The cadence, in detail.
Day 3: Short SMS check-in. "Just wanted to make sure you got the proposal, any questions I can answer?" Paused if they reply. Escalated to rep if they reply with substance.
Day 10: Voice callback. AI asks if the pricing landed right, if financing conversation is needed, whether they've looked at any competitor proposals. Captures the objection and routes accordingly.
Day 30: Educational SMS with one fact tuned to their ICP. "Fun fact: systems installed this year qualify for the TPO 48E credit even though 25D is gone. Want to see what that looks like for your bill?"
Day 60: Rep-handoff call. By this point either the lead has moved to a different stage, or the AI has enough signal to classify them as permanently cold. Reps get a fresh list every Monday of warm-at-day-60 leads to close personally.
Day 90: The "winback" touch. Softer message, often paired with a seasonal angle. "It's June, ready to talk about beating the July 4 construction deadline for 48E eligibility?"
Read the full playbook on the first ten days of solar lead follow-up →