • Lead source

  • Call centre ratios

  •  Solar advisor success

  • Project progress

  • Time comparisons

 
 
 

Validation

Every sale package and installation completion will come through head office to ensure your success and high level of service.

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You won't have to worry about your solar advisor misrepresenting you through our third party verification process.

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Installations will require a submission of a standardized list of pictures that our experts will look over and ensure the job was done right allowing you more peace of mind.

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Your success is our success and we will support you in doing a great job!

 

On Going Installation Support

No matter how long you have been working with us we will always be here to answer any questions you have around installation.  Even after 10 years things may come up that you have never seen and need a little extra guidance.

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Don't be surprised if we fly out to your location and help you improve your installation process from time to time as well.

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We are here for you!