Use cases / Lead Capture

Solar Speed-to-Lead Follow-Up for Web Leads

Last updated

Short answer: Text every new web lead within minutes and have AI ask the few questions that decide fit: ownership, roof age and shade, average electric bill, and timeline. Book qualified leads straight into a consult and send others a polite, useful reply. Never promise savings or incentives by text.

The problem: Solar web leads go cold within hours, and many shouldn't get a site visit because of shade, roof condition, or renting.

Trades
Solar
Category
Lead Capture
Difficulty
Easy
ROI lever
Appointment set rate
Tools
Business texting + Field service CRM + ChatGPT Plus

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. Connect your web form to send an instant text and email.
  2. AI asks: do you own the home, roughly how old is the roof, is it shaded, average monthly bill, and when are you hoping to decide.
  3. Renters or shaded roofs get a polite reply with alternatives (community solar where available, efficiency tips).
  4. Qualified leads get two consult times and a request to upload a recent utility bill.
  5. Summary goes to the rep before the consult.

Starter prompt

You text new website leads for [Company], a solar installer in [area]. Ask one question at a time: whether they own the home, approximate roof age, shade on the roof, average monthly electric bill, and decision timeline. If they rent, thank them and share [alternative]. If qualified, offer [two slots] and ask them to upload a recent bill at [link]. Never estimate savings, payback, or tax credits; say the consultant will cover numbers with their actual bill.

What to measure

Track minutes to first response, consults set per 100 leads, and no-show rate.

FAQ

Why not quote savings in the text?

Savings depend on usage, rates, roof, and incentives. Estimating without the bill invites complaints and compliance trouble.

Can I text leads who filled out a form?

Make sure your form has clear consent language for texts, and honor STOP replies immediately.

How fast is fast enough?

Aim for under five minutes. Measure your own set rate by response time.

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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