STACI · Command Center v3

STACI

Chief of Staff · Orchestrator

Systems Online

4

PD · GWS · GitHub · Slack

▲ All Live

Active Agents

2

STACI + Pipedrive Agent

◐ 2 Planned

Skills Loaded

18

All profiles combined

→ Current

Uptime (30d)

99.8%

▲ Nominal

Revenue Won — This Month

$820K

↑12% vs last month

Revenue Won — This Week

$194K

↑8% vs last week

Win Rate

65.6%

3,908 won / 2,048 lost

Open Pipeline

$80.5M

9,867 active deals

Deals Won by MonthJan–Aug FY2026

Volume by RepYTD

🧠 Solarponics Strategic Council

8 Specialists Standby · Select topic to convene

Council Response Awaiting query STACI synthesizes · Check-Six on action

Enter a topic below to convene the Council. Relevant specialists will deliberate, then STACI synthesizes.

Agent Fleet

4 total 2 ACTIVE · 2 PLANNED

🎯

STACI

Orchestrator · Executive Chief of Staff · Single point of contact. Marshals all Solarponics AI operations and enforces the Check-Six protocol.

● ActiveCheck-SixMulti-SystemCouncil Lead

99.8%

Uptime

18

Skills

4

Systems

Last: Just now · Slack DM · Command Center

📊

Pipedrive Agent

CRM Specialist · Deal lookups, pipeline reporting, activity creation, contact research, deduplication, and deal-anchored record management.

◐ StandbyCRM-OnlyRead+Write

742

Deals

22K

Activities

5

Skills

Last: Today · 08:44 PT · Pipeline brief

📁

Drive Agent

Document Specialist · Contracts, proposals, Google Drive read/write, SA forms, PDF generation, template management.

○ PlannedDrivePDFOAuth Req.

—

Docs

—

Skills

—

Uptime

Status: Awaiting Google OAuth setup

⚡

Proposal Agent

Pipeline 1 & 2 sizing, financial modeling, PG&E CSV analysis, video scripts, architectural plan reading (4 sub-agents).

○ PlannedPipeline 1+24 Sub-agents

—

Proposals

4

Sub-agts

3–8m

Run time

Status: Tooling not yet wired to this instance

Total Started YTD

742

Deals entered pipeline · FY2026

Deals Won

37

$5.5M total

Peak Month

$1.5M

June 2026 · Best month FY2026

Won by MonthFY2026

Volume by RepYTD

Recent DealsLive · Pipedrive

Customer	Rep	Value	Stage	Days
Hernandez Residence	Carry Perkins	$18,400	Won	54
Patel Commercial	Aadi Ahmad	$42,700	Proposal	28
Whitfield Home	Frank Scotti	$11,200	Site Survey	12
Coastal Farms LLC	Carry Perkins	$89,500	Negotiation	71
Kim Residence	Aadi Ahmad	$9,800	Lost	43
Rivera Commercial	Frank Scotti	$33,100	Proposal	19
Davidson Estate	Carry Perkins	$26,700	Won	61

staci@solarponics ~ command-interface v3 Pacific Time · SLO County

staci@solarponics ~ $ ↵

STACI DNA — Knowledge Schema

5 Layersmega-brain · L1–L5

L1Philosophies

Check-Six Protocol — Any irreversible action requires explicit confirmation: CRM writes, Drive edits, emails, repo pushes. No exceptions.

People. Energy. Planet. — Every decision filters through Solarponics' mission. Community stewardship, not just installs.

Deal is the anchor. — Person records are the rolodex. Deals are the source of truth. Ignore PD Leads inbox.

High agency. — STACI does not wait to be told what to do next. Anticipate, prepare, inform.

L2Mental Models

UCID Precision — Every record needs a unique identifier. Never guess at a customer name, deal, or file. Resolve first, act second.

Search-then-Act — Resolve names to IDs by searching, then act on the ID. Multiple matches = present options.

Full Board Visibility — See from a lead's first click to the final invoice. Bottom line up front, detail underneath.

L3Heuristics

Pacific Time always. — Pass times to Pipedrive exactly as stated in PT. Never convert to UTC. 2:30 PM → "14:30".

Option B triggers: before 12pm PT = same-day Carry call; after 12pm = next day.

Fresh price, locked 3yr. — Guardian Plan SA rates calculated fresh each offer, locked 3yr, auto-renew with no increase in window.

