Terms & Abbreviations
Term used for automatic payments
ACH
This monthly product is great for homeowners who do not plan or have the funds to purchase a system but are looking to save money. Customers would pay monthly for the power the system produces at a cheaper rate than what they currently pay their utility.
PPA/Lease
Which stage is SRA?
Stage 7
What are we here for? Sunrun's motto
To create a planet run by the sun!
Who is the only onshore Pre team lead that does not live in Utah, California, or Arizona?
Morgan Flowers
Oklahoma!
An indication field on an opportunity that tells sales and operations what requirements are needed for proposal submission.
ODI
Outstanding Documents Indicator
This prepaid product is great for homeowners who would like to invest to save. Customers would pay in advance for the power the system produces. Think of it as the Costco effect; you buy in bulk to save more.
Prepaid PPA/Lease
Which opportunity stage will a deal be in once the Customer Agreement is signed by the customer?
Stage 4
Do we currently offer EV Chargers as one of our products?
Not at this time
This team lead:
LOVES Justin Bieber
Has an orange cat named Lasagna
Enjoys being cozy on the couch re-watching her favorite shows
Chey!
This abbreviation is used every day in the Pre "help chats". It refers to our team that approves or denies exception requests.
What does "CS" stand for?
Contract Specialists.
As Pre agents, if a rep would like a secondary review of a deal, we can flag the deal to the help chat(s) for a team lead to escalate to a contract specialist agent for review.
Which contract type gives the customer the most control and does not require a minimum credit score?
Cash (Customer Owned Full Upfront)
Full system cost is due at Install.
Though Pre SRA typically assists with only stages 1-6, there are times that we will assist if a deal is in stage 8. What is this stage?
ARC
At Risk Customer
Which Sales team(s) is/are authorized to sell an add on battery, or a retrofit?
Sunrun Direct only
This lead has:
A love of cars
An impressive following on the interactive livestreaming service, Twitch
Lives in Arizona
Parker Walker
What is HIS?
Home Improvement Salesperson
This is a sales license in the state of California that ALL sales representatives must have. There is a small group within the Verification Call team that already have this license to help sign contract on behalf of the CA reps if in case they do not have this yet.
Which contract types do we offer through Costco?
Cash or Loan ONLY
NO PPA
How would we handle a rep reaching out to schedule their initial appointment with the customer? (Stage 2)
This electrical panel allows customer to individually monitor and control each circuit from their phone.
SPAN
Smart Electrical Panel
This lead:
Can not stand cold weather
Has an orange cat named Burt
Has lived in three states
Adam Gerdts
What is HQS/VSS
Home Qualification Survey/Virtual Site Survey
Both abbreviations refer to the same concept. In order to convert more customers to install, Sunrun offers a virtual site survey. This would be an alternative to the traditional physical site survey appointment. During the initial sale, the sales rep will include photos and other various information regarding the home. The design team will determine if the information is sufficient to proceed with the design phase, or if a site survey is required. If the VSS is accepted, the Site survey will be marked as auto complete. If it is not accepted the rep will be notified via email.
Which contract types require a passing credit score of 650?
-PPA/Lease
-Loan(Customer Owned Bank Financed
True or False?
When a deal has reached opportunity Stage 6 (Submitted), are permitted to manually move the stage backward per rep's request?
No. Once a deal has reached stage 6, the opportunity should remain in stage 6 or further, even if changes are being made.
Who are the two supervisors in Pre SRA?
Conrad Buss
McKenzie Curi
How many offshore Team Leads does Pre-SRA have?
5
Andrei, Sky, John, Jefferson, Maine