Five-year value capture for a residential solar / home-services operator. Speed-to-lead, booking conversion, and crew efficiency.
Prepared by Vincent Oliver
Value Creation Operator
Scenario: Base Case
Client Value · 5-Year
—
Net of fees paid to Agentic Assembly
Total Investment · 5-Year
—
Build + retainer
Client Payback
—
On build investment
Scenario
The dominant driver is revenue: instant lead response and automated follow-up lift the booking rate. Conservatism is modeled as how many percentage points the booking rate improves, plus a ramp through build, pilot, and full rollout.
Operating Inputs
%
$
%
Value counts margin, not revenue
mo
mo
$
One-time engagement fee
$/mo
Begins after build
Value Drivers · Annual at Full Run-Rate
Labor cost eliminated
$
CSR / dispatch
Time reallocated to higher-value work
$
Crews / closers freed
Revenue uplift
—
Computed · core driver
Cost reduction
$
No-shows / routing
Pricing power
$
Optional
Revenue uplift is computed from the booking-rate lift, job value, and margin. The other four are supporting value drivers identified in the audit; each ramps with adoption.
What Gets Built
Instant lead response. Engages every inbound inquiry within seconds, day or night.
Automated follow-up. Nurtures across call, text, and email until the job is booked.
Smart scheduling and dispatch. Fills the calendar and reduces no-shows.
Pipeline dashboard. Tracks lead source, booking rate, and revenue per job.
Capability overview. Specific systems are scoped to your operation during the Opportunity Audit.
Five-Year Build-Up
Period
Incremental jobs
Client value
Agentic Assembly fees
Client cumulative
Year one is partial by design: value accrues after build and pilot, then ramps to full rate. Client value is shown net of fees so the two columns never double-count.