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  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 10
  • Big bets · 3
  • Wildcards · 2
  • How we can help
Generated Oct 26, 2026
  1. Programmable
  2. Playbooks
  3. SPAN
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growth playbook · Oct 26, 2026

span.io (opens in a new tab)

SPAN growth playbook

Diagnosis

SPAN has strong technology and partners (Eaton's $75 million investment, PG&E, the Utilize coalition, XFRA with NVIDIA) and is hiring a Senior Channel Marketing Manager, Territory Sales Managers in five regions and a Strategic Account Director to grow its installer and distributor channel, plus a homeowner app product manager.

The channel's tools are behind: the savings calculator still promises federal tax credits that the IRS says ended, the partner resources page has logos and three social posts, the referral page expired in 2023, and there is one installer case study.

This playbook fixes the calculator, kit and referral page first, then builds activation, lead pass tracking, case studies, distributor and Eaton programs, and installer microsites.

Growth Score

7/10

Biggest Opportunity

Make the service-upgrade savings, which do not expire, the centre of every calculator, kit and case study, and give installers the tools to sell it.

Biggest Risk

Lumin, Schneider Home and traditional panels compete for the same installers, and outdated homeowner savings claims could cost trust with both homeowners and partners.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Rebuild the savings calculator: the federal credits it promises ended, but the service-upgrade savings did not

    Take the federal credit lines and IRA wording off the calculator page this week.

    High impact First result in 1 month
  2. 2

    Retire the 2023 referral page and relaunch referrals through the new Home app

    Redirect /referral today.

    Medium impact First result in 1 quarter
  3. 3

    Turn the marketing resources page into a co-marketing kit installers will use

    Ask five active installers what they would use.

    High impact First result in 1 month

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 1Big bets · 13Fill-ins · 3Reconsider · 4
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Your menu sends homeowners to "Identify rebates and tax credits", and the calculator page promises a "personalized savings estimate ... from the Inflation Reduction Act". Its calculator still lists the 25C credit (30%, up to $600 for the panel), the 25D credit (uncapped 30% for solar and batteries) and used-EV credits. The IRS says 25C ended for property placed in service after December 31, 2025, 25D for expenditures after that date, and the vehicle credits for vehicles acquired after September 30, 2025. Homeowners who plan on those numbers will find they do not exist, and installers have to explain the gap on the sales call. The new Channel Marketing Manager is hired to build "ROI calculators" for exactly these partners.

    High impactMedium effort First result in 1 month Senior Channel Marketing Mana…

    First action

    Take the federal credit lines and IRA wording off the calculator page this week.

    How to measure it

    Calculator-to-match-request rate

    Now
    –
    Target
    +20%
    By
    90 days

    Steps

    1. 1

      Remove expired credits

      Federal lines and IRA wording off the page and description.

      Web Marketing Manager 1 day

    2. 2

      Legal review

      Disclaimer and rebate wording.

      Associate General Counsel 3 days

    3. 3

      Define new inputs

      ZIP, service size, planned upgrades, battery.

      Senior Channel Marketing Manager 1 week

    4. 4

      Build savings logic

      Service upgrade avoided, rebates, backup hours.

      Web Marketing Manager 2 weeks

    5. 5

      Date the rebate list

      Owner and review date per utility.

      Senior Channel Marketing Manager 1 day

    6. 6

      Installer version

      Co-branded ROI one-pager from the same numbers.

      Senior Channel Marketing Manager 2 weeks

    7. 7

      Measure

      Completions and match requests.

      Senior Channel Marketing Manager monthly

    First result
    1 month
    Cost
    Staff time and a small build
    Owner
    Senior Channel Marketing Manager

    Smallest test

    Remove the expired federal credits from the calculator today and add a dated note.

    Why it works

    Replace the calculator with one built on savings that still apply: the cost of the service upgrade SPAN avoids ($3,000 to $20,000 by your own EIA figure), longer battery backup, the local utility rebates (by ZIP) you already list, and bill savings from the new breaker-level cost view. Remove the federal-credit lines and the Inflation Reduction Act wording from the page and its description, date the rebate list, and give installers the same tool as a co-branded ROI one-pager.

    An accurate estimate protects trust with homeowners and installers, and the service-upgrade story is stronger than any tax credit because it does not expire.

    Ready to use

    ChecklistSavings calculator rebuild

    [ ] Remove 25C, 25D and EV credit lines
    [ ] Remove "Inflation Reduction Act" from page and meta description
    [ ] Rename the menu link ("Estimate your savings")
    [ ] Add service-upgrade avoided ($3,000-$20,000)
    [ ] Add utility rebates by ZIP with review dates
    [ ] Add backup hours with a battery
    [ ] Installer ROI one-pager from the same inputs

    Risks and how to handle them

    • Lower headline savings without the credits

      Lead with the service-upgrade cost avoided, which is larger for most homes.

    • Rebates change often

      Review the utility list monthly and show the date.

    Evidence

    • Your websiteThe Electrification savings calculator page (linked in the menu as "Identify rebates and tax credits available for your project") has the meta description "Get your personalized savings estimate today from the Inflation Reduction Act which provides tax incentives for homeowners to install SPAN". The calculator script it loads (checked October 23, 2026) still lists the "25C Tax Credit" ("30% tax credit of maximum $600 per year" for the panel, "up to $2,000 per year" for heat pumps), the "25D Tax Credit" ("Uncapped 30% of equipment and installation costs" for solar and batteries) and used-EV credits ("30% of the cost up to $4,000"). Below it, local rebates from five utilities in California, Hawai'i, New York and Washington, one of which still cites "the Investment Tax Credit 25C".Source
    • IRSIRS summary of the One Big Beautiful Bill: the 25C Energy Efficient Home Improvement Credit is "Not allowed for any property placed in service after Dec. 31, 2025"; the 25D Residential Clean Energy Credit is "Not allowed for any expenditures made after Dec. 31, 2025"; the 25E and 30D clean vehicle credits are "Not allowed for any vehicle acquired after Sept. 30, 2025".Source
    • Your websiteSolar and storage installer page: "$13,000 Avg. cost of a single home battery", "$3-20,000 Avg. cost of a service upgrade (EIA)", "30% Drop in close rates with a MPU required (EnergySage)", "40% more battery life", and PowerUp, which avoids service upgrades.Source
    • HiringSenior Channel Marketing Manager (San Francisco, posted October 21, 2026): owns go-to-market "through distribution partners and installer networks" (distribution, new home construction, solar and storage, HVAC and electrical contractors); will "Own the SPAN Installer and SPAN Accelerate programs to get new installer teams onboarded, productive, and retained", "Activate the SPAN Expand program for stocking distributors", run partner marketing "with Eaton, ChargePoint and others", build "sales-enablement toolkits: slide decks, ROI calculators, specification sheets", produce "case studies ... video testimonials", build "partner microsites, and distribution catalog integrations", and "Manage and improve full funnel conversion of the demand generation and lead pass programs".Source
    • Your blogRecent posts: SPAN "publicized important partnerships with industry leaders like PG&E and Landis+Gyr" and Eaton's "$75 million investment" and plan to "feature SPAN Energy Intelligence technology at scale in its new smart panel offer" (March 9, 2026); the Utilize coalition with Carrier, Google, Tesla and others (March 10, 2026); XFRA, a distributed data center with NVIDIA (April 13, 2026); a new SPAN Home app with "breaker-level energy cost analysis" for SPAN and Eaton Smart Panels (August 25, 2026); a Metus heat pump integration (October 15, 2026). Posts show "Estimated read time: X min".Source
  • 02

    The /referral page is still live and in the sitemap, saying referrals "are being accepted until August 30th, 2023", with an old $4,500 price and a battery list that no longer matches your compatibility page. Anyone who lands on it sees an expired offer.

    Medium impactLow effort First result in 1 quarter Senior Channel Marketing Mana…

    First action

    Redirect /referral today.

    How to measure it

    Referral requests

    Now
    –
    Target
    100 a month
    By
    2 quarters

    Steps

    1. 1

      Redirect

      /referral to installer match.

      Web Marketing Manager 1 hour

    2. 2

      Review the pilot

      What the 2023 pilot produced.

      Senior Channel Marketing Manager 1 week

    3. 3

      Design the offer

      Reward and installer credit.

      Senior Channel Marketing Manager 2 weeks

    4. 4

      Build in app

      Share link.

