Capability 01 · of 06

Answer every lead. Qualify before you dispatch.

Web form, phone call, referral, inbound SMS, every solar lead routed through one qualification engine. Roof orientation, shading concerns, utility rates, credit readiness, FEOC eligibility: asked in order, scored in real time, on the calendar only if they pass.

What actually happens on the call.

The AI picks up in under two rings. It asks what got them looking at solar, almost always it's a recent utility bill increase, sometimes EV purchase, sometimes new construction. Then it walks through four qualification questions: roof direction, approximate age of roof, shading concerns from trees or neighboring buildings, and average monthly electric bill.

Tier 1 leads, south-facing, bill over $200, no heavy shading, credit-likely based on ZIP income estimates, get a site survey booked immediately. Tier 2 leads get a callback from your rep team with full context prepped. Tier 3 leads get pointed at a self-serve educational flow and tagged for quarterly nurture.

SOLAR · INBOUND LEAD ● SCORING
AIThanks for reaching out. What's got you looking at solar today?
CUSBill hit $340 last month. It's getting out of hand.
AIYeah, PG&E's been relentless. Four quick questions to see if a system makes sense for your roof?
CUSSure.
AIWhich way does your roof face, south, east-west, or north?
OrientationSouth · confirmed
Bill size$200-$400/mo
QualificationTier 1
Next stepSite survey booked

What you get.

< 2 rings
Answer target
24/7
Coverage
100%
Qualification rate

Why this is the foundation.

Most shops lose more revenue at inbound intake than at proposal close. A call missed at 7pm on Tuesday is a homeowner who called three competitors by Wednesday morning. A web form that takes 4 hours for a human follow-up is a lead that already filled out two more forms.

The shops that win solar in 2026, post-tax-credit, post-Freedom-Forever, are the shops where "inbound handling" is an operations function, not a sales function. We handle it like operations.

Hear the qualification call before you commit.

Your prototype will handle an inbound call from a test number, run the qualification flow on your criteria, and book a test site survey, all within 12 hours of your request.

Live in 12 hours No card required Tested on your calls