Example pack

Battery proposal pack for a real-world NSW retrofit lead

This sample shows the level of detail Ausma prepares before an installer sends a customer-ready proposal: options, assumptions, review gates, follow-up copy, and the evidence trail behind the recommendations.

Installer review status

Ready for installer review. Customer-ready output is held until tariff, DNSP, and backup design checks are confirmed.

Customer and site brief

Captured inputs that feed the proposal prompt and calculations.

Customer reference

Smith job

Site

Castle Hill NSW 2154

Existing system

6.6 kW rooftop solar, single-phase inverter

Bill input

Retail bill supplied, current tariff entered as flat + controlled load

Usage

19.4 kWh/day average from bill period; interval data not supplied

Export assumption

5 kW proposed export, DNSP approval still to confirm

Customer brief

Lower bills, use more daytime solar, keep fridge/internet backed up, and avoid overselling payback.

Installer price input

$13,800 installed price assumption for the balanced option

Recommended direction

What the installer would lead with after reviewing the inputs.

Lead with the 13.5 kWh balanced option. It is the clearest fit for evening load coverage, limited backup, and future EV flexibility without pushing the customer into the longest payback option.

Do not present savings as guaranteed. Use the range and explain that final results depend on tariff, export settings, load timing, usable capacity, and installed price.

Battery options

Scenario ranges use the submitted usage and pricing assumptions.

Option	Hardware class	Usable capacity	Installed price	Annual savings	Payback	Fit
Good	10 kWh class battery	9.6 kWh usable	$10,900-$12,400	$690-$1,120 / year	10-17 years	Lowest-friction retrofit where backup is nice-to-have, not the main buying reason.
Better	13.5 kWh class battery	13.5 kWh usable	$12,800-$14,600	$880-$1,430 / year	9-16 years	Best balance for this home: stronger evening coverage, backup scope, and future EV flexibility.
Best	19-20 kWh class battery	18.9 kWh usable	$18,900-$21,500	$1,060-$1,690 / year	11-20 years	Only worth leading with if backup runtime or future electrification matters more than payback.

Installer checks before sending

Confirm the latest tariff and feed-in tariff from the customer bill before sending final savings language.

Check switchboard photo and battery location before confirming backup circuits.

Confirm DNSP approval/reference and export setting before using customer-ready network wording.

Confirm quoted battery model remains on current approved-product and recall/suspension lists.

Customer-facing summary

Based on your current usage and the installer's pricing input, the balanced battery option is likely to give the best mix of evening bill reduction, backup capability, and flexibility for future load changes. The final savings range should be confirmed against your latest tariff, feed-in tariff, approved export settings, and the exact installed hardware.

Email follow-up draft

Hi Sarah, Thanks for sending through the bill and site details. We have modelled three battery options for the Castle Hill property. The 13.5 kWh option looks like the best starting point because it gives stronger evening coverage and a practical backup scope without moving straight to the largest system. Before we lock the proposal, we should confirm the latest tariff, feed-in tariff, export approval, and backup circuits. That keeps the savings range conservative and avoids overstating anything.

SMS draft

Your battery options are ready. The balanced 13.5 kWh option looks like the best fit based on your bill and backup goals. We will confirm tariff, export, and backup details before finalising the proposal.

Evidence appendix

What the sample pack cites instead of making unsupported claims.

Source	Example item	How it is used
Uploaded bill	Q2 electricity bill PDF	Used for usage, tariff labels, NMI context, and retailer details.
Installer inputs	Submission form	Used for customer goals, product preferences, pricing, DNSP notes, and backup scope.
NSW source snapshot	DNSP/export and safety wording	Used to keep network and compliance wording conditional until verified.
Ausma calculations	Battery scenario model	Used to generate savings ranges from usage, capacity, tariff, and installed price assumptions.

Real packs use the installer's submitted files, pricing, logo, wording, and review notes. This sample uses fictional customer details and conservative placeholder ranges.

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