v5
Pre-filled from Solar Pro:
📎 Drop a File (optional -- SCE bill, competitor quote, prior research PDF, anything)
📄
Click or drag a file here
PDF, JPG, or PNG -- AI will read it and factor it into the briefing
Step 1 -- AI researches this customer
Property, equity, income signals, utility rates, solar adoption, HOA, outage history, professional profile
🚨 Game Changer -- Read This Before You Walk In
Research Complete
Research failed. Check name and address, then try again.
Step 2 -- A few things the AI couldn't find online
Check what applies. These are specific to this customer based on the research.
Customer has a competing estimate
→ Knowing the competitor lets AI give you specific counter-talking points
💬 Add Context (optional -- anything the AI should know)
AI synthesizes everything and writes your game plan
🤝 Step 3 -- Lease Analysis (LightReach)
Start with battery=$6,000 and escalator=0.99% in LightReach. Screenshot the table and upload it here. AI will recommend the best row and battery price.
Research Findings -- Lease Factors
Upload LightReach Screenshot
📸
Click or drag screenshot here
Screenshot the full LightReach pricing table
Analysis failed. Check the screenshot and try again.
AI Lease Recommendation
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Why this recommendation:
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Ask a question or give an instruction:
Adjust in LightReach, screenshot, upload again
Writing your executive briefing...

Synthesizing research findings and building your game plan

Briefing generation failed. Please try again.