📋 Executive Summary
This proposal outlines a phased plan to build and deploy AI-powered automation tools for [Company Name] that will increase lead capture by 40%+, reduce quote turnaround by 60%+, and create new recurring revenue streams — all built with open-source tools at near-zero ongoing cost.
🚀 Implementation Phases
⏱ Timeline: 2-3 weeks | 💰 Cost: $0 (open-source tools)
What Gets Built
- Lead Capture System — Web form + WhatsApp bot that captures leads from all channels into one dashboard
- Auto-Qualification — AI scores leads (Hot/Warm/Cool) based on JPS bill, location, interest
- Instant Quote Generator — Input monthly bill + roof size → instant professional PDF quote with financing options
- WhatsApp Auto-Reply — When someone messages [Company Name], they instantly get a response with info + booking link
- Lead Pipeline Dashboard — See all leads, their status (New → Contacted → Qualified → Installed), and next actions
How It Works
📱 Lead messages on WhatsApp/FB/IG
→
🤖 AI captures & qualifies
→
📄 Auto-generates quote
→
📤 Sends to customer + logs to CRM
→
🔔 Notifies sales team
Tech Stack
Python
WhatsApp Business API
SQLite / PostgreSQL
FPDF (quote generation)
Flask (web dashboard)
Deliverables Checklist
- Lead capture web form (mobile-friendly)
- WhatsApp auto-reply bot
- Lead scoring algorithm
- Quote generator (PDF output)
- Lead pipeline dashboard
- Daily lead summary report (email/WhatsApp)
- User guide for [Company Name] team
Success Metrics
- 100% of leads captured (no more lost DMs)
- Quote generated in under 5 minutes (vs. hours/days manually)
- Lead response time under 15 minutes (auto-reply)
⏱ Timeline: 2-3 weeks | 💰 Cost: $0 (open-source tools)
What Gets Built
- AI Content Generator — Creates daily social media posts for Facebook, Instagram, WhatsApp
- Content Calendar — Pre-scheduled posts for the month (testimonials, tips, promos, education)
- Auto-Posting — Posts go live automatically at optimal times
- Customer Testimonial Pipeline — After installation, auto-asks for testimonial/review
- Engagement Tracker — Monitor which posts get most engagement
Content Types Generated
📘 Facebook
- Customer testimonials with photos
- Before/after installation posts
- Educational solar facts for Jamaica
- Seasonal promotions
- Referral program announcements
📸 Instagram
- Installation photo carousels
- Reels scripts for installations
- Customer spotlight stories
- Quick solar tips
- Team/work culture posts
Tech Stack
Python
Ollama (local AI)
Facebook Graph API
Instagram Basic Display API
Schedule/cron
Deliverables Checklist
- AI content generator (6 content types)
- 30-day content calendar template
- Auto-posting scheduler
- Testimonial request automation
- Engagement tracking dashboard
- Content templates library (50+ templates)
Success Metrics
- Daily posting consistency (no gaps)
- 30%+ increase in social media engagement
- 5+ testimonials collected per month
⏱ Timeline: 2-3 weeks | 💰 Cost: $0 (open-source tools)
What Gets Built
- Maintenance Scheduler — Auto-schedules panel cleaning, system checks based on install date
- Performance Monitoring — If inverter has API, monitor output and alert when performance drops
- Customer Reminders — WhatsApp reminders before scheduled maintenance
- Referral Program — Auto-sends referral ask after installation with trackable links
- Referral Tracking — Track which customers referred whom, process rewards
Maintenance Revenue Model
| Service | Frequency | Price (JMD) |
|---|
| Panel cleaning | Every 6 months | $8,000 - $15,000 |
| System health check | Annually | $5,000 - $10,000 |
| Inverter inspection | Annually | $7,000 - $12,000 |
| Battery check | Every 6 months | $5,000 - $8,000 |
With 100 installed systems, even 50% uptake = $350,000 - $500,000/year in recurring maintenance revenue.
Referral Program Structure
🎁 Referrer Gets
- $10,000 JMD service credit per referral
- Priority scheduling for maintenance
- Entry into quarterly prize draw
🎁 New Customer Gets
- Free maintenance check (worth $5,000-$10,000)
- Priority installation scheduling
- Referral discount on accessories
Deliverables Checklist
- Maintenance scheduling system
- Automated customer reminders (WhatsApp)
- Performance monitoring dashboard (if inverter API available)
- Referral tracking system
- Referral reward processing
- Monthly maintenance revenue report
⏱ Timeline: 2-3 weeks | 💰 Cost: $0 (open-source tools)
What Gets Built
- Inventory Tracker — Real-time stock levels for panels, batteries, inverters, water heaters
- Reorder Alerts — Auto-alert when stock drops below threshold
- Procurement Predictor — Based on lead pipeline, predict what inventory will be needed
- Sales Analytics Dashboard — Revenue, conversion rates, top parishes, best-performing channels
- Customer Database — Full customer history, install details, maintenance records
Analytics Dashboard Views
📊 Sales Metrics
- Leads by source (FB, IG, WhatsApp, Referral)
- Conversion rate by stage
- Revenue by parish
- Average deal size
- Sales cycle length
📦 Inventory Metrics
- Current stock levels
- Stock value (JMD)
- Days of inventory remaining
- Reorder recommendations
- Supplier lead times
Deliverables Checklist
- Inventory tracking system
- Reorder alert system
- Procurement prediction model
- Sales analytics dashboard
- Customer database
- Monthly business report (auto-generated)