Live client dashboard · always on, reviewed together on bi-weekly strategy calls · Damaris Solutions
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SAMPLE PREVIEW: illustrative data only. This shows roughly what Solar Plus Me's dashboard could look like at day 90 of the Retrofit Engine. Every figure is a modeled example, not a promise or a claim about your actual numbers. Once we start, this same link runs on your real Meta, email/SMS and CRM data. You see every metric we see, anytime.
Assessments Booked
24
▲ from 9 in month 1
Signed Retrofits
7
▲ 14 across 90 days
Cost per Retrofit (CAC)
$429
▼ from $1,000
AI Contact < 5 min
96%
▲ leads reached by your AI responder
Leads, Assessments and CAC Over Time
Volume grows while the cost to win each retrofit comes down.
Big Picture Highlights
Past customers
Your installed base produced 6 of 14 signed retrofits at almost no media cost. The sequence now re-sends to non-openers every 30 days.
Creative
"Hurricane season" outage video is the top Meta ad, with the lowest cost per assessment. New cuts go live every month.
Offer
Prepaid-lease option lifted landing page conversion to 12% from 7% with a cash-only offer.
CRM
Every signed retrofit is matched to its source. Meta 8, email/SMS 6, and $214K in retrofit revenue attributed.
Ad Spend · Month 3
$3,000
Meta only · retrofit campaigns
Leads
88
▲ from 41 in month 1
Cost per Lead
$34
▼ from $49
Cost per Assessment
$188
▼ from $333
Spend, Leads and Assessments
Spend goes up only after the numbers justify it.
Campaign Detail · Month 3
Each campaign is judged on cost per signed retrofit, not cost per lead
Campaign
Spend
Leads
Assessments
Signed
Cost / retrofit
Meta · Hurricane-season backup
$1,300
41
8
2
$650
Meta · "Already have solar? Add a battery"
$1,100
35
6
2
$550
Meta · Retargeting video viewers
$400
9
2
0
Building
Meta · Lookalike of past buyers
$200
3
0
0
Testing
Top Video Creative · This Month
Brand-neutral: ads sell backup, the consultation picks the battery
Ad
Hook
Hold rate (3s)
Cost / assessment
Status
"Your panels shut off when the grid does"
Outage myth
46%
$152
Scaling
Homeowner story · Florida retrofit
Social proof
38%
$171
Scaling
Prepaid-lease payment explainer
Offer
33%
$214
Retargeting
Static battery graphic
Offer only
n/a
$410
Paused
Past Customers Without Storage
412
pulled from your CRM
Email Open Rate
48%
▲ past customers know your name
SMS Replies
61
14.8% reply rate
Assessments Booked
19
6 signed retrofits
Assessments by Source · Month 3
Where this month's booked assessments came from
Sequence Funnel · 90 Days
Past-customer email + SMS, start to signed
Sequence Steps
Step
Channel
Sent
Response
Note
Day 0 · "Is your system ready for hurricane season?"
Email
412
48% open
Best subject line so far
Day 2 · Personal text from the team
SMS
398
9% reply
Replies routed to your AI responder
Day 7 · Prepaid-lease payment example
Email
386
31% open
Drives most assessment bookings
Day 14 · Last call for a free assessment
SMS
371
6% reply
Non-responders re-enter in 30 days
Landing Page Conv.
12%
▲ from 7%
Video Ads Cut
12
from 2 shoots
Open Tasks
3
see below
Next Strategy Call
Tue 10am
bi-weekly
Projects & Tasks
What we're working on, and anything we need from your team