Sales & Project Workflow
Understand the Surge pipeline so you can maximize efficiency
4 articles
The Surge Project LifecycleEvery clean energy project in Surge follows a structured, transparent process from lead submission to installation and commission payout.
This article outlines that process step by step.
How to Qualify a Commercial LeadBefore submitting a project opportunity through Surge, it’s important to ensure the lead is both legitimate & viable. This guide outlines the essential criteria and best practices for qualifying a…
How to Advance and Present a Project as a StrategistThis guide outlines the process for advancing a project through Surge’s qualification, proposal, and presentation stages - and delivering a professional, high-conversion presentation to the client.
Understanding Allowances, Pricing, and ProposalsThis guide explains how allowances are structured, how pricing is determined, and what Strategists and Mentors must know to prepare and present compliant proposals.