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Partner Success Metrics

Sean Fahey - Relationship Manager avatar
Written by Sean Fahey - Relationship Manager
Updated over 2 weeks ago

Program Differentiators - Key Elements:

Expected Achieved Metrics: Anchored in earning program status through consistently combining, delivering and excelling across integral measurables: quality, conversion, cycle times, volume and customer metrics.

Relationships… Experiences… Dependability… Delivery… Service… Success… A few of our core tenants and the more intricate ways we self-reflect on the LightReach team, our financial product, accompanying platform and supporting programs.

We’ve set out to prioritize and create a differentiated customer experience with a foundation entrenched in collaboration, longevity, transparency, intentional habits and happiness. In a world where expectations and performance can be self-serving, we strive to create and maintain an ecosystem that is encompassing, friendly and protective of our industry, partners and homeowners alike. As we relentlessly pursue knowledgeable improvements, we’ll reflect on various leading indicators that ground us in our aforementioned principles, leverage business intelligence insights that drive continuously refine and reinforce our collaborative standards of excellence.

We call it The LightReach Way!

Metrics (click to expand):

Quality

The success of milestone achievement, as measured by 1st-Time M1 & M2 Approval Rate(s).

Tier

Quality Metric

Platinum

>80%

Elite

>70%

Pro

>60%

Certified

>50%

Minimum

All partners must remain above 50%, as a platform standard

50%

Measurement

1st Time M1 & M2 Approval Rate(s)

Conversion

The success converting sales into active, performing and productive systems, as measured as projects achieve M2 approval.

Tier

Conversion Metric

Platinum

>80%

Elite

>70%

Pro

>60%

Certified

>50%

Minimum

All partners must remain above 50%, as a platform standard

50%

Measurement

% of M2s vs. NTP

Cycle Time(s)

(1) M1 Approved Not PTO, or the percentage (%) of the backlog that qualifies as aging

Aging = M1 approved projects > 60 days without PTO

Tier

Conversion Metric

Platinum

<5%

Elite

<10%

Pro

<15%

Certified

<20%

Minimum

All partners must remain below 20%, as a platform standard

20%

Measurement

% of backlog that is M1 approved > 60 days without PTO

(2) Rejection Age, or the number (#) of days without resubmission

Aging = Rejection age > 21 days

Volume

The number (#) of M2 approvals

Tier

Volume Metric

Platinum

>100/month

Elite

>75/month

Pro

>50/month

Certified

<25/month

>3/month

Minimum

>3/month

Measurement

# of M2 approvals / month


Collection Rate

Post-Activation homeowner billing payment rate

Tier

Collection Rate Metric

Platinum

>98%

Elite

>98%

Pro

>98%

Certified

>98%

Minimum

98%

Measurement

Upon due dates on recurring monthly billing cycles

Net Promoter Score (NPS) Rate

Used to denote customer loyalty and satisfaction

Tier

NPS Rate Metric

Platinum

>0%

Elite

>0%

Pro

>0%

Certified

>0%

Minimum

0%

Measurement

(1) 90 days post-activation and (2) one year anniversary


Quality

LightReach jointly defines through:

  1. 1st-Time Milestone Approval Rate (%)

  2. Funnel Conversion (%)

  3. Cycle Times (#, days)

Measured at:

  1. M1 and M2

Forthright in our quality expectations - intentional focus, emphasis and importance on end-to-end efficacy and efficiency of throughput. Not only helps maintain elevated fulfillment standards through enforcing submittal and on-site standards, but also serves to inform strategy, focus and capacity of our reciprocal services.

Volume

LightReach defines and measures in two ways:

  1. Quantity (#) of approved M2 milestones achieved

  2. Attainment (%) against forecast

Two-fold approach that values the successful balance of forecasted projections and attained achievements. Predictive demand (including conversion) affords adaptability in a fluid environment and lends to informed decisions, resource allocation, planning and budgeting.

  • Minimum Requirement: three NTP approvals per quarter (one per month)

Impact

LightReach defines and measures in two ways:

  1. Homeowner collection rate (%), by partner

  2. Homeowner NPS score (%), by partner

Homeowner portal. Soft credit check. First-year savings. Production guarantee. Proactive compliance checks and rechecks. System maintenance, warranties and services. We care about our homeowners and their systems - the way they are sold, installed, successfully functioning and optimally performing. As we embark on our 25-year relationship, we emphasize their expressed sentiment and collection rate as paramount indicators.

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