      Senior Software Product Manager, Homeowner 1 quarter

    5. 5

      Track in Salesforce

      Referral source on leads.

      Salesforce Developer 2 weeks

    6. 6

      Launch

      Email and in-app.

      Senior Channel Marketing Manager 1 week

    First result
    1 quarter
    Cost
    Reward budget
    Owner
    Senior Channel Marketing Manager

    Smallest test

    Redirect the page and add a "refer a friend" link to the app email.

    Why it works

    Redirect /referral to the installer match page now. Then design a homeowner referral built into the SPAN Home app: a share link, a reward on install and credit for the installer who did the job.

    Homeowners who love the app are the most credible sellers, and the old pilot shows there was interest.

    Risks and how to handle them

    • Low-quality referrals

      Reward only completed installs.

    Evidence

    • Your websiteThe /referral page, still in the sitemap: "Referrals are being accepted until August 30th, 2023", a "Pilot stage" program with a swag pack, a Panel price of "$4500 + taxes, shipping, and installation", and a battery list (including LG Chem RESU and SolarEdge Energy Bank) that differs from the current compatibility list on Get Started (Tesla Powerwall, Enphase IQ, SolarEdge Home Hub, FranklinWH).Source
    • Your websiteGet Started: homeowners either submit the "installer match form" or ask their own electrician to complete SPAN authorization "which takes approximately 45 minutes"; the 103-URL sitemap has no installer locator, and "SPAN must be installed by a SPAN-authorized installer and licensed electrician".Source
    • Your blogRecent posts: SPAN "publicized important partnerships with industry leaders like PG&E and Landis+Gyr" and Eaton's "$75 million investment" and plan to "feature SPAN Energy Intelligence technology at scale in its new smart panel offer" (March 9, 2026); the Utilize coalition with Carrier, Google, Tesla and others (March 10, 2026); XFRA, a distributed data center with NVIDIA (April 13, 2026); a new SPAN Home app with "breaker-level energy cost analysis" for SPAN and Eaton Smart Panels (August 25, 2026); a Metus heat pump integration (October 15, 2026). Posts show "Estimated read time: X min".Source
    • HiringSenior Software Product Manager, Homeowner (posted October 19, 2026): owns the SPAN Home app; "Transforming the user's perception of electricity will be at the heart of your role", turning it into "personalized insights, automations, and actions" on energy "sources, uses, and costs", with "a metrics-driven approach ... using engagement analytics".Source
  • 03

    The partner resources page has logos, product descriptions and three social posts ending "Give us a call today". The new channel marketer is asked for toolkits, ROI calculators, spec sheets and case studies, and installers are promised co-marketing funds.

    High impactLow effort First result in 1 month Senior Channel Marketing Mana…

    First action

    Ask five active installers what they would use.

    How to measure it

    Kit downloads by active installers

    Now
    –
    Target
    60%
    By
    1 quarter

    Steps

    1. 1

      Ask installers

      Five interviews.

      Senior Channel Marketing Manager 1 week

    2. 2

      Make templates

      Flyer, sign, email, ad.

      Senior Channel Marketing Manager 2 weeks

    3. 3

      Add videos

      Per use case.

      Senior Channel Marketing Manager 1 month

    4. 4

      Translate

      Spanish versions.

      Senior Channel Marketing Manager 2 weeks

    5. 5

      Organise

      By installer type.

      Web Marketing Manager 1 week

    6. 6

      Track

      Downloads by partner.

      Senior Channel Marketing Manager monthly

    First result
    1 month
    Cost
    Design time
    Owner
    Senior Channel Marketing Manager

    Smallest test

    Publish one co-branded flyer this week.

    Why it works

    Add a co-branded flyer and yard sign template, the ROI one-pager (idea 1), short videos per use case (battery, EV, heat pump, renovation), email and ad templates, and Spanish versions of each, sorted by installer type.

    Installers sell more of what is easy to sell; ready-made materials turn authorization into installs.

    Risks and how to handle them

    • Outdated claims

      Review every asset quarterly.

    Builds on

    Evidence

    • Your websiteSales & Marketing resources page for partners: logos, short Panel and Drive descriptions and benefits, images, videos, and three social posts ending "Give us a call today"; no case studies, ROI one-pagers, co-branded flyers or Spanish versions.Source
    • HiringSenior Channel Marketing Manager (San Francisco, posted October 21, 2026): owns go-to-market "through distribution partners and installer networks" (distribution, new home construction, solar and storage, HVAC and electrical contractors); will "Own the SPAN Installer and SPAN Accelerate programs to get new installer teams onboarded, productive, and retained", "Activate the SPAN Expand program for stocking distributors", run partner marketing "with Eaton, ChargePoint and others", build "sales-enablement toolkits: slide decks, ROI calculators, specification sheets", produce "case studies ... video testimonials", build "partner microsites, and distribution catalog integrations", and "Manage and improve full funnel conversion of the demand generation and lead pass programs".Source
    • Your websiteInstallers page: "Get matched with free, qualified homeowner leads in your area", "co-marketing funds and sales support", SPAN badges, authorization "in just 30 minutes" in the Tech Portal, support "in English and Spanish, Mon-Fri 5am-6pm PST"; the only installer proof is EPX Energy, TX ("Our revenue tripled when we started offering SPAN on every project").Source
  • 04

    The five panel model pages in your menu are missing from the sitemap, /rebates is listed but redirects to the homepage, and blog posts show "Estimated read time: X min". Real visitors already pass Core Web Vitals, so these small fixes matter more than speed.

    Low impactLow effort First result in 2 weeks Web Marketing Manager

    First action

    Add the five product pages to the sitemap.

    How to measure it

    Model pages indexed

    Now
    –
    Target
    5 of 5
    By
    1 month

    Steps

    1. 1

      Sitemap

      Add model pages.

      Web Marketing Manager 1 hour

    2. 2

      Redirect

      /rebates to calculator.

      Web Marketing Manager 15 minutes

    3. 3

      Read time

      Fill the field.

      Web Marketing Manager 1 hour

    4. 4

      Check redirects

      All sitemap URLs.

      Web Marketing Manager 1 hour

    5. 5

      Submit

      Search Console.

      Web Marketing Manager 15 minutes

    6. 6

      Monthly check

      Sitemap health.

      Web Marketing Manager monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Web Marketing Manager

    Smallest test

    Fix the sitemap today.

    Why it works

    Add the product pages to the sitemap, point /rebates to the calculator, fill or remove the read-time field, and check the rest of the sitemap for redirects.

    Search engines find the model pages, and the blog looks finished.

    Risks and how to handle them

    • None significant

      Test in staging first.

    Evidence

    • Your websiteSitemap (103 URLs, checked October 23, 2026): the five panel model pages linked from the menu (/products/mlo-48 and others) are missing, while /rebates is listed but redirects to the homepage.Source
    • Your blogRecent posts: SPAN "publicized important partnerships with industry leaders like PG&E and Landis+Gyr" and Eaton's "$75 million investment" and plan to "feature SPAN Energy Intelligence technology at scale in its new smart panel offer" (March 9, 2026); the Utilize coalition with Carrier, Google, Tesla and others (March 10, 2026); XFRA, a distributed data center with NVIDIA (April 13, 2026); a new SPAN Home app with "breaker-level energy cost analysis" for SPAN and Eaton Smart Panels (August 25, 2026); a Metus heat pump integration (October 15, 2026). Posts show "Estimated read time: X min".Source
    • Google PageSpeedReal visitors pass Core Web Vitals on the homepage (Chrome UX Report, 75th percentile: LCP 2.1 s, INP 112 ms, CLS 0). In the mobile lab the page scores 36 (desktop 56) and downloads 15.1 MB, so speed is not the urgent problem.Source
  • 05

    Authorization takes "just 30 minutes", and Territory Sales Managers in five regions are hired to lead "onboarding and activation calls". The gap that matters is between authorized and active: installers who never do a first job.

    High impactMedium effort First result in 1 quarter Territory Sales Manager

    First action

    Pull last quarter's authorized installers and how many installed.

    How to measure it

    30-day activation

    Now
    –
    Target
    50%
    By
    2 quarters

    Steps

    1. 1

      Baseline

      Activation by cohort.

      Salesforce Developer 1 week

    2. 2

      Write sequence

      Email, call, checklist.

