BRIEF001 REVA CLASSCONFIDENTIAL
YOUR NEW SOLAR PLATFORM · FOR CLEAR EARTH

Your whole operation. One platform.

Recruiting, dialer, training, payroll, incentives, CRM, chat, KPIs. Every piece of a solar sales operation, fully branded to you, shaped to how you actually run.

SYSTEM SPECIFICATION
CategorySolar sales operations
Built forAppointment setters + closers
Modules8, all integrated
Engineered capacity50+ concurrent reps, multi state
AI layerRecruiting + analytics, always learning
Branding100% yours, top to bottom
DeploymentUsable in 14 days · Complete in 8 weeks
GuaranteeFull refund if not delivered
Offer validSeven days from issue
CRM DIALER WHATSAPP PAYROLL TRAINING YOU
CURRENTLY · Five tools, none talk to each other
RECRUITING PAYROLL DIALER KPIs YOUR BRAND ONE PLATFORM
ONE PLATFORM · Your brand, your ops, every module connected
Kaden Musetti
FOUNDER · APEX LEGACY · 21 APR 2026
Not rented SaaS with someone else's logo in the corner. Not a patchwork of tools that kinda fit. Your operation, your brand, your platform. Built to grow as fast as you decide to grow.
01 / DIAGNOSIS

Where your stack is leaking.

Nine operational surfaces where most solar orgs leak leads, reps, or margin. Every row on the right is something your platform will handle natively.

Surface
Currently
On Your Platform
01Recruiting
Post jobs on ZipRecruiter and Indeed. Wait. Chase applicants in three different inboxes. Most never respond. The ones who do ghost before the interview.
AI recruiter texts every applicant the second they apply, qualifies them through an eleven stage flow, books the interview on your calendar without you touching it.
02Dialer
Separate dialer subscription. Separate CRM. Setters copy-paste numbers between them all day. Lead notes live in three places, none of them connected.
Power dialer built into the CRM. Local presence numbers, AMD, voicemail drop, one-click disposition. Every call logged to the lead automatically.
03Training
Google Drive folder full of scattered videos. No quizzes, no progress tracking, no way to know if a new rep actually finished onboarding.
Structured modules with quizzes. Per rep progress tracked automatically. Reps locked out of the dialer until training is complete.
04Payroll
Spreadsheet nightmare. Manual commission math. Chargebacks tracked on a sticky note. Reps arguing their paystub every Friday.
Automated commission calculation from the deal itself. Chargebacks and bonuses built in. Stripe Connect payouts with a click. Reps see their own numbers live.
05Incentives
Announced in a WhatsApp message on Monday. Forgotten by Thursday. Impossible to track fairly. Contests die within a week.
Live leaderboard, live prize pool, live countdown. Reps see their rank every time they open the app. Contests run themselves.
06Chat
WhatsApp for announcements. Texts for urgency. Nothing tied to the rep or the deal. Messages miss the people who needed them.
Built in team chat, tied to rep accounts. Admin announcements pinned. Unread badges across tabs. Everything in one app they already have open.
07CRM
GoHighLevel, SalesRabbit, Solo. None of them talk to the dialer cleanly. None of them match how solar commissions actually work. None of them feel built for appointment setting at scale.
Purpose built for solar deals. EPC, kW, adders, redlines, financer rules, state rules. Everything a rep enters feeds the commission engine automatically.
08KPIs
Reconstructed end of week in a spreadsheet. You learn about a bad Monday on Friday. Per rep performance argued, not measured.
Live per rep dashboards. Sits, closes, kW sold, revenue, close rate, call volume, talk time. AI surfaces who is slipping before you have to ask.
09Branding
Every SaaS tool has its own logo splashed across your reps' screens. Nothing feels like your company. Nothing reinforces your culture.
Your brand, your colors, your domain, your copy. Reps log in and see your operation. Not ours. Not anyone else's.
02 / CAPACITY

Built to grow with you.

