For solar and storage contractors

The EnergySage Playbook

A 117-page operating system for winning more marketplace deals now that the federal residential tax credit has ended.

33 chapters, 10 objection scripts, 5 ready-to-send campaigns, and a 90-day rollout your team can start on Monday.

$99 one time, instant download

Get the Self-Serve Edition See the Full Set

Every purchase includes a free 45-minute coaching call — we look at your actual marketplace numbers together and pick the one thing to fix first.

PDF and editable Word file, plus printable script cards and worksheets.

The EnergySage Playbook, Self-Serve Edition

Free diagnostic

Where are you losing marketplace deals?

Six questions, two minutes. You get a score out of 18, the single biggest leak in your process, and a 30-day plan for closing it.

Take the Marketplace Audit

Complete package

The Full Set: the Playbook plus your own Battery Backup Planner

The Battery Backup Planner is a guided web form your customers fill out themselves. It walks a homeowner through what they want to keep running in an outage, captures their loads, panel photos, and utility details, and sends your team a storage lead that is already qualified — instead of an email that says "how much for a battery?"

The Full Set customizes it for your company:

Your logo and brand colors
Your service-territory utilities and incentive programs
Completed forms routed directly to your sales team
Embedded on your website, or sent to every storage inquiry

See the live demo

That link is the standard version. Yours arrives with your logo, your utilities, and your lead routing already in place.

What you receive

The complete EnergySage Playbook, Self-Serve Edition
A Battery Backup Planner white-labeled for your company
Setup and hand-off, live within 2 business days
A free 45-minute coaching call

$250 One time. Includes the build, the setup, and the hand-off.

Get the Full Set

Setup begins within 2 business days of purchase.

What's inside the Playbook

The 90-day rollout

Six phases in order, from response speed to video to follow-up to measurement. Each with a success test.

Video script cards

First-contact, the 11-beat proposal walkthrough, objection videos, and re-engagement. Beat by beat, with timings.

Message Center scripts

Ten scripts covering acknowledgments, price objections, the tax credit question, and the graceful loss.

Five ready campaigns

Storage retrofit, cold-lead revival, customer expansion, referral, and newsletter. Full copy, not outlines.

The 2026 financing menu

Cash, loan, lease, PPA, and prepaid lease compared honestly — including the drawbacks of the one you earn most on.

Worksheets and checklists

Channel unit economics, the response-time audit, a territory sheet, and a Day-0 baseline so you start measuring immediately.