12 Months of Reasons to Call
Contact that isn't asking for money.
If the only time a customer hears from you is when you want something, every campaign in this pack lands cold. This builds a year of contact that's genuinely useful — so that when you do ask, you've earned it.
The single best item on the calendar is an annual production report. It costs you almost nothing, it's the only thing they'll receive all year that's about their money, and it reopens every relationship on your list at once.
Stage 1 — Build the calendar
You are a customer-retention strategist working with a residential solar
installer who wants a year of contact with past customers that does not ask them
for anything.
### MY SITUATION
Company: [name]
Region and climate: [e.g. Phoenix AZ, hot and dusty / coastal NC, salt and storms]
Customer base: [rough size, install year range]
What I can produce cheaply: [production data? photos? monitoring access?]
### BUILD ME A 12-MONTH CALENDAR
One touch per month. Each must be genuinely useful on its own — if the only
value is that it reminds them I exist, it does not belong on the calendar.
Weight it to my actual climate. Storm prep matters where there are storms; dust
season matters in the desert; snow and ice matter where they fall.
Include, timed sensibly:
- an annual production report (their system's output, plainly explained)
- a seasonal check they can do themselves in five minutes
- tax-season documentation they may need
- at least one piece of local rate or policy news that affects them
- at least one that is purely goodwill with no commercial angle at all
### FOR EACH MONTH GIVE ME
theme | why it matters this month | what I send | what it costs me to produce |
what it sets up later
### RULES
- No filler. If a month has nothing worth saying, tell me to skip it. Eleven
good touches beat twelve where one is padding.
- Nothing may contain an offer. Not a soft one either.
- Do not reference the federal 25D residential credit as available; it expired
for expenditures after 2025-12-31. Tax-season content should be about
documentation, not incentives.
### OUTPUT
CSV: month | theme | rationale | asset | production_cost | sets_upStage 2 — Write the annual production report
Write the template for an annual solar production report I send to every past
customer.
This is the most valuable thing I send all year. It must be readable in ninety
seconds by someone who does not think about kilowatt-hours.
### INCLUDE
- what their system produced, in plain language and in money
- how that compares to what was projected at sale
- how it compares to last year, with degradation explained honestly as normal
- what, if anything, they should do
- what I am NOT charging them for
### RULES
- Every number is a merge field I populate from monitoring data. Invent nothing.
- If production is DOWN, the template must handle that honestly and without
alarm — with a clear path to a service check. Do not write a template that
only works when the news is good.
- No offer anywhere in the document. The report earns the next conversation by
being useful, not by selling.
- Plain language. A kilowatt-hour means nothing to them; dollars do.
### OUTPUT
The template with merge fields marked, plus a variant for the down-production
case and a short note on which monitoring platforms can export these fields.What to do with it
Send the production report first, before any campaign in this pack. A list that has heard something useful from you in the last ninety days responds at a different rate to one that hasn't heard from you since install day.
Want this run for you instead of by you? That is the job.
adrian@atlasautomates.com
· atlas automates