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Sustain Your Abilities 
Consulting Group  

SunWork: Renewable Energy  


Marketing Campaign Proposal  
in Proud Partnership with: 
Santa Clara University Business School  
Santa Clara University Sustainability Department   

Silicon Valley Power: City of Santa Clara  
 
 
 
 

 
Sun Work 

Cover Letter 

Sustain Your Abilities Consulting   


500 El Camino Real 
Santa Clara, CA 95050 
 
30 April 2018 
 
Mike Balma 
SunWork Renewable Energy Projects 
Sobrato Center for Nonprofits 
477 Valley Way, Milpitas, CA 95035  
 
Dear Mike Balma, 
 
Sustain Your Abilities Consulting Group is looking forward to working with you to make the Bay Area a 
more environmentally sustainable place! We find that your non-profit and installation methodology 
are very interesting and believe that your solar installation offering is the best deal on the market. Your 
mission is admirable and the team is excited to spread the information about all the benefits that solar 
can bring and help Santa Clara residents make a difference on their communities and environment 
while benefiting from the economic rewards solar energy offers.  
 
As you requested, the Sustain Your Abilities team has prepared a proposal to spread the word about 
the solar rebate Silicon Valley Power has made available till June 30th in Santa Clara County. In this 
proposal you will find outlined a plan lasting until June 15th . With your goal of ten Santa Clara 
Residents signing contracts in mind, the team proposes marketing strategies of using print and 
broadcast media to raise awareness of the opportunity and Facebook and direct canvasing to record 
the contact information of those expressing interest. We are excited and looking forward to partnering 
with you to execute these strategies. 
 
We are confident that our group will be effective and efficient in achieving our goal to get ten new 
solar installation contracts. In order to do this, our team of business students have set obtainable goals 
to reach out to the local community. Our team is composed of diverse backgrounds ranging from 
nonprofit work to financial analytics. We look forward to working with your team in furthering your 
goal of creating a sustainable area. We thank you for this opportunity.  
 
Sincerely, 
 
The Sustain Your Abilities Consulting Team  
Rowan Whalen, Ethan Gomez, Laura Miola, Kevin Qian, Justin Wong, & Matteo de Suduirant 
 
 

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Contents 
Executive Summary 3 
Promotion of Silicon Valley Power’s Rebate for Solar Panels 3 

Introduction to the Problem/ Need 4 


Background 4 
Sun Work 4 
The Rise of Solar Power 4 
Silicon Valley Power Rebate for Residential Property in Santa Clara County 4 

Project Rationale 5 
We Pride Ourselves in Our Commitment 5 
Goals 5 
Our Impact 5 

Deliverables 6 
Outcomes 6 
Social Media Marketing and Campaign Page 6 
Radio Broadcast 6 
Newspaper Story 6 

Cost Analysis 7 
A look at Projected Expenses and Costs 7 
Cost Analysis 7 
Projected Project Costs 7 
Notes: 8 

Delivery Schedule 8 
Projected Timetable and Assignment of Tasks 8 

Success Metrics 9 
Benchmarks and Goals 9 
10 Contracts 9 

Staffing 10 
We Are Delighted in Your Choice to Work With Us 10 
Kevin Qian 10 
Matteo De Suduiraut 11 
Rowan Whalen 11 
Ethan Gomez 11 
Laura Miola 12 

Appendices 12 

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Executive Summary  
Promotion of Silicon Valley Power’s Rebate for Solar Panels  

Brief History of Solar 


Silicon Valley is known throughout the world as a hub of high technology, innovation, and disruption. 
In the tradition of the valley’s history, SunWork Renewable Energy Projects is a nonprofit in California’s 
Bay Area and Central Coast that installs solar electricity systems on small-footprint homes with the 
help of trained volunteers. SunWork and their commitment to alternative sources of energy are giving 
back to the community by providing cheap installation of solar panels, educating the public on the 
benefits of renewable energies, and alleviate the strain on outdated systems of generating power.  

