gtm_report
6.2 Channels
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Go to Market
Three doors into every energy-smart home.
Demand-Side Strategy
Installer-led with utility and referral amplification

Installer bundles
Installer bundles - 45% of new homes
Utility & VPP
Utility and VPP partnerships - 30% of new homes
Direct & referral
Direct app and referrals - 25% of new homes
Demand Funnel
Visitor > free trial (12%) > paid (35%) > Ember Max (30%)
Unit Economics
CAC: $128 to $196, trial-to-paid: 35%, payback: about 12 months

Demand Side
Installer-bundled signup with referral loop
Reach homes at the moment they buy solar or storage

Installer bundle
Ember offered at point of sale by solar and battery installers
Utility channel
Utilities promote Ember to unlock household flexibility
Referrals
Savings-share trust drives neighbour-to-neighbour signups
Content and SEO
Rank for high-intent searches on cutting home power bills
Direct app
Self-serve signup for homes that already own the kit
Installers seed homes, savings drive referrals, referrals lower blended CAC
Target: partner installers driving the majority of new homes at low acquisition cost

Supply Side
Onboarding installer and utility partners as the supply of homes
Automated onboarding gets a partner installer live in days, not weeks

Installer portal
Self-serve tools let installers add Ember to any quote
Utility integration
Certified links to utility tariff and VPP programmes
Hardware APIs
Open connectors to major solar, battery and EV brands
Partner training
Short certification so installers sell Ember confidently
Referral rewards
Installers earn for every home that stays active
Each installer brings a book of homes, cutting demand-side CAC
Target: a growing network of certified installers each serving many homes

Supply-Side Strategy
Three-channel partner supply with automated onboarding

Installers
Solar and battery installers - 45% of homes
Utility & VPP
Utility and VPP programmes - 30% of homes
Direct & referral
Direct and referral - 25% of homes
Key Metrics
Partner activation rate: 70%, time-to-first-home: 5 days
Delivery Strategy
Ember ships as a small hub the homeowner or installer plugs in, connects to existing solar, battery and EV over the cloud, and goes live the same day with no rewiring.

Customer Personas
Three homeowners, one goal: a lower power bill without effort
The Solar Optimiser
Demographics
40 to 60, homeowner, owns solar and a battery, higher income
Pain Points
Paid a lot for solar and feels it is not paying back fully
Discovery
Solar forums, installer referrals, energy newsletters
Values
Real, measurable savings and no daily fiddling
Willingness to Pay
Pays flat energy bills now, happy to share savings to earn more

The EV Commuter
Demographics
30 to 50, homeowner, owns an EV, tech-comfortable
Pain Points
Charging at the wrong hours quietly inflates the bill
Discovery
EV communities, app stores, YouTube reviews
Values
Automatic cheap charging and one simple app
Willingness to Pay
Pays peak charging rates, would pay $12 a month to fix it

The Grid Earner
Demographics
35 to 65, homeowner with battery, on a time-of-use plan
Pain Points
Wants to profit from the battery, not just back-up power
Discovery
Utility emails, VPP programme pages, neighbours
Values
Grid earnings, transparency and control
Willingness to Pay
Earns little today, will pay $29 for Ember Max and VPP access

Channels & PartnershipsPartner-led first, scaling utilities in Year 2
DirectDirect app self-serve signup - 25% of homes
IndirectInstaller and utility partners - 60% of homes
CommunityReferral and community - 15% of homes
Channel StrategyDirect (25%, live now), Partners (60%, scaling), Community (15%, organic)
Strategic PartnershipsSolar and battery installers (distribution to buyers at point of sale), US utilities (VPP access and credibility), hardware brands (open API integrations)

KPIs & Business Model
Unit economics that work at $128 to $196 CAC with a 12-month payback
Growth KPIs
MRR Target
$6.2M monthly recurring revenue by Year 5
User Growth
About 25% MoM homes growth in the ramp years
Conversion Rate
35% trial-to-paid, above consumer app norms
Unit Economics
CAC
$128 to $196 blended CAC
LTV
$450 to $750 average lifetime value
LTV : CAC Ratio
0.4x rising to 4.5x LTV:CAC
Payback Period
About 12 month payback
Revenue Model
Subscription plus savings-share
Pricing
$12 to $29 per home per month
Gross Margin
Ramps to 65% blended
Break-Even
EBITDA-positive Year 5
Key Takeaway
A partner-led acquisition engine with economics that scale
Customer Acquisition Cost
$128 to $196
Lifetime Value
$450 to $750
LTV : CAC Ratio
0.4x to 4.5x
Year 1 Projection
15k paying homes by end of Year 2, driven by installer bundles, utility partnerships and referral growth from the savings-share model