1. MERISA
LEE

2. MERISA LEE
From Leamington, ON
Leamington!

3. MERISA LEE
“tomato capital of Canada”

4. MERISA LEE
Identical triplet

5. MERISA LEE
Interested in renewable energy & the
automotive industry

6. rd
3
Entering
year
Management
Engineering
at the
University of
Waterloo

7. Strong interest
in project
engineering
and
product
management

8. 2011
2016

9. LEAD
OPTIMIZATION
ENGINEERING
INTERN
Analyze data coming from app
Make suggestions on how to
improve routes
Build algorithms to determine
best homes to visit

10. CHINO HILLS CANVASSING
Observe how canvassing is done,
tablet based app in action,
make hypotheses to improve
data going in to application

11. CHINO HILLS CANVASSING
Aggressive
Annoying
Rude
Unpassionate
Easy
Genuine
Smart
Kind
Passionate
Hard working

12. What factors predict a potential solar customer?

13. Credit score
High usage
Human Dynamics
Home-owner
Presentation
Pool/non pool
Marital status
Time of day
Square footage
Length of Residence
Signs of life
Climate
Age
# of previous attempts
Children
Home value
Presentation
Internet leads
Income
Canvasser tone
Electric/hybrid car
Education
Neighbors with solar

14. STRATEGIC MARKETING
What is strategic marketing?
Target consumers that will actually be interested
Why?
Optimize our resources (canvasser time) to
increase appointments and sales
How?
Find consumers similar to our client’s customer base

15. EXPERIAN DATA
157
M
S
U
11
51
0
50
100
150
200

16. SCORE

17. Why use the tablet?
• No need for data entry
• Able to record homes already
knocked
• Integrate efficient data in app
• Tons of promise in analyzing data

19. Status
Count Percentage
Come Back
3
2%
Inaccessible
4
2%
Not Home
120
60%
Refused
69
35%
Successful
2
1%
Vacant
2
1%
TOTAL
200
Statuses
1% 1% 2%
2%
35%
60%
Come Back
Inaccessible
Not Home
Refused
Successful
Vacant

20. Knocks VS Time
250
200
150
100
50
0
0:00 0:30 1:00 1:30 2:00 2:30 3:00 3:30 4:00 4:30 5:00 5:30 6:00 6:30 7:00 7:30 8:00 8:30 9:00 9:30

21. ROADBLOCKS
Battery life inefficient
GPS runs in background
2-4 hours

22. ROADBLOCKS
Hard to test with very few
Bay Area canvassers

23. ROADBLOCKS
Having a 3rd party maintain
our application

24. ROADBLOCKS
Adjusting scoring method,
thinking of different methods

25. NEXT STEPS
NEW INTERN
Patrick Roncal
3B Math

26. NEXT STEPS
NEW
CANVASSERS
20 in Dublin
12 in Chino Hills

27. NEXT STEPS
TABLET
everyone
using tablet

28. NEXT STEPS
CONTINUOUS
IMPROVEMENT
Choosing better
turfs

29. Questions?
MERISA
LEE