Problem and Solution 


Despite SunWork’s mission, current availability, and the proven effectiveness of solar power, many of 
the residents of Santa Clara County are not taking advantage of a county-specific rebate which can 
significantly reduce the cost of purchasing and installing solar panels. Given the limited time frame of 
this rebate, SunWork and Sustain Your Abilities​ ​have partnered to launch a pull marketing campaign 
with one objective: to increase the number of commitments to solar panel installations through 
SunWork in Santa Clara County.  

Commitment 
Our team is honored to be given the opportunity to help spread a technology that we believe has the 
potential to make the world a cleaner place. SunWork takes great care of its customers from solar 
installation to rebate paperwork and provides continued to support after the service is completed. We 
hope to change more lives by connecting Santa Clara residents with SunWork to create a more 
sustainable environment while promoting a clean, safe, and renewable technology.  
 
 
 
 
 
 
 
 
 

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Introduction to the Problem/ Need  


Background  

The Rise of Solar Power 


Solar power and renewable energies have shown tremendous growth since 2009 (visual attached). 
SunWork has 1500+ trained volunteers, a labor source which reduces the cost of installing solar 
panels to about one third of the normal cost, has a range of two to four installations per week, and is 
expanding to San Luis Obispo. Furthermore, the number of U.S. residential solar installations has 
grown 11% since Quarter-1 2017. It is clear that solar energy has a market in the United States, which 
makes it all the more interesting that SunWork is reporting a low number of commitments towards the 
purchasing and installation of solar panels while the county of Santa Clara, California, is offering a solar 
rebate. 

SunWork  
SunWork is a non-profit in California’s San Francisco Bay Area and Central Coast that installs solar 
electricity systems on small-energy-footprint homes with the help of trained volunteers. The 
organization uses an innovative model of delivering solar power to homes with modest electricity 
usage of less than $100 per month at a third of the conventional cost (visual attached). This allows for 
more people to make the switch to solar, enabling broader adoption of clean, safe, and renewable 
alternatives to traditional sources of energy.  

Silicon Valley Power Rebate for Residential Property in Santa Clara County 
During the county’s offering period for solar rebates, residents spending less than $100 per month on 
electric bills would save $5000 to $8000 on the down payment and installation processes. The solar 
rebate ends June 30th but installing the solar panels are not required for a year if the contract is signed 
before the end of the month. Though the price tag on solar panels would still amount to about $4000 
to $6000 post-rebate and tax credit, the payback period is 6 to 8 years, during which energy bills will 
be significantly reduced, if not eliminated (visual attached).  
 
Ultimately, the problem addressed by Sustain Your Abilities is to launch a marketing campaign 
targeting residents of Santa Clara to work with SunWork to take advantage of the solar rebate before 
the deadline of June 30th. SunWork has expressed concerns over a low turnout in the Santa Clara area 
and are attempting to improve local outreach at a door-to-door level. To improve response rates, 
Sustain Your Abilities will conduct a local Facebook campaign and spreading the information through 
community surveys and radio broadcasts discussing the services SunWork provides and the local 
solar rebate. 

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Project Rationale  
Encouraging Solar Rebate Sign-Ups  

Goals  
The mission of sunwork is to help solar become more affordable and wide spread. ​The goal is to have 
10 homeowners in the Santa Clara area apply for a solar rebate and sign a contract with a solar 
installer by June 30​. Our group has 3 action plans to help drive this initiative: 
 
1. Create marketing campaigns with SCU Center of Sustainability 
2. Broadcast and spread awareness of SunWork’s mission through KSCU 
3. Door-to-Door sales for solar rebate email signups   

Target Market
Homeowners who pay less than $100 every month for their electric bill are eligible for SunWork’s 
program. SunWork targets homes with lower electric bills so that families will still receive 
approximately the same output of electricity demanded while effectively substituting electricity 
generated from electromechanical generators to energy generated from the sun. Because electricity 
rates are tiered, households that pay low electric do not save as much per solar panel installed. 
Sunwork plans on helping provide solar installments to areas even with low payback to ensure that 
everyone can use clean solar energy. 

