The AI Trades
Marketing & Follow-Up

Monthly Energy Savings Report from Smart Thermostats

Copy-Paste Script 3 hours
Ecobee APINest APIGoogle Docs

The Problem

You installed a high-efficiency system 6 months ago. The customer forgot about you and has no idea they are saving $200 a month. This recipe pulls energy usage data from Ecobee or Nest smart thermostats via API, compares it to pre-install usage or same month last year, and auto-generates a branded PDF showing the customer their dollar savings. Emails it monthly with your logo and a call-to-action for maintenance plans or referrals. Keeps you top-of-mind and gives customers proof they made the right choice.

How It Works

Input

Smart thermostat data from Ecobee or Nest API + pre-install baseline usage

Transformation

Monthly automation pulls energy data, calculates before/after comparison, generates branded report with dollar savings.

Output

Branded PDF emailed to customer showing their savings. Includes maintenance plan CTA and referral ask. Customers remember you.

PRD

prd here

RolesOwnerMarketing
IndustriesHVAC
PrinciplesYour Data is Worth More Than You ThinkAutomate the Follow-Through