      Senior Channel Marketing Manager 1 week

    3. 3

      Set alerts

      No install by day 21.

      Salesforce Developer 1 week

    4. 4

      Route leads

      First leads to new installers.

      Territory Sales Manager ongoing

    5. 5

      Field visit

      First install support.

      Territory Sales Manager ongoing

    6. 6

      Review

      Activation monthly.

      Senior Channel Marketing Manager monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Territory Sales Manager

    Smallest test

    Run the sequence for one region's new installers.

    Why it works

    Send each newly authorized installer a 30-day sequence: a call in week one, a first-job checklist, a homeowner lead in their area when available, and a Territory Sales Manager visit for the first install. Track authorized-to-first-install in Salesforce.

    The first job is when an installer becomes a seller; speeding it up lifts installs per member, a goal in the channel post.

    Risks and how to handle them

    • Lead quality complaints

      Send first leads only in their service area.

    Evidence

    • HiringTerritory Sales Managers open for the Mountain (posted September 14, 2026), South Central, Pacific Northwest, Southern California and Northeast regions: "Manage inbound interest from prospective installer & distribution partners", "Lead onboarding and activation calls for newly authorized partners", spend "~8-15 days/month" in market at "field events, trade shows, trainings", track "funnel conversion, and activation status" in Salesforce and "Manage inventory turns". A Salesforce Developer (Sales Operations) is also open.Source
    • Your websiteInstallers page: "Get matched with free, qualified homeowner leads in your area", "co-marketing funds and sales support", SPAN badges, authorization "in just 30 minutes" in the Tech Portal, support "in English and Spanish, Mon-Fri 5am-6pm PST"; the only installer proof is EPX Energy, TX ("Our revenue tripled when we started offering SPAN on every project").Source
    • HiringSenior Channel Marketing Manager (San Francisco, posted October 21, 2026): owns go-to-market "through distribution partners and installer networks" (distribution, new home construction, solar and storage, HVAC and electrical contractors); will "Own the SPAN Installer and SPAN Accelerate programs to get new installer teams onboarded, productive, and retained", "Activate the SPAN Expand program for stocking distributors", run partner marketing "with Eaton, ChargePoint and others", build "sales-enablement toolkits: slide decks, ROI calculators, specification sheets", produce "case studies ... video testimonials", build "partner microsites, and distribution catalog integrations", and "Manage and improve full funnel conversion of the demand generation and lead pass programs".Source
  • 06

    Homeowners can only submit the match form or ask their own electrician to train; the site has no list of authorized installers. Many want to compare local installers before handing over their details.

    High impactMedium effort First result in 2 months Senior Channel Marketing Mana…

    First action

    Ask Premier installers to opt in.

    How to measure it

    Locator requests

    Now
    –
    Target
    +25% total requests
    By
    2 quarters

    Steps

    1. 1

      Opt-in

      Installer consent.

      Territory Sales Manager 2 weeks

    2. 2

      Data

      Service areas and services.

      Salesforce Developer 2 weeks

    3. 3

      Build

      Locator page.

      Web Marketing Manager 1 month

    4. 4

      Feed leads

      Into lead pass.

      Salesforce Developer 1 week

    5. 5

      Promote

      Calculator and app links.

      Senior Channel Marketing Manager 1 week

    6. 6

      Measure

      Requests and closes.

      Senior Channel Marketing Manager monthly

    First result
    2 months
    Cost
    Build time
    Owner
    Senior Channel Marketing Manager

    Smallest test

    Launch the locator in one region.

    Why it works

    Publish a ZIP-based locator of Premier and active authorized installers (opt-in), with badges, services (solar, battery, EV, HVAC) and a request button that still feeds the lead pass program.

    Visible local installers build trust and reward the installers who are most active, which supports the badge program.

    Risks and how to handle them

    • Installers fear losing control of leads

      Keep the request routed by SPAN.

    Evidence

    • Your websiteGet Started: homeowners either submit the "installer match form" or ask their own electrician to complete SPAN authorization "which takes approximately 45 minutes"; the 103-URL sitemap has no installer locator, and "SPAN must be installed by a SPAN-authorized installer and licensed electrician".Source
    • Your websiteInstallers page: "Get matched with free, qualified homeowner leads in your area", "co-marketing funds and sales support", SPAN badges, authorization "in just 30 minutes" in the Tech Portal, support "in English and Spanish, Mon-Fri 5am-6pm PST"; the only installer proof is EPX Energy, TX ("Our revenue tripled when we started offering SPAN on every project").Source
    • HiringSenior Channel Marketing Manager (San Francisco, posted October 21, 2026): owns go-to-market "through distribution partners and installer networks" (distribution, new home construction, solar and storage, HVAC and electrical contractors); will "Own the SPAN Installer and SPAN Accelerate programs to get new installer teams onboarded, productive, and retained", "Activate the SPAN Expand program for stocking distributors", run partner marketing "with Eaton, ChargePoint and others", build "sales-enablement toolkits: slide decks, ROI calculators, specification sheets", produce "case studies ... video testimonials", build "partner microsites, and distribution catalog integrations", and "Manage and improve full funnel conversion of the demand generation and lead pass programs".Source

This quarter 10

The core plays for the next three months.

  • 07

    Installers are promised "free, qualified homeowner leads", and the channel post asks for full-funnel conversion of the lead pass program. Without response times and outcomes per installer, good leads can go to installers who do not call back.

    High impactMedium effort First result in 1 quarter Senior Channel Marketing Mana…

    First action

    Pull last quarter's passed leads and their outcomes.

    How to measure it

    Lead-to-install rate

    Now
    –
    Target
    +30%
    By
    2 quarters

    Steps

    1. 1

      Define stages

      Contact to install.

      Senior Channel Marketing Manager 1 week

    2. 2

      Build tracking

      Salesforce and Tech Portal.

      Salesforce Developer 1 month

    3. 3

      Set SLA

      24-hour first contact.

      Territory Sales Manager 1 week

    4. 4

      Rank installers

      Response and close rate.

      Salesforce Developer 2 weeks

    5. 5

      Route

      Best performers first.

      Salesforce Developer 2 weeks

    6. 6

      Review

      Monthly by territory.

      Territory Sales Manager monthly

    First result
    1 quarter
    Cost
    Developer time
    Owner
    Senior Channel Marketing Manager

    Smallest test

    Track response time by hand for one territory for a month.

    Why it works

    Track every passed lead in Salesforce: time to first contact, site visit, quote, install. Give installers a simple status update in the Tech Portal, rank them by response and close rate, and route new leads accordingly.

    Faster contact lifts close rates, and installers who see that responsiveness earns leads respond faster.

    Risks and how to handle them

    • Installers skip updates

      Make status one tap and tie it to lead eligibility.

    Evidence

    • Your websiteInstallers page: "Get matched with free, qualified homeowner leads in your area", "co-marketing funds and sales support", SPAN badges, authorization "in just 30 minutes" in the Tech Portal, support "in English and Spanish, Mon-Fri 5am-6pm PST"; the only installer proof is EPX Energy, TX ("Our revenue tripled when we started offering SPAN on every project").Source
    • HiringSenior Channel Marketing Manager (San Francisco, posted October 21, 2026): owns go-to-market "through distribution partners and installer networks" (distribution, new home construction, solar and storage, HVAC and electrical contractors); will "Own the SPAN Installer and SPAN Accelerate programs to get new installer teams onboarded, productive, and retained", "Activate the SPAN Expand program for stocking distributors", run partner marketing "with Eaton, ChargePoint and others", build "sales-enablement toolkits: slide decks, ROI calculators, specification sheets", produce "case studies ... video testimonials", build "partner microsites, and distribution catalog integrations", and "Manage and improve full funnel conversion of the demand generation and lead pass programs".Source
    • HiringTerritory Sales Managers open for the Mountain (posted September 14, 2026), South Central, Pacific Northwest, Southern California and Northeast regions: "Manage inbound interest from prospective installer & distribution partners", "Lead onboarding and activation calls for newly authorized partners", spend "~8-15 days/month" in market at "field events, trade shows, trainings", track "funnel conversion, and activation status" in Salesforce and "Manage inventory turns". A Salesforce Developer (Sales Operations) is also open.Source
    • HiringService Engineer (posted October 19, 2026): the Tier 3 escalation point for support, who also manages "field service dispatches by coordinating with installers and homeowners" for "technically-minded installers and our non-technical homeowner customers".Source
  • 08

    Your installer pages say a service upgrade cuts close rates by 30% and that SPAN avoids it, but the only installer proof is one quote from EPX Energy. Installers buy on what SPAN did for other installers' revenue.