SLO County climate constants: Zone 5 · 4.5 PSH/day · PG&E NEM 3.0 · ACC $0.06/kWh · NBC $0.025/kWh

L4Frameworks

Proposal Pipeline 1 — Existing Homes. PG&E 15-min CSV → email draft + short proposal + financial report + video script.

Proposal Pipeline 2 — New Construction. PDF plans + sq ft + kWh → Plan Reader → Sizing → 2D Layout → 3D Renders. 3–8 min.

SA Intake Routing: A=Operational→SA; B=Repair→[SVC]+Carry; C=SPR. A+C and B+C valid. A+B blocked.

L5Methodologies — Standing Missions

Battery Retrofit Campaign. Scrub all closed-won deals for solar-only customers. Offer 35% off Guardian Plan battery add-ons via Participate lease/PPA. 47 accounts identified. Ron go-ahead required.

Employee Interface Hub. Phase 1: Slack + Web + OAuth. Phase 2: Role agents (Service, Email, Sales). Phase 3: Marketing Intelligence Unit — Campaign SME + Scout + Approval Gate. 5 segments mapped.

Marketing Intelligence. 500 lost deals analyzed — 58% lost to competition. Hottest list: 2025–2026. Five segments: Recapture, Wake the Dead, Price Objection, RAF Re-engage, EV Upsell. Pending PD CSV upload.

📣 MARKETING INTELLIGENCE

M1 Scout · M2 Executor · 448 customers · 8 active cohorts

M1 Run: Aug 27 2026

448

Total Customers

8

Active Cohorts

534

Total Targets

12%

SA Penetration

$23M+

Portfolio Value

📅 Campaign Launch Schedule

Week 1 — C8: SA Expiring (3)

Week 2 — C3: SVC No SA (20)

Week 3 — C2: Expired SA (17)

Month 2 — C1+C5: PV No BB/EV (420)

Month 3 — C6: Silent (240)

Ongoing — C4+C7: Aging+RH (34)

M2 fires every Monday 8 AM PT · Hard approval gate · staci@solarponics.com

📊 Open in Pipedrive

🔴 HIGH · 172 customers

⚡ C1 — PV No Battery Tesla Powerwall 3 Upsell

172 customers have PV but zero battery storage. They lose all solar value when the grid goes down and are paying retail for evening consumption. One personalized email showing their system's actual evening deficit converts directly into a Powerwall 3 quote ($21K–$28K avg).

172

Targets

$21K+

Avg Offer

13.5 kWh

PW3 Capacity

$3.6M

Pipeline Potential

Copy angle: "Your panels work. Your evenings don't. Add Powerwall 3 and run your home on sunshine around the clock."

📊 Open in Pipedrive

🔴 HIGH · 17 customers

🔄 C2 — Expired Guardian Plan SA Renewal

17 customers whose Guardian Plan lapsed more than 12 months ago. They've experienced our service quality and let coverage lapse — usually inertia, not dissatisfaction. A personal re-engagement email with a fresh 3-year lock and 15% labor discount converts at high rates. These are warm leads.

17

Targets

$125+

SA Base/yr

3-yr

Lock-in

15% off

R&R Labor

Copy angle: "Your coverage lapsed — but we haven't forgotten you. Lock in 3 years of Guardian protection at today's rate."

📊 Open in Pipedrive

🔴 HIGH · 20 customers

🛡️ C3 — SVC No Guardian Plan "Protect Your Investment"

20 customers who have used our service department but never enrolled in Guardian Plan. They've already paid à-la-carte for exactly what SA covers. Show them the math — what they paid last visit vs what SA costs per year — and they convert themselves.

20

Targets

$125+

SA Base/yr

High

Conversion Est.

Week 2

Launch

Copy angle: "You've already trusted us with your system. Guardian Plan means we stay ahead of the next issue — before it costs you."

📊 Open in Pipedrive

🟡 MED · 28 customers

🔧 C4 — Aging System, No Service Health Check / PM Visit

28 customers with systems 7+ years old who have never scheduled a service visit. Inverters degrade. Connections corrode. Critters nest. A free PM visit offer gets us on-site to assess — and every aging system is an upsell opportunity for Guardian Plan, component upgrades, or a PVA.

28

Targets

7+ yrs

System Age

Free

PM Visit Offer

Ongoing

Launch

Copy angle: "Your system has been working hard for 7+ years. Let us do a free health check — because the best repair is the one that never happens."

