SOLAR CUSTOMER ACQUISITION AND SOLAR LEAD QUALIFICATION

• US 20150310463A1
• Filed: 08/12/2014
• Published: 10/29/2015
• Est. Priority Date: 04/25/2014
• Status: Abandoned Application

• Current Assignee: Opower, Inc. (Oracle Corporation)
• Original Assignee: Opower, Inc. (Oracle Corporation)
• Inventors: Turfboer, Jonathan, Blumenfeld, Steven, Lising Berman, Anna, Kinnier, Alex, Yates, Daniel, Laskey, Alexander
• Application Number:
  US14/458,173
• Publication Number:
  US 20150310463A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0204 Market segmentation
• CPC Class Codes: Y04S 50/14 Marketing, i.e. market research and analysis, surveying, promotions, advertising, buyer profiling, customer management or rewards

Abstract

According to various aspects of the subject technology, systems and methods for qualifying solar leads are described. In certain implementations, data about utility customers and/or other information are used to identify high-quality solar leads, thus reducing the amount of extraneous work for installers and resulting in an overall reduction of the total cost of solar implementations.

Claims

1. A computer-implemented method for qualifying a solar lead, comprising:

determining a plurality of scores for the solar lead, wherein the plurality of scores comprises at least one of a grid score, a behavioral score, an engagement score, and a household value score; and

consolidating the plurality of scores to obtain an overall lead score for the solar lead.

2. The computer-implemented method of claim 1, further comprising determining whether the solar lead is a high-quality solar lead based on the overall lead score.

3. The computer-implemented method of claim 1, wherein determining the grid score comprises:

determining a portion of a grid that needs additional capacity; and

determining whether the lead is located within or near the portion of the grid in need of additional capacity.

4. The computer-implemented method of claim 1, wherein determining the grid score comprises determining whether the lead consumes a large amount of energy during peak hours based on energy usage information for the lead.

5. The computer-implemented method of claim 4, further comprising obtaining the energy usage information from a smart meter.

6. The computer-implemented method of claim 4, wherein determining whether the lead consumes a large amount of energy during peak hours comprises:

determining energy usage of the lead over the peak hours; and

comparing the energy usage to a threshold.

7. The computer-implemented method of claim 1, wherein determining the grid score comprises determining whether neighbors of the lead have already installed solar panels.

8. The computer-implemented method of claim 1, wherein determining the behavioral score comprises determining whether the lead has high energy usage.

9. The computer-implemented method of claim 8, wherein determining whether the lead has high energy usage comprises:

determining energy usage of the lead over a period of time; and

comparing the energy usage to a threshold.

10. The computer-implemented method of claim 1, wherein determining the behavioral score comprises determining whether the lead has reduced energy usage during a peak event in response to a message to reduce energy usage during the peak event.

11. The computer-implemented method of claim 1, wherein determining the behavioral score comprises determining whether the lead has reduced energy usage in response to a report that ranks the lead against a plurality of utility consumers based on energy usage of the lead and energy usage of each of the plurality of utility consumers.

12. The computer-implemented method of claim 11, wherein determining whether the lead has reduced energy usage comprises comparing energy usage of the lead over a first period of time with energy usage of the lead over a second period of time.

13. The computer-implemented method of claim 1, wherein determining the engagement score comprises determining whether the lead has opened an energy-related email.

14. The computer-implemented method of claim 13, wherein determining the engagement score comprises determining whether the lead has clicked on a link in the energy-related email.

15. The computer-implemented method of claim 1, wherein determining the engagement score comprises determining whether the lead has purchased a green product.

16. The computer-implemented method of claim 15, wherein determining whether the lead has purchased a green product comprises determining whether the lead has applied for a rebate, coupon or tax credit for the green product.

17. The computer-implemented method of claim 1, wherein determining the engagement score comprises determining an amount of activity of the lead on an energy-related website.

18. The computer-implemented method of claim 1, wherein determining the household value score comprises determining whether a homeowner association (HOA) restriction applies to a home of the lead.

19. The computer-implemented method of claim 1, wherein determining the household value score comprises estimating an amount of energy that would be generated if solar panels were installed at a home of the lead.

20. The computer-implemented method of claim 1, further comprising determining when to market to the lead based on whether the lead has recently engaged in an energy-related activity.

21. The computer-implemented method of claim 1, further comprising:

determining to which one of a plurality of customer segments the lead belongs; and

determining content of a message to market to the lead based on the determined customer segment.

22. A non-transitory computer-readable storage medium including instructions that, when executed by a processor, cause the processor to:

determine a plurality of scores for the solar lead, wherein the plurality of scores comprises at least one of a behavioral score and an engagement score; and

consolidate the plurality of scores to obtain an overall lead score for the solar lead.

23. A system comprising:

at least one processor;

a memory device including instructions that, when executed by the at least one processor, cause the at least one processor to;

determine a plurality of scores for the solar lead, wherein the plurality of scores comprises at least one of a grid score and a behavioral score; and

consolidate the plurality of scores to obtain an overall lead score for the solar lead.