Zoho Campaignssolar lead nurture and AMC renewal on autopilot for San Francisco.
Stop letting cold leads die in your CRM. Stop forgetting which customers are due for their year-1 AMC visit. Our pre-built solar nurture flows, net metering education for CA, ITC explainers for federal, utility-rate trigger sends, keep the funnel warm 24/7. CAN-SPAM compliant. TCPA-aware on SMS.
From cold list to AMC renewal, six automated stages.
Every cold lead becomes a hot survey. Every install becomes a referral source. Every PTO becomes an AMC renewal, without anyone on your team remembering to send the email.
Import your list. Deduplicate. Score by deliverability.
Bring your EnergySage exports, Modernize leads, Google Forms responses, door-knock spreadsheets. We import, deduplicate against CRM, run them through email validation (bounce risk + role accounts removed), and tag every contact by source.
One list becomes 14 segments, by utility, state, ZIP.
your utility customers get net metering content. your utility customers get monsoon-season storage messaging. your utility customers get summer-peak rate education. your utility customers get hurricane-season backup messaging. The right email to the right ZIP.
5-email drip: net metering, ITC, storage, referrals, CTA.
Pre-built copy by ETG’s solar content team. Email 1: “What net metering means for your bill.” Email 2: “How the 30% ITC actually works.” Email 3: “Should you add a battery?” Email 4: “Real numbers from your ZIP code.” Email 5: “Book a free roof check.”
Lead clicks the CTA, auto-routes to a rep in 5 minutes.
When a contact hits MQL score (3+ email opens, 1 CTA click, OR direct quote request), Campaigns fires a webhook into CRM. The right rep (by territory) gets the lead with full nurture history, sample emails sent, and pages visited.
System goes live. Referral flow activates 30 days later.
Customer hits PTO + 30 days. Campaigns fires the “Love your solar? Earn $500” referral series, 4 emails over 60 days, with a personal referral link they can share. Each closed referral pays the customer $500 automatically through Books.
Year-1 AMC renewal, auto-sequence 60 days before due.
Customer’s 1-year AMC expires next month? Campaigns auto-fires a 3-email + 1-SMS renewal cadence, with a one-click renewal link that pre-populates payment in Books. Renewal rate goes from “we forgot to ask” to 72%+.
Priced by contact count, not by user.
Monthly pricing below. Annual billing saves 25%. Free tier covers 500 contacts forever.
SMS sends extra: ~$0.012 / message (US, TCPA-aware). Annual plans save 25%. Pricing as of January 2026.
Three Campaigns packages.
All fixed-price. Includes pre-built solar templates, CAN-SPAM compliance setup, and Sender Score health check.
Solar QuickStart
Replace the spreadsheets. Stop the bleeding in 2 weeks.
- Development75 hrs
- Project management20 hrs
- Training & user manuals15 hrs
- Hypercare (post go-live)30 hrs
- Meetings & reviews10 hrs
- Zoho Campaigns Standard
- 3 email templates (English)
- CRM lead sync
- Domain + sender setup
- General User Manual Documentation
Solar LaunchPro
Full sales + ops + service engine for a 10-crew business.
- Development230 hrs
- Project management40 hrs
- Online training sessions10 hrs
- Hypercare (post go-live)50 hrs
- Meetings & reviews20 hrs
- Zoho Campaigns Professional
- 5 drip flows configured
- English + Spanish templates
- AMC renewal automation
- net metering + storage incentives nurture
- WhatsApp + Email omnichannel
- A/B testing setup
- 14-day hypercare
- Product Specificed Usermanual Documentation
Solar Enterprise Suite
For EPCs, commercial/industrial & multi-office distributors.
- Development550 hrs
- Project management70 hrs
- Online training20 hrs
- Hypercare (post go-live)70 hrs
- Meetings & reviews40 hrs
- 5 Zoho marketing apps configured
- Multi-language drips
- Lead scoring + qualification
- Marketing automation playbook
- 21-day hypercare
- Department + Product Specificed Usermanual Documentation
- Department Based Training
Built for San Francisco solar marketing reality.
Solar email templates
12 pre-built templates: net metering explainer, ITC walkthrough, storage attach, post-install welcome, AMC renewal, referral ask.
Utility-rate trigger sends
When your utility raises rates, we auto-blast your NorCal list. When your utility files a new tariff, your SoCal list hears about it first. Speed wins.
AMC renewal cadence
3-email + 1-SMS sequence 60 days before each customer’s AMC expires. One-click renew via Books. 72%+ renewal rates.
Referral program automation
Personal share links per customer. $500 paid per closed deal, auto-issued via Books once the new system hits PTO.
CAN-SPAM + TCPA compliance
Unsubscribe footer, physical address, double opt-in, TCPA consent for SMS. Configured from day one.
Sender Score management
SPF, DKIM, DMARC, BIMI configured at launch. Monthly deliverability monitoring. IP warm-up plan if you scale fast.
We’ve launched 280+ solar nurture programs.
Solar copy, written by solar people
Our content team has written net metering explainers that closed 11.6% CTR. They know what homeowners actually ask at the kitchen table.
CRM-native handoff
Campaigns lives inside your Zoho. MQLs auto-flow to CRM with full email history. No Zapier middleware. No data drift.
Deliverability obsession
We monitor Google Postmaster + Microsoft SNDS for every customer’s sending domain. Spam folder = lost revenue.
Fixed USD pricing
Quick is $2,400. Pro is $6,200. Enterprise is $12,000. Quoted in writing before kickoff. No hourly billing.
Zoho Campaigns FAQ.
Do you work with solar installers in San Francisco?
Does Campaigns auto-handle CAN-SPAM?
What deliverability tooling do you set up?
How does SMS work with TCPA?
Does it integrate with our website forms?
Can we segment by utility, like only your utility customers?
What about A/B testing, is it actually useful at our scale?
See your San Francisco solar pipeline on Zoho, in 30 minutes.
Walk through your current sales-to-PTO flow with one of our San Francisco solar implementation leads. You will leave the call with a fixed-price quote in USD and a defined go-live date.