Customer Benefit 
By installing solar panels, homeowners save on utility bills and avoid future utility price increases 
through net metering. Net metering is a billing mechanism that credits solar energy system owners for 
the electricity they add to the grid. The grid is a electric power distribution system that collects 
electricity from a generator and transmits is over a certain distance to the customer who needs 
electricity. When a household uses more energy than generated during a month, the PG&E meter 
tracks how much energy issued from the grid and inversely, when a household generates more energy 
than it used during a month, the PG&E meter tracks how much has been sent to the grid. ​Solar panels 
allow households to be more efficient with their energy usage and customers generally find that they 
can earn money for generating more electricity than they use. 
 
Community Impact 
First, Sunwork also provides installations for non-profit organizations such as churches, pre-schools, 
and homeless shelters so that these non-profit organizations can focus more on their altruistic 
operations and save on electricity bills that may skyrocket due to the scale and volume of 
accommodating for large quantities of people.  
 
Second, going solar has significant environmental benefits. Solar energy creates clean, renewable 
power from the sun and benefits the environment. Alternatives to fossil fuels reduce carbon footprint 

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at home and abroad, reducing greenhouse gases around the globe. Most of the electricity generated in 
the U.S. comes from fossil fuels like coal and natural gas.  

Cost Projections
There are many homeowners living in the Santa Clara county that are eligible for solar panel 
installations and could benefit from having solar panels installed. The average solar panel for a 5kW 
system costs about $14,000; however, with multiple financing options and savings available, 
homeowners profit long term with electric savings accumulated over time and increases in property 
value. Silicon Valley Power is also offering a rebate on solar installations ($1.00/Watt (AC), or about 
$0.85/Watt (DC)). For example, if installing a 5 kW (AC) system, you would get a rebate check for 
$5,000. Rebates offered by Silicon Valley Power and subsidies offered by tax credit help make the 
upfront cost easy and savings and loans cover the remainder.  
 

 
 
 

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Deliverables  
Our Marketing Campaigns 

Radio Broadcast with KSCU


Students and audiences tuning into 103.3FM have the chance to learn more about SunWork’s solar 
installment initiative. KSCU will be giving a PSA during their broadcast, providing information regarding 
the upcoming deadlines, solar rebate, and projected savings. The broadcast is focused on educating 
potential students that know family and friends in the Santa Clara County who can benefit from 
SunWork’s program.  

Fliers with Center for Sustainability 


One function of Santa Clara University’s Center for Sustainability is to implement initiatives and share 
stories that help the University develop a culture of sustainability. We will work with the Center for 
Sustainability to post our fliers for SunWork’s solar rebate program around campus. We hope that the 
Center of Sustainability will attract audiences who have a stronger interest in converting to solar 
energy and potentially continue to work with SunWork in the future. (Flier as shown below).  
 

 
 
 

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Door to Door Sales & Farmers Market


Door-to-Door sales brings direct customer experience to potential sign-on customers and helps our 
team engage directly with our target market. We will be going to the farmers market at Franklin Square 
and approaching homeowners living within a 5 mile radius of Santa Clara University. By doing so we 
will be able to speak with potential customers and record their emails for the outreach team at 
SunWork to pursue in the future. In doing so, we hope to provide SunWork with direct leads and help 
close out a deal sooner and hit at least 10 signatures before June 30th.  
 
