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    Renewable Energy & Solar automation

    Warranty & Maintenance Renewal Reminder

    A done-for-you solar automation built for the Customer Success Manager, connecting Mailchimp so the work below happens on its own.

    How it works

    What this automation does, step by step

    1. As equipment warranties approach expiration, this automation automatically reaches out to the homeowner with maintenance plan or extended warranty options.

    2. The offer lands before coverage lapses rather than after something breaks and the homeowner is left paying full price for a repair that could have been covered.

    Tools it connects

    Using different software? We build around what you already have, so you never have to switch tools to automate.

    Before and after

    The manual way vs. the automated way

    Without automation

    Handled by hand, a customer success manager spends time each day re-checking the same information across disconnected tools instead of doing higher-value work.

    With this automation

    • Win-back sequences triggered by inactivity, not guesswork
    • Renewals and memberships that never lapse silently
    • Referral and loyalty programs that track themselves
    • Segmented campaigns built from actual purchase history