Course curriculum

  • 1

    Welcome to EnergySage University! - Course 1

    • Welcome to EnergySage

    • Why Installers Love Us

    • Course Overview

  • 2

    EnergySage Overview

    • Who We Are

    • Meet the EnergySage Shopper

    • What Our Customers Have to Say About Us

    • Test Your Knowledge!

  • 3

    Next Steps - Course 1

    • What's Next

    • Feedback Survey #1

  • 4

    Welcome to Marketplace 101 - Course 2

    • Marketplace 101

    • Course Overview

  • 5

    Customer Point of View

    • Customer Registration

    • Customer Journey & Features

    • Test your knowledge!

  • 6

    Getting to Know the Marketplace

    • Setting Up Your Account

    • Set up your profiles now!

    • How to set up areas of service

    • Set up your areas of service now!

    • Managing Users

    • Get started now!

    • Test your knowledge!

  • 7

    How to Quote a Lead

    • Submit Customer Quotes

    • Set up your quick quote packages!

    • Test your knowledge!

  • 8

    Next Steps - Course 2

    • Finalizing you account

    • Feedback - Course 2

  • 9

    Welcome to Next Level Best Practices - Course 3

    • Course Overview

  • 10

    EnergySage Customer Sales Experience

    • The EnergySage Shopper

    • Review of Key Ideas

  • 11

    How to Build Trust

    • Messaging

    • Unique Value Proposition (UVP) - Worksheet

    • Profiles and Reviews

    • Follow Up

  • 12

    Next Steps - Course 3

    • Next Steps

    • EnergySage University Completion Survey