A homeowner requests a quote at 10pm, and the aggregator that sold you that lead sold it to four other installers too. Whoever replies first books the consult.
Book a CallWe build an AI sales agent that answers within minutes, asks the questions that show whether the roof and the homeowner are worth a truck roll, and gets a site survey on the calendar while the homeowner is still comparing installers.
Solar leads are expensive and they go stale fast. Whether they come from EnergySage, a shared aggregator, a Facebook form, or your own paid search, the same homeowner is usually shopping three or four installers at once, and your own reps will tell you the company that responds in the first few minutes wins the appointment more often than the one that replies tomorrow.
Yet most of these requests arrive at night or on weekends when your closers are done for the day, and by Monday the deal has been set with whoever replied. On top of that, a large share of the forms that come in are never going to convert: renters, homes with a shaded or aging roof, people just collecting quotes.
Sending a setter to knock or a closer to sit through a two-hour kitchen-table pitch on those is pure burned payroll. An AI sales agent replies to every request within minutes, asks the qualifying questions a setter would ask, records the answers, and books the homeowners who fit your rules onto a closer’s calendar while the homeowner is still interested.
Two things quietly bleed a solar company. The first is speed: a lead that sits for an hour in a shared aggregator has already been contacted by the competitors who paid for the same record, so your cost per acquired customer is pushed up the longer your reply is late.
Nights, weekends, and lunch rushes are exactly when homeowners fill out forms and exactly when nobody is watching the inbox. The second is the opposite problem, a calendar packed with appointments that were never going to close.
Renters who cannot authorize an install, roofs too old or too shaded to make a proposal work, homeowners whose utility bill is too small to justify a system, and tire-kickers who wanted a ballpark all eat the time of setters and closers who should be in front of buyers. Add a sales cycle that runs weeks or months, and the follow-up that decides most solar deals falls through the cracks the moment a rep gets busy.
The leads you paid for keep aging out and the good ones stall for lack of a next touch.
A production system built around how a solar company actually works a lead: fast response, qualification on homeownership,
Roof, and usage, survey booking, follow-up for leads that go quiet, and a clean handoff to your closers with the full thread.
The agent replies to every inbound web form, email and text, including aggregator notification emails, within minutes, at any hour,
So a homeowner who requested quotes from five installers hears from yours while the aggregator lead is still warm.
It asks the questions a setter would: do you own the home, how old is the roof, is there heavy shading, roughly what does the monthly utility bill run,
And is a decision-maker involved, so setters and closers only sit with homes a proposal can actually work for.
It books the virtual consult and, when a lead qualifies, the on-site survey directly onto the right rep’s calendar with the address and roof notes attached,
And a confirmation goes to the homeowner’s email, so your setters stop chasing details back and forth.
It answers the common questions homeowners open with, using wording from your facts file: how the federal tax credit works in general terms, what net metering is, whether the state has rebate programs,
Without quoting a savings figure, promising eligibility, or naming a rate, keeping the numbers for a licensed rep and a real proposal.
Solar deals close over weeks, so the agent keeps working the pipeline: it follows up with homeowners who went quiet, keeps to the cadence you approve,
And stops as soon as the homeowner replies or a person on your team steps in, so paid leads do not age out unworked.
It books consults and surveys on the right rep’s calendar, and every thread is readable by your team,
So your setters, closers, and ops team see the same history and no qualified homeowner sits forgotten in an inbox.
When new leads get a reply within minutes, your cost per acquired customer is less likely to climb because you are late, and the appointments that reach your closers are homes your own rules say a proposal can work for. Setters spend less drive time on renters and shaded roofs, closers spend more hours in front of buyers, and the follow-up that decides most solar deals keeps running instead of dying when a rep gets busy.
Owners get a weekly report of inquiries received, answered, booked, and handed to a person, so they can see how many paid leads reached a booked consult.
In residential solar the record you bought is rarely yours alone. Aggregators and marketplaces sell the same homeowner to several installers, and paid social and search leads are shopping around by the time they hit submit. The installer who replies in the first few minutes gets the conversation; everyone who replies the next day is quoting against a decision that is already forming. That is why the first reply sits at the center of this build. The agent responds to every web form, email and text within minutes, at 11pm and during the Saturday rush alike, and opens the conversation the way a good setter would.
Speed only pays off if the appointment is worth keeping, so the agent qualifies in the same conversation. It confirms the homeowner actually owns the property rather than rents, asks the rough age and condition of the roof and whether heavy tree shading or an HOA is in play, gets a sense of the monthly electric bill and utility so a system can pencil, and checks that the decision-maker will be present. Homes that cannot support a proposal get a courteous close instead of a wasted truck roll, and the ones that can get moved straight toward a booked consult with the answers already captured.
