Dead Quote Resurrection

Reopen every bid you lost, with math that changed.

You quoted them. They went quiet. The proposal they were looking at is now built on electricity prices, equipment costs, and financing that no longer exist.

Feed it the dead_quote_recent and dead_quote_aged cohorts from Play 01.

Read this before you run it. For a cash buyer, the federal picture got *worse* — the 30% residential credit (25D) expired after 31 Dec 2025. Do not run a campaign claiming solar is cheaper now than when you quoted them. It usually isn't, they can check, and you'll lose the relationship for good. What genuinely changed is that electricity got more expensive, so the cost of doing nothing went up. That's the honest angle, and it's the one the prompt is built on.


Stage 1 — Split the dead quotes by why they said no

prompt 1
You are a sales strategist working with a residential solar installer on
reactivating old quotes that never closed.

I will paste my dead-quote list with personal information removed. Segment it by
the likely reason it stalled, and tell me which segments are worth contacting.

### SEGMENT BY

  price          the number was the problem
  timing         roof age, moving, money, life
  trust          went quiet after the pitch
  competitor     likely bought from someone else
  disqualified   shade, roof condition, ownership, credit
  unknown        not enough signal

Where my data does not tell you the reason, say unknown rather than guessing.

### FOR EACH SEGMENT TELL ME

- whether it is worth contacting at all, and honestly — some are not
- what has actually changed since the quote date that is relevant to THEM
- what NOT to say to this segment
- expected realistic response, given dormant-list reactivation generally runs
  3-5% against 1-2% for cold outreach, and decays with list age

### CRITICAL CONTEXT

The federal residential clean energy credit (25D) EXPIRED for expenditures after
2025-12-31. If I quoted someone in 2021-2024, their old proposal assumed a 30%
credit that a cash buyer can no longer claim. Do NOT build angles that pretend
the deal got better on the federal side. It did not.

What did change and is defensible:
  - retail electricity rates have risen, so the cost of NOT acting went up
  - battery costs came down and storage is now central to the value case
  - third-party-owned structures sit under different tax treatment than cash
    purchases, which can change which financing path makes sense — but do not
    assert specifics about that treatment

### OUTPUT

CSV: row_id | segment | worth_contacting | angle | avoid | confidence

Then counts per segment and a recommendation on which to run first.

### MY DATA
[paste here]

Stage 2 — Write the sequence

prompt 2
Write a re-engagement sequence for one segment of old solar quotes.

### SEGMENT
[segment and angle from Stage 1]
### CONTEXT
Company: [name]  Quote period: [years]  Segment size: [n]
### THE ASK
[free updated analysis / a call / send them my savings calculator]

### WRITE

A 3-email sequence. For each: subject line, preview text, body.

  1. Honest re-open. We quoted you in {{quote_year}}. Acknowledge the silence
     without guilt-tripping. Give a reason to read on that is about them.
  2. What actually changed — written straight. If the federal credit situation
     is worse, say so. Being the one who tells them the unflattering truth is
     what makes the rest credible.
  3. The ask, with a genuinely easy no.

### RULES

- NEVER claim the 25D residential credit is available. It expired after
  2025-12-31.
- Never claim solar is cheaper than when I quoted them unless my own numbers
  show it. Use a placeholder I fill from my pricing.
- No fabricated savings figures, no invented rate increases. Where a local
  utility rate rise belongs, mark a placeholder and tell me where to source it.
- For the competitor segment: do NOT try to re-sell an array. Pivot to service,
  monitoring, battery, or aftermarket. They already have panels.
- Merge tokens only: {{first_name}}, {{quote_year}}, {{city}}.
- Bodies as single-line text with \n where line breaks go.

### OUTPUT

CSV: segment | step | delay_days | subject | preview | body | merge_fields | notes

What to do with it

Point them at a savings calculator rather than a sales call. A dead quote reopens far more readily when the first step is a number they generate themselves — see Build Your Own Savings Calculator on the calculator page.

For the competitor segment, stop trying to sell panels. They have panels. Sell them 04 — The Warranty Window and 02 — The Rev-Share Play instead. Someone else's customer is still your service revenue.

Want this run for you instead of by you? That is the job.
adrian@atlasautomates.com · atlas automates