    High impactMedium effort First result in 2 quarters Senior Channel Marketing Mana…

    First action

    Ask EPX Energy for the numbers behind "revenue tripled".

    How to measure it

    Published installer case studies

    Now
    –
    Target
    6
    By
    2 quarters

    Steps

    1. 1

      Shortlist

      One per channel.

      Territory Sales Manager 2 weeks

    2. 2

      Interview

      Numbers and story.

      Senior Channel Marketing Manager 1 month

    3. 3

      Film

      Short testimonials.

      Senior Channel Marketing Manager 1 month

    4. 4

      Publish

      Channel pages.

      Web Marketing Manager 2 weeks

    5. 5

      Use in QBRs

      Partner reviews.

      Strategic Account Director quarterly

    6. 6

      Refresh

      Yearly.

      Senior Channel Marketing Manager yearly

    First result
    2 quarters
    Cost
    Production budget
    Owner
    Senior Channel Marketing Manager

    Smallest test

    Publish the EPX Energy story with numbers.

    Why it works

    Write six case studies, one per channel (solar and storage, HVAC, electrician, builder, distributor, a large national partner), with close rate, average job value and time saved before and after SPAN. Add video testimonials.

    Peer numbers convince installers, and the content serves sales, partner QBRs and the resources page.

    Risks and how to handle them

    • Partners will not share numbers

      Use ranges or anonymised figures.

    Evidence

    • Your websiteInstallers page: "Get matched with free, qualified homeowner leads in your area", "co-marketing funds and sales support", SPAN badges, authorization "in just 30 minutes" in the Tech Portal, support "in English and Spanish, Mon-Fri 5am-6pm PST"; the only installer proof is EPX Energy, TX ("Our revenue tripled when we started offering SPAN on every project").Source
    • Your websiteSolar and storage installer page: "$13,000 Avg. cost of a single home battery", "$3-20,000 Avg. cost of a service upgrade (EIA)", "30% Drop in close rates with a MPU required (EnergySage)", "40% more battery life", and PowerUp, which avoids service upgrades.Source
    • HiringSenior Channel Marketing Manager (San Francisco, posted October 21, 2026): owns go-to-market "through distribution partners and installer networks" (distribution, new home construction, solar and storage, HVAC and electrical contractors); will "Own the SPAN Installer and SPAN Accelerate programs to get new installer teams onboarded, productive, and retained", "Activate the SPAN Expand program for stocking distributors", run partner marketing "with Eaton, ChargePoint and others", build "sales-enablement toolkits: slide decks, ROI calculators, specification sheets", produce "case studies ... video testimonials", build "partner microsites, and distribution catalog integrations", and "Manage and improve full funnel conversion of the demand generation and lead pass programs".Source
    • HiringStrategic Account Director (posted October 5, 2026): drives "revenue contribution from SPAN's largest solar and storage partners", including "training & sales enablement, marketing & events", leads "regular business reviews (QBRs/EBRs)", and will "Define and execute joint programs, promotions, and offerings".Source
  • 09

    Territory Sales Managers spend 8 to 15 days a month in market at field events, trade shows and trainings, and installers earn education credits at demonstrations. None of these events are listed on the site.

    Medium impactLow effort First result in 1 quarter Territory Sales Manager

    First action

    List next month's events across territories.

    How to measure it

    Event-sourced authorizations

    Now
    –
    Target
    50 a quarter
    By
    2 quarters

    Steps

    1. 1

      Collect events

      All territories.

      Territory Sales Manager 1 week

    2. 2

      Build page

      By region.

      Web Marketing Manager 1 week

    3. 3

      Sign-up flow

      With reminders.

      Senior Channel Marketing Manager 1 week

    4. 4

      Distributor promotion

      Counter flyers.

      Senior Channel Marketing Manager 2 weeks

    5. 5

      Follow-up

      Authorization link after event.

      Territory Sales Manager ongoing

    6. 6

      Measure

      Authorizations by event.

      Salesforce Developer monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Territory Sales Manager

    Smallest test

    Publish one region's calendar.

    Why it works

    Publish an events page by region with trainings, distributor counter days and webinars, with sign-up and reminder emails. Promote it to electricians through distributors.

    Events the reps already run reach more installers when they are visible and bookable.

    Risks and how to handle them

    • Low turnout

      Co-host with distributors.

    Evidence

    • HiringTerritory Sales Managers open for the Mountain (posted September 14, 2026), South Central, Pacific Northwest, Southern California and Northeast regions: "Manage inbound interest from prospective installer & distribution partners", "Lead onboarding and activation calls for newly authorized partners", spend "~8-15 days/month" in market at "field events, trade shows, trainings", track "funnel conversion, and activation status" in Salesforce and "Manage inventory turns". A Salesforce Developer (Sales Operations) is also open.Source
    • Your websiteInstallers page: "Get matched with free, qualified homeowner leads in your area", "co-marketing funds and sales support", SPAN badges, authorization "in just 30 minutes" in the Tech Portal, support "in English and Spanish, Mon-Fri 5am-6pm PST"; the only installer proof is EPX Energy, TX ("Our revenue tripled when we started offering SPAN on every project").Source
    • HiringSenior Channel Marketing Manager (San Francisco, posted October 21, 2026): owns go-to-market "through distribution partners and installer networks" (distribution, new home construction, solar and storage, HVAC and electrical contractors); will "Own the SPAN Installer and SPAN Accelerate programs to get new installer teams onboarded, productive, and retained", "Activate the SPAN Expand program for stocking distributors", run partner marketing "with Eaton, ChargePoint and others", build "sales-enablement toolkits: slide decks, ROI calculators, specification sheets", produce "case studies ... video testimonials", build "partner microsites, and distribution catalog integrations", and "Manage and improve full funnel conversion of the demand generation and lead pass programs".Source
  • 10

    The channel role will activate "SPAN Expand" for stocking distributors and build distribution catalog integrations, and reps manage inventory turns. Distributors sell what is easy to find in their catalogs and at the counter.

    High impactMedium effort First result in 1 quarter Senior Channel Marketing Mana…

    First action

    Audit how SPAN appears in three distributor catalogs.

    How to measure it

    Expand sell-through

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      Audit catalogs

      Three distributors.

      Senior Channel Marketing Manager 1 week

    2. 2

      Product data

      Full specs and images.

      Senior Channel Marketing Manager 2 weeks

    3. 3

      Counter kit

      Display and selector.

      Senior Channel Marketing Manager 1 month

    4. 4

      Promotions

      Quarterly.

      Senior Channel Marketing Manager quarterly

    5. 5

      Co-op

      Tied to sell-through.

      Territory Sales Manager quarterly

    6. 6

      Review

      Inventory turns.

      Territory Sales Manager monthly

    First result
    1 quarter
    Cost
    Co-op and print budget
    Owner
    Senior Channel Marketing Manager

    Smallest test

    Fix catalog data at one distributor.

    Why it works

    Give each Expand distributor complete product data for their catalog, a counter display, a "which panel" selector card, quarterly promotions and a co-op budget tied to sell-through.

    Better catalog presence and counter tools lift sell-through, which keeps distributors stocking.

    Risks and how to handle them

    • Distributor data formats differ

      Start with the largest partner.