📊 Open in Pipedrive

🔴 HIGH · 248 customers

🚗 C5 — PV No EV Charger EV Charger Upsell · $17K avg

248 solar customers with no EV charger on record. EV adoption in SLO County is accelerating. Every customer who buys an EV and charges at home is paying retail for overnight energy they could charge from their own panels. EVSE ($17K avg) is the highest-volume upsell path after battery.

248

Targets

$17K

Avg Offer

Month 2

Launch

$4.2M

Pipeline Potential

Copy angle: "You already make free energy. Now drive on it. Add an EV charger and charge your car from your roof — not the grid."

📊 Open in Pipedrive

🟡 MED · 240 customers

💤 C6 — Silent >18 Months Re-Engagement

240 customers who haven't had any Solarponics touchpoint in 18+ months. Not lost — just silent. Re-engagement emails with a genuine value-add (NEM 3.0 update, rate change advisory, system performance note) bring them back into the relationship and open the door for any upsell.

240

Targets

18+ mo

Silent Period

Month 3

Launch

Referral

Secondary Goal

Copy angle: "A lot has changed in solar since we last talked. Here's what it means for your system — and your bill."

📊 Open in Pipedrive

🟡 MED · 6 customers

♨️ C7 — Radiant/DHW No Guardian Plan Specialty SA Enrollment

6 customers with radiant heat or solar water heating systems and no Guardian Plan. Specialty systems carry higher service costs when they fail — that makes the SA value proposition even clearer. Small cohort, high close probability.

6

Targets

RH/DHW

System Type

$125+

SA Base/yr

Ongoing

Launch

Copy angle: "Your radiant system keeps your home comfortable year-round. Guardian Plan keeps it that way — guaranteed."

📊 Open in Pipedrive

🔴 URGENT · LAUNCH WEEK 1 · 3 customers

⏰ C8 — SA Expiring Soon Proactive Renewal · Week 1

3 customers whose Guardian Plan expires in 10–12 months. Contact them NOW — before they lapse. A proactive renewal email with a rate-lock offer (no increase for 3 more years) closes at very high rates. Easiest revenue in the pipeline. This is the Week 1 launch cohort.

3

Targets

10-12 mo

Until Expiry

3-yr lock

New Term

Very High

Close Rate Est.

Copy angle: "Your Guardian Plan is still active — and we'd like to keep it that way. Lock in 3 more years now before rates have a chance to change."

HOW IT WORKS — M2 fires every Monday 8 AM PT. Click "Run M2" to trigger any cohort on-demand. M2 drafts personalized emails and delivers an Approval Package here in Slack. Ron says "Approved" to send. Nothing goes out without explicit authorization. Sender: staci@solarponics.com · Max 1 marketing email per customer per month.

🔧 SOLARPONICS TOOLS

4 tools · Click any card to launch · Ask STACI in the dock to open one

Or say "open PV Bid Tool" in the dock →

⚡ PV Bid Tool ● Live

Full PV + battery proposal engine. Enter system specs, get a complete bid with NEM 3.0 financial analysis, Participate pricing, and payment schedule. Outputs a client-ready proposal package.

PV+BB

Proposal Type

NEM 3.0

Rate Analysis

:8090

Port

📄 Participate Contract Generator ● Live

Automated Participate Energy CA Customer Agreement + Installation Order (52-page AcroForm). Search a Pipedrive deal, auto-fill all customer and system fields, generate a signed-ready PDF in seconds.

52 pg

AcroForm

Auto-fill

From Pipedrive

PDF

Output

🔁 R&R Bid Tool ● Live

Remove & Replace proposal engine. Enter panel count, roof type, stories, and distance — get a complete R&R bid with crew days, warranty, liability, and a client-ready PDF contract with the correct payment schedule.

R&R

Proposal Type

35%

Std Margin

PDF

Output

🎯 Scout — Lead Scorer ● Live

AI lead scoring and outreach engine. Scout analyzes inbound leads, scores them by conversion probability, and drafts personalized outreach sequences. Runs continuously as a background agent.

AI

Scoring

Auto

Outreach

:8091

Port

💬 DOCK SHORTCUTS — Type any of the following in the STACI dock below:
"open pv bid tool" · "open participate" · "open r&r" · "open scout" · "open tools"

🪔 STACI Wish Lamp

6 wishesProduct roadmap · Persistent

Make a Wish

What do you want STACI to do?