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OptimiSystems
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Toolkit catalogue

24 downloadable toolkits and managed bundles.

Installer Quote Calculator Sheet

Plug-and-play spreadsheet that turns roof size, panel wattage and feed-in tariffs into a one-page customer quote.

€4.04

Cold Email Sequence for Homeowners

Seven-step outreach cadence written for residential prospects in EU markets, with proven subject lines and follow-ups.

€4.82

Roof Survey Question Bank

A field-tested set of 40 discovery questions for in-home surveys, organised by buyer objection type.

€7.70

Solar Discovery Call Script

Twenty-minute first call structure that qualifies homeowners and books surveys without high-pressure language.

€10.79

Lead Magnet PDF Template Pack

Six editable lead-magnet PDFs targeting savings, EV charging, battery storage, grants and feed-in tariffs.

€12.39

Facebook Ad Creative Vault

Curated swipe file of 120 high-CTR Meta ad creatives for solar installers, sorted by hook and offer.

€13.09

Google Search Ads Keyword Map

Pre-built Google Ads campaign with ad groups, negatives and bid strategy notes for residential solar.

€17.69

Local SEO Citations Checklist

Step-by-step citation playbook covering 80+ directories that move the needle for installer brands.

€22.97

Retargeting Funnel Wireframe Kit

Figma-ready landing page, thank-you and retargeting wireframes optimised for solar lead capture.

€26.37

Appointment Setter SOP Bundle

Operating procedures, KPI dashboards and onboarding scripts for an in-house appointment-setting team.

€26.79

Tariff & Incentive Briefing Note

Quarterly briefing covering net metering, capital allowances and grant schemes across major EU markets.

€29.37

Installer Brand Identity Workbook

A practical workbook that walks a regional installer through positioning, tone of voice and visual identity.

€35.97

CRM Pipeline Template

Pre-configured pipeline for HubSpot or Pipedrive with stages, automations and forecast formulas tuned for solar.

€37.67

Customer Reference Story Toolkit

Interview templates, release forms and a story canvas for turning installs into shareable case studies.

€43.67

WhatsApp Lead Nurture Templates

Compliance-aware WhatsApp Business message templates and broadcast plans for warm solar enquiries.

€49.99

Battery Storage Upsell Playbook

Talk tracks, calculators and visual aids to convert standalone solar leads into battery storage installs.

€55.57

Quarterly Pricing Strategy Report

Benchmark report comparing residential installation pricing, gross margins and finance offers across regions.

€56.87

Performance Reporting Dashboard

Looker Studio template that pipes ad spend, leads and signed contracts into one weekly leadership view.

€77.99

Solar Lead Routing Automations

Zapier and Make blueprints that route inbound leads to the right rep by postcode, source and project size.

€85.99

Installer Onboarding Playbook

Eight-week onboarding plan for a new installer brand: positioning, paid media, CRM and sales scripts combined.

€98.07

Lead Generation Quarterly Retainer

Three months of managed paid media and creative production for one regional solar installer brand.

€164.37

Agency-Grade Strategy Bundle

Quarterly market research, creative refresh and CRM tune-up bundled into a single agency engagement.

€226.27

Annual Growth Partnership

A full year of lead generation strategy, creative production and dashboarding for installer groups.

€250.00

Private Growth Workshop

A one-day private workshop for installer leadership covering positioning, paid media and sales operations.

€560.00