Expectations by June 10th
We believe that a goal of getting 10 signatures is an achievable goal either completed before the close 
of the current solar rebate period (June 30th) or the next. By June 10th, we well have set all our 
marketing campaigns into actions. Our campaigns are designed to improve the current benchmark of 1 
signature for solar installments. It may take time for our potential customers to commit to a costly 
decision of installing solar panels, we expect that our cost projections and shared knowledge will help 
convince more homeowners looking to switch to more affordable and sustainable energy.  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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Cost Analysis  
A look at Projected Expenses and Costs  

Cost Analysis 
The expenses our group will incur will be from fliers made to pass out to potential customers when we 
table, go door to door, and collaborate with other sustainability groups. Fliers will cost 10 cents each to 
print, and we plan to hand out roughly 200 within the next few weeks. Another cost is the supplies we 
will use to decorate our tabling stand and fliers. The total cost of materials will amount to $38. Each 
group member will spend roughly 7 hours assisting in outreach activities, plus extra time planning. 
These materials will be used to spread awareness of the benefits of switching to solar energy, the 
upcoming deadline of Santa Clara’s solar rebate, and SunWork’s solar panel installation service. 

Projected Project Costs  

Description Quantity Unit Price Expenses

Solar Rebate Flier 200 fliers 0.10 $ 20.00

Materials 6 units 3.00 $ 18.00

Labor - Tabling at Farmers Market 20 hrs 32.03 $ 640.60

Labor - Media Outlet Outreach 5 hrs 32.03 $ 160.15

Labor - Social Media Campaign 10 hrs 32.03 $ 320.30

Labor - Door to Door Advertising 8 hrs 32.03 $ 256.24

Total $ 1,415.29

Pro Bono Discount $ (1,415.29)

Notes:  
1) The total labor hours required for this project is roughly 43 hours. The hourly wage of $32.03 was 
based off the average business development consultant salary from the reporting service Indeed. 
 
2) In conducting the media outlet outreach, we did not incur any promotional or placement costs. 
We simply sent a story to a media outlet in hopes of getting it published.    

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Delivery Schedule  
 

Projected Timetable and Assignment of Tasks   


 
Below is a table of the items we accomplished throughout the project duration, the person/people 
involved in conducting the task, and the date the item occured. 
 
 

Item  Person Responsible  Date 


Initial consultation with SunWork  Matteo  4/13/18 
Zoom Conference1  Everyone  4/19/18 
Meeting with Mike Balma  Everyone  4/22/18 
2
Round Table Meeting   Everyone  4/24/18 
Title Page of Proposal  Rowan  4/30/18 
Cover Letter of Proposal  Rowan  4/30/18 
Table of Contents of Proposal  Laura  4/30/18 
Executive Summary of Proposal  Matteo  4/30/18 
Introduction to the Problem/Need 
Section of Proposal  Matteo  4/30/18 
Project Rationale Section of 
Proposal  Kevin  4/30/18 
Deliverables Section of Proposal  Kevin  4/30/18 
Cost Analysis Section of Proposal  Justin  4/30/18 
Delivery Schedule Section of 
Proposal  Ethan & Rowan  4/30/18 
Success Metrics Section of 
Proposal  Ethan  4/30/18 
Staffing Section of Proposal  Laura  4/30/18 
Appendices Section of Proposal  Matteo & Ethan  4/30/18 
CCP Proposal Initial  Everyone  5/1/18 
Publish advertisement through 
KSCU  Rowan  5/7/18 
Flier Draft  Ethan  5/16/18 

1
Conference with Professor Frontczak to discuss proposal 
2
In-class discussion to discuss proposal 

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Updated Flier Draft  Ethan  5/29/18 


Meeting with Sustainability  Ethan & Justin 
Door to Door Sales and Farmers  Kevin, Ethan, Matteo,  5/31/18 
Markets  Rowan & Justin  6/2/18 
CCP Proposal Final  Everyone  6/6/18 

   

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Success Metrics  
Benchmarks and Goals  

10 Solar Contracts Signed Before June 30 


In meeting with Mike Balma, SunWork’s Development Director, Mr. Balma identified his target goal of 
acquiring ten contracts in Santa Clara County before the solar rebate ends June 30, 2018. Mr. Balma 
explained that in order to have ten contracts signed, we should aim for fifty inquiries. Our group 
should expect these fifty inquiries to then become approximately twenty interests. From these twenty 
interests, our group aims to have ten solar installation contracts for SunWork before the solar rebate 
ends deadline. 
 
