residential dealer program

--------------------------------------
RESIDENTIAL DEALER PROGRAM
www.uptownsolar.com
Copyright © 2015 · Uptown Solar · All Rights Reserved
THESE MATERIALS ARE CONFIDENTIAL AND THE SOLE EXCLUSIVE PROPERTY OF UPTOWN SOLAR ANY USE OF TRADEMARK LOGOS, GRAPHICS, OR
CONCEPTUAL SCREEN SHOTS ARE FOR ILLUSTRATIVE PURPOSES ONLY. THESE DOCUMENTS ARE NOT INTENDED FOR RE-DISTRIBUTION OR PUBLICATION.
CONFIDENTIALITY IS EFFECTIVE UNTIL IF AND WHEN NOTIFIED IN WRITING.
“Turnkey” residential direct sales solution inclusive of materials,
engineering, logistics, finance, installation and customer/sales support.
2
Uptown Solar Dealer Program Highlights
Uptown Solar is opening its “Residential Solar Sales Program” to qualified Dealers in the US
market as part of our national expansion. We are pursuing relationships with organizations that
have experience with high growth and high volume residential sales. Uptown Solar utilizes a
“standardized” system sales approach that allows for systemic and cost/resource efficient
installations within developing residential markets.
Why would you choose Uptown Solar ? We take all of the stress and headaches out of solar
sales and installations and allow our Dealers to focus on what they do best – generate sales.
We are fully vertically integrated and provide nationwide dealer support for sales, marketing,
financing distribution, and installation.
•
•
•
•
Founded in 2009 – Uptown knows the U.S. Solar Market
Uptown Solar has installed hundreds of Residential Rooftop Solar PV systems, numerous
Commercial deployments, and currently developing Large Utility-scale Solar PV Project in
excess 20MW in Amargosa Valley, Nevada
In ‘Good Standing’ with the BBB (Better Business Bureaus)
Currently operating in Louisiana, New York, Montana, Texas, California and rapidly expanding
into other Major Markets
3
Uptown Solar Dealer Program Highlights
•
•
•
•
•
•
•
Direct-to-Manufacturer strategic relationship
o Never worry about equipment supply to support your sales; On-demand inventories
available at anytime/anywhere
Distribution Warehouses strategically located throughout the United States for quick
deployment of resources
o Allows for comprehensive materials management, fulfillment and logistics services
Standardized Solar System kits; no custom engineering – Designed to Keep it Simple
Nationwide Network of Pre-qualified local installers, electricians and other subcontractors
for projects you source
o Turnkey Installation, Subcontractor Certification, & Quality Control
NABCEP Certified
In-house Project Managers to manage installations and customer issues – we arrange
everything direct with the customer.
o Provides time- and cost-saving project management services for permitting,
sourcing/logistics, & system design
In-house Call Center, handles all customer service related matters – provides customer
support, service, maintenance, OEM and warranty support
4
Uptown Solar Dealer Program Highlights
•
•
Best in Class Financial Product offerings at competitive rates – all online portal driven, onetime close
o Lease, Direct Purchase, PPA, PACE Financing
Dealer Support Services & Resources
o Market Pricing Controls
• Dealer is provided a “cost basis” per system and therefore has more flexibility in
negotiating a final closing sales price for customer
o Ability to control more income
• Dealers determine their own pay structure to Sales Reps
o Accounting/Administration
• Timely Dealer payments made twice a month on the 15th and last day of the
month
o 20% upon customer layout approval, 80% upon final completion
certification
o Marketing Support
• Co-Branded Marketing Collateral
• Periodic Sales Promotions & Giveaways
o (I.e. December Holiday Specials, etc...iPad giveaways, trips…)
5
Uptown Solar Dealer Program Highlights
o
•
Training Support
• Sales & Marketing Training
• Financial Products Portal Training
No ‘Out-of-Pocket’ Costs to the Dealer Required
o No Startup and Operating Budget
o No Inventory Costs to the Dealer
o No Storefront with Storage area for stocking inventory
o No need for signage, trucks, tools, etc…
We handle everything turnkey – Just focus on
your sales & let Uptown Solar do the rest!
6
Focus on pre-packaged “streamlined” system offerings.
Sales team empowered with pre-engineered system offerings in
select markets, no customization.
