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Building Your Pipeline

Marketing, lead generation, and sales strategy tips

15 articles
Your Opportunity At SurgeWelcome to Surge, the fastest-growing commercial clean energy firm in America, where we're saving the planet one panel at a time.
“Why Surge” Talk TrackUse this outline during calls, presentations, or casual conversations to communicate Surge’s mission and value in a confident, concise way.
Finding the Right Conversations (Solar & EV Chargers)Qualified conversations > volume of conversations
Finding Your "Man On the Inside"Why you need a deal champion on every project, and how to find one.
Converting Your Lead Into An OpportunityLearn how to turn your lead into a true, qualified opportunity.
Best Practices for Commercial Solar ProspectingThis guide outlines proven best practices for sourcing and developing commercial solar opportunities.
Common Objections & How to Handle ThemThis guide outlines the most common commercial solar objections and how to respond effectively while maintaining trust and professionalism.
Marketing & Messaging GuidelinesThis guide helps members communicate and represent Surge accurately and confidently, whether online, in person, or through printed materials.
What’s the Deal with EV Charging?How Property Owners Can Ride the Electric Wave — and Profit From It
Social Media Marketing GuideSocial media is one of the most powerful tools to grow your influence, attract opportunities, & share Surge’s mission. This guide focuses on best methods - creative, compliant, effective ways…
Finding the Right Decision MakerThis training shows how to identify and reach true decision-makers for commercial solar and EV projects to improve B2B outreach efficiency.
6 Types of Questions“The royal road to a man’s heart is to talk to him about the things he treasures most” -Dale Carnegie
Follow up Fortune Training"Not Following up with your prospects is the same as filling up your bathtub without first putting the stopper in the drain.” -Michelle Moore
Industries to TargetThe Surge Team’s Guide to Smart Prospecting
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…