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Referral Partner
Get in touch
Contact
Mitchell
Solar Advisor
mitchell@catalystsol.com
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Referral Partner Info:
First Name
Last Name
Company Name
Email
Mobile
Customer Info:
Low Engagement – Required
First Name
Last Name
Email
Mobile
Are they the homeowner?
N/A
Home Owner
Renter
Not The Homeowner
Is this a single family detached home?
Yes
No
Utility Company
N/A
Abel Electric Co.
Alameda Municipal Power
Anaheim City of Public Utilities
Azusa Light and Water
Banning
Beaches Energy
Bear Valley Electric Services
Calpine
Central Florida Electric Co
City of Stockton
Duke Energy
Florida Municipal Power Agency
Florida Power and Light
Gainesville Regional
Glendale
IID (Imperial)
Kissimmee
LADWP
Lakeland
Lake Worth
Leesburg Electric
Liberty Utilities
Lodi Electric
MID (Modesto)
Moreno Valley Electric
Nevada Geothermal Power Co
Northern California Power Agency
NV Energy
Ocala Electric Utility
Orlando Utilities
Other
Pacific Gas and Electric (PG&E)
PacifiCorp
Palo Alto Utilities
Roseville Electric
San Diego Gas and Electric (SDG&E)
Seco Energy
SF Public Utilities
SMUD
Southern California Edison (SCE)
Sumter Electric CoOp
Tampa Electric
Teco Energy
TID (Turlock)
Valley Electric
Wellhead Electric Co
Withlacoochee River Electric
Wichita Falls TX
Oncor
Avg Bill Amount
Address
State
N/A
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
City
Zip code
Medium Engagement
Does the roof have tree coverage/shading?
N/A
A lot
Some
None
Don’t Know
What type of roof do they have
N/A
Composition Shingle
Wood Shake
Metal
Tile
TPO
Other
Steep Roof
Flat Roof
Hip Roof
How old is the roof
N/A
0-5 years
5-10 years
10-15 years
15+ years
Do they share their roof space with another home?
Yes
No
Have they been presented solar already?
Yes
No
Please text intro your potential customer to advisor with warm handoff
N/A
Yes I have texted the customer with intro to rep
I will text intro right after this
High Engagement
What is their credit score?
N/A
Above 700
650-700
600-650
Below 600
Qualifying for the 30% income tax credit.
N/A
W-2
1099
Retired
Are they part of an HOA?
Yes
No
Is their home in a Trust?
Yes
No
Please do a conference call with your potential customer and advisor for warm handoff
N/A
Yes I have done conference call
I will do conference call right after this
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