Solar
Energy Finance
Marketing and Sales

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

by Glenna Wiseman • Last updated 02/2021

4.7/5 (view ratings)
116 students
1 module
36 minutes
6 assignments

Course description

“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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Learning Objectives

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

Full course outline

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

  • Lecture (36:14 minutes)
  • Lecture Slides (.pdf)
  • Interactive Tool (.xlsx)
  • Enroll in Session 6

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

4.7
23 reviews

116 students have taken this course

by Dr Sumathi Premkumar 04/26/2020

Useful to the learners

by Dr Premkumar Krishnamoorthi 04/26/2020

Useful course to the student community. Good

by Kofi Osei-Adjei, Pv Solar engineer, Tomcal Ventures 04/04/2020

Excellent delivery, this course is a life changing in my career .

by Samir ABDELMALEK 02/25/2019

To help them

by Griffin M 02/04/2019

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Free

Rolling Admissions

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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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