Segment 01 · of 04

The segment that changed the most on December 31, 2025.

Residential new-install is the segment where 25D expiration hit hardest. Shops that built their playbook around the 30% incentive now need a new value proposition and a more disciplined sales process. TPO is back. Bill-savings stories matter more. And the follow-up discipline that separates 18% close from 34% close is now survival, not advantage.

What the AI is tuned for.

Post-25D value positioning. The AI doesn't lead with tax credits. It leads with utility bill stability, energy independence, and the rising-rate story homeowners actually feel. When the customer asks about 25D, the AI pivots to 48E pass-through via TPO, the fact that they can still benefit, just through a different structure.

TPO and leasing workflows. Qualification includes credit-indicator questions since most TPO financiers have minimum scores. The AI captures utility rate and annual bill size in the first call so rep prep for the proposal conversation is accurate.

AVL-compatible equipment tracking. If the financier requires specific module and inverter brands from an Approved Vendor List, the AI captures which financier is preferred and flags equipment compatibility before site survey scheduling.

Why discipline matters more now.

When 25D was in place, a decent proposal would close itself, "save 30% with the federal tax credit" was enough to break through price objections. Today, that line does nothing. Customers need to believe that your shop will still exist when the 25-year panel warranty hits year 14. They need to hear from you on day 10 and day 30, not just day 3. They need proof that you're there in ways the bankrupt national installers weren't.

The AI's job is to make that proof visible across the whole 60-to-180 day cycle.

Test the post-25D pitch on your own ICP.

The prototype's qualification flow is tuned to the 2026 residential reality. Run it on a recent lead and listen to how the conversation changes.

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