Exclusive, Pre-Qualified Solar Leads — Homeowner Funnels, Instant Follow-Up & Appointment Setting on Autopilot
You’re buying shared solar leads at $100+ a pop and competing against 5 other installers for the same homeowner. PerfectLeads builds your own exclusive pipeline — qualification funnels that filter out renters and bad roofs, instant SMS follow-up that hits before your competitor calls, and long-term nurture that converts “maybe next year” into signed contracts.
Why Most Solar Companies Can’t Build a Predictable Pipeline
You’ve got great installers and competitive pricing. But between the lead source and the signed contract, most solar sales organizations hemorrhage money. Here’s what’s actually going wrong.
Shared Leads Are Burning Your Budget
Lead aggregators sell the same homeowner to 3–7 solar companies for $50–150+ each. The homeowner’s phone rings 5 times in 10 minutes. They’re overwhelmed, annoyed, and the cheapest proposal wins. You’re spending $3,000–10,000/mo on leads and competing on price against companies with lower overhead.
Unqualified Leads Waste Your Closers’ Time
Your sales reps drive 45 minutes to a site visit only to discover the homeowner is a renter, the roof needs replacement before solar, or their utility bill is $80/month with no financial justification. Unqualified leads kill morale, waste gas, and cost you $150+ per wasted appointment in rep time alone.
Long Sales Cycles With No Follow-Up System
Solar has a 30–90 day sales cycle — and many homeowners take 6–12 months to decide. Your reps follow up for a week, then move on to “hotter” leads. But the homeowner didn’t say no — they said “not yet.” Without automated long-term nurture, you’re abandoning deals that would have closed 3 months later.
A Complete Lead-to-Install Pipeline for Solar Companies
PerfectLeads pre-qualifies homeowners before they reach your sales team, follows up instantly, nurtures through the 30–90 day decision cycle, and tracks every deal from first click to powered-on install.
Capture & Qualify
Homeowner funnels that pre-screen for ownership, roof, utility bill & credit.
Instant + Long-Term
SMS in 30 sec + 90-day educational nurture for undecided homeowners.
Set Appointments
AI books site visits & consultations with qualified homeowners.
Close & Referral
Pipeline tracks every deal from lead to install — then generates referrals.
Homeowner Funnels That Pre-Qualify Before They Hit Your Pipeline
The biggest cost in solar sales isn’t the lead — it’s the wasted appointment. A $75 lead that turns into a 2-hour site visit with a renter costs you $300+ in rep time, fuel, and opportunity cost. The solution isn’t cheaper leads — it’s better qualification upfront.
PerfectLeads solar funnels don’t just capture contact info — they pre-screen homeowners with qualification questions before the lead enters your CRM. Homeownership, roof age and condition, monthly utility bill, credit score range, timeline, and shading concerns. Your sales team only sees leads that have a realistic path to installation. This single change typically improves sit-to-close rates by 30–50%.
- Solar savings calculator funnel — homeowner enters address and utility bill, gets estimated savings, you get a pre-qualified lead with financial data
- Federal tax credit funnel — educational landing page about the 30% ITC with eligibility quiz and consultation booking
- Utility bill analysis funnel — “Upload your utility bill for a free solar analysis” captures bill amount, rate structure, and usage patterns
- Free solar assessment funnel — general campaign with multi-step qualification: homeowner? → roof age? → utility bill? → credit range? → timeline?
- Battery storage funnel — targets homeowners interested in energy independence, backup power, and time-of-use rate optimization
- Commercial solar funnel — captures property type, roof size/type, annual electricity spend, and business ownership verification
- Homeownership verification question (filters out renters immediately)
- Roof condition pre-screen (flags roofs needing replacement before solar)
- Utility bill threshold filter (minimum $100–150/mo recommended for ROI)
- Credit score range capture (identifies financing-eligible homeowners)
- Google Ads + Facebook pixel tracking on every page
Solar Lead Qualification
Instant Response + 90-Day Educational Nurture That Converts Undecided Homeowners
A homeowner fills out your solar savings form at 8 PM. