installed customers never hear from you again.

every install is a happy household, a roof the neighbours can see and a future battery. after commissioning, the relationship ends with the invoice.

sound familiar?

the relationship ends with the invoice
reviews only come when someone remembers to ask
referrals happen, but you can't track them
solar-only customers never hear about batteries

check my funnel see how i’d fix it

how i’d fix it · residential solar installer · expand

six steps, from the bottleneck to a system you own.

01
find where it stalls
i ask for one number at every stage and set it against where it should be. the stage furthest below its target is the bottleneck, and it's the only thing worth fixing first.
find the constrainta month of the funnel, against target · illustration
1. Rreach12,000people who saw an adtarget 12,000
2. Aacquire120enquiries1% of the stage before · target 1%
3. Cconvert30signed installs25% of the stage before · target 25%
4. Eexpand3reviews, referrals and add-ons10% of the stage before · target 40%the bottleneck
400 households have been installed, and three a month come back as a review, a referral or a battery. every new sale is paid for from scratch.
02
break it down three ways
one angle hides things. i take the problem apart with three different methods, so the fixes come from the cause, not the first idea in the room.
inversionask how to make it worse, then do the opposite of every answer.
to make it worseso instead
1. never contact them after switch-oncheck in seven days after switch-on
2. ask for a review months later, if at allask for the review while they're happy
3. make referring a friend take effortgive every household a referral code
4. let a competitor offer them a batteryoffer the battery before anyone else does
their open questionslist what the customer needs answered at this stage, and which go unanswered.
1. is my system working as it should?unanswered
2. should i add a battery now?unanswered
3. what do i get for referring a neighbour?unanswered
4. who do i call if something's wrong?answered today
3 of 4 go unanswered. each one is a reason to wait.
the money formularesults = stated value × belief ÷ friction. find the factor that's dragging.
stated value
lower bills again, from a battery or a referral reward
×
belief
a system they already trust, installed by people they've met
÷
friction
nobody asks, so they never think of it
the drag
pull these levers
1. ask for the review seven days after switch-on
2. a referral code that takes one tap to share
3. a short battery note, only to eligible households
03
put every option on the table
the breakdowns turn into a long list of possible fixes. each one is plotted by how much it moves the number against how much work it takes.
every option on the tableimpact against effort · picked options in colour
less effort → more effort
more impact ↑
1. 1a review and referral ask at switch-on
2. 2a monthly battery shortlist, drafted for approval
3. 3referral tracking back to each household
4. 4a customer newsletter
5. 5a paid loyalty program
6. 6a yearly system health check
7. 7a customer app
8. 8cold-call past customers
04
pick what fits you
every option is scored on impact, effort and how much change it asks of your team. the top few go ahead; the rest wait, and i say why.
score every optionimpact counts twice · less effort and less change for your team score higher
impact ×2effortchange for your teamscore
1. 1a review and referral ask at switch-on20
2. 2a monthly battery shortlist, drafted for approval19
3. 3referral tracking back to each household17
4. picked above the line
5. 6a yearly system health check12
6. 4a customer newsletter11
7. 5a paid loyalty program9
8. 8cold-call past customers9
9. 7a customer app6
what i’d pick, for youthe top scores, and why they suit your team
1. 1
  a review and referral ask at switch-on
  the best moment to ask is the week they're happiest.
  one message, sent for you
2. 2
  a monthly battery shortlist, drafted for approval
  the warmest battery buyers are already your customers.
  you approve every note
3. 3
  referral tracking back to each household
  rewards reach the right people, and you see what referrals are worth.
  no new tools
the 5 we’d leave for now, and why
1. 6a yearly system health checka good second step once the first three run.
2. 4a customer newsletteruseful later; personal notes convert better first.
3. 5a paid loyalty programa referral reward does the same job for less.
4. 8cold-call past customersunasked calls cost the goodwill the install earned.
5. 7a customer appemail and sms already reach every household.
05
build it and hand it over
claude does most of the building, inside the tools you already use. every part runs on its own, and you keep the files.
the systemwhat runs, in order · illustration
1. toolinstall complete
2. toolreview + referral code
3. datasolar-only customers
4. claudebattery note drafted
5. youyou approve
claude · the prompt behind it
each month, find customers with solar and no battery who were installed more than a year ago. check what they're eligible for, draft a short personal note about adding a battery, and list them for approval. no prices and no invented savings.
runs without mein your own claude team account · yours to keep
1. install completereview ask and referral codeevent
2. 1st of the monthbattery shortlistclaude routine
3. yearlysystem health noteclaude routine
client-workspace/
1. skills/battery-shortlist/SKILL.md
2. routines/monthly-shortlist.md
3. sequences/review-and-referral.md
4. evals/battery-note.csv
5. RUNBOOK.md
06
prove it, then repeat
we agree the numbers before we start and check them every week. when this stage is fixed, the next bottleneck shows up and we go again.
prove itbaseline → target, measured weekly · illustration
beforetarget
1. reviews a month
  2
  12
2. new leads from referrals
  3%
  15%
3. solar-only owners offered a battery
  0%
  100%
evals ten runs of the same prompt, scored out of ten · personal, eligible, no prices or savings claims, one clear next step
98998109899
average 8.8 / 10 · rerun after every change and every new model

want these in your funnel?

a review and referral ask at switch-on
a monthly battery shortlist, drafted for approval
referral tracking back to each household

check my funnel

what you get

fixed in your funnel, yours to keep.

a review and referral ask on every install
a monthly battery shortlist, drafted for approval
referral tracking back to each customer
the runbook and eval set, yours to keep

1send the funnel check below. it takes a minute.
2i reply with your bottleneck and what i’d build first.
3you get a fixed scope and price in writing before anything starts.

questions

do we need new software?

usually not. i build into the crm, ad accounts and inbox you already use, and say up front if something has to change.

who owns what you build?

you do. the skills, routines, sequences and runbook live in your accounts, and they keep running if we stop working together.

what if my bottleneck is somewhere else?

then the check will show it, and i'll tell you before you spend anything. fixing the wrong stage doesn't move the number.

how is it priced?

fixed scope, priced in writing before we start. no hourly billing and no lock-in.

installed customers never hear from you again.

six steps, from the bottleneck to a system you own.

find where it stalls

break it down three ways

put every option on the table

pick what fits you

a review and referral ask at switch-on

a monthly battery shortlist, drafted for approval

referral tracking back to each household

build it and hand it over

prove it, then repeat

fixed in your funnel, yours to keep.

is this your bottleneck?