The Proposal Room

The six-question marketplace audit

Six questions about how your company handles an EnergySage lead. At the end you get a score out of 18, the one thing costing you the most deals, and what to do about it in the next 30 days.

Two minutes. Nothing is sent anywhere — the scoring runs in your browser.

0 of 6 answered —

1

How long does a new marketplace lead typically wait for your first reply?

Not your best case. The middle of your last twenty. EnergySage treats responsiveness as a leading indicator of everything else, and slow response beats price as a cause of loss by about four to one.

Under an hour, including weekends Same business day Usually within a day or two Honestly, it depends who's around

2

What share of quotable leads actually get a quote?

Every quotable lead you skip is a total loss on its share of what you pay for the channel. This is the cheapest leak to fix and the one most owners don't know they have.

Nearly all of them — someone owns the queue Most, but a few slip Maybe two-thirds No idea — nobody tracks it

3

Of the quotes you submit, what share do you close?

Close rate on submitted quotes is the number that decides whether this channel makes or loses money. Channel-level ROI hides process-level failure.

Above 25% 15–25% Under 15% We don't measure it separately

4

Does a homeowner ever see a face before they see your price?

Your quote sits beside two others in a standardized format. If nobody explains it, the homeowner falls back on the only thing they understand — the smallest number.

Every quote goes out with a personalized recorded walkthrough Sometimes, on bigger deals We send the same generic company video to everyone We send the proposal and then call

5

After the quote goes out and they go quiet, how many more times do you reach out?

Marketplace decisions routinely run 30 to 90 days. Most reps stop after one or two attempts, which means most of the pipeline is abandoned while it's still live.

A scheduled cadence out to 90 days, each touch carrying something new Three or four times over a few weeks Once or twice, then we move on Whenever the rep remembers

6

When a homeowner could pay cash, what do you lead with?

The residential credit ended for purchases on January 1, 2026. The commercial credit still flows through third-party ownership, which is why a prepaid lease can now beat cash for the same buyer.

We ask first, then lead with whichever structure genuinely fits — prepaid lease included We show all the options side by side Cash or loan first, TPO if they balk We don't offer a prepaid lease product

0

Your 30-day priority

Roughly how many quotable leads do you get a month?

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What to do with this

Copy your results and keep them. Re-run the audit in 90 days — the point is the change, not the score.

The Proposal Room · Scoring reflects the framework in The EnergySage Playbook. Market conditions current as of September 2026.