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MERISA LEE Lunc h and

Lunch & Learn Presentation - Complete Solar Solution

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Page 1: Lunch & Learn Presentation - Complete Solar Solution

MERISA

LEE

Lunch and Learn

Page 2: Lunch & Learn Presentation - Complete Solar Solution

From Leamington, ONMERISA LEE

Leamington!

Page 3: Lunch & Learn Presentation - Complete Solar Solution

“tomato capital of Canada”MERISA LEE

Page 4: Lunch & Learn Presentation - Complete Solar Solution

Identical tripletMERISA LEE

Page 5: Lunch & Learn Presentation - Complete Solar Solution

Interested in renewable energy & the automotive industry

MERISA LEE

Page 6: Lunch & Learn Presentation - Complete Solar Solution

Entering 3rd year Management

Engineering at the

University of Waterloo

Page 7: Lunch & Learn Presentation - Complete Solar Solution

Strong interest in project

engineering and

productmanagement

Page 8: Lunch & Learn Presentation - Complete Solar Solution

2011

2016

Page 9: Lunch & Learn Presentation - Complete Solar Solution

LEAD

OPTIMIZATION

ENGINEERING

INTERN

Analyze data coming from app

Make suggestions on how to improve routes

Build algorithms to determine best homes to visit

Page 10: Lunch & Learn Presentation - Complete Solar Solution

CHINO HILLS CANVASSING

Observe how canvassing is done, tablet based app in action, make hypotheses to improve data going in to application

Page 11: Lunch & Learn Presentation - Complete Solar Solution

CHINO HILLS CANVASSING

AggressiveAnnoyingRudeUnpassionateEasy

GenuineSmart

KindPassionate

Hard working

Page 12: Lunch & Learn Presentation - Complete Solar Solution

What factors predict a potential solar customer?

Page 13: Lunch & Learn Presentation - Complete Solar Solution

Credit scoreHome-owner

Marital statusLength of Residence

AgeHome value

IncomeElectric/hybrid car

EducationNeighbors with solar

Human DynamicsPresentationTime of daySigns of life

# of previous attemptsPresentation

Canvasser tone

High usagePool/non poolSquare footageClimateChildrenInternet leads

Page 14: Lunch & Learn Presentation - Complete Solar Solution

STRATEGIC MARKETINGWhat is strategic marketing?Target consumers that will actually be interested

Why? Optimize our resources (canvasser time) to increase appointments and sales

How?Find consumers similar to our client’s customer base

Page 15: Lunch & Learn Presentation - Complete Solar Solution

EXPERIAN DATA

0 50 100 150 200

51

11

157 MSU

Page 16: Lunch & Learn Presentation - Complete Solar Solution

Age

Length of residence

Income Home value

Marital status

Education

Pool Neighborwith solar

SCORESCORE

Page 17: Lunch & Learn Presentation - Complete Solar Solution

Why use the tablet?• No need for data entry• Able to record homes already

knocked• Integrate efficient data in app• Tons of promise in analyzing data

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Page 19: Lunch & Learn Presentation - Complete Solar Solution

2% 2%

60%

35%

1% 1%

Statuses

Come Back Inaccessible Not HomeRefused Successful Vacant

Status Count PercentageCome Back 3 2%Inaccessible 4 2%Not Home 120 60%Refused 69 35%Successful 2 1%Vacant 2 1%TOTAL 200

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0:00 0:30 1:00 1:30 2:00 2:30 3:00 3:30 4:00 4:30 5:00 5:30 6:00 6:30 7:00 7:30 8:00 8:30 9:00 9:300

50

100

150

200

250

Knocks VS Time

Page 21: Lunch & Learn Presentation - Complete Solar Solution

ROADBLOCKS

Battery life inefficientGPS runs in background

2-4 hours

Page 22: Lunch & Learn Presentation - Complete Solar Solution

ROADBLOCKS

Hard to test with very fewBay Area canvassers

Page 23: Lunch & Learn Presentation - Complete Solar Solution

ROADBLOCKS

Having a 3rd party maintainour application

Page 24: Lunch & Learn Presentation - Complete Solar Solution

ROADBLOCKS

Adjusting scoring method,thinking of different methods

Page 25: Lunch & Learn Presentation - Complete Solar Solution

NEXT STEPS

NEW INTERNPatrick Roncal

3B Math

Page 26: Lunch & Learn Presentation - Complete Solar Solution

NEXT STEPS

NEW CANVASSERS

20 in Dublin12 in Chino Hills

Page 27: Lunch & Learn Presentation - Complete Solar Solution

NEXT STEPS

TABLET everyoneusing tablet

Page 28: Lunch & Learn Presentation - Complete Solar Solution

NEXT STEPS

CONTINUOUSIMPROVEMENT

Choosing better turfs

Page 29: Lunch & Learn Presentation - Complete Solar Solution

MERISA

LEE

TheEnd

Questions?