SME Lead Program — SME Vault

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SME Lead Program

Lead Types

Know your lead — pay structure changes based on how it came in.

Warm

Set Appointment

$250/kW

Lead Cost on Loans & PPAs

50 / 50

Split off $500 on Grid+

Once you have submitted your first 3 self-generated leads ("self-gens"), you become eligible to receive set appointments.

Distribution: Appointments are prioritized based on sales volume.
Incentive: The more deals you close, the more set appointments you will receive.

Luke Warm

Knocked a Door From a Lead

$150/kW

Lead Cost

40 / 60

Split off $500 on Grid+

These leads are offered at a discount because they require a bit more legwork to establish communication.

What they are: The homeowner filled out their information, but we have been unable to reach them by phone (usually due to a typo in the number or unresponsiveness).
Action Required: Because they cannot be reached by phone, these leads require you to go to the home and knock on the door to make initial contact.

New Home

Target Knock

Self Gen

Redline applies

100%

Kickstart your pipeline

To help you hit the ground running, we provide free access to New Homeowner Pins.

Purpose: These are designed to help you secure your first 3 self-gens as quickly as possible so you can unlock access to set appointments.
Cost: Provided entirely free of charge. Map example of homeowner pins

Important Note on Referrals: Applies to all three lead types mentioned above. Any referrals you gain from an existing lead belong entirely to you as the Sales Rep. These should be submitted as self-gens and will not incur any additional costs or fees.

How to Start

Three steps to get going from day one.

Get Your SME Vault Login

You'll need a login to the SME Vault, which includes access to the SME Lead Engine — your hub for tools, leads, and partner reference sheets.

30-Min Call With Monty

A quick game-plan call to align on territory, lead flow, and how to hit the ground running.

Book a Call

Join the WhatsApp Team Page

You'll be added to the SME team page on WhatsApp, where updates and team-wide announcements go out.

Communication

How we stay connected — and who to ask.

Weekly Monday Video

A team-wide video update sent out every Monday.

SME Team Page on WhatsApp

The fastest channel for real-time updates and announcements. Stay active here.

Sales Questions

Deals, pricing, proposal structure, objections, closing strategy.

Monty

Commission Questions

Pay timelines, payout amounts, and payment structure.

Erin

Pay Expectations

Payout speed depends on the product type.

Loans & CashFASTEST

Participate / Grid+MODERATE

PPAs & TPOLONGEST

Fastest

Loans & Cash

Pay out fast.

Moderate

Participate / Grid+

Anything with Participate, including Grid+, takes slightly longer.

Longest

PPAs & TPO

These take the longest to pay out.

"Options are good. Plan accordingly."

M1s

What to know about advances while we're in build mode.

Case by Case

M1s are handled case by case, and only for reps who are actively submitting deals.

SME Is in Build Mode

We're focused on building the systems and infrastructure that benefit the whole team long term.

It Comes From Marketing

Fronting money comes straight out of our marketing budget — which means fewer leads for the team.

Referral Program

Know someone? Get paid.

$1,500

per referred sales rep

after their 3rd deal has funded

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View some of our installed projects:

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Share this video with anyone you know looking for a safe solar home.

Earned Rewards

Hit your milestones, unlock the gear.

SME Signature Snapback and Performance Henley

SME Signature Drop

Milestone Unlock

This isn't a competition against the team—it's you versus you. Hit your personal volume targets for the quarter to automatically unlock the SME Signature Snapback and Performance Henley.

Let's get after it.