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Customer Lifecycle

The install is complete. The relationship is not.

Powerlily keeps the customer, system, portal, communication history and referral source connected after commissioning, so service, storage offers and introductions can become the next qualified opportunity.

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my.yourcompany.com
Branded Powerlily customer portal with production and referral access
Installed-base growth

The customer journey can feed the next one.

Remarketing in Powerlily is the connection between the installed system and the acquisition tools already used by the company. It is grounded in CRM and fleet context—not a separate contact list with an inflated automation story.

01

Understand the installed base

Start with customers and systems you already know.

The useful lifecycle signal sits across project history, selected equipment, monitored-system state and prior communication. Powerlily keeps those dimensions available together.

The installed base stays visible System context can inform service and the next relevant conversation.
  1. 01.01

    One post-install customer record

    Keep the original quote, project, equipment, documents, messages, portal and system relationship attached after commissioning.

  2. 01.02

    Live monitored-system segments

    Build campaign audiences from monitored systems and filter by available attributes such as inverter brand, system health and customer context.

  3. 01.03

    Known fleet incidents

    Use provider health, sync failures, zero production and stale data as operational context for service follow-up rather than promising opaque predictive maintenance.

  4. 01.04

    Existing designs support the next quote

    Return to the customer's project when exploring storage, equipment changes or additional work instead of beginning from an empty lead.

  5. 01.05

    Saved CRM segments stay reusable

    Combine project status, pipeline history, tags, ownership, engagement and system context into lists the team can revisit.

02

Engage deliberately

Reach the right customer with the right next step.

Use real segments and branded communication, with audience preview and delivery controls, rather than spraying every former customer with the same offer.

A reviewable campaign Audience, message and results remain visible to the team.
The next offer has project context The installed design can become the foundation for an expansion.
  1. 02.01

    Storage and upgrade audiences

    Create a targeted segment using the CRM and monitored-system fields available to the company, then review it before sending an offer.

  2. 02.02

    Branded email campaigns

    Compose with merge fields, send a test, schedule or deliver, and keep open, click and downstream customer activity attached to the campaign.

  3. 02.03

    Frequency and unsubscribe controls

    Respect opt-outs and campaign cadence so lifecycle outreach does not erode the relationship it is meant to strengthen.

  4. 02.04

    Return to a connected proposal

    Bring an interested customer back into Powerlily's design, battery analysis and proposal workflow instead of an isolated promotion page.

  5. 02.05

    A timely, human-triggered review request

    Send the branded review email when staff judge the moment is right. Powerlily can help draft the message from available system context, but review requests are manually triggered—not an untracked background automation.

03

Close the loop

Make a good customer experience discoverable.

The branded portal remains the customer's home after install and gives them a direct way to introduce the company to someone new.

The introduction stays attributable A customer relationship can become a measurable acquisition source.
  1. 03.01

    A personal referral link

    Give each customer a shareable link inside the portal rather than asking them to remember a general website address.

  2. 03.02

    Attribution on the incoming lead

    When the referral converts, preserve the originating customer on the lead record for follow-up and reporting.

  3. 03.03

    Optional referral rewards

    Support a company referral program and keep the relationship between the advocate and resulting lead visible.

  4. 03.04

    A branded customer destination

    Keep production, project documents, messages and referral access under the installer's domain and visual identity.

    Client portal
  5. 03.05

    Back to the beginning

    The referred contact enters the same lead capture, routing, CRM and design workflow used for every other opportunity.

Keep the installed customer inside the growth loop.

Connect service context, relevant campaigns, the branded portal and attributed referrals.

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Pericles
Pericles
Powerlily assistant
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