Tracking Results: Implementing Systematic Return on Investment Reporting - Self Study

“Tracking Results: Implementing Systematic Return on Investment Reporting” tackles tracking solar installer marketing campaign results. The course looks at how to determine your solar installation firm’s most important “KPI’s” or key performance indicators.

Once you have determined what to measure and why, we’ll help you work through gathering those metrics and measuring them to build more effective marketing and lead generation campaigns. Students will learn how to produce more effective solar marketing results.

This course is part 5 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.

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

• Track marketing spend by accounting chart of accounts
• Establish tracking by lead source
• Track quality and result of lead source types by cost of lead, cost of each opportunity and cost of sale