50+
Concurrent reps per instance, multi state, zero rebuild

Start with five reps. Scale to twenty. Scale to fifty across multiple states. The platform does not care. No re platform. No data migration. No rebuild at the next tier. Grow at the pace you choose.

50+
Concurrent reps
per instance
99.9%
Uptime target on
enterprise infrastructure
<200ms
Median API response
at the edge, globally
Any state
Add states and redlines
without a rebuild
Unlimited contests,
ranks, and incentives
Real time
Sync across every
device, always live
03 / PLATFORM

Eight modules. One login. Your brand.

Every module below replaces a tool your reps use today or adds one they have been missing. Together they become your entire operation, branded to you top to bottom, with chat and branding woven through every surface.

IRECRUITING

An AI recruiter that never sleeps.

Post a job on ZipRecruiter, Indeed, Craigslist, wherever. The second an application comes in, your AI recruiter sends a personalized iMessage. Qualifies them through an eleven stage flow. Checks experience, location, availability, computer, headset, mindset, commitment. Books the interview directly on your calendar when they pass. You wake up to booked interviews, not applications.

Handles objections. Re-engages ghosters. Never books before 8am or after 8pm. Every conversation logged. Every lead scored. Never drops a good candidate because a CSR was slow to reply.

A custom recruiting landing page, included. We build you a branded page that lives alongside the AI recruiter. When a candidate gets a message from your recruiter, they can land on a real site with your story, your team, your culture, your pay structure, and a direct apply form. Builds trust the moment the AI reaches out, so they respond instead of flagging the text as spam. You can also send the link directly to any recruit, any referral, any walk-in. One URL, shared anywhere, funneling straight into the same qualification flow.

IIDIALER

A power dialer and live call coach, coming next.

A three-line power dialer with local presence numbers, answering machine detection, one-click voicemail drop, and automatic call logging is actively in build. So is the live call coaching layer: an AI that listens during the call, pulls the playbook, and whispers prompts on screen. "they just gave you the utility bill, confirm in kWh." "this is the third objection, pivot to the testimonial."

Neither is ready yet. Both are in late beta on our own floor. If you lock in now, you get them the moment they ship. Included in your platform, at your locked beta rate, with no additional cost to add them.

Post-call coaching is included from day one. Every call your reps place gets analyzed automatically: tone, pacing, talk-to-listen ratio, objection handling, close attempts, script adherence. The rep sees a breakdown after every session. The manager sees patterns across the team.

Note: telephony talk time and minutes are billed separately, direct from the carrier. Industry standard, roughly a penny per minute at volume.

IIICRM

A CRM purpose built for solar deals.

EPC, kW, adders, state redlines, financer rules, reserves, rank-based commission percentages. All of it built into the deal itself, not bolted on. The rep types in the deal, the commission calculates automatically, the paystub builds itself.

Payroll runs at the click of a button. Stripe Connect handles the payouts. Upfronts on close, balance on install, chargebacks on cancellation. Bonuses and spiffs entered in one place. Reps see their own earnings live. No more Friday arguments about the math.

IVTRAINING

Onboarding that actually happens.

Structured modules. Video lessons. Real quizzes with a pass threshold. Per rep progress tracked automatically, visible to the admin and to the rep. New reps are locked out of the dialer until training is complete. No more "I didn't know that" excuses.

AI voice roleplay built in. Reps practice objections against a simulated homeowner before they ever touch a real lead. Scored by tone, pacing, and script adherence. You turn raw applicants into producers faster than any solar org in your market.

VCULTURE

The culture engine.

Live leaderboards reps refresh ten times a day. Monthly contests with live prize pools and countdowns. Ranks, badges, milestones. The gamification built directly into the core flow, not a bolted-on afterthought. Competition stops being announced on Monday and forgotten by Friday. It becomes the product.

Team chat lives alongside the leaderboard. Announcements pinned. Deal wins broadcast automatically when a rep closes. Direct messages between reps and managers. Culture happens in the app you already have open, not in a WhatsApp thread nobody scrolls back through.

VIINTELLIGENCE

The morning coffee screen.

Sits today, closes this week, kW sold, revenue, close rate, call volume, talk time, contact rate, cost per appointment, ad spend by campaign. All live, on one screen.

Per rep. Who is setting the most appointments. Whose close rate dropped this week. Whose average kW keeps climbing. Whose talk time is too short. Every rep as a column of numbers you can sort and filter in two clicks. You stop guessing who is making you money.

Per state, per lead source, per campaign. Which states have the best close rate. Which lead sources hit the commission engine hardest. Which ads are printing money and which are burning it. Meta and Google Ads pulled in automatically so the marketing side and the sales side finally live on the same dashboard.

Generative AI, built in. The dashboard reads itself. "Hyatt's close rate dropped six points this week, three callbacks slipped past the 48 hour window." "California deals averaged 8.2kW last month, highest in the org." "Contest is three days in and half the field hasn't logged a sit yet, pulse the team?" Always learning your operation. Always surfacing what matters, before you think to ask. Run the business from a phone.

INTELLIGENCE · APRIL · LIVE
Sits
284
↑ 18.2%
Revenue
$187k
↑ 11.4%
Close Rate
38%
↑ 2.1%
CPA
$142
↓ 6.8%
$250k$200k$150k$100k MTWTFSS
VIIiOS APP

Everything in their pocket, from day one.

A native iOS app, your branding, shipped to the App Store under your company name. Every rep downloads it, logs in, and has the full platform in their pocket. CRM, leaderboard, chat, training, paystub history, contest standings. Everything they need to run the day, on the device they already carry.

Push notifications for the moments that matter. A new lead assigned. A callback coming due. An appointment booked. A teammate closing a deal. A contest update. A manager message. Reps stay plugged in without having to stay logged in. Engagement becomes the default instead of the exception.

9:41 5G TUESDAY · APRIL 21 Good morning, Marcus PUSH · JUST NOW New lead assigned David Reyes · Sacramento, CA TODAY APPTS 5 ↑ 2 RANK #4 ↑ 1 NEXT CALLBACK 11:30 AM in 42 min Jennifer Walsh TEAM CHAT H Hyatt just closed 12kW tap to react · 3 min ago HOME LEADS CHAT ME
9:41 5G CONTESTS Leaderboard April · live rankings UPDATES IN REAL TIME 1 Hyatt Jones 18 sits · 7 closes $24.8k ↑ $3.2k 2 Tony Reyes 15 sits · 6 closes $19.4k ↑ $1.8k 3 Maria Chen 14 sits · 5 closes $16.1k ↑ $800 4 You 12 sits · 5 closes $14.3k ↑ $1.1k APRIL CONTEST · ENDS IN 8 days · $5,000 pool
VIIISUPPORT

A real engineering team, on call.

Something breaks at 2pm on a Tuesday. You send a message. A real engineer sees it, looks at the actual code, and fixes it. Not a support ticket that sits in a queue for 72 hours. Not a chatbot asking you to restart the app. An engineering team that built the thing, maintaining the thing, in real time.

Bugs get squashed the day they get reported. Feature requests get evaluated, estimated, and either scheduled or shipped. You are not on an island with a SaaS portal and a help article. You have the same team that runs Solar Empire, available to you directly.

Every pattern in this proposal is in production today. The AI recruiter, the commission engine, the leaderboard, the training system, the KPI dashboard. Already shipped, already running. The power dialer and live call coaching are in late beta. You get them the moment they are ready.

SOLAR EMPIRE · APEX ACADEMY · VIRTUAL SOLAR UNIVERSITY · MERIDIAN COVERAGE · NORTHPOINT ASSURANCE
04 / DELIVERY

Usable in fourteen days. Complete in eight weeks.

