

The incentive that carried residential solar has gone. The growth plan has to be rebuilt.
has to be rebuilt
Solar and clean energy companies are working a harder market with the same funnel: appointment-to-contract rates set in a subsidised year, pricing that has not moved while storage cost has, cancellations eating a backlog nobody reconciles, and install capacity sized for last year's demand. We diagnose the commercial mechanics and write a growth plan your leadership team owns. Advisory only, no campaigns inside the engagement. Book a meeting and bring twelve months of proposal and install data.
Tell us a little about your brand and we'll be in touch within 24 hours to lock in a time.

WHAT WE EXAMINE
Four places solar and clean energy growth actually leaks.
actually leaks
The market changed underneath the whole industry. Wood Mackenzie expects the US residential solar market to contract 21% in 2026 following the expiration of the Section 25D tax credit at the end of 2025, with recovery expected in 2027. A funnel built in a subsidised year does not survive that unaltered, and more advertising is the most expensive way to find out.
Pricing, financing and offer
Sales funnel and appointment quality
Backlog, cancellations and install throughput
Storage, service and lifetime value
What the company quotes, and what the homeowner is comparing it to.
We rebuild the offer from your own proposal data: price per watt by system size and market, realised gross margin after equipment, labour and dealer fees, how cash, loan and third-party ownership options are presented, and what storage adds to both the price and the close rate. Then we compare that against what the market is quoting, because the customer does.
The spread matters more than the average. On one marketplace the gap between the highest and lowest average quoted prices widened 24% in a single half-year, from $0.58 to $0.72 per watt, roughly an $8,500 difference on an average-sized system. A company that cannot explain where it sits in that range is negotiating blind.
- Price per watt and realised margin by system size and market
- Cash, loan and third-party ownership mix and its margin effect
- Storage attachment measured against close rate and ticket
- Your position in the quoted price range, stated plainly
21%
expected contraction in the US residential solar market in 2026
Where a lead stops being worth what you paid for it.
Solar has the longest and leakiest consumer funnel in home improvement, so we measure every stage rather than the ends: lead to contact, contact to set, set to sat, sat to signed, signed to permitted, permitted to installed. Cost per signed contract by lead source and market, closer performance, and how much sales capacity is wasted sitting with unqualified homeowners.
Demand quality also shifted with the incentive deadline. The same marketplace recorded a 205% year-over-year increase in homeowners actively working with installers during the rush before the credit expired, which means the conversion benchmarks most companies are still using came from an unusually motivated audience.
- Stage-by-stage conversion, by lead source and market
- Cost per signed contract, not cost per lead
- Closer and setter performance compared honestly
- Benchmarks re-baselined for post-incentive demand
$2.49/W
average quoted residential solar price in the second half of 2025
The revenue that was signed and never got installed.
The gap between signed and installed is where solar companies lose the most money quietly. We reconcile the backlog: cancellation rate by stage and reason, days from contract to permit to install to interconnection, crew and subcontractor throughput, redesign and change-order frequency, and how much of the pipeline is effectively dead but still in the forecast.
That analysis usually reframes the growth target, because a company cancelling a fifth of its backlog does not have a lead problem. It has a qualification, expectation-setting and cycle-time problem, and each of those has an owner.
- Cancellation rate by stage, source and stated reason
- Contract to permit to install to interconnection cycle times
- Crew and subcontractor throughput against signed volume
- A backlog the forecast can actually be built on
24%
widening in the spread between highest and lowest average quoted prices
What the customer is worth after the panels are on the roof.
The post-incentive market rewards companies that earn more per customer: storage retrofits, monitoring and service plans, electrical and heat pump work, referrals, and commercial or small utility work alongside residential. We measure which of these you already sell, at what margin, and which are realistic given your licences, crews and market.
Storage is not automatic demand. National battery attachment fell from 41% to 38% during the incentive rush, with California dropping from 79% to 71% and Texas from 61% to 53%. The advisory question is whether your attachment gap is pricing, presentation or crew capability, because the fix differs for each.
- Storage attachment and margin by market and closer
- Service, monitoring and retrofit revenue measured, not assumed
- Referral rate treated as a channel with an owner
- Commercial and adjacent work tested against licences and crews
38%
national battery attachment rate, down from 41%
Fixed scope with a defined end date, agreed in writing
Signed, permitted and installed matched to the ledger
Advisory only, so the plan can recommend spending less
Incentives are context, your tax and legal advisors own them
We made the difference for those brands
01 — The challenge
The pipeline looks healthy. Installed revenue does not match it.
A common picture in a solar or clean energy company after the incentive change: lead volume is being bought at last year's cost, the CRM shows a large signed backlog, and installed revenue keeps landing below forecast. Cancellations are recorded inconsistently, so nobody can say whether the loss happens at credit, at design, at permit or when the homeowner reads the loan terms. Marketing reports leads. Sales reports contracts. Operations reports installs. The three numbers have never been reconciled in one place.
“We signed a record quarter and installed a normal one.”
The measurement gap is common across industries, and expensive here. Only 49% of senior marketing and finance leaders say they can measure how marketing drives business outcomes, and 74% have abandoned or scaled back an initiative because they could not measure it. In an industry where the cash cycle runs from lead to interconnection, that gap decides whether growth funds itself or consumes working capital.
02 — Our approach
Measure the funnel, reconcile the backlog, then a plan the leadership owns. Four to six weeks.
Fixed scope, one senior advisor in every session, no campaign work inside the engagement. Week one is measurement. We take twelve months of lead, proposal, contract, cancellation and install data out of your CRM and project management system, reconcile it against invoices and the general ledger, test your own response and appointment experience through the public channels a homeowner would use, and interview the founder or general manager, the sales leader, a closer, operations and permitting, and whoever handles marketing. Week two is economics: stage-by-stage conversion by source and market, price per watt and realised margin, cost per signed and per installed contract, cancellation rate by stage and reason, cycle times, and storage attachment. Week three is the decision session with leadership, covering pricing and financing presentation, which lead sources and markets to keep, what qualification has to change, and what install capacity the plan assumes. The final week produces the written plan: the offer and pricing recommendation, the funnel plan with stage targets, a backlog and cancellation remediation plan, the attach and service revenue plan, a marketing brief any agency or dealer partner can be held to, and a monthly scorecard with defined metrics. We do not run campaigns here, we do not manage your installs, and we give no tax, legal or project finance advice. Everything is handed over in editable files that stay yours.
03 — What we did
How the engagement actually runs.
Funnel measured before opinions, backlog reconciled before targets, then one written plan leadership has already argued through.
Week 1 / Measurement
Pricing and financing presentation tested the way a homeowner sees them
Price per watt, realised margin, how cash, loan and lease options are presented, and where storage sits in the pitch.

