Welcome to REACH Solar! We are excited that you have decided to join forces with the most innovative solar dealer in the industry. In this guide you will learn what you need to do to get set up properly in the states in which you want to sell. Located here are the simple steps to take to get your REACH Solar website set up properly and create schedules so Setters can book homeowner appointments for you. You will also learn where all the resources are that you'll be using to learn about the various EPCs that we work with around the country. As a REACH Solar Sales Rep we want you to have everything you need to build a lucrative solar sales career and solar business.
Do You Also Want to Build a Team at REACH Solar? If so, you'll also want to visit the REACH Solar Setters and Builders Guide.
FAST START TRAINING
Every new REACH Solar Rep, whether you want to just bring in homeowner leads and electric bills, just build a team of other Reps, just be a Sales Rep, or you want to do all of it...NEEDS TO SEE the FAST START TRAINING!
Fast Start Training is conducted 'live' every Monday and Wednesday night at 8:30 pm ET and every Saturday at 10 am ET via Zoom. Fast Start Training is hosted by Nick Odom. Nick is a top producer in the direct selling industry. You can join these, and any REACH Zoom, by clicking the 'JOIN REACH ZOOM' tab at the top of the home page of your back office or on the Calendar tab.
However, if you cannot attend any of these live FAST START TRAINING sessions, take the time now to watch a FAST START TRAINING from January of 2025 below.
Get Coded as a REACH Solar Sales Rep
You have filled out the registration form and are now a part of REACH Solar. On that form it asked for how many solar sales that you've previous done. You should have also picked up to 3 states in which you want to sell solar with REACH.
If you chose a state where a license is required, you'll need to upload a copy of your license into the back office. If you have any challenges with this, let me know.
Establish Your REACH Email
Once you submit this form and choose your states, REACH will send you an email to establish a REACH Solar email account. The account is through gmail. However, your email address will be firstname.lastname@reachsolar.com. Once you activate this email account, REACH will then send you emails with logins for each installer and the financiers they work with in each of the 3 states that you have chosen.
Stay Organized with Your Installer Logins
If you choose 3 states in which to sell solar, REACH may have 1, 2 or more installers that we work with in each of those 3 states. A strong recommendation is that you create folders in your REACH Solar email account for each installer. As emails come in from each, place those emails in the appropriate folder. Then, create an Excel spreadsheet and list each login link, username, and password for the various installation companies, design portals, and financiers. You'll see an example below.
Back Office Settings
You will want to ensure that the information in your back office is correct. Hover over your avatar/profile picture and in the drop down menu choose Settings. Make sure this information is correct. This is where you can change your email address to your REACH Solar email address. This is also where you will upload your profile picture. This is important as it will also show on your personalized REACH Solar website.
Left Hand Navigation Menu
Look at the left hand side of the page to view the navigation menu.
Website Profile
Choose your handle for your public facing REACH Solar website. Each Sales Reps website will be http://www.reachsolar.com/. Choose what you would like to come after the /. It could be your first name and last intial. It could be a company name. It's your choice but a recommendation is to make it short and simple to remember. Do not use REACH Solar in your vanity url.
Make sure your Public Contact Info is correct as this is what will be listed on your personal REACH Solar website.
Password
If you wish to change the password to your back office, do it here.
Schedules
Here you can create schedules for different meeting types such as homeowner presentations, meetings with Setters, etc. This will give Setters a link under an Opportunity to schedule a homeowner appointment with you. You can integrate various Google Calendars so that if you have personal and/or other business appointments on another calendar that coordinate with meetings on your REACH Solar Google Calendar. Look to the right for an example of the types of meeting calendars you can set up.
Sales Rep Profile
Here you can upload the front and back of your driver's license. This is critical as some installers require this information to be able to onboard with them.
Business Resources
Here you'll find important information regarding REACH Solar's Terms and Conditions, and more.
Once you have a sale as a Setter, Builder, or Sales Rep and you are entitled receive commissions from REACH, you will need to set up your PayQuicker account. REACH sends your commissions to PayQuicker. Depending on how you set up your account, you can then transfer those funds directly to a bank account or to a REACH Solar debit card that can be used like any other debit card. For details, visit the RESOURCES tab that can be accessed by clicking on your photo/avatar at the top right of your back office home page. You will see PayQuicker at the top left of the navigation menu.
Your REACH Solar Back Office
Your REACH Solar Back Office is an important resource for building your business. You will be using your back office often to submit electric bills and create leads, check on the status of your Opportunities and Projects, and attend REACH Zoom meetings.
Log in using your unique username and password.
You will also discover the REACH OUT app that you can use to contact people in your phone and expose them to REACH as a potential customer or team member of your REACH business.
Your REACH Solar Back Office is an important resource for building your business. You will be using your back office often to submit electric bills to Sales Reps, check on the status of your Opportunities and Projects, and attend REACH Zoom meetings.