PHASE ONE
WEEKS 1 / 2

Foundation and branding

Authentication, rep accounts, role-based permissions, your branding, your colors, your domain. Core CRM with solar deal fields. By end of phase one you log in and see your company, not ours.

PHASE TWO
WEEKS 3 / 5

Dialer, CRM, and payroll

Power dialer with local presence. Full solar CRM with EPC, kW, adders, state redlines. Commission engine, Stripe Connect payouts, automated paystubs. Your first rep runs a real day of calling and dispositioning on the platform.

PHASE THREE
WEEKS 6 / 7

Recruiter, training, contests

AI recruiter wired to your job posts. Training modules with quizzes and dialer lock. Live leaderboard, contest engine, team chat. The culture pieces that make reps want to open the app.

PHASE FOUR
WEEK 8

Intelligence and launch

KPI dashboards, generative AI insights layer, Google Ads and Meta ingestion. Team onboarding, parallel run, cutover. You retire the old stack.

05 / INVESTMENT

Beta pricing. Locked forever.

You help shape the platform. The platform stays half price for as long as you run it. Same features, same support, same guarantee as every operator who comes after.

Standard Rate · Post-Beta
What this costs without the beta spot.
$10,000
per month · standard post-beta rate
Setup
$10,000+
  • Same platform, same features, same support
  • Standard setup fee, no beta discount
  • What every operator who comes after you will pay
  • Reference point for what your locked rate actually saves
GUARANTEE
Full refund if we do not deliver.
If the platform fails to deliver what this document describes, or Apex Legacy breaks any term of the agreement, every payment made beyond the initial setup is refunded in full. The setup covers your place in the build queue and the first weeks of work. Everything after that is earned. No arbitration. No delay. No fine print.

Why the beta discount. I'm running three concurrent builds right now and the platform gets sharper with each operator we bring on. Your input during the build shapes the roadmap for everyone who comes after. Your rate stays locked at half because you helped shape it.

This offer is valid for seven days from the issue date.

06 / PROOF

You are not the experiment.

We studied every platform that competes with this one. Enerflo. Sighten. SolarNexus. SalesRabbit. Solo. GoHighLevel setups duct-taped to dialers. We took what each of them does well and we catalogued the rest. Every gap. Every public complaint. Every feature their product teams never got to. Then we built the synthesis, shaped it around real solar ops, and ran it on our own business before we offered it to anyone else.

01
Best of every competitor
Every platform in the category does one or two things well. We take those things. The dialer from one. The commission engine from another. The recruiter from a third. None of the weight they carry.
02
None of the complaints
We read every review, every forum thread, every ticket people post in public. The reasons operators leave their current platform are the first things we fix in yours.
03
Shaped to your operation
Not a template. Not a toolkit. A system built around the way you recruit, dial, train, pay, and compete. Change it, extend it, grow it into whatever you need next. Full control of the direction, always yours.

The same engine runs Solar Empire and Apex Academy right now, every day, for real reps and real deals. Different configurations. Different ranks, different commission structures, different states. Same agentic coding systems underneath, shaped to each. Yours is next.

07 / NEXT

Five steps to day one.

STEP I
NOW

Reply with intent to move forward.

If this lines up, send a note. A formal MSA and SOW follow within 48 hours for review and signing.

STEP II
DAY 2

Setup payment clears.

Four thousand activation. Your beta rate locks in. Build queue position secured.

STEP III
DAY 5

Kickoff within five days.

Discovery session with you, your top setter, and your top closer. We map your actual deal flow, commission structure, and rank ladder. Not assumed ones.

STEP IV
WEEKLY

Weekly progress calls.

Every Friday. Thirty minutes. Working software in your hands. No status decks. Real demos.

STEP V
DAY 14

Foundation delivered in fourteen days.

A working system your reps can already log into and dial from. Your branding. Your colors. Everything from here is addition and refinement.