Solar
Energy Finance
Marketing and Sales

Taking Stock: Assessing the Condition of Your Marketing Foundation - Self Study

by Glenna Wiseman • Last updated 02/2021

4.5/5 (view ratings)
108 students
1 module
49 minutes
6 assignments

Course description

“Taking Stock: Assessing the Condition of Your Marketing Foundation” is designed to help solar installers determine the condition of your solar marketing program.

This training includes a lecture (plus slides) and an interactive tool to assess the current status of your company’s marketing program, branding and graphic elements, website and online assets, customer knowledge and profiles, and resources including team, budget, and outside assistance.

An increasingly competitive solar marketplace.

A recent EnergySage survey highlighted growing competition in the solar marketplace, “most (56 percent) installers facing off against at least 15 competitors.” According to the survey, “the majority of solar installers report their shoppers saw two to three quotes before making a purchase decision, signaling the rise of the increasingly savvy solar shopper.” This lecture is the initial step to determining the condition of your current marketing program assets to create a basis for competitive strength.

This course is part 1 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 installer's marketing program.

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Learning Objectives

Participants in this course will upon completion of this course, be able to:

  • • Understand what you deem successful about your past year’s and/or current marketing program
  • • Identify the factors contributing to the success or failure you are currently experiencing
  • • Identify factors and assets upon which you can build to create more success in the coming year(s)
  • • Identify challenges you need to address to shore up your marketing initiatives
  • • Take inventory of marketing assets and their potential impact to prioritize your resources for maximum marketing effectiveness
  • • Create the foundation for the next "Build it Bright" marketing session, “Mapping Strategy”

Full course outline

Module 1 - Watch the Lecture, Download Slides + An Interactive Tool

Watch "Taking Stock: Assessing The Condition of Your Marketing Foundation" and access additional resources.

  • Lecture (49:42 minutes)
  • Lecture Slides (.pdf)
  • Interactive Tool (.pdf)
  • Enroll in Session 2

Author

Glenna Wiseman

Origis Services

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

Ratings

4.5
19 reviews

108 students have taken this course

by Ayomide Isaac Orekunrin, Engr., Inlaks Limited 03/25/2021

Indeed, this is an eye-opener towards successful marketing and sales.

by RAVI KUMAR MAHOUR 04/17/2020

Good

by MADHUMITHA T 03/12/2017

by santhosh k 01/12/2017

Very good

by Jeffrey Delgado 12/20/2016

All are encouraged to take the course.

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Free

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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.

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