Dealer has a fixed price per watt with Uptown, therefore the
Dealer has flexibility in closing deals.
7
Market Based Sales Approach
Uptown Responsibilities:
• Identify and prioritize market sales opportunity areas that meet the appropriate
economics for residential program deployment.
• Develop sales/marketing incentive programs for Residential Dealers unique to each
market area.
• Provide “Turnkey” system process for finance, logistics, installation, and customer
support.
Residential Dealer Responsibilities:
• Generate sales leads, prospects, and referrals through direct sales initiatives.
• Adhere to the Uptown Direct process; provision finance application and complete
necessary sales documentation package for each residential sale opportunity..
• Dealer may be required to register under Uptowns Contractors License in select
markets
Submit Complete Sales Package
You sell it…. We do the rest!
8
Turnkey Installation Support
Uptown Responsibilities:
•
•
•
•
•
•
•
•
Finance Partner Portal Access
Provide all Sales Contracts & Legal Documentation
Site survey and project engineering
Permitting, interconnection approval
Materials logistics and warehousing
Project management and installation
Federal and State Grant Application Administration
Post sale customer service, maintenance, and support
9
Finance Solutions
Purchase Programs:
• PACE Financing Programs
• Instant Approvals
• No down payment, payments added to property tax bill
• Must have equity in home
• Best in Class direct finance programs
• Instant Credit approval, 20 year, fixed rate, credit qualifications apply
• Real time monitoring & 15 year performance guarantee
• Customer receives tax benefits, no lien on home
• Same benefits as a lease
Lease Programs:
• Instant approvals, credit qualifications apply
• Prepaid Lease Options, PPA Options,
• Best in Class pricing
10
Conceptual Sales Process
Step One:
Appointment Scheduling
Obtain appointments with residential client prospects through
canvassing or direct marketing programs
11
Conceptual Sales Process
Step Two:
Customer Application and Installation Agreement
Upon customer agreement to the market
offer, financing application is filled out for
credit qualification at the table in Uptown
finance partners portals – instant approvals.
Customer signs the e-docs for financing and
the Uptown Purchase Agreement
12
Conceptual Sales Process
Step Three:
Dealer Upload
The Dealer will upload the executed
Uptown Solar Purchase Agreement into
a CRM. Within 24 hours, Uptown will
process all paperwork.
13
Conceptual Sales Process
Step Four:
Scheduling & Installation
The Uptown project manager will coordinate
with the customer and installation team to
schedule a time to begin installation of the
system.
14
Conceptual Sales Process
Step Five:
Inspection & Commissioning
Upon completion of installation the Uptown
project manager or his representative will
inspect the installation for quality of
workmanship and code compliance and
will sign off on system for commissioning.
15
Conceptual Sales Process
Step Six:
Customer Acceptance
Upon final completion of installation the
Uptown project manager will make sure the
Customer is happy and schedule a time for
the Dealer to visit the customer and walk
through the system.
16
Dealer Requirements
•
Dealer must have an established Sales Team.
•
Dealer must be willing and able to execute an exclusive Dealer Rep Agreement
with Uptown Solar.
•
Dealer must provide Reps with ability to close deals electronically and upload
contracts to Uptown.
•
Dealer must have the available and necessary resources to expand into
additional cities/counties to satisfy the fast growth initiatives and expansion
plans of Uptown Solar.
•
Dealer must be fully registered with the Secretary of State to transact business
in the selected market – in good standing
•
Dealer must be able to provide Uptown Solar with an Insurance Certificate,
naming Uptown Solar as additional insured.
17
--------------------------------------
RESIDENTIAL DEALER PROGRAM
Contact:
Chris Taylor
VP Strategic Development
281-755-5025
[email protected]
www.uptownsolar.com
THESE MATERIALS ARE CONFIDENTIAL AND THE SOLE EXCLUSIVE PROPERTY OF UPTOWN SOLAR. ANY USE OF TRADEMARK LOGOS, GRAPHICS, OR
CONCEPTUAL SCREEN SHOTS ARE FOR ILLUSTRATIVE PURPOSES ONLY. THESE DOCUMENTS ARE NOT INTENDED FOR RE-DISTRIBUTION OR PUBLICATION.
CONFIDENTIALITY IS EFFECTIVE UNTIL IF AND WHEN NOTIFIED IN WRITING.