    Evidence

    • HiringSenior Channel Marketing Manager (San Francisco, posted October 21, 2026): owns go-to-market "through distribution partners and installer networks" (distribution, new home construction, solar and storage, HVAC and electrical contractors); will "Own the SPAN Installer and SPAN Accelerate programs to get new installer teams onboarded, productive, and retained", "Activate the SPAN Expand program for stocking distributors", run partner marketing "with Eaton, ChargePoint and others", build "sales-enablement toolkits: slide decks, ROI calculators, specification sheets", produce "case studies ... video testimonials", build "partner microsites, and distribution catalog integrations", and "Manage and improve full funnel conversion of the demand generation and lead pass programs".Source
    • HiringTerritory Sales Managers open for the Mountain (posted September 14, 2026), South Central, Pacific Northwest, Southern California and Northeast regions: "Manage inbound interest from prospective installer & distribution partners", "Lead onboarding and activation calls for newly authorized partners", spend "~8-15 days/month" in market at "field events, trade shows, trainings", track "funnel conversion, and activation status" in Salesforce and "Manage inventory turns". A Salesforce Developer (Sales Operations) is also open.Source
    • Your websiteHomepage: "SPAN reinvented the 100-year-old electrical panel"; "28 million People experienced power outages in 2023"; Wired Recommends 8/10, "Almost essential if you have a backup battery"; the panel family MLO 48, MLO 24, MAIN 40, MAIN 32 and MAIN 16, plus SPAN Drive, SPAN Edge and XFRA; dedicated pages for builders, HVAC, electricians, utilities and solar and storage installers.Source
  • 11

    Eaton invested $75 million and will feature SPAN Energy Intelligence in its smart panel, and the new SPAN Home app already supports Eaton Smart Panels. Every Eaton install is a home that learns the SPAN app.

    High impactMedium effort First result in 2 quarters Strategic Account Director

    First action

    Agree the joint message with Eaton's marketing team.

    How to measure it

    Eaton-panel app activations

    Now
    –
    Target
    70% of installs
    By
    3 quarters

    Steps

    1. 1

      Joint plan

      Message and channels.

      Strategic Account Director 1 month

    2. 2

      Landing page

      For Eaton owners.

      Web Marketing Manager 2 weeks

    3. 3

      In-app path

      Drive and Edge offers.

      Senior Software Product Manager, Homeowner 1 quarter

    4. 4

      Training

      Eaton channel.

      Senior Channel Marketing Manager 1 month

    5. 5

      Track

      Activations and upsells.

      Salesforce Developer monthly

    6. 6

      Review

      Quarterly with Eaton.

      Strategic Account Director quarterly

    First result
    2 quarters
    Cost
    Co-marketing budget
    Owner
    Strategic Account Director

    Smallest test

    Launch the Eaton owner landing page.

    Why it works

    Agree co-marketing with Eaton: a "works with SPAN Home" message at Eaton's channel, a landing page for Eaton panel owners, and upsell paths in the app to SPAN Drive and Edge. Track app activations from Eaton panels.

    The partnership widens reach far beyond SPAN's own installer network, and the app keeps SPAN visible in those homes.

    Risks and how to handle them

    • Brand confusion

      Agree naming rules with Eaton.

    Evidence

    • Your blogRecent posts: SPAN "publicized important partnerships with industry leaders like PG&E and Landis+Gyr" and Eaton's "$75 million investment" and plan to "feature SPAN Energy Intelligence technology at scale in its new smart panel offer" (March 9, 2026); the Utilize coalition with Carrier, Google, Tesla and others (March 10, 2026); XFRA, a distributed data center with NVIDIA (April 13, 2026); a new SPAN Home app with "breaker-level energy cost analysis" for SPAN and Eaton Smart Panels (August 25, 2026); a Metus heat pump integration (October 15, 2026). Posts show "Estimated read time: X min".Source
    • HiringSenior Channel Marketing Manager (San Francisco, posted October 21, 2026): owns go-to-market "through distribution partners and installer networks" (distribution, new home construction, solar and storage, HVAC and electrical contractors); will "Own the SPAN Installer and SPAN Accelerate programs to get new installer teams onboarded, productive, and retained", "Activate the SPAN Expand program for stocking distributors", run partner marketing "with Eaton, ChargePoint and others", build "sales-enablement toolkits: slide decks, ROI calculators, specification sheets", produce "case studies ... video testimonials", build "partner microsites, and distribution catalog integrations", and "Manage and improve full funnel conversion of the demand generation and lead pass programs".Source
    • HiringSenior Software Product Manager, Homeowner (posted October 19, 2026): owns the SPAN Home app; "Transforming the user's perception of electricity will be at the heart of your role", turning it into "personalized insights, automations, and actions" on energy "sources, uses, and costs", with "a metrics-driven approach ... using engagement analytics".Source
  • 12

    The new app translates energy use into dollars by circuit, and the homeowner PM is hired to change how people see electricity. Most homeowners will not open the app often unless something brings them back.

    High impactMedium effort First result in 1 quarter Senior Software Product Manag…

    First action

    Draft the email from one demo home's data.

    How to measure it

    Monthly active homeowners

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      Design email

      Cost by circuit.

      Senior Software Product Manager, Homeowner 2 weeks

    2. 2

      Data pipeline

      Monthly totals.

      Senior Software Product Manager, Homeowner 1 month

    3. 3

      Tips library

      By circuit type.

      Senior Channel Marketing Manager 2 weeks

    4. 4

      Installer link

      Next upgrade.

      Senior Software Product Manager, Homeowner 2 weeks

    5. 5

      Launch

      Opt-in users first.

      Senior Software Product Manager, Homeowner 1 week

    6. 6

      Measure

      Opens and app visits.

      Senior Software Product Manager, Homeowner monthly

    First result
    1 quarter
    Cost
    Product time
    Owner
    Senior Software Product Manager, Homeowner

    Smallest test

    Send it to 1,000 users.

    Why it works

    Send a monthly email and push: cost by circuit, biggest change, one tip, and a next upgrade suggestion (Drive, heat pump) with a link to their installer.

    Regular, personal value keeps owners engaged and creates repeat jobs for installers.

    Risks and how to handle them

    • Users without rate plans

      Prompt to add their rate in the email.

    Evidence

    • HiringSenior Software Product Manager, Homeowner (posted October 19, 2026): owns the SPAN Home app; "Transforming the user's perception of electricity will be at the heart of your role", turning it into "personalized insights, automations, and actions" on energy "sources, uses, and costs", with "a metrics-driven approach ... using engagement analytics".Source
    • Your blogRecent posts: SPAN "publicized important partnerships with industry leaders like PG&E and Landis+Gyr" and Eaton's "$75 million investment" and plan to "feature SPAN Energy Intelligence technology at scale in its new smart panel offer" (March 9, 2026); the Utilize coalition with Carrier, Google, Tesla and others (March 10, 2026); XFRA, a distributed data center with NVIDIA (April 13, 2026); a new SPAN Home app with "breaker-level energy cost analysis" for SPAN and Eaton Smart Panels (August 25, 2026); a Metus heat pump integration (October 15, 2026). Posts show "Estimated read time: X min".Source
    • Your websiteInstallers page: "Get matched with free, qualified homeowner leads in your area", "co-marketing funds and sales support", SPAN badges, authorization "in just 30 minutes" in the Tech Portal, support "in English and Spanish, Mon-Fri 5am-6pm PST"; the only installer proof is EPX Energy, TX ("Our revenue tripled when we started offering SPAN on every project").Source
  • 13

    New home construction is a priority channel, and you have a builders page. Buyers in a model home rarely see the panel, yet a working app demo sells electrification better than a spec sheet.

    Medium impactMedium effort First result in 2 quarters Senior Channel Marketing Mana…

    First action

    Pilot with one builder community.

    How to measure it

    Take rate

    Now
    –
    Target
    20%
    By
    3 quarters

    Steps

    1. 1

      Pick builder

      One community.

      Strategic Account Director 2 weeks

    2. 2

      Build kit

      Tablet, video, card.

      Senior Channel Marketing Manager 1 month

    3. 3

      Train sales staff

      Builder team.

      Territory Sales Manager 1 week

    4. 4

      Install

      Model home.

      Territory Sales Manager 1 week

    5. 5

      Measure

      Take rate.

      Senior Channel Marketing Manager monthly

    6. 6

      Scale

      More communities.

      Strategic Account Director quarterly

    First result
    2 quarters
    Cost
    Kit costs
    Owner
    Senior Channel Marketing Manager

    Smallest test

    Put a demo tablet in one model home.

    Why it works

    Give builders a demo kit for model homes: a tablet running the simulated SPAN Home app, a short video, and a buyer card with savings. Track upgrade take rates by community.

    Buyers choose upgrades in the sales centre; a demo makes SPAN visible at that moment.

    Risks and how to handle them

    • Builder staff ignore it

      Add a sales incentive.

