Scoring Method

Software/ Tools: ranking of proposal tools and ease of use as well as any apps. 

Finance Options: How diversified is the finance portfolio. (Freedom was a C since they only had Mosaic but have been moved to a B since they now have Credit Human and Enfin as loan options)

Customer Onboarding Process: Includes learning curve for platform being used, number of steps, how easy it is to schedule a site survey, how many docs are needed etc. 

Pipeline Management + Efficiency: How well do projects move post sale, how easy it is to track, how long to jobs stay stagnant etc. 

Install timelines: speed to install

Funding Timelines/ Accuracy: How quickly post install does an EPC pay and is it accurate.

Customer facing support: Does the EPC provide a project manager and customer outreach or does it entirely fall on the rep. Do they have a number for an office to call to talk to someone or is it all through email or ai 

Dealer Support/ Communication: How easy it to get problems solved. How fast is the response time to questions/ issues and is there a dedicated team 

Customer Reputation: If a customer goes on google are they going to be happy with what they find. Does the company have a brand that customers in the region will recognize 

Adders: Are the adder lists reasonable, can you easily memorize the adder sheet, are they including things like “base panel adders” or “software fees”

Margins: After all is said and done how healthy are the payouts. Do jobs get clobbered with adders, are redlines too high, are dealer fees to high. 

Install Footprint: How many markets covered by an EPC. One state, regional, national etc.