Week 2 / Economics
Stage-by-stage conversion and cost per installed contract
Lead to set to sat to signed to installed, by source and market, with the real cost of each stage attached.

Week 3 / Decisions
Backlog reconciliation and the leadership decisions
Cancellations by stage and reason, cycle times, install capacity, and which sources and markets the company keeps.

Weeks 4-6 / Plan
The written plan and a scorecard the company maintains
Offer and pricing, funnel targets, backlog remediation, attach and service revenue, a marketing brief and a monthly scorecard.

WHAT YOU GET
Six deliverables, all editable, all yours.
all yours
Written for your markets, your financing partners and your crews, in files your team can change without calling us.
Company growth plan
Where growth comes from over the next four quarters, in what order, with a named owner for each workstream.
Offer and pricing analysis
Price per watt and realised margin by system size and market, with your position in the quoted range stated.
Funnel and channel economics
Conversion at every stage by lead source and market, with cost per signed and per installed contract.
Backlog and cancellation plan
Cancellation rate by stage and reason, cycle times, and the qualification changes that stop the leak.
Marketing brief for your vendors
What to buy, in which markets, at what cost per installed contract, written so any agency or dealer partner can be held to it.
Monthly operating scorecard
A short set of defined numbers, from set rate to installed margin, your team maintains without help.
HOW WE WORK
Operating standards, not promises.
Operating standards

Residential solar and storage installers
Where the funnel was built in a subsidised year and the offer, qualification and install capacity all have to be re-based.
Commercial solar and energy services firms
Where longer sales cycles, project development and referral relationships matter more than lead volume.
Multi-market platforms and dealer networks
Where several markets or partner installers share a brand and the averages hide which one is actually profitable.
Built on trust. Proven by results.
We partner with SMBs and Fortune 500 companies to deliver more than reach — we bring clarity, execution, and measurable outcomes. Every successful partnership starts with a strong culture fit and a shared drive to grow.