Log in using your unique username and password.
- Watch the 'Getting Started Right' video on the home page. You will be introduced to the owners of REACH Solar and learn about the most important tabs in your back office as a new Setter and/or Builder with REACH Solar. You will also discover the REACH OUT app, in the switching banner at the top of the page, that you can use to contact people in your phone and expose them to REACH as a potential customer or team member of your REACH business.
Back Office Settings
You will want to ensure that the information in your back office is correct. Hover over your avatar/profile picture and in the drop down menu choose Settings. Make sure this information is correct. This is where you will upload your profile picture. This is important as it will also show on your personalized REACH Solar website.
Left Hand Navigation Menu
Look at the left hand side of the page to view the navigation menu.
Website Profile
Choose your handle for your public facing REACH Solar website. Each Setter, Builder, or Sales Rep website will be http://www.reachsolar.com/. Choose what you would like to come after the /. It could be your first name and last intial. It could be a company name. It's your choice but a recommendation is to make it short and simple to remember. Do not use REACH Solar in your vanity url.
Make sure your Public Contact Info is correct as this is what will be listed on your personal REACH Solar website.
Password
If you wish to change the password to your back office, do it here.
Your Resources Tab
As a REACH Solar Setter and/or Builder you will want to discover the drop down men under Resources. The sections listed are your "go to" items to be able to build your REACH Solar business.
Your Marketing Tab
There are very helpful resources under the Marketing tab in your back office. What you will see right away are short videos for sending to prospects about the REACH business opportunity and to homeowners to peak their interest in seeing what solar could do for them. There is also the link to your public facing REACH Solar website, and a link to upload utiltiy bills from homewoners.
Also pay attention to the left-hand navigation menu. There is important information there as well such as a link to our presentation slide deck, business video presentation from our Co-CEO, Mike Fedick, and a recorded 'live' business overview. And if you miss a Daily Dose or Reach Up Zoom, you can come here and find the recording!
Your Training Tab
Please note that you, as a Setter/Builder, may not have the same choices as I do in the Training tab because I am also a Sales Rep. But you will have the Setter and Builder Training, the Rise to REACH Virtual Event videos, and the Scripts on the left-hand navigation menu.
Pay particular attention to the Recruting Training with Michele V and 'How to Go Pro Builder'.
The REACH Zoom Calendar
All of the REACH Zoom Calls on a calendar in your time zone.
To join any of the REACH Zooms click JOIN REACH ZOOM at the top of the page.
Pipeline Managment each Tuesday at Noon ET, 9 am PT
you must have your camera on for these meetings
Michele V, our Pipeline Manager, hosts a Zoom each week to work with you and take your questions about projects you have in the pipeline. Michele is there to assist in moving deals forward, communicating with installers, and more.
Click 'Join Reach Zoom' at the top of your Back Office home page and Training page.
Here's another way to get there- https://reachsolar.com/zoom
Sales Training Each Wednesday at Noon ET, 9 am PT
you must have your camera on for these meetings
REACH Solar holds a sales training via Zoom each week to make us better at what we do. The topics vary from week to week. Make sure that you're ready to take notes, ask questions, and have your camera on.
Click 'Join Reach Zoom' at the top of your Back Office home page and Training page.
Here's another way to get there- https://reachsolar.com/zoom
PayQuicker and the REACH Compensation Plan
REACH pays us through PayQuicker. However, you don't need to worry about filling this out until you have some solar sales to get paid on.
If you want to learn about our compensation plan, and you should, there is a Compensation Plan Document and a detailed video under the Compensation Plan tab in the left-hand navigation menu.
Your Solar Info Tab
If you're a Setter/Builder your Solar Info tab will not contain all the information that a Sales Reps tab will. However, most likley the most important information for a Setter is the Installer Map (in what states do we install) which you will see here.
What About Building a Team and Submitting Your Own Leads?
The information above is very specific to REACH Solar Sales Reps. If you want to leanr more about recruiting and building a team of Setters and Sales Reps, go to https://homebasedsolarsales.com/2024/12/02/reach-solar-setters-builders-guide/.
Toward the middle of the page it will give you information about submitting electric bills from homeowners, creating a lead, and choosing yourself as the Sales Rep. You need to do this with your leads as this is how the REACH system follows the lead to installation and paying its Sales Reps.
There is also information about how to interest someone in joining REACH with directions to our marketing videos and enrollment links.
Take Action
OK, so you have done some work to get set up as a Sales Rep. Now is the time to take action.
And always remember, you can contact me by using the information below. Or, contact the person that enrolled you into REACH Solar.
Dale Guiducci
619-252-9670
dale@reachsolar.com
If you want to schedule a Zoom meeting with me click https://dashboard.reachsolar.com/book/daleg