SOLAR ENERGY

Turn solar interest
into action.

Qualify enquiries, arrange site visits, and keep homeowners updated while your team handles installation.

Everyday calls.
Thoughtful next steps.

A photovoltaic installation: large clearly visible grid of blue-black solar panels dominates foreground on a low flat roof, two solar installers in appropriate hard hats and work clothing checking the installation with a tablet, contemporary house and sky beyond

01 / LEAD QUALIFICATION

Understand the home.

Collect property details and the homeowner’s goals before scheduling the next conversation.

Confirm the property location
Gather energy needs and preferences
Arrange a suitable site visit

Explore how to build your agent

A conversation about site assessments in solar energy

Site visit confirmedFriday, 10:30 AM

02 / SITE ASSESSMENTS

Make the site visit simple.

Confirm attendance, access details, and the information your assessment team needs.

Use approved details from your connected tools
Capture changes and confirm the next step
Bring your team in for exceptions

Explore outbound workflows

A customer or specialist discussing installation updates

“When is my installation?”Project enquiry → installation team

03 / INSTALLATION UPDATES

A useful answer at every stage.

Share approved project updates and bring your team in for technical assessments.

Answer from information your team approves
Recognize when the caller needs a person
Share useful context during the handoff

Explore in-call workflows

Start with one
well-defined workflow.

Connect your systems

Review APIs for lead records, site assessments, and installation milestones.

Set clear boundaries

Choose the information, actions, and handoff rules your agent can use.

Test before launch

Review common requests and difficult exceptions with your team.

Questions before you launch.

Can the agent qualify leads before a site survey?

Define the information your sales team needs, such as property location, ownership, roof type, and energy usage. Treat this as initial qualification; technical suitability still needs your survey and engineering process.

Can it quote savings, subsidies, or installation costs?

Only use current figures and offers your team has approved. Site conditions and eligibility can change the outcome, so route requests for a binding estimate or a savings guarantee to a specialist.

Can survey appointments connect to our CRM and calendar?

Confirm that the required CRM fields, territory rules, and calendar actions are available through your integrations. An appointment should be described as confirmed only after the connected booking action succeeds.

Which results matter in a solar pilot?

Compare qualified appointments, survey attendance, lead completeness, and sales-team follow-up time. Include wrong-territory leads and unavailable survey slots in the test plan.

A better first call.
A clearer next step.

Bring your workflow. Let’s make the next conversation better.

Talk about your workflow