Set the target market
Choose the service territory, audience and offer so the outreach fits your business.
Make the first solar conversation useful.
A solar campaign should identify whether a homeowner wants to discuss solar for their property, what questions they have and how they prefer to continue. We agree on the audience and qualification criteria with your team before calling.
Explore interest
Agents can ask about the homeowner’s goals, current questions and interest in a consultation, within the criteria your team approves.
Pass along context
Your sales team receives the contact details, expressed interest and agreed next step for follow-up.
Define a qualified solar opportunity
Qualification depends on your business model. We can align on homeowner status, service area, expressed interest and the information your team needs before a consultation. We do not assume every conversation becomes an appointment.
A practical handoff
- Confirm the prospect and territory
- Record their solar questions and goals
- Confirm a preferred follow-up method or time
- Share the conversation notes with your team
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