    Evidence

    • HiringSenior Channel Marketing Manager (San Francisco, posted October 21, 2026): owns go-to-market "through distribution partners and installer networks" (distribution, new home construction, solar and storage, HVAC and electrical contractors); will "Own the SPAN Installer and SPAN Accelerate programs to get new installer teams onboarded, productive, and retained", "Activate the SPAN Expand program for stocking distributors", run partner marketing "with Eaton, ChargePoint and others", build "sales-enablement toolkits: slide decks, ROI calculators, specification sheets", produce "case studies ... video testimonials", build "partner microsites, and distribution catalog integrations", and "Manage and improve full funnel conversion of the demand generation and lead pass programs".Source
    • Your websiteHomepage: "SPAN reinvented the 100-year-old electrical panel"; "28 million People experienced power outages in 2023"; Wired Recommends 8/10, "Almost essential if you have a backup battery"; the panel family MLO 48, MLO 24, MAIN 40, MAIN 32 and MAIN 16, plus SPAN Drive, SPAN Edge and XFRA; dedicated pages for builders, HVAC, electricians, utilities and solar and storage installers.Source
    • Your websiteInstallers page: "Get matched with free, qualified homeowner leads in your area", "co-marketing funds and sales support", SPAN badges, authorization "in just 30 minutes" in the Tech Portal, support "in English and Spanish, Mon-Fri 5am-6pm PST"; the only installer proof is EPX Energy, TX ("Our revenue tripled when we started offering SPAN on every project").Source
  • 14

    HVAC contractors are a target channel, and SPAN just announced a Metus heat pump integration. Your own figures put a service upgrade at $3,000 to $20,000 with a 30% drop in close rates.

    High impactMedium effort First result in 1 quarter Senior Channel Marketing Mana…

    First action

    Interview three HVAC contractors who install SPAN.

    How to measure it

    New HVAC authorizations

    Now
    –
    Target
    100 a quarter
    By
    2 quarters

    Steps

    1. 1

      Interviews

      Three contractors.

      Senior Channel Marketing Manager 2 weeks

    2. 2

      Calculator

      Heat pump job.

      Web Marketing Manager 1 month

    3. 3

      Case studies

      Two.

      Senior Channel Marketing Manager 1 month

    4. 4

      Events

      Distributor counter days.

      Territory Sales Manager 1 quarter

    5. 5

      Paid social

      Trade audiences.

      Senior Channel Marketing Manager 1 quarter

    6. 6

      Measure

      Authorizations.

      Salesforce Developer monthly

    First result
    1 quarter
    Cost
    Campaign budget
    Owner
    Senior Channel Marketing Manager

    Smallest test

    Run one distributor counter day.

    Why it works

    Run a campaign for HVAC contractors: a heat pump job calculator, two contractor case studies, distributor counter events and paid social in HVAC trade audiences.

    It gives HVAC contractors a reason to carry SPAN on every heat pump job.

    Risks and how to handle them

    • Seasonality

      Launch before heating season.

    Evidence

    • Your websiteSolar and storage installer page: "$13,000 Avg. cost of a single home battery", "$3-20,000 Avg. cost of a service upgrade (EIA)", "30% Drop in close rates with a MPU required (EnergySage)", "40% more battery life", and PowerUp, which avoids service upgrades.Source
    • Your blogRecent posts: SPAN "publicized important partnerships with industry leaders like PG&E and Landis+Gyr" and Eaton's "$75 million investment" and plan to "feature SPAN Energy Intelligence technology at scale in its new smart panel offer" (March 9, 2026); the Utilize coalition with Carrier, Google, Tesla and others (March 10, 2026); XFRA, a distributed data center with NVIDIA (April 13, 2026); a new SPAN Home app with "breaker-level energy cost analysis" for SPAN and Eaton Smart Panels (August 25, 2026); a Metus heat pump integration (October 15, 2026). Posts show "Estimated read time: X min".Source
    • HiringSenior Channel Marketing Manager (San Francisco, posted October 21, 2026): owns go-to-market "through distribution partners and installer networks" (distribution, new home construction, solar and storage, HVAC and electrical contractors); will "Own the SPAN Installer and SPAN Accelerate programs to get new installer teams onboarded, productive, and retained", "Activate the SPAN Expand program for stocking distributors", run partner marketing "with Eaton, ChargePoint and others", build "sales-enablement toolkits: slide decks, ROI calculators, specification sheets", produce "case studies ... video testimonials", build "partner microsites, and distribution catalog integrations", and "Manage and improve full funnel conversion of the demand generation and lead pass programs".Source
  • 15

    Only five utilities' rebates are listed, and SPAN has worked with PG&E and Landis+Gyr and joined the Utilize coalition. Utility programs bring both money and trust.

    High impactHigh effort First result in 2 quarters Strategic Account Director

    First action

    List utilities with electrification programs in your top states.

    How to measure it

    Utilities with SPAN rebates

    Now
    –
    Target
    15
    By
    4 quarters

    Steps

    1. 1

      List utilities

      Top states.

      Strategic Account Director 2 weeks

    2. 2

      Pitch

      Grid-utilization case.

      Strategic Account Director 1 quarter

    3. 3

      Pages

      Co-branded.

      Web Marketing Manager per program

    4. 4

      Installer kits

      Per territory.

      Senior Channel Marketing Manager per program

    5. 5

      Track

      Rebate redemptions.

      Salesforce Developer monthly

    6. 6

      Report

      Results to utilities.

      Strategic Account Director quarterly

    First result
    2 quarters
    Cost
    Staff time
    Owner
    Strategic Account Director

    Smallest test

    Pitch two utilities this quarter.

    Why it works

    Target ten more utilities with service-upgrade avoidance programs, build a co-branded page for each with the rebate and local installers, and send installers in those areas a kit.

    Rebates lower the homeowner price and utility endorsement shortens the sale.

    Risks and how to handle them

    • Slow utility cycles

      Work several in parallel.

    Evidence

    • Your websiteThe Electrification savings calculator page (linked in the menu as "Identify rebates and tax credits available for your project") has the meta description "Get your personalized savings estimate today from the Inflation Reduction Act which provides tax incentives for homeowners to install SPAN". The calculator script it loads (checked October 23, 2026) still lists the "25C Tax Credit" ("30% tax credit of maximum $600 per year" for the panel, "up to $2,000 per year" for heat pumps), the "25D Tax Credit" ("Uncapped 30% of equipment and installation costs" for solar and batteries) and used-EV credits ("30% of the cost up to $4,000"). Below it, local rebates from five utilities in California, Hawai'i, New York and Washington, one of which still cites "the Investment Tax Credit 25C".Source
    • Your blogRecent posts: SPAN "publicized important partnerships with industry leaders like PG&E and Landis+Gyr" and Eaton's "$75 million investment" and plan to "feature SPAN Energy Intelligence technology at scale in its new smart panel offer" (March 9, 2026); the Utilize coalition with Carrier, Google, Tesla and others (March 10, 2026); XFRA, a distributed data center with NVIDIA (April 13, 2026); a new SPAN Home app with "breaker-level energy cost analysis" for SPAN and Eaton Smart Panels (August 25, 2026); a Metus heat pump integration (October 15, 2026). Posts show "Estimated read time: X min".Source
    • Your websiteHomepage: "SPAN reinvented the 100-year-old electrical panel"; "28 million People experienced power outages in 2023"; Wired Recommends 8/10, "Almost essential if you have a backup battery"; the panel family MLO 48, MLO 24, MAIN 40, MAIN 32 and MAIN 16, plus SPAN Drive, SPAN Edge and XFRA; dedicated pages for builders, HVAC, electricians, utilities and solar and storage installers.Source
  • 16

    Your homepage cites 28 million people hit by outages in 2023, and SPAN extends battery life by 40%. Demand for backup spikes right after big outages.

    Medium impactMedium effort First result in 1 quarter Senior Channel Marketing Mana…

    First action

    Build one regional ad set and an installer email.

    How to measure it

    Cost per lead after outages

    Now
    –
    Target
    -30%
    By
    2 quarters

    Steps

    1. 1

      Prepare creative

      Regional ads.

      Senior Channel Marketing Manager 2 weeks

    2. 2

      Trigger rules

      Outage size by region.

      Senior Channel Marketing Manager 1 week

    3. 3

      Installer alerts

      Emails.

      Senior Channel Marketing Manager 1 week

    4. 4

      Run

      After events.

      Senior Channel Marketing Manager as needed

    5. 5

      Route leads

      Local installers.

      Salesforce Developer ongoing

    6. 6

      Review

      Results.

