Use cases / Sales & Estimating

Solar Proposal Plain-Language Explainer & Follow-Up

Last updated

Short answer: After the consult, have AI write a one-page plain-language summary of the proposal from your own numbers, then follow up by answering the homeowner's specific questions. Every number comes from the proposal, never from the AI. A rep reviews before sending.

The problem: Solar proposals are dense with production estimates, loan terms, and incentive assumptions, and confused homeowners stall instead of asking questions.

Trades
Solar
Category
Sales & Estimating
Difficulty
Medium
ROI lever
Proposal-to-signed rate
Tools
ChatGPT Plus + Field service CRM

Tools and approximate pricing

Prices are public list prices as of 2026-10-20 where shown; otherwise they vary by plan and usage. Check the vendor's pricing page.

Workflow

  1. Export the proposal's key numbers: system size, estimated production, price, financing terms, assumptions used.
  2. AI drafts a one-page summary: what you're buying, what it costs, how you pay, what's assumed.
  3. Rep checks every number against the proposal and sends.
  4. Day 3: ask which part they'd like explained more; AI drafts the answer from the proposal.
  5. Day 10: offer a short call with the homeowner and any co-decision-maker.

Starter prompt

Using only the numbers in this proposal: [paste], write a plain-language one-page summary for a homeowner: system size, estimated yearly production, total price, payment option terms, and the assumptions (utility rate, rate escalation, incentives) with a note that actual results vary. Under 250 words. Do not add or round to new numbers, and do not promise savings.

What to measure

Track proposal-to-signed rate and number of questions per deal.

FAQ

Is it risky to have AI explain financing?

It's fine as a drafting step if every number is copied from the proposal and a rep checks it before sending.

Should the summary include incentives?

Only the ones in the proposal, labeled as assumptions the homeowner should confirm with a tax professional.

Does this replace the consult?

No. It helps homeowners remember and share what they heard.

Safety note: any customer-facing AI should hand gas smells, sparking, smoke, or active flooding to a human or emergency services right away. Last updated 2026-10-20. How we pick and check use cases.

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