Project Support Team

Project Specialists

What is the Project Support Team

Projects sold will be assigned to Project Specialists to proactively work on sales items that normally require action by the Sales Representatives from Sale to PTO.  The goal is to help close more deals.

Freedom Advantage support service does the following:

• Review each project weekly to ensure progression

• Complete a SOW Review of each project after Final Audit Stage to ensure Adder Accuracy

  • • Proactively facilitate Live Scope of Work outreach

• Homeowner Communication 

  • • Keep Customers informed 

    • Initiate introductory text with homeowner once site survey has been completed

    • Send biweekly texts to the homeowner with updates and project progression

    • Update communication logs in Lightspeed for Sales visibility

    • Direct Phone line to a Single Point of Contact on each project

• Monitor projects for roadblocks

• • • Contact the Customer when action or items are needed, including Interconnection documents, utility bills, welcome calls, change orders or proof of ownership

    • Contact the Sales Representative when action is needed, including SOW denials, layout revisions, change orders, other contract or PPW related issues.

    • Assist Customers and Sales Reps resolve project blockers

• Collaboration 

  • • Working closely with Sales, Branch, and Operations teams to overcome any obstacles.

• Take over as the main point of contact on projects.

  • • Freedom Forever's Ops teams will be trained to reach out to the Project Specialist first

    • Sales Reps will only be contacted for Sales Blockers if the homeowner is unresponsive or the necessary adjustments result in a change of contract and/or PPW

    • If Sales Rep does not respond after 3 contact attempts from the Project Specialist, the matter will be escalated to a manager.

• Facilitate layout & finance revision requests via Live SOW

• Close Resolved Sales Tickets to speed up project moves out of Holding

  • • Project specialists can close ~ 15 different ticket reasons

    • Finance Requirements, Proof of ownership, Welcome calls, Utility bills, Loan Docs, Customer delays, etc.

Waive the Cost

A free service if you have over 50% realization rate.  If you are under, then you can still get it free if you submit clean deals.

High Realization Rate Waiver 

Freedom advantage will be FREE for all projects sold by reps above 50% Realization Rate. 

Clean Deals Waiver

When projects are submitted with clean deal requirements met, realization is drastically improved, and manual labor is reduced, creating cost efficiencies that benefit all parties.

Clean Deal Requirements

On each project, the following conditions must be met to earn the Clean Deal Bonus:

1. Utility Bill: a current utility bill must be submitted and approved by Freedom’s Account Management team during the Initial Account Review task.

2. IL ABP Disclosure Form: for projects in IL only, an ABP Disclosure Form must be completed, signed by the correct individuals and approved by Freedom’s Account Management team during the Initial Account Review task.

3. First Time Finance Submission: Freedom Forever’s Renewable Finance team must be able to submit for financing approval (e.g. Mosaic Countersignature, Sunrun Approval) upon the first review and submission attempt.

4. First Time Finance Approval: the financing approval (e.g. Mosaic Countersignature, Sunrun Approval) must be granted on the first submission attempt. 

How to Opt-In

Contact Your Project Specialists