Surge Workflow Tips
Understand the Surge pipeline so you can maximize efficiency
3 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 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.
