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English
$
USD
I will be your expert solar virtual assistant and project manager
About this Gig
Need a reliable Solar Virtual Assistant to keep your projects and daily operations organized? Im here to help.
Im an experienced Solar Virtual Assistant & Project Management Specialist with 3+ years of experience in the U.S. solar industry. I can support your business from lead management and sales support to project coordination, installation, and funding.
I have hands-on experience with Palmetto, LightReach, GoodLeap, Sunlight, EnFin, and Concert, as well as solar CRMs including Coperniq and Enerflo.
My services include:
️ Solar Proposal Creation & Editing
Lead Management & CRM Updates
Appointment Scheduling & Customer Follow-ups
Sales Representative Support
Credit Applications & Lender Submissions
Project Documentation & Coordination
Installation Crew Check-ins & Updates
Email & Administrative Support
Project Tracking & Task Management
Status Updates & Team Coordination
Im detail-oriented, organized, and focused on keeping your solar projects moving smoothly and on schedule.
Let me handle the day-to-day tasks so you can focus on growing your solar business.
Language:
English
Work model:
Project-based
Industry:
Business services & consulting
•
Data analytics
•
Energy
Purpose:
Business
FAQ
Q1. What solar virtual assistant services do you provide?
A: I provide solar administrative and project support, including proposal creation, CRM updates, lead management, appointment scheduling, customer follow-ups, lender submissions, documentation, installation coordination, project tracking, and general administrative support.
Q2. Do you have experience with the U.S. solar industry?
A: Yes. I have 3+ years of experience supporting U.S. solar businesses and understand the workflow from lead intake and sales support through installation and project completion.
Q3. Which solar companies and platforms have you worked with?
A: I have experience working with platforms and lenders such as Palmetto, LightReach, GoodLeap, Sunlight, EnFin, and Concert, along with solar CRMs including Coperniq and Enerflo.
Q4. Can you manage my solar CRM?
A: Yes. I can help update CRM records, manage leads, track project stages, update tasks, organize information, and keep project statuses current.
Q5. Can you create and edit solar proposals?
A: Yes. I can create, edit, review, and organize solar proposals according to your company's requirements and workflow.
Q6. Can you handle customer follow-ups and appointment scheduling?
A: Yes. I can manage customer follow-ups, appointment scheduling, reminders, status updates, and other administrative communication.
Q7. Can you support solar project coordination?
A: Yes. I can help track projects, coordinate tasks, communicate updates, follow up with teams, and make sure important project steps stay organized.
Q8. Can you work with my existing tools and workflow?
A: Absolutely. I can adapt to your existing CRM, communication tools, spreadsheets, processes, and project-management workflow.
Q9. Can you work with my solar company on a long-term basis?
A: Yes. I’m available for both one-time projects and ongoing/long-term support, depending on your business needs.
Q10. What do you need from me to get started?
A: Simply provide your project requirements, workflow, access to the necessary tools, and any instructions or documents I need. I’ll take it from there.
