The Challenge

The client was transitioning from residential to commercial solar development and needed to ensure proposals were accurate and aligned with evolving industry regulations. They sought out our expert support to navigate utility data and commercial modeling tools.

The Solution

Marshall Smith, a Regional Account Manager at Energy Toolbase, recognized the urgency of the project and introduced ETB Consulting to Dave, knowing it would be a good fit for support. The ETB Consulting team provided services tailored to their commercial solar needs, explored different PV layouts, ESS models, payment options, and state incentives that a successful commercial project must have. The team was able to process the utility data and client information efficiently, despite it being limited to a single bill by studying the load profile and extracting the consumption from the usage chart. Once it was complete, the team held a meeting to walk through proposal strategy and modeling, dedicating extra time to the areas the client found most important. Outside of the Consulting experience, Marshall supported Dave by helping him reactivate his ETB Developer subscription and assisted with accessing and downloading the proposal data out demonstrating our strong cross-functional collaboration.

The Results

The client gained confidence in presenting accurate commercial proposals to their client to win more deals. They also became a committed Professional Services and ETB Consulting client, who returned for additional support by submitting two more requests the same day. The client was able to develop a stronger understanding of commercial solar tools and regulations.

The Impact

Through this collaboration, Energy Toolbase earned a loyal client and a trusted advocate for future referrals. In return, the client gained a dependable partner, backed by a knowledgeable support team and valuable insight into the evolving energy industry.

Client Feedback

“Very impressive and inspiring for me to work with your team.”