About this course

“Efficient Activation: Tools and Strategies for Efficient Campaign Delivery” explores building more money into your solar installation marketing budget through co-op funds and using the resources you have the most effectively.

This lecture features special guest, Pamela Cargill, Principal of Chaolysti. Pamela specializes in organizational development and operational effectiveness in residential solar. She is applying her decade of experience spanning the entirety of residential solar operations including design engineering, project management and installation, process design/automation, operations strategy, and software planning and integration.

This lecture is focused on helping students in these key areas of solar marketing:

•Access new research to understand commonly used marketing tools and their perceived
•Secure more $$$ into your campaigns
•Solar installer co-op development tool including tips on securing co-op funds from solar component manufacturers and tips for implementation
•Use the $$$ you have to deliver campaigns more effectively
•Tips and tools including insights into software applications for CRM, email marketing, graphics and lead targeting

This course is part 4 of Identity3's 6-part "Build it Bright! Crafting Your Solar Marketing" Program. This training series was made possible by Energy Trust of Oregon, an independent nonprofit organization dedicated to helping utility customers invest in and benefit from energy efficiency and clean, renewable power.

Disclaimer: While the program was designed to address key marketing fundamentals relevant to marketing challenges experienced by most solar installers, not all the material presented will be applicable to every solar installers’ marketing program.

Ready To Sign Up Today? Click Here to Enroll

Course outline

1 module • 6 assignments • 1:02 hours of video lectures

Module 1 • 4 assignments
Watch the Lecture, Download Slides + An Interactive Tool

  • Lecture (01:02:58 hours)
  • Lecture Slides (.pdf)
  • Interactive Tool (.pdf)
  • Enroll in Session 5


  • Glenna Wiseman

    Origis Services
    View profile

    Glenna Wiseman is a solar industry marketing veteran who brings the installer’s point of view to marketing communications. Her solar marketing expertise dates from 2007. For five of those years, she led the marketing initiatives for a California based solar installation firm. Glenna has worked to build integration companies for more than 10 years, resulting in a... Learn more

Frequently asked questions

How does this course work?
This is a free course. Enroll today and get access to all of the materials instantly. The lecture video and other materials are available any time.
How long do I have access to the materials?
For free courses there is no guarantee for how long the course materials will be available.
Is there a certificate of completion?
Certificates of completion are only provided to HeatSpring Membership subscribers. This course has not been approved by any credentialing organizations (NABCEP, AIA, USGBC etc) for Continuing Education Credits (CEUs). This course is for self education purposes only and completion does not indicate a level of professional expertise or credential.
Can I register multiple people?
Yes, this is a free course so you can share this page with other people from your group.


Based on 27 reviews
students have taken this course

Tools and Strategies are well explained

Dr Sumathi Premkumar

Tools and Strategies are focused according to the students level. Well Done

Dr Premkumar Krishnamoorthi

Understand all the information

Menakapriya M
Professor, Muthayammal Engineering College

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