Purpose
Mentorship is the foundation of Surge’s culture. Every Strategist who succeeds at Surge does so with the support and guidance of a Mentor who’s invested in their growth, consistency, and confidence.
This article is to help Mentors (or aspiring Mentors) understand how to guide, train, and empower their Strategists while maintaining compliance, alignment, and professional standards across all projects and communications.
Mentorship at Surge isn’t about authority - it’s about service, support, and shared success.
Core Responsibilities of a Mentor
1. Oversight and Quality Control
Mentors ensure that every deal submitted by their team meets Surge’s standards for accuracy, compliance, and professionalism. They review:
• Lead qualification details
• Proposal accuracy and pricing integrity
• Documentation completeness (LOI, contracts, utility data, etc.)
• Project updates and communication with clients
Mentors act as a second set of eyes before anything reaches a client or EPC partner.
2. Skill Development and Coaching
Mentors are responsible for helping their Strategists grow in knowledge, confidence, and performance. Provide feedback and guidance on:
How to identify and qualify strong opportunities
How to deliver effective presentations
How to handle objections and follow-up professionally
How to maintain accurate documentation and organization
A great Mentor doesn’t just correct - they coach.
3. Accountability and Communication
Mentors hold their Strategists accountable to their commitments, activity goals, and conduct. Best practices include:
Regular 1:1 check-ins or group calls
Reviewing project pipelines weekly
Offering encouragement and constructive feedback
Addressing compliance or behavior issues quickly and privately
Clear communication prevents confusion and builds lasting trust.
4. Collaboration and Escalation
Mentors serve as the bridge between the sales network and Surge’s internal operations. They should:
Collaborate with Surge leadership on major deals or partner opportunities
Escalate unresolved system or payout issues to [email protected]
Share training or resource needs with Surge’s leadership team
When Mentors communicate effectively, the whole network benefits.
5. Modeling the Surge Standard
Mentors represent the highest level of professionalism within Surge. They lead by example - through consistent activity, positivity, and alignment with company values. Mentors must always:
Abide by all Policies & Procedures and Code of Conduct
Maintain confidentiality and compliance
Use approved templates, branding, and processes
Avoid negativity, gossip, or unverified information
Reinforce team unity and collaboration
A Mentor’s words set the tone - for the team, and for the company.
Mentorship Best Practices
Area | Best Practice | Outcome |
Communication | Weekly touchpoints and open dialogue | Strong relationships and clarity |
Training | Walk Strategists through proposals and systems | Confident, competent team members |
Documentation | Ensure accuracy and compliance | Fewer errors, faster payouts |
Feedback | Give timely, specific feedback | Improved performance and retention |
Recognition | Celebrate wins and growth | Builds morale and loyalty |
Delegation | Empower Strategists to lead | Creates scalability and depth |
Common Mentor Mistakes to Avoid
Taking over deals instead of coaching through them
Allowing unqualified or incomplete leads to advance
Neglecting regular communication or feedback
Overpromising commissions or opportunities
Failing to report policy violations or misconduct
Mentorship is about stewardship - not supervision. Guide your team with empathy and accountability.
Support for Mentors
If you need assistance with mentorship strategy, compliance questions, or advanced leadership development, contact [email protected]. Surge leadership will provide ongoing Mentor training sessions and resources for continuous improvement.
Summary
Category | Responsibility | Impact |
Oversight | Verify project quality and documentation | Protects Surge’s reputation |
Coaching | Develop Strategist skill sets | Builds stronger teams |
Communication | Maintain regular connection | Prevents issues before they grow |
Collaboration | Work closely with Surge leadership | Improves project efficiency |
Modeling | Embody professionalism and values | Strengthens company culture |