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AUTONew Lead Acknowledgment
Immediately upon lead receipt
SENDInspection Confirmation
Immediately upon scheduling
SENDPost-Inspection Report Delivery
Same day or next morning after inspection
SENDProposal / Estimate Delivery
Within 24 hours of inspection
AUTOProposal Follow-Up
5 days after proposal — no response
SENDContract Signed / Deposit Invoice
Immediately after contract execution
SENDProject Completion + Review Request
2–3 days after final inspection passes
AUTOAnnual Maintenance Reminder
11 months after project completion
CAMPAIGNHurricane Season Campaign
May 1 each year — full client + prospect list
OUTREACH179D Tax Cert Firm Referral
Cold outreach to 179D tax certification firms
OUTREACH179D Church / Non-Profit Outreach
Cold outreach to church facilities directors and administrators
OUTREACHC-PACE Lender Referral Partnership
Cold outreach to C-PACE lenders (Counterpointe, Nuveen, PACE Equity, etc.)
HI-1High Intent — Day 1 (First Touch)
Day 1 — High intent lead identified via RetargetIQ
HI-2High Intent — Day 3 (Social Proof)
Day 3 — High intent lead, no response to Day 1
HI-3High Intent — Day 7 (Final Touch)
Day 7 — High intent lead, final outreach
MI-1Medium Intent — Week 1 (Education)
Week 1 — Medium intent lead identified via RetargetIQ
MI-2Medium Intent — Week 2 (Social Proof)
Week 2 — Medium intent lead nurture
MI-3Medium Intent — Week 3 (Soft Offer)
Week 3 — Medium intent lead, soft CTA
MI-4Medium Intent — Week 4 (Urgency)
Week 4 — Hurricane season urgency angle
MI-5Medium Intent — Month 2 (Newsletter)
Month 2 — Long-game nurture touch