Clean Energy Here
Weekly Training Board
30 minutes. One plan. Seven days of execution.
Core Values
This Week's Program
Field Playbook
Roundtable
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Clean Energy Here
Weekly Training Board
30 minutes. One plan. Seven days of execution.
Core Values
This Week's Program
Field Playbook
Roundtable
Weekly Training Board · Week of August 25, 2026
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Page 02
Welcome to Clean Energy Here
Play this for anyone new on the call — two minutes, then we roll.
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Our Guiding Values
Values 1–5
How we show up before we ever knock on a door.
01
Trust & Integrity — honesty, transparency, and ethical business in everything we do.
02
Teamwork & Collaboration — cooperation over barriers, powered by collective success.
03
Creativity & Innovation — solution-oriented thinking that drives our industry forward.
04
Continuous Learning & Growth — education and training, striving for excellence daily.
05
Open & Effective Communication — share ideas, listen actively, confirm understanding.
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Our Guiding Values
Values 6–9
The habits that turn a good week into a great one.
01
Solution-Oriented Mindset — bring solutions before you bring problems.
02
Customer-Centric Approach — customers and suppliers are integral to our success.
03
Kaizen: Continuous Improvement — constant refinement in every part of the business.
04
Mission-Driven Leadership — a clear mission keeps us focused, strategic, and driven.
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This Week's Program
$10,000
Bonus for 20 nonprofit accounts in 30 days
20 Nonprofits. 30 Days. $10,000.
Sell 20 nonprofit accounts in the next 30 days and earn $10,000. Edit this any week — the board is yours.
20 accounts ÷ 30 days = 1 close every 1.5 days
Target pace: 5 nonprofit closes per week
Daily minimum: 20 doors or 40 dials
Report progress on the board every Monday
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This Week's Program
Earn $10,000 in 30 Days
20 nonprofits enrolled in free lighting upgrades. Las Vegas. Starts now.
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The Offer
Free LED Lighting Upgrade
Up to $5,000 in lighting upgrades at no cost to a qualifying 501(c)(3). Utility bill, agreement, count the lights, install.
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How It Gets Funded
NV Energy PowerShift — 3 Steps
Pre-application, reservation of funds, final application. Funding is limited.
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The Tool
cleanenergycard.com — Start Here
Everything runs through the card. Phone or laptop, same flow.
1
Open cleanenergycard.com (or the app) and log in with your rep credentials.
2
Confirm your territory is loaded on the map before you leave the house.
3
Pin today's route — nonprofits first, then commercial fill-ins.
4
Keep the card open all day; every action logs to your pipeline automatically.
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Step 1
Prospecting
Build a list you can actually work today.
1
Filter for nonprofits: churches, schools, clinics, shelters, community centers.
2
Verify decision maker — pastor, director, facilities manager.
3
Note lighting type and building size from the street view.
4
Save each prospect to the card so it shows on your map.
5
Goal: 25 qualified prospects loaded before 10:00 AM.
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Step 2
Cold Calling
Short call. One objective: book the lighting audit.
1
Open: 'Hi, this is ___ with Clean Energy Here — we cut lighting costs for nonprofits in your area.'
2
Qualify: 'Who handles the building's lighting and utility bills?'
3
Value: 'We do a free lighting audit and show the savings in writing — no cost, no obligation.'
4
Ask: 'Are you at the building today, or is tomorrow morning better?'
5
Log the outcome in the card immediately — no notes on paper.
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Step 3
Geo-Locating Clients
Turn the map into a route, not a wish list.
1
Tap Geo-Locate to pull every prospect within your radius.
2
Sort by distance and by nonprofit tag.
3
Drop a pin at the building the moment you arrive — that stamps the visit.
4
Work the cluster: never drive past three doors to reach one.
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Step 4
After You Geo-Locate
On-site checklist — finish every one of these before you leave.
Save the card to the account record.
Photograph the driver's license or business card and attach it.
Confirm contact name, mobile number, and email in the card.
Set the lighting audit: do it now, or book a return time on the calendar.
Walk the building — count fixtures, note ceiling height and burn hours.
Review savings with the decision maker before you walk out.
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Step 5
Close Out the Work
From audit to scheduled install.
Submit the audit and generate the savings proposal.
Get the signature on the card while you are still on-site.
Scope the work to be done: fixtures, labor, access, timeline.
Hand off to install scheduling the same day.
Set the follow-up reminder before you close the app.
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Close
Roundtable — Your Next 7 Days
Everyone answers, out loud, in under 90 seconds.
Q1
How many nonprofit closes are you committing to this week?
Q2
How many doors and dials per day gets you there?
Q3
Which territory are you working Monday through Friday?
Q4
What is the one thing you need from the team?
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