Resources for solar teams
Practical ideas for better lead outcomes.
Guides for solar installers and sales teams on setting lead criteria, improving appointment hand-offs and making commercial enquiries easier to qualify.
Discuss your lead briefField guides
Resources built around your sales process.
Open a guide for practical ideas to discuss with your team. These are general operating suggestions, not a promise of campaign results.
01Lead qualification Define a qualified solar lead before launch
A shared definition helps prevent mismatched expectations and gives sales teams a clear starting point.
- Set the service area and residential or commercial audience.
- Agree required information and exclusions in writing.
- Define whether the hand-off is an enquiry, appointment or bill-supplied commercial lead.
02Appointment generation Make every solar appointment easier to act on
A booked conversation is a useful hand-off only when the brief, timing and follow-up are clear.
- Agree appointment criteria and the information sales needs in advance.
- Track booked, attended and progressed appointments separately.
- Set a consistent confirmation and follow-up process.
03Commercial enquiries Qualify commercial solar enquiries for a useful first conversation
The information available can shape the first conversation with a business prospect.
- Distinguish the two published commercial lead options and prices.
- Agree what “email-responsive” means for the campaign.
- Confirm which bill details and qualification fields are included.
04Sales conversion Measure the hand-off from solar lead to sale
Conversion insight comes from looking at the steps after an enquiry arrives—not just the lead count.
- Track contact attempts and responses consistently.
- Separate appointments, quotes and sales into distinct stages.
- Compare outcomes by lead type and service area where records allow.
Put it into practice