Solar has two appointments that matter: the first consult where a rep walks the homeowner through options, and the on-site survey where the roof gets measured for a real proposal. The agent books both directly onto the right rep’s calendar by territory and availability, attaches the address and the roof and usage notes it gathered, and a confirmation goes to the homeowner’s email so the setter is not chasing details. When a lead qualifies cleanly it can move them toward the survey faster; when it needs a human touch first it books the virtual consult.
It also keeps the booking side tidy for a coordinator. It offers only real open slots on the calendar, so there are no double bookings, and a homeowner who writes back to change a time is offered the next open windows. During a campaign spike, when a promotion or a season pushes form volume up, the agent keeps booking into the next open windows and gives homeowners a realistic time rather than leaving them waiting.
A solar sale rarely closes on the first message. It runs over weeks or months of proposal revisions, financing conversations with a rep, roof or panel questions, and the slow decision a household makes about a five-figure purchase. That long cycle is where many paid leads quietly die, because a busy closer cannot manually follow up with every homeowner who went quiet three weeks ago. The agent carries part of that weight. It follows up with homeowners who went quiet, keeps to a cadence you approve in plain, courteous wording, and stops when the homeowner replies or a person on your team steps in, so a homeowner who goes quiet is not simply forgotten.
Incentive questions come up all through the cycle. Interest tends to rise with utility rate hikes and around the end of the year when homeowners think about the federal tax credit, so the follow-ups can mention those programs in general terms from your facts file without ever promising a homeowner qualifies or quoting what they will save. Every reply is on a thread your team can read, so when a lead does re-engage, the closer picks up with full context instead of starting cold.
Almost every solar conversation opens with money: the federal tax credit, net metering, state and utility rebates, SRECs in the markets that have them, and the difference between a loan, a lease, and a power purchase agreement. Homeowners want quick answers before they will give up an evening for a consult, and a setter who fumbles those questions loses trust. The agent is built to explain how these programs work in plain, general terms so the homeowner feels informed and stays engaged, while keeping firmly on the right side of the line.
What it will not do is as important as what it does. The agent does not tell a homeowner they qualify for a credit, does not quote a dollar figure of savings, does not name an interest rate or monthly payment, and does not make a production or payback promise. Those numbers depend on the roof, the utility, the household’s tax situation, and current program rules, so they belong to a licensed rep and a real proposal. The agent frames the incentive picture honestly, then routes the specifics to a human, which protects both the homeowner and your company from a claim that does not hold up.
An answered lead helps nothing if your reps cannot see it, so we build the agent around the tools your team already reads every day: your calendar, email, text number, and web forms. Every thread is readable by your setters, closers, and ops team, and bookings land on the right rep’s calendar by territory. It does not connect to other software, so tell us which solar and CRM tools you rely on and we will say plainly what it can and cannot do with them. Setters, closers, and ops keep one history rather than reconciling separate inboxes, and the owner gets a weekly report of inquiries received, answered, booked, and handed to a person.
Because solar marketing leans heavily on texting homeowners, consent matters. The agent replies to homeowners who contact you and follows up only with those who went quiet. A reply of STOP is recorded and nothing more is sent, and by default the agent says it is an AI. We describe how the system handles messaging so you can follow the rules your state and counsel set, and we do not replace your own compliance review or promise a legal outcome.
We are engineers who ship production systems for real lead volume, not scripted demos. We understand how a solar company buys and sells: shared aggregator leads that go to five installers at once, the qualification a setter runs before a truck rolls, the long multi-touch cycle from first form to signed proposal, and the consent rules that govern texting homeowners.
We build an agent that holds up when a paid campaign floods your funnel and that works through the calendar, inbox, and web forms your reps already use.
The agent replies within minutes when an aggregator or paid lead lands, at any hour, because in solar the first installer to reach the homeowner often books the consult and the rest are chasing a deal that is already set.
Homeownership, roof age and shading, utility usage, and decision-maker are screened up front, so setters and closers spend their time on homes a proposal can work for instead of renters and tire-kickers.
Solar closes over weeks of follow-up, so the agent follows up with quiet leads until they reply and keeps stalled inquiries from being forgotten instead of letting paid leads age out the moment a rep gets busy.
The agent explains programs in general terms and books the consult. It does not quote savings, promise incentive eligibility, or name a financing rate, and it hands every real number to your rep and a proper proposal.
They automated the process work that was quietly eating our week. It runs now without anyone thinking about it, which is the only real test.
Our marketing operations are automated end to end. We brief the outcome and the workflow handles the rest.
They built the automation around how we actually work rather than making us change to fit a tool.
Book a call and we will map how leads move through your company today, where speed and follow-up leak, and the AI sales agent we would build to answer, ask the right questions, and book them while the homeowner is still interested.
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