Purpose
The goal of this process is to help Strategists efficiently convert qualified opportunities into signed Letters of Intent (LOIs) or contracts while maintaining the professionalism, compliance, and brand standards of Surge.
Before the Presentation
Review Lead Qualification
Confirm that the lead meets all Surge qualification standards before proceeding.
A project should only advance if it has:
Verified ownership or decision- making authority
Energy bills or usage data uploaded
A viable roof or site for installation
Clear financial or sustainability motivation
If anything is missing, work with your Mentor or the client to complete the information before advancing to proposal stage.
Coordinate with Your Mentor
Every Strategist must collaborate with a Mentor for oversight and compliance.
Your Mentor helps ensure that:
The system design and financials are accurate
The proposal reflects correct allowances and pricing
All documentation is properly structured for client presentation
No proposal should be sent to a client without Mentor review and approval.
Work with the Surge Proposal Team
Once the project is approved for proposal development, the Surge proposal team will provide system design, pricing, and technical documentation.
Be sure to review:
System capacity (kW)
Roof or land layout and equipment details
Estimated production and savings
Warranty and maintenance terms
Keep communication organized within the platform so that all updates are documented and accessible to your Mentor and Surge operations.
Delivering the Proposal
Prepare for the Meeting
Schedule a dedicated presentation time with the client.
Review all financials and proposal slides in advance.
Anticipate common questions (cost, savings, payback, financing).
Have your Mentor available to join live or on standby.
Make sure you are presenting the approved version of the proposal - never modify designs or pricing on your own.
Walk Through the Proposal
During the meeting:
Begin with a short overview of Surge and our partners to build credibility.
Explain the system design and expected energy production in clear, simple terms.
Highlight financial outcomes: savings, ROI, and incentive programs.
Review payment options or financing structures available.
Ask for feedback and address any concerns transparently.
The goal is to educate and advise - not to oversell or pressure the client.
Secure the Commitment
When the client is ready to move forward:
Review the Letter of Intent (LOI) or contract terms together.
Confirm signature and document upload through the Surge platform.
Notify your Mentor and the EPC immediately once the document is signed.
Once the LOI or contract is executed, the project officially moves into the contracting and permitting phase.
After the Presentation
Update Project Status
Immediately update the project stage in your dashboard to reflect “LOI Signed” or “Contract Executed.”
Upload the signed document and any new client notes to keep records complete.
Communicate with the EPC
Ensure the EPC receives the signed LOI and any additional data they may need to begin final design, permitting, or interconnection.
Notify Your Mentor
Your Mentor should always be looped in on every signed project to confirm next steps, ensure compliance, and prepare for installation tracking and commission eligibility.
Best Practices
Always present with visuals and data - never just a quote.
Use simple, client-friendly language to explain energy terms.
Focus on financial and operational benefits, not technical jargon.
Let the client set the pace; listen more than you talk.
Keep Surge’s brand values - professionalism, accuracy, and trust - at the forefront of every conversation.
Common Mistakes to Avoid
Presenting unapproved or incomplete proposals
Overpromising savings or performance outcomes
Failing to document client feedback or next steps
Skipping your 1:1 Mentor review
Allowing outdated pricing or designs to remain active
Summary
Stage | Action | Owner |
Pre-Meeting | Verify lead qualification and gather data | Strategist / Mentor |
Proposal Review | Confirm EPC pricing and Mentor approval | Strategist / Mentor |
Client Presentation | Deliver professional, data-backed proposal | Strategist |
Commitment | Obtain LOI or contract signature | Strategist / Mentor |
Post-Presentation | Upload documents and update project status | Strategist |
Handoff | Notify EPC and Surge Ops for next phase | Strategist / Mentor |