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Working with external sales representatives, Everbright had no presence during in the sales process. The materials that did make it to the homeowners were convoluted, and easy to misunderstand. This led to homeowners not understanding their payments, the impact of solar, and the extent of EverBrights involvement.

This problem plagued other solar competitors and cost Everbright alone more than 100 million in 2024/2025.7"],"value":{"characterStyleOverrides":[],"characters":"I joined EverBright in 2023 as a Senior Product Designer, and through 2024 I helped to design new features for the B2B, Solar Design and Financing platform with-in EverBright.

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Working with external sales representatives, Everbright had no presence during in the sales process. The materials that did make it to the homeowners were convoluted, and easy to misunderstand. This led to homeowners not understanding their payments, the impact of solar, and the extent of EverBrights involvement.

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The idea was simple, bring the complete homeowner experience into MyEverBright. This included bringing the solar proposal, credit application, and contract signing into the app. We originally wanted to go with this direction, but with limited resources and high stakes, we needed to implement a solution with-in the existing tech structures.

As we were developing the final solutions, we began to plan and explore solutions to completely overhaul the homeowner experience....
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This problem plagued other solar competitors and cost Everbright alone more than 100 million in 2024/2025.3"],"value":{"visible":false}},{"key":["Container0","EverBright, a company focused on residential solar financing and design, was dealing with high rates of homeowner delinquency due to excessive homeowner dissatisfaction, deceptive sales practices, and poorly defined educational materials.

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Working with external sales representatives, Everbright had no presence during in the sales process. The materials that did make it to the homeowners were convoluted, and easy to misunderstand. This led to homeowners not understanding their payments, the impact of solar, and the extent of EverBrights involvement.

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Working with external sales representatives, Everbright had no presence during in the sales process. The materials that did make it to the homeowners were convoluted, and easy to misunderstand. This led to homeowners not understanding their payments, the impact of solar, and the extent of EverBrights involvement.

This problem plagued other solar competitors and cost Everbright alone more than 100 million in 2024/2025.0"],"value":{"characterStyleOverrides":[],"characters":"As I began with this new team, a partner team focused on solar design tools for sales reps began their own research efforts. Luckily we were able to use their infrastructure, and interviews to insert our own questions. This allowed us to begin research faster, get a more educated start on content redesigns, as well as assist their team in analyzing and sharing research results.\n\nThrough this research we learned that the proposal was not being used. Sales reps were instead selling through conversation, leaving very little behind for homeowners to refer to. They wanted to sell reactively based on homeowner needs, and without complete control over the content, sales reps did not want to use our materials. Specifically, reps found our content to have too much unnecessary information, with not enough focus on terms of service or guarantees.\n\nInitial learnings from our sales reps confirmed our strategy to begin reworking content with the idea of simplifying and de-risking our materials. Understanding that it would be an uphill battle to encourage or force sales reps to use our content, we refocused on directing our efforts on the homeowner.","style":{"styleIdForText":"StyleId:24:2814","fontFamily":"Inter","fontPostScriptName":null,"fontStyle":"Regular","textAutoResize":"HEIGHT","fontVariantPosition":"NORMAL","fontSize":14.0,"textAlignHorizontal":"LEFT","textAlignVertical":"TOP","letterSpacing":0.0,"letterSpacingValue":0.0,"letterSpacingUnit":"PERCENT","lineHeightPx":20.0,"lineHeightPercent":118.04158782959,"lineHeightPercentFontSize":142.857147216797,"lineHeightUnit":"PIXELS","paragraphSpacing":0,"paragraphIndent":0,"listSpacing":0,"italic":false,"textCase":"ORIGINAL","textDecoration":"NONE","textDecorationSkipInk":false,"textDecorationStyle":"solid","textTruncation":"DISABLED"},"lineHeightPercent":null,"lineHeightPercentFontSize":null,"lineHeightPx":null,"lineIndentations":[0,0,0,0,0],"lineStyleOverrides":[0,0,0,0,0],"lineTypes":["NONE","NONE","NONE","NONE","NONE"],"openTypeFlags":null,"styleOverrideTable":{},"text":null,"textDecorationSkipInk":null}},{"key":["Container0","EverBright, a company focused on residential solar financing and design, was dealing with high rates of homeowner delinquency due to excessive homeowner dissatisfaction, deceptive sales practices, and poorly defined educational materials.

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