An inquiry refers to an individual who provided his/her email and wanted to learn more about 
SunWork. An interest refers to an individual who expressed explicit interest in a solar installation and 
met selection criteria. A solar contract signed refers to an individual who signs a contract for a solar 
installation before June 30 as a result of our marketing initiatives. 
 
Through identifying our key market demographics and pursuing various marketing initiatives, our 
group aims to increase publicity for SunWork’s solar installations throughout the duration of the solar 
rebate offered by Silicon Valley Power, and beyond. 
 
Though we cannot directly measure the impact our group will have on SunWork’s success, we have 
identified counts for expected inquiries, interests, and contracts signed for the months of May and June 
to ensure we meet our target goal and provided them on the next page.  
 
The metrics provided on the following pages outline target goals by day, week, and month to ensure 
we meet our target goals of fifty inquiries, twenty interests and ten contracts signed with SunWork. 
We expect inquiries, interests, and contracts signed to grow steadily throughout the period as our 
initiatives spread the knowledge of the solar rebate amongst individuals. We will maintain contact 
with Mr. Balma formally on a weekly basis and as needed to stay updated on our progress in meeting 
our goals. 
 
Our group has a total of 25 inquiries as measured from the list of emails we gathered at the Farmer’s 
Market. From these inquiries, we found that 2 were seriously interested. As of writing, our group has 
yet to secure a contract. Though our group missed deadlines throughout the month of May and is 
behind schedule, we are currently pursuing other alternatives to continue promoting the solar rebate 
before it ends on June 30, 2018.   

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Day  Week  Month  Inquiries  Interests  Contracts 

14-May-18  2  1  5  1  0 

15-May-18  3  1  5  1  0 

16-May-18  3  1  5  1  0 

17-May-18  3  1  5  1  0 

18-May-18  3  1  5  1  0 

19-May-18  3  1  5  1  0 

20-May-18  3  1  10  1  0 

21-May-18  3  1  10  2  1 

22-May-18  4  1  10  2  1 

23-May-18  4  1  10  2  1 

24-May-18  4  1  10  2  1 

25-May-18  4  1  10  3  1 

26-May-18  4  1  15  3  1 

27-May-18  4  1  15  3  1 

28-May-18  4  1  15  3  1 

29-May-18  5  1  15  4  2 

30-May-18  5  1  15  4  2 

31-May-18  5  1  15  4  2 

1-Jun-18  5  2  20  5  2 

2-Jun-18  5  2  20  5  2 

3-Jun-18  5  2  20  5  2 

4-Jun-18  5  2  20  6  3 

5-Jun-18  6  2  20  6  3 

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6-Jun-18  6  2  25  6  3 

7-Jun-18  6  2  25  7  3 

8-Jun-18  6  2  25  7  3 

9-Jun-18  6  2  25  8  3 

10-Jun-18  6  2  25  8  4 

11-Jun-18  6  2  30  9  4 

12-Jun-18  7  2  30  9  4 

13-Jun-18  7  2  30  10  4 

14-Jun-18  7  2  30  10  4 

15-Jun-18  7  2  30  11  5 

16-Jun-18  7  2  35  11  5 

17-Jun-18  7  2  35  12  5 

18-Jun-18  7  2  35  12  5 

19-Jun-18  8  2  35  13  6 

20-Jun-18  8  2  40  13  6 

21-Jun-18  8  2  40  14  6 

22-Jun-18  8  2  40  14  6 

23-Jun-18  8  2  40  15  7 

24-Jun-18  8  2  45  15  7 

25-Jun-18  8  2  45  16  8 

26-Jun-18  9  2  45  16  8 

27-Jun-18  9  2  45  17  9 

28-Jun-18  9  2  50  18  9 

29-Jun-18  9  2  50  19  10 

30-Jun-18  9  2  50  20  10 

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Staffing  
We Are Delighted in Your Choice to Work With Us 

   
Kevin Qian  
Kevin is a Senior studying dual disciplines in Finance and Computer 
Science. From his previous internships, Kevin has worked across 
industries such as engineering at Tesla to strategy at VMware, helping 
him develop technical depth in software development and business 
acumen in internal strategic analysis. He hopes to help clients with 
technical consulting by leveraging free & open-source technologies to 
improve business operations.  
Kevin serves as the outreach on the team by developing rationale for 
marketing campaigns and strategizing the next action plan for advertising.  
Fun Fact: Kevin auditioned to be in the 2010 Karate Kid movie featuring 
Jaden Smith. 
 

