lunch & learn presentation - complete solar solution
TRANSCRIPT
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MERISA
LEE
Lunch and Learn
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From Leamington, ONMERISA LEE
Leamington!
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“tomato capital of Canada”MERISA LEE
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Identical tripletMERISA LEE
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Interested in renewable energy & the automotive industry
MERISA LEE
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Entering 3rd year Management
Engineering at the
University of Waterloo
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Strong interest in project
engineering and
productmanagement
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2011
2016
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LEAD
OPTIMIZATION
ENGINEERING
INTERN
Analyze data coming from app
Make suggestions on how to improve routes
Build algorithms to determine best homes to visit
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CHINO HILLS CANVASSING
Observe how canvassing is done, tablet based app in action, make hypotheses to improve data going in to application
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CHINO HILLS CANVASSING
AggressiveAnnoyingRudeUnpassionateEasy
GenuineSmart
KindPassionate
Hard working
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What factors predict a potential solar customer?
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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
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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
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EXPERIAN DATA
0 50 100 150 200
51
11
157 MSU
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Age
Length of residence
Income Home value
Marital status
Education
Pool Neighborwith solar
SCORESCORE
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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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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
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ROADBLOCKS
Battery life inefficientGPS runs in background
2-4 hours
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ROADBLOCKS
Hard to test with very fewBay Area canvassers
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ROADBLOCKS
Having a 3rd party maintainour application
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ROADBLOCKS
Adjusting scoring method,thinking of different methods
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NEXT STEPS
NEW INTERNPatrick Roncal
3B Math
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NEXT STEPS
NEW CANVASSERS
20 in Dublin12 in Chino Hills
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NEXT STEPS
TABLET everyoneusing tablet
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NEXT STEPS
CONTINUOUSIMPROVEMENT
Choosing better turfs
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MERISA
LEE
TheEnd
Questions?