      Senior Channel Marketing Manager quarterly

    First result
    1 quarter
    Cost
    Ad budget
    Owner
    Senior Channel Marketing Manager

    Smallest test

    Prepare one campaign for a storm-prone region.

    Why it works

    Prepare ready-to-run ads and installer emails for regions after major outages, aimed at battery owners and homeowners considering backup, with the 40% claim and local installers.

    Timing ads to real need lowers cost per lead and helps installers when calls surge.

    Risks and how to handle them

    • Looks opportunistic

      Lead with safety and preparation.

    Evidence

    • Your websiteHomepage: "SPAN reinvented the 100-year-old electrical panel"; "28 million People experienced power outages in 2023"; Wired Recommends 8/10, "Almost essential if you have a backup battery"; the panel family MLO 48, MLO 24, MAIN 40, MAIN 32 and MAIN 16, plus SPAN Drive, SPAN Edge and XFRA; dedicated pages for builders, HVAC, electricians, utilities and solar and storage installers.Source
    • Your websiteSolar and storage installer page: "$13,000 Avg. cost of a single home battery", "$3-20,000 Avg. cost of a service upgrade (EIA)", "30% Drop in close rates with a MPU required (EnergySage)", "40% more battery life", and PowerUp, which avoids service upgrades.Source
    • Your websiteInstallers page: "Get matched with free, qualified homeowner leads in your area", "co-marketing funds and sales support", SPAN badges, authorization "in just 30 minutes" in the Tech Portal, support "in English and Spanish, Mon-Fri 5am-6pm PST"; the only installer proof is EPX Energy, TX ("Our revenue tripled when we started offering SPAN on every project").Source

Big bets 3

Larger plays that can change the trajectory.

  • 17

    The channel role is asked to build partner microsites. Many small electrical and HVAC firms have weak websites, and SPAN already has their service areas and badges.

    High impactHigh effort First result in 3 quarters Senior Channel Marketing Mana…

    First action

    Build one page template with three installers.

    How to measure it

    Live installer pages

    Now
    –
    Target
    500
    By
    3 quarters

    Steps

    1. 1

      Template

      Page design.

      Web Marketing Manager 1 month

    2. 2

      Pilot

      Three installers.

      Territory Sales Manager 1 month

    3. 3

      Automate

      From Tech Portal data.

      Salesforce Developer 1 quarter

    4. 4

      Lead form

      Into lead pass.

      Salesforce Developer 2 weeks

    5. 5

      Roll out

      All active installers.

      Senior Channel Marketing Manager 1 quarter

    6. 6

      Measure

      Leads per page.

      Senior Channel Marketing Manager monthly

    First result
    3 quarters
    Cost
    Build time
    Owner
    Senior Channel Marketing Manager

    Smallest test

    Launch three pilot pages.

    Why it works

    Generate a co-branded page for each installer: SPAN products, their services, reviews, a locator link and a request form that feeds the lead pass program. Let installers edit and share it.

    It makes every installer a better marketer of SPAN and adds local pages that homeowners find.

    Risks and how to handle them

    • Duplicate content

      Make each page local and unique.

    Builds on

    Evidence

    • HiringSenior Channel Marketing Manager (San Francisco, posted October 21, 2026): owns go-to-market "through distribution partners and installer networks" (distribution, new home construction, solar and storage, HVAC and electrical contractors); will "Own the SPAN Installer and SPAN Accelerate programs to get new installer teams onboarded, productive, and retained", "Activate the SPAN Expand program for stocking distributors", run partner marketing "with Eaton, ChargePoint and others", build "sales-enablement toolkits: slide decks, ROI calculators, specification sheets", produce "case studies ... video testimonials", build "partner microsites, and distribution catalog integrations", and "Manage and improve full funnel conversion of the demand generation and lead pass programs".Source
    • Your websiteInstallers page: "Get matched with free, qualified homeowner leads in your area", "co-marketing funds and sales support", SPAN badges, authorization "in just 30 minutes" in the Tech Portal, support "in English and Spanish, Mon-Fri 5am-6pm PST"; the only installer proof is EPX Energy, TX ("Our revenue tripled when we started offering SPAN on every project").Source
    • Your websiteGet Started: homeowners either submit the "installer match form" or ask their own electrician to complete SPAN authorization "which takes approximately 45 minutes"; the 103-URL sitemap has no installer locator, and "SPAN must be installed by a SPAN-authorized installer and licensed electrician".Source
  • 18

    SPAN already has Premier installers, badges and co-marketing funds, and the Accelerate and Expand programs. Clear tiers with earned rewards keep the best installers growing.

    High impactMedium effort First result in 2 quarters Strategic Account Director

    First action

    Model tiers from last year's install data.

    How to measure it

    Installs per member

    Now
    –
    Target
    +20%
    By
    3 quarters

    Steps

    1. 1

      Model tiers

      From data.

      Salesforce Developer 2 weeks

    2. 2

      Set rewards

      Co-op and leads.

      Senior Channel Marketing Manager 2 weeks

    3. 3

      Portal view

      Progress.

      Salesforce Developer 1 quarter

    4. 4

      Launch

      To all installers.

      Senior Channel Marketing Manager 1 month

    5. 5

      QBRs

      Large partners.

      Strategic Account Director quarterly

    6. 6

      Review

      Yearly.

      Senior Channel Marketing Manager yearly

    First result
    2 quarters
    Cost
    Co-op budget
    Owner
    Strategic Account Director

    Smallest test

    Announce tiers to one region.

    Why it works

    Define three tiers on installs per quarter, response time and customer ratings; tie co-op funds, lead priority and early product access to each tier; show progress in the Tech Portal.

    Transparent rewards raise installs per member, a stated goal of the channel role.

    Risks and how to handle them

    • Small installers feel left out

      Keep an entry tier with real benefits.

    Builds on

    Evidence

    • Your websiteInstallers page: "Get matched with free, qualified homeowner leads in your area", "co-marketing funds and sales support", SPAN badges, authorization "in just 30 minutes" in the Tech Portal, support "in English and Spanish, Mon-Fri 5am-6pm PST"; the only installer proof is EPX Energy, TX ("Our revenue tripled when we started offering SPAN on every project").Source
    • HiringSenior Channel Marketing Manager (San Francisco, posted October 21, 2026): owns go-to-market "through distribution partners and installer networks" (distribution, new home construction, solar and storage, HVAC and electrical contractors); will "Own the SPAN Installer and SPAN Accelerate programs to get new installer teams onboarded, productive, and retained", "Activate the SPAN Expand program for stocking distributors", run partner marketing "with Eaton, ChargePoint and others", build "sales-enablement toolkits: slide decks, ROI calculators, specification sheets", produce "case studies ... video testimonials", build "partner microsites, and distribution catalog integrations", and "Manage and improve full funnel conversion of the demand generation and lead pass programs".Source
    • HiringStrategic Account Director (posted October 5, 2026): drives "revenue contribution from SPAN's largest solar and storage partners", including "training & sales enablement, marketing & events", leads "regular business reviews (QBRs/EBRs)", and will "Define and execute joint programs, promotions, and offerings".Source
  • 19

    SPAN's strongest economic claim is avoiding $3,000 to $20,000 service upgrades, and the Utilize coalition argues for using existing grid capacity. Aggregated data from installed panels can prove it.

    High impactHigh effort First result in 3 quarters Communications Lead

    First action

    Estimate the count from installs with PowerUp enabled.

    How to measure it

    Press and utility citations

    Now
    –
    Target
    20
    By
    1 year

    Steps

    1. 1

      Define method

      Avoided upgrades.

      Communications Lead 1 month

    2. 2

      Pull data

      Aggregated.

      Senior Software Product Manager, Homeowner 1 month

    3. 3

      Privacy review

      Aggregate only.

      Associate General Counsel 2 weeks

    4. 4

      Write report

      And charts.

      Communications Lead 1 month

    5. 5

      Launch

      Press and coalition.

      Communications Lead 1 month

    6. 6

      Use in sales

      Calculator and kits.

      Senior Channel Marketing Manager ongoing

    First result
    3 quarters
    Cost
    Analyst time
    Owner
    Communications Lead

    Smallest test

    Publish one number from the data.

    Why it works

    Publish a yearly report: homes that added an EV, heat pump or battery without a service upgrade, estimated savings, and grid capacity freed. Share it with utilities, press and installers.

