Member Essentials
Area | Quick Summary |
Support Contact | |
Platform Support | Use the Intercom chat in your dashboard |
Training Calls | Tues @ 12 p.m. ET – Sales Training & Strategy |
Orientation Recording | Dashboard → Training → Orientation |
Referral Link | Dashboard → Team → Referral Link |
Commission Reports | Dashboard → Earnings → Commissions |
Policy Reference | Help Center → Policies & Procedures |
Representation Guidelines
✅ Do:
Use only approved Surge branding and templates
Keep all public communication professional and accurate
Represent Surge’s mission clearly: “We connect organizations with clean energy solutions - solar, storage, EV charging, and more.”
Share your personal experience, growth, and educational insights
Ask before posting any client or project content
🚫 Don’t:
Make income or earnings claims
Use or edit Surge logos without approval
Post confidential data, addresses, or project details
Speak on behalf of Surge in media or interviews
Argue, spam, or share misleading information online
Communication Channels
Purpose | Channel | Contact |
General Support | ||
Platform Help | Intercom Chat | In your dashboard |
Compliance / Policy | ||
Leadership Issues | Escalate via Mentor → CPO → CEO | |
Urgent Issues | Use subject line: “URGENT – [Issue Type]” | Your Mentor/Sponsor |
Always choose one channel per issue to avoid duplication.
Compliance Commitments
As a Surge member, you agree to:
Follow all Policies & Procedures and Code of Conduct
Keep client, company, and partner information confidential
Abide by all local, state, and federal regulations
Use Surge systems and tools only for legitimate business purposes
Communicate with honesty, professionalism, and integrity
Every message, meeting, and post reflects the brand we’re building at Surge - treat it like it’s your own.
Quick Safety & Conduct Reminders
Never share your Surge login or client data with others
Always verify that documents are signed and uploaded correctly
Attend at least one live training per week
Report potential compliance issues promptly
Keep communication channels positive and professional
Quick Links
Topic | Location |
Orientation Recording | Dashboard → Training |
Training Schedule | Help Center → Training Schedule |
Brand Guidelines | Help Center → Brand Guidelines |
Compensation Plan | Help Center → Compensation & Qualification Plan |
Policies & Procedures | Help Center → Policies & Procedures |
Represent Surge with integrity, curiosity, and professionalism - every member is a reflection of our collective success.