Solar Appointment Setting
Solar leads are expensive and cool fast. A lead called two hours late has usually already spoken to a competitor, and consultants lose their day to homeowners who rent, have unsuitable roofs, or never actually requested contact.
This page shows how the work typically flows, not a real engagement. We do not have published customer case studies yet — see why, and what we show instead.
How this normally runs
- Internet lead arrivesFrom an ad campaign, lead vendor or website form.
- Agent calls immediatelyFirst attempt within minutes, then a defined follow-up cadence.
- QualifiesOwnership, roof suitability, bill range and decision-maker presence.
- Books the consultationIn-home or virtual, into the consultant calendar for that area.
- CRM updatedDisposition and notes recorded so the consultant walks in prepared.
Who does what
Agent responsibilities
- Call new leads within a fast, defined window
- Ask the qualifying questions consistently
- Handle common savings and process questions from approved material only
- Book only leads that meet the agreed criteria
- Reactivate aged leads that were never properly worked
Client responsibilities
- Supply lawfully sourced leads with appropriate consent
- Keep consultant calendars accurate and available
- Approve any savings, incentive or payback claims in writing
- Confirm compliance position for the regions being called
Suggested starting crew
2 setters running the lead queue at speed, scaling with lead volume rather than a fixed schedule.
Illustrative daily volume
30–80 leads/day depending on ad spend.
Tools
CRM, Dialer, Scheduling calendar
Possible KPIs
Speed to first contact, Contact rate, Consultation booking rate, Sit rate
Incentive, tax-credit and financing questions beyond the approved script route to the consultant rather than being answered by the setter.
$5.99/hr per agent, appointment setting
Minimum 2 agents. Telecom billed separately for any campaign involving calling.
Related services
Appointment Setting
Dedicated setters contact your leads, qualify them and book appointments straight into your calendar.
From $5.99/hrLead Qualification
Agents screen every inbound lead against your criteria and route only the ones that fit.
From $5.99/hrOutbound Sales Support
Experienced agents run the follow-up motion: quotes, trials, abandoned enquiries and customer reactivation.
From $6.99/hrRelated reading
How to Outsource Appointment Setting
The definition work that determines success, why per-appointment pricing often backfires, and the metrics that show whether it is working.
Read →What Businesses Benefit From B2B Appointment Setters?
Five characteristics that predict whether outbound appointment setting will work for your business, and four situations where it will not.
Read →See if this fits your business
Every real engagement is scoped from your actual volume, not a workflow template.