    Original data supports the policy case, the calculator and sales, and is hard for rivals to copy.

    Risks and how to handle them

    • Estimates questioned

      Publish the method.

    Evidence

    • Your websiteSolar and storage installer page: "$13,000 Avg. cost of a single home battery", "$3-20,000 Avg. cost of a service upgrade (EIA)", "30% Drop in close rates with a MPU required (EnergySage)", "40% more battery life", and PowerUp, which avoids service upgrades.Source
    • Your blogRecent posts: SPAN "publicized important partnerships with industry leaders like PG&E and Landis+Gyr" and Eaton's "$75 million investment" and plan to "feature SPAN Energy Intelligence technology at scale in its new smart panel offer" (March 9, 2026); the Utilize coalition with Carrier, Google, Tesla and others (March 10, 2026); XFRA, a distributed data center with NVIDIA (April 13, 2026); a new SPAN Home app with "breaker-level energy cost analysis" for SPAN and Eaton Smart Panels (August 25, 2026); a Metus heat pump integration (October 15, 2026). Posts show "Estimated read time: X min".Source
    • Your websiteThe Electrification savings calculator page (linked in the menu as "Identify rebates and tax credits available for your project") has the meta description "Get your personalized savings estimate today from the Inflation Reduction Act which provides tax incentives for homeowners to install SPAN". The calculator script it loads (checked October 23, 2026) still lists the "25C Tax Credit" ("30% tax credit of maximum $600 per year" for the panel, "up to $2,000 per year" for heat pumps), the "25D Tax Credit" ("Uncapped 30% of equipment and installation costs" for solar and batteries) and used-EV credits ("30% of the cost up to $4,000"). Below it, local rebates from five utilities in California, Hawai'i, New York and Washington, one of which still cites "the Investment Tax Credit 25C".Source

Wildcards 2

Unexpected experiments, each with a cheap way to test it.

  • 20

    SPAN already offers installer support in English and Spanish, and territories include Texas and Southern California. Training, the Tech Portal and marketing kits are in English.

    Medium impactMedium effort First result in 2 quarters Senior Channel Marketing Mana…

    First action

    Ask Southern California and South Central reps how many crews prefer Spanish.

    How to measure it

    Spanish course completions

    Now
    –
    Target
    200
    By
    3 quarters

    Steps

    1. 1

      Size demand

      Rep survey.

      Territory Sales Manager 2 weeks

    2. 2

      Translate course

      Authorization.

      Senior Channel Marketing Manager 1 quarter

    3. 3

      Translate kit

      Resources.

      Senior Channel Marketing Manager 1 month

    4. 4

      Webinars

      With distributors.

      Territory Sales Manager monthly

    5. 5

      Leave-behinds

      Homeowner cards.

      Senior Channel Marketing Manager 1 month

    6. 6

      Measure

      Completions and installs.

      Salesforce Developer monthly

    First result
    2 quarters
    Cost
    Translation budget
    Owner
    Senior Channel Marketing Manager

    Smallest test

    Run one Spanish webinar.

    Why it works

    Translate the authorization course, the resources kit and the homeowner leave-behinds into Spanish, and run Spanish training webinars with distributors.

    It opens SPAN to crews and firms who learn faster in Spanish, and helps them sell to Spanish-speaking homeowners.

    Risks and how to handle them

    • Technical accuracy

      Review by a bilingual engineer.

    Evidence

    • Your websiteInstallers page: "Get matched with free, qualified homeowner leads in your area", "co-marketing funds and sales support", SPAN badges, authorization "in just 30 minutes" in the Tech Portal, support "in English and Spanish, Mon-Fri 5am-6pm PST"; the only installer proof is EPX Energy, TX ("Our revenue tripled when we started offering SPAN on every project").Source
    • Your websiteSales & Marketing resources page for partners: logos, short Panel and Drive descriptions and benefits, images, videos, and three social posts ending "Give us a call today"; no case studies, ROI one-pagers, co-branded flyers or Spanish versions.Source
    • HiringTerritory Sales Managers open for the Mountain (posted September 14, 2026), South Central, Pacific Northwest, Southern California and Northeast regions: "Manage inbound interest from prospective installer & distribution partners", "Lead onboarding and activation calls for newly authorized partners", spend "~8-15 days/month" in market at "field events, trade shows, trainings", track "funnel conversion, and activation status" in Salesforce and "Manage inventory turns". A Salesforce Developer (Sales Operations) is also open.Source
  • 21

    Installers can earn education credits at SPAN demonstrations, and authorization is a short online course. The next generation of electricians is in apprenticeship and trade programs now.

    Medium impactMedium effort First result in 3 quarters Senior Channel Marketing Mana…

    First action

    Contact three training programs in one territory.

    How to measure it

    Graduate authorizations

    Now
    –
    Target
    300 a year
    By
    4 quarters

    Steps

    1. 1

      Pick programs

      Two territories.

      Territory Sales Manager 1 month

    2. 2

      Module

      Course content.

      Senior Channel Marketing Manager 1 month

    3. 3

      Demo panels

      For labs.

      Territory Sales Manager 1 quarter

    4. 4

      Graduate offer

      Early authorization.

      Senior Channel Marketing Manager 1 month

    5. 5

      Track

      Authorizations.

      Salesforce Developer quarterly

    6. 6

      Expand

      More programs.

      Senior Channel Marketing Manager yearly

    First result
    3 quarters
    Cost
    Demo panels
    Owner
    Senior Channel Marketing Manager

    Smallest test

    Donate one demo panel.

    Why it works

    Offer trade schools and apprenticeship programs a free SPAN module, a demo panel for labs and early authorization for graduates, starting in two territories.

    Graduates who learn on SPAN install it first, building the installer network for years.

    Risks and how to handle them

    • Slow academic cycles

      Start with apprenticeship programs.

    Evidence

    • Your websiteInstallers page: "Get matched with free, qualified homeowner leads in your area", "co-marketing funds and sales support", SPAN badges, authorization "in just 30 minutes" in the Tech Portal, support "in English and Spanish, Mon-Fri 5am-6pm PST"; the only installer proof is EPX Energy, TX ("Our revenue tripled when we started offering SPAN on every project").Source
    • HiringTerritory Sales Managers open for the Mountain (posted September 14, 2026), South Central, Pacific Northwest, Southern California and Northeast regions: "Manage inbound interest from prospective installer & distribution partners", "Lead onboarding and activation calls for newly authorized partners", spend "~8-15 days/month" in market at "field events, trade shows, trainings", track "funnel conversion, and activation status" in Salesforce and "Manage inventory turns". A Salesforce Developer (Sales Operations) is also open.Source
    • Your websiteGet Started: homeowners either submit the "installer match form" or ask their own electrician to complete SPAN authorization "which takes approximately 45 minutes"; the 103-URL sitemap has no installer locator, and "SPAN must be installed by a SPAN-authorized installer and licensed electrician".Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event (opens programmable.talk in a new tab)
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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 26, 2026, and cites them throughout. SPAN did not commission, review or endorse it, and Programmable is not affiliated with SPAN. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how SPAN runs its business.

Something wrong, or do you represent SPAN? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Calculator rebuild, referral page, co-marketing kit, site fixes, activation path and installer locator.

  2. Days 31 to 6011 ideas

    Lead pass tracking, installer case studies, events, distributor kits, Eaton co-marketing, app emails, builder demos, HVAC, utilities and outage campaigns.

  3. Days 61 to 904 ideas

    Installer microsites, tiers, the avoided-upgrade report and trade school programs.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value circuit-level control and visibility. The most cited problem: service upgrades and utility delays.

  • Longer battery backup
  • Critical-loads panel limits
  • In their words: “whole-home backup”

Market

Competitive landscape

3 competitors compared: Lumin, Schneider Home and Traditional panels plus service upgrades.

  • Gap to exploit: Accurate post-tax-credit savings tools
  • Lumin: Smaller installer network
  • Schneider Home: Broad product range, less focused

Hiring signals

SPAN is investing in its channel.

  • Senior Channel Marketing Manager: Toolkits, ROI calculators, lead pass conversion. Ideas 1, 3, 7, 8, 10, 17.
  • Territory Sales Manager - Mountain: Installer onboarding, activation and events. Ideas 5, 9.
  • Strategic Account Director: Largest solar and storage partners, joint programs. Ideas 11, 15, 18.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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