 
Matteo De Suduiraut  
Matteo comes to our team with experience in a number of consulting 
projects ranging from global micro-financing in Southeastern Asia to a 
sustainability campaigns with an international corking conglomerate. He is 
our fearless outreach leader who keeps us on track.  
Matteo loves making an impact in effective and efficient ways. He is 
passionate about finding innovative solutions to environmental issues, 
specifically agriculture, water, and energy.  
Fun Fact: Matteo has a Husky and a Border Collie he takes everywhere with 
him.  

   

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Rowan Whalen  
Rowan Joins our team as junior finance major at Santa Clara University 
where he holds a diverse array of jobs such as construction, serving, 
marketing for a startup soda company and working with nonprofits. 
Rowan is passionate about the environment. He hopes to see the end of 
environmental degradation in his lifetime.  
Fun Facts: Rowan prides himself from growing up in a farm in the 
midwest. In his spare time he loves learning about avant- garde art with 
our design coordinator Laura. 
 
 

 
Ethan Gomez  
Ethan joins our team as a junior studying management information 
systems and sustainability at Santa Clara University. Born and raised in 
Houston he is enjoying what the Bay Area has to offer. Ethans works on 
campus to promote events at the on campus Forge Garden. ​He believes 
sustainable living is an important aspect to making the world a better 
place. ​Ethan also brings to the table over five years of corporate 
experience.  
Ethan loves the outdoors and working with his hands. 
Fun fact: Ethan is going to be volunteering at Finca Tres Robles this 
summer, a farm in downtown Houston. 

 
Laura Miola  
Laura joins our team as a senior with a majoring in Finance at Santa Clara 
university. She brings to our team her wealth of knowledge in design and 
creativity. She has worked as independent contractor to Microsoft as an 
instructional design creator, a screenwriter, actor and dancer. She is 
passionate about theatre and dance and mindful communication. She 
likes to spend her free time in the outdoors and connecting with nature. 
She hopes to one day live off grid in an earthship in New Mexico.  
Fun Fact: Laura will spend the summer dancing in New York. 

   

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Justin Wong  
Justin is a finance major at Santa Clara University. He is our number cruncher! 
He specializes in analyzing data and identifying trends on Excel. He is 
responsible for analyzing costs that our group incurs and creates budgets that 
allow us to maximize our outreach efforts while being cost-efficient. Justin also 
brings to the team experience in news outlets in clubs he founded in high 
school. Justin is passionate about basketball and being mindful. He, Rowan and 
Laura practice meditation. 
Fun Fact: Justin’s ideal day would involve grabbing boba with friends and 
explore a new place.  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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Discussion  
Implications, Limitations, and Recommendations  

Implications  
1. Outcomes 
One of our leading success indicators is the 23 email sign-ups we recorded while going 
door-to-door and speaking with people from the farmers market. We hope that among the 15 
sign-ups received, that at least 2 will sign for the solar rebate program, effectively doubling the 
number of sign-ups received from the Santa Clara area. Most of the emails received are from 
alumni of Santa Clara University who currently live in the area. While alumni definitely fall 
within our target market and seem the most enthusiastic about solar energy, it may be difficult 
convincing them to make the down payment or take the loan to have solar panels installed 
with the limited savings that they have. 
 
