Origin — Solar, Roofing & Generators
Dealer partnerships

Agreeing on customer communication ownership

A homeowner should not have to guess which business can answer the next question.

A practical approach

For each project stage, identify the primary customer contact and the escalation contact. Explain when responsibility changes and how the introduction occurs. Keep both teams informed of a material customer commitment. If two people contact the homeowner about the same issue, reconcile the messages before making another promise.

Put it into practice

  1. Name the stage owner
  2. Define the introduction step
  3. Log customer commitments

General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.

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