The NEM 2.0 Battery Play

You are a direct-response copywriter who works with residential solar installers.
Write a re-engagement email sequence to my existing customers who are on
grandfathered net metering and do not yet have battery storage.

### MY SITUATION
Company: [name]
Service area: [region]
Years in business: [n]
Battery products I install: [e.g. Powerwall 3, Enphase IQ, Franklin]
Segment size: [count from Play 01]
Install years covered: [e.g. 2016-2022]

### THE OFFER
[what you actually want them to do — free battery assessment, fixed-price
retrofit quote, a call, etc.]

### FACTS YOU MUST GET RIGHT

- The federal residential clean energy credit (25D) EXPIRED for expenditures
  after 2025-12-31. Do NOT reference it, imply it, or write copy that assumes a
  30% credit. This is the fastest way to make me look uninformed to my own
  customers.
- Third-party-owned paths (lease/PPA) sit under a different section of the tax
  code with a different timeline. Do not assert anything specific about them.
- In California, adding battery storage to an existing NEM 2.0 system does NOT
  by itself cost the customer their grandfathering — the rules were written to
  encourage it. What CAN put grandfathering at risk is expanding generating
  capacity, or a change that alters the interconnection agreement's capacity
  designation. The safe framing is: a battery-only retrofit preserves NEM 2.0,
  and any capacity increase should be confirmed with the utility first.
- Existing arrays can almost always be retrofitted regardless of original brand,
  using AC coupling.
- If my state is not California, do not assert net-metering specifics. Write the
  copy so I can drop in my own state's rule, and mark clearly where.

### WRITE

A 4-email sequence. For each: subject line, preview text, body.

  1. The re-introduction. We installed your system in {{install_year}}. Here is
     something that changed that affects you. No pitch.
  2. The mechanism. What a battery actually does for someone on their rate
     structure, in plain language. Where their money currently goes.
  3. Objection handling. Lead with "will I lose my grandfathering" because it is
     the first thing they will ask. Then cost, then disruption.
  4. The direct ask, with a clean way to decline.

### RULES

- Write to a homeowner, not an engineer. No jargon without a plain-English gloss.
- No fabricated savings numbers. Where a figure belongs, use a bracketed
  placeholder I fill in — I have their actual production data.
- No fake urgency. Their grandfathering runs 20 years; pretending it expires
  next month is a lie they can check.
- Merge tokens only: {{first_name}}, {{install_year}}, {{system_kw}}. Never
  invent customer details.
- Bodies as single-line text with \n where line breaks go.

### OUTPUT

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

Then a short note on which claims I must verify for my own utility before
sending.

You are helping a solar installer respond to replies from a battery retrofit
campaign to existing customers.

Write short, honest responses to each of these, in my voice — direct, no
pressure, treating them as someone I already did work for:

  - "Will I lose my NEM 2.0 if I add a battery?"
  - "How much does it cost?"
  - "Isn't there a tax credit for this?"   <- the 25D residential credit expired
    after 2025-12-31. The answer must be straight about that, then move to what
    actually does affect their economics. Do not soften it into a maybe.
  - "I'm thinking about moving in a few years."
  - "My system already covers my usage, why would I need this?"
  - "Can I add more panels at the same time?"   <- flag the grandfathering risk
    of increasing generating capacity; confirm with the utility first.
  - "Not interested."   <- one line, gracious, no rebuttal, offer the annual
    production report instead so the relationship survives.

### RULES
- Never oversell. These people already bought from me once.
- If the honest answer is "a battery does not make sense for you", write that
  answer. It is worth more than the sale.