2. Take-Aways 
What we can take-away and consider for next steps moving forward is to discover more 
convincing ways for our target market to make the payment for installing solar panels. 
Homeowners who spend less than $100 on their electric bill likely fall into the lower or middle 
class, and share a sentiment of not wanting to spend more than $1,000 or take another loan. 
Additionally, while our marketing campaigns were able to reach a large amount of people, 
there was difficulty in tracking the success rate of our campaigns for signup conversions. All 
things considered, SunWork can potentially provide their own financial loaning service and 
expand their target market to cover homeowners who spend less than $100 on their electric 
bill while also making more than $75,000 (lower bound of highest income bracket) 
collectively.  
 
Limitations 
1. Time Table 
Immediately upon partnering with SunWork we were faced with a narrow timeframe and an 
ambitious goal. Given that the Santa Clara Solar Rebate ends June 30th, 2018, and the Sustain 
Your Abilities team could only operate until June 14th, we had to quickly design and execute a 
marketing strategy that would accomplish our goals in the four weeks following our first 
meeting with SunWork. This was not the most difficult part of the overall operation but it 
certainly put a strain on the quality and quantity of our results. 
2. Lack of Data 
When starting our consulting work for SunWork we were made aware of certain target 
demographics who would be most likely to invest in solar panels for their homes. SunWork 
does installations for homes with electric bills amounting to $100 or less per month so we 
knew we would also be limited to this group of people. The obstacle we encountered when 
planning our marketing campaign was that, though we knew the demographics we wanted to 
target, we did not know where to find the desired population. This resulted in us having to 
decrease the accuracy and reliability of our goals as we did not have enough data to pinpoint 
locations where out marketing campaign could have maximum effect. 
 
 

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3. Other Obstacles 
Another obstacle we faced was not having an entry strategy into Santa Clara County. 
The Sustain Your Abilities team was given some direction in how to go about 
promoting the solar rebate such as getting a story in the local paper. Unfortunately, our 
efforts to follow this example were defeated as the local papers did not have room for 
our story. As a result our main strategy was replaced by smaller tactics of using 
broadcast media and posting flyers to promote the solar rebate.  
 
Recommendations 
1. Client 
Working with Sunwork has allowed us to bring an outsider perspective to their foundation. 
This gives us an advantage to see where Sunwork can make improvements in their practices 
further their success and increase their number of solar panel installations or other goals that 
they may have. What we found was that Sunwork has trouble exposing their foundation and 
cause to new and potential customers. Many residents in Santa Clara county do not know if 
their houses are eligible for Solar. What our consulting group proposes is giving free solar 
consultation to people that are interested in potentially having solar. They should also 
campaign to let locals know that they are giving free checks and quotes by tabling at local 
community gatherings.  
Sunwork should also focus on their media. They could make updated social media pages, 
targeted ads, or other content that could get the word about their program out more efficiently 
than meeting face to face with people. 
2. Future Groups 
If a future group plans on continuing our work, our consulting group could help them establish 
a effective and efficient plan to assist Sunwork in their endeavours. We would recommend 
that they take similar steps that our team took. They should meet with the client immediately 
and fully understand what the client needs and their current state and plans to achieve their 
goals. They should also meet with the client as much as possible in order to avoid any 
confusion.  
We would also recommend to future groups to follow up with emails to gauge true interest 
and have follow up information ready to help persuade people to go solar. Another thing that 
our consulting group wish we did was work closer to the sustainability center. We used them 
as a resource, but not to their full potential. It would be beneficial for future groups to take 
advantage of any resources they have at their disposal.  

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  Sustain Your Abilities Consulting  
Sun Work 

Appendices  
Email Correspondence with Mike Balma to initiate the marketing proposal 

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  Sustain Your Abilities Consulting  
Sun Work 

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  Sustain Your Abilities Consulting  
Sun Work 

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  Sustain Your Abilities Consulting  
Sun Work 

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  Sustain Your Abilities Consulting  
Sun Work 

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  Sustain Your Abilities Consulting  
Sun Work 

Solar Radio PSA

 
Email List of Inquiries and Interests 

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  Sustain Your Abilities Consulting  

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