Solar
A cold lead by tomorrow is a warm lead you lost tonight.
Solar leads come from ads, door-knocking, and referrals, and interest fades fast once the math starts sounding complicated. SetMore AI replies instantly, qualifies on the basics, and books the consultation.
The problem
What's actually costing you appointments.
Door-knocking and canvassing crews generate leads all day but are not available to answer follow-up questions until they are back off the road.
Solar has a long, considered sales cycle, and leads who go quiet for even a day often get re-approached by a competing installer first.
Basic qualification, homeownership, roof condition, and average electric bill, determines whether a lead is worth an in-home consultation, and skipping it wastes sales reps' time on unqualified appointments.
Ad leads from Facebook and Google often submit a form and expect a same-day response, and a slow follow-up reads as a company that will be slow after the sale too.
Financing and incentive questions come up constantly, and giving inconsistent answers between reps damages trust before the consultation even happens.
Canvassing crews often hand off a stack of names at the end of the day, and by the time office staff start dialing the next morning, some of that interest has already cooled or moved to a competitor.
How it works
From first message to booked call.
- 1
Reply while the pitch is still fresh
Door-knock leads, ad form fills, and referrals route to your dedicated iMessage number. A homeowner who just heard the pitch gets a follow-up text within seconds, while the conversation is still top of mind.
- 2
Qualify before booking the consultation
The AI asks about homeownership, roof age, and average electric bill, the basics your sales team needs to know a consultation is worth the drive, before it ever goes on the calendar.
- 3
Book the in-home or virtual consult
Once qualified, the AI checks your rep's calendar by territory and proposes real available times directly in the conversation, so the appointment lands correctly the first time.
- 4
Keep the pipeline warm through a long decision
Homeowners who need more time before committing get a paced follow-up sequence instead of disappearing, so your team stays the company they call back when they are ready.
- 5
Route qualified leads to the right rep
Once a lead clears the basic qualification bar, the consultation gets booked against the rep or team covering that territory, so the appointment lands with someone who can actually service that address.
Solar
hi someone knocked on my door earlier about solar, wanted more info before deciding
Hi, thanks for the follow up! This is Meridian Solar. To see if it makes sense for your home, are you the homeowner, and roughly how old is your roof?
yes I own it, roof is maybe 8 years old
Good, that's well within range for panels. What's your average monthly electric bill been running, roughly?
probably around 220 a month in summer
That's a strong candidate for solid savings. I'd like to get one of our consultants out for a free assessment, no obligation. Does Thursday evening or Saturday morning work better for you?
Objections
Common questions before you start.
Solar is a big decision, people need a human to talk it through.
They still get one, on the consultation itself. The AI handles the fast follow-up and basic qualification so a rep is not wasting a drive on a renter or a roof that cannot support panels.
Our reps already text leads back personally.
Personal follow-up is valuable, but it depends on the rep being off the road and available. The AI covers the gap between the pitch and when a rep can realistically respond, so no lead cools off waiting.
Financing questions are complicated, can it really handle those?
It answers general questions about how financing and incentives typically work and routes anything specific to loan terms or credit to your sales team, who close those details on the consultation.
Canvassing already generates plenty of leads, follow-up isn't the bottleneck.
Volume without fast follow-up just means more leads going cold at the same rate. The bottleneck is rarely how many doors get knocked, it is how many of those conversations survive long enough to become an appointment.
FAQ
Questions about this use case.
Can it qualify leads before a consultation is booked?
Yes. It asks about homeownership, roof condition, and average electric bill before proposing a consultation time, so reps see qualified appointments.
Does it route consultations to the right rep by territory?
Yes. You connect your reps' calendars, and the AI proposes times based on which rep or team covers that lead's area.
Can it follow up with leads who need more time to decide?
Yes. Leads who are not ready get a paced follow-up sequence so your company stays top of mind through a longer decision cycle.
Does it work with door-to-door canvassing leads?
Yes. Canvassers can text a lead's number to your dedicated line right after the doorstep conversation, and the AI takes it from there.