Content & SEO
SEO & AEO Strategy
Build a search program that connects technical SEO, useful answers, brand authority, and measurable enquiries.
Read onlineSolar Leads for your service territory
Residential solar lead programs shaped around agreed homeowner, utility, roof, territory, and interest criteria.
- Find the territory fit
Homeowner, utility, and service area
- Review the property
Agreed ownership, roof, and bill checks
- Plan the conversation
CRM owner or a scoped appointment
Follow-up uses the permitted channel and agreed timing.
Platforms
Platforms our teams work with
CRM, calling, collaboration, automation, reporting, and creative platforms our teams can account for while scoping the workflow.
Scroll to explore platforms
ChatGPTOpenAI
Vercel
From interest to consultation
Check the property before planning the appointment
Check property fit first. Where booking is included, connect permitted reminders, appointment changes, and opt-outs to the same record.
Process mapProperty fit to appointment outcome
- Enquiry
- Contact rules
- Property fit
- Sales team
Capture solar interest
OwnerAcquisition team
Next: record created
Review permissions
OwnerProgram controls
Next: eligible record
Check property fit
OwnerQualification team
Outside the filtersHold for exception reviewNext: accepted record
Assign the next step
OwnerYour sales team
Confirmation pathCall or SMS when permittedNext: appointment outcome
Record the outcome
OwnerYour CRM
The Problem
Poor fit wastes appointment time
Renters, shaded roofs, and sub-qualifying utility bills kill deals after you've already paid for the appointment. Qualification has to happen before delivery.
Renter contamination
Un-verified lead sources send you renters who can't sign — at full lead price.
Unviable roofs
North-facing, shaded, or aging roofs waste your design team's time and your fuel.
Bill below the program threshold
A lead can look interested while still falling outside the utility economics your sales team is prepared to work.
What You Get
Qualification before the sales conversation
Homeowner checks
The workflow can compare submitted ownership details with available property information before delivery.
Utility bill qualification
Minimum monthly bill thresholds set by you, verified during capture.
Geo & utility targeting
Target by state, county, or specific utility territories with strong net metering.
Intent fields
The capture flow can distinguish consultation interest from general incentive or rebate questions.
CRM-native delivery
Accepted records can route into your CRM with the agreed qualification fields attached.
Appointment upgrade
Upgrade to sat-appointments: we book the consult directly onto your closers' calendars.
Scope The Work
Build Around Your Next Step
Bring the workflow, target, and current bottleneck. We’ll define the team, tools, and handoff needed.
How It Works
From Kickoff To Results
Territory & filter setup
States, utilities, bill minimums, and volume caps define your program.
Campaigns launch
Owned funnels capture homeowners actively researching solar savings.
Qualify & deliver
Ownership and bill checks run before accepted records enter the agreed delivery path.
Optimize on sits
Your sit and close dispositions tune targeting toward installable deals.
Every solar program includes
Homeowner match rules
Utility bill minimum filters
Utility-territory targeting
Consent source records
Sit-rate feedback review
- Filtered
- ownership criteria
- Measured
- sit-rate feedback
Engagement Controls
Named ownerWritten scopeShared KPIReview cadence
FAQ
Common Questions
How do you verify homeownership?
Property-record matching during capture, cross-checked against the contact's name and address. Non-matches are discarded before delivery.
Can I set my own utility bill minimum?
Yes. The threshold is part of the program definition, and we can model how a stricter filter may affect available volume.
Do you cover my specific utility territory?
Coverage depends on the target geography, utility territory, available demand, and the approved program filters. We confirm fit during scoping.
What's the difference between leads and set appointments?
A lead routes the accepted record into your workflow. An appointment program adds qualification, scheduling, and the confirmation steps defined in the scope.
Guides & eBooks
Useful guides for your next step.
Content & SEO
Branded Content Marketing
A framework for connecting brand expertise to useful, distributable content.
Read onlineYour closers should pitch homeowners, not renters
Set the territory, utility criteria, ownership checks, volume target, and delivery rules so we can scope the solar lead program.
Operator Notes
Practical ideas for qualifying leads and improving handoffs.