Capability 02 · of 06 · primary wedge

The 3/10/30/90 cadence your sales team will never run consistently.

Solar is a 60-to-180-day cycle. Most installers have a 3-day cadence at best and then the lead goes cold. We run the full cadence across voice, SMS, and email for every lead in the pipeline, pausing the moment a human responds and escalating to a rep when timing matters.

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 →

A proposal that gets sent and then goes silent is worth nothing. A proposal that sits in a disciplined follow-up cadence for 90 days has a 25-to-40% chance of closing. The difference is discipline. And discipline is what an AI gives you that a busy rep can't.

The wedge

How human handoff works.

The AI pauses the automated cadence the moment a human replies with substance. A "yeah thanks" text doesn't pause, that's acknowledgment, not engagement. A "what about financing?" or "we're still comparing quotes" pauses the automation and hands the lead to your rep with full context: every previous touch, the prospect's exact response, and a suggested next action based on the objection category.

Reps don't get alerts for nothing. They get alerts when a lead is measurably warmer than yesterday.

Stop losing $30,000 leads in the follow-up gap.

Free prototype. Tell us how your reps currently handle day-30 check-ins, we'll show you what disciplined cadence looks like on one of your real quotes.

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