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Solar

Qualify solar shoppers before your closers pick up the phone

Converzaq answers policy-safe questions from your knowledge base, captures homeowner details, and scores leads so sales focuses on viable projects.

Solar panels installed on a residential rooftop

Long sales cycles

Solar teams waste time on unqualified web leads

Paid ads drive form fills with no bill amount, no roof age, and sometimes renters who cannot proceed. Closers chase ghosts while qualified homeowners wait.

Shoppers ask incentive and savings questions that require careful, documented answers—not improvised percentages that create compliance risk.

Existing customers call about monitoring alerts while new prospects chat about batteries. One inbox mixes service and sales without priority.

  • Renters and bad roofs enter the CRM
  • Savings questions answered inconsistently
  • Battery interest buried in generic forms
  • After-hours shoppers get no response

Solar qualification workflow

Educate from your KB, capture viability signals, score intent.

  1. Step 1

    Intent discovery

    New install, battery add-on, commercial, or service.

  2. Step 2

    Viability questions

    Ownership, bill range, roof age, shading notes.

  3. Step 3

    Policy-safe answers

    Incentives and financing only as documented—no guaranteed savings.

  4. Step 4

    Score lead

    Hot for ready homeowners with bills and timeline; Cold for vague research.

  5. Step 5

    Sales follow-up

    Closers schedule site surveys from structured records.

Never claim specific dollar savings or incentives unless your knowledge base includes current, approved language.

Solar shopper questions

Align AI answers with your compliance-approved scripts.

  • “Will solar eliminate my electric bill?”
  • “Do you install Tesla Powerwall or other batteries?”
  • “Is my roof too old for panels?”
  • “What tax credits or rebates might apply?”
  • “How long from contract to PTO?”
  • “Do you offer leases, loans, or cash purchase?”
  • “Can you add panels to an existing system?”

Solar lead fields

Sales-ready records include viability context.

Homeownership

Filters renter inquiries early.

Monthly bill range

Prioritizes homes with meaningful offset potential.

Roof age and material

Flags roofing coordination needs.

Battery interest

Routes to storage-trained closers.

Use disclaimers in KB that incentives vary and require customer verification.

What a qualified lead looks like

An example solar opportunity your team would see in Converzaq.

Homeowner ready for site survey

Hot lead
Service
Residential solar + battery
Context
Owner-occupied, asphalt shingle roof ~8 years old
Urgency
Wants survey within two weeks; bill ~$280/mo
Location
Utility territory you serve

Caller owns home, asked about battery backup during outages. Open to financing options documented in KB.

Next step: Closer schedules aerial/roof review and sends pre-survey checklist.

Solar KB essentials

Compliance-friendly content only.

Products

  • · Panel brands
  • · Inverters
  • · Battery models

Financing

  • · Loan partners
  • · Lease availability
  • · Disclosures

Process

  • · Survey steps
  • · Install timeline ranges you approve

Incentives

  • · Approved language—no guaranteed amounts

Learn about the knowledge base →

Web and phone solar intake

Research online; high-intent buyers still call.

Website

  1. 1.Visitor asks savings question
  2. 2.AI uses approved KB language
  3. 3.Captures bill and ownership
  4. 4.Scores lead

Night visitor chats battery backup—Warm lead with morning callback.

Learn more →

Phone

  1. 1.Caller asks install timeline
  2. 2.AI qualifies roof and bill
  3. 3.Captures email for design team
  4. 4.Hot if ready now

Referral call includes utility and roof details in summary.

Learn more →

Solar lead recovery

Abandoned quote flows retain partial answers.

  1. 1Bill question abandoned mid-chat
  2. 2Caller drops during financing ask
  3. 3Commercial form incomplete

Sales sees partial viability data for manual nurture.

See how lead capture works →

Solar use cases

Ad landing page traffic

Problem: Thin form fills.

Converzaq: Chat qualifies ownership and bill.

Outcome: Closers skip renter leads.

Battery upsell interest

Problem: Mixed with new install.

Converzaq: Dedicated battery questions.

Outcome: Storage team gets tagged leads.

Commercial feasibility

Problem: Vague building inquiries.

Converzaq: Captures kWh and roof type.

Outcome: Commercial rep prepared for first call.

Monitoring service calls

Problem: Support vs sales confusion.

Converzaq: Separate service path in intake.

Outcome: Ops routes tickets correctly.

Solar AI FAQ

No—only documented ranges and disclaimers you provide.

Better solar leads start with better intake

Train Converzaq on approved solar content, qualify web and phone inquiries, and focus closers on viable homeowners.

Stop letting good leads disappear.

Your customers are already visiting and calling. Give them an immediate response — and give your team a qualified lead.

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