COO IT: Enroll residential customers into referral program
COO IT: Enroll residential customers into referral program
COOs in renewables miss referral opportunities when opportunities advance to site-audit-prep and residential contacts go unenrolled. It enrolls qualifying contacts so marketing captures each referral.
Overview
Missed referral enrollments create revenue leakage and follow-up gaps for renewables COOs. Enrolling qualifying residential contacts at site-audit-prep closes that gap, ensuring marketing and sales capture every eligible referral and removing manual handoffs.
Notable Features
- Enroll qualifying residential contacts
- Notify marketing and sales instantly
- Prevent missed referral opportunities