CASE STUDIES
Case studies
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FAQ
What solar and clean energy leaders ask before buying growth consulting.
What does solar growth consulting actually cover?
Four areas and a plan. The offer, meaning price per watt, realised margin and how cash, loan and third-party ownership options are presented; the funnel, measured at every stage from lead to installed rather than at the ends; the backlog, meaning cancellation rate by stage and reason plus cycle times; and revenue per customer, meaning storage attachment, service and adjacent work. The output is a written plan with owners, a marketing brief your vendors can be held to, and a monthly scorecard your team maintains.
Do you advise on tax credits, incentives or project finance?
No. We are not tax advisors, lawyers, securities professionals or project finance arrangers, and nothing here is advice in any of those areas. Incentives appear in our work only as market context, because they change demand and pricing, and your own tax, legal and finance advisors own every question about eligibility, structures and filings. If a finding depends on an incentive assumption, we label it as an assumption and tell you who should confirm it.
The market is contracting. Is growth consulting the wrong spend right now?
It is the condition the work is built for. Wood Mackenzie expects residential solar to contract 21% in 2026 after the Section 25D credit expired, with recovery expected in 2027. In a contracting market the companies that survive are the ones that know their real cost per installed contract, cut the sources and markets that never paid, and hold margin instead of chasing volume. That is a measurement and decision problem, not an advertising one.
How is this different from a marketing agency?
An agency is paid to buy media and generate appointments. This engagement is paid to find out where the company actually loses money, and in solar that is usually qualification, pricing, cancellations or install throughput rather than reach. Because we take no execution work inside the engagement, the plan can conclude that you should spend less and fix the sat-to-signed rate. If you want execution afterwards it is scoped separately, and the brief is written so any agency, including your current one, can deliver against it.
Our cancellation rate is embarrassing. Will you just tell us it is high?
No, the useful part is the decomposition. Cancellations are recorded as one number and caused by at least five different things: credit decline, price shock when the loan terms are read, design or shading changes after site survey, permit and interconnection delay, and simple buyer's remorse from an over-promised sales conversation. Each has a different owner and a different fix, so the plan names them separately with a target and a responsible person for each.
What does the engagement cost?
A fixed fee quoted after a scoping call, with deliverables and dates written down before you commit. It varies with the number of markets in scope, whether commercial work is included and the state of your CRM and project data, so publishing a rate would mislead most readers. For budget context, The CMO Survey puts marketing at an average 9.0% of company revenue, with 33.6% of digital activity run by outside agencies. Book a meeting for a scope and a number.
Our CRM and project data do not agree. Is that a blocker?
No, and reconciling them is part of the value. We work with what exists, match contracts against installs and invoices, and state plainly which findings are solid and which are directional. 62% of organizations report losing revenue directly because of poor data quality, and only 41% have a dedicated data governance owner, so this is the norm rather than an embarrassment. The plan includes the small set of field and process changes that make next year's analysis reliable, or marketing operations consulting if the rebuild is larger.
Should we be pushing storage harder?
Usually yes, but for margin and resilience rather than as a slogan, and only where the crews and the utility rules support it. National battery attachment fell from 41% to 38% during the incentive rush, with California dropping from 79% to 71% and Texas from 61% to 53%, so attachment is volatile and market-specific. We measure your attachment by market and by closer, then say whether the gap is pricing, presentation or capability, because the remedy differs for each.
Will you tell us to raise prices?
Sometimes, and only where the data supports it. The more frequent finding is that pricing is uneven and poorly explained rather than simply low: the same system is quoted differently by closer, financing options are presented in a way that hides the real monthly cost, and discounts rescue conversations better presentation would have won. With the spread between the highest and lowest average quoted prices widening 24% to $0.72 per watt, knowing where you sit matters more than moving the number.
Do you work with commercial solar and energy services, not just residential?
Yes, with a different emphasis. Commercial and small utility work is a pipeline and relationship business, so the analysis moves to opportunity sourcing, proposal win rate by segment, sales cycle length, referral and developer relationships, and how project timing affects cash. Companies running both usually discover that the two lines compete for the same senior sales attention, and the plan makes that allocation explicit instead of leaving it to whoever shouts loudest.
Do you touch our installation operations or hiring?
We analyse them and recommend, and your operations leadership decides and delivers. We are not an operations consultancy, we do not restructure your install teams and we do not recruit crews. What the plan does is name the throughput ceiling, sequence hiring and subcontracting against the growth target, and flag where a sales or marketing recommendation would break if install and permitting capacity are not ready for it.
Who from the company needs to be involved?
The founder or general manager, whoever owns sales, a working closer, operations and permitting, and the person who owns the numbers. Expect a kickoff, a data pull, several short interviews, one decision session with leadership and a final review. We take read-only access through your own accounts and work around the install schedule rather than through it.
How is this different from a marketing audit?
A marketing audit examines what is currently running and what it returns. This engagement is wider: it covers the offer, the whole funnel through to interconnection, the backlog and revenue per customer, which is where solar growth is decided, and it ends in a plan rather than findings. Companies that want positioning work rather than commercial mechanics should look at marketing strategy consulting instead.
Do you work with other installation trades?
Yes. The mechanics are close enough that the same engagement runs for adjacent home-services trades, with the mix categories and seasonality changed. The parent version is growth advisory, and there are sibling pages for HVAC growth consulting, roofing growth consulting and plumbing growth consulting, where membership and replacement work dominate the analysis instead of financing and interconnection.
What happens after the plan?
Your team runs it, and every workstream has a named owner on your side. Many companies book a review at ninety days to re-measure sat-to-signed rate, cancellation rate and installed margin, which takes half a day and is optional. Where you want ongoing marketing leadership rather than a project, a fractional CMO or scorecard advisory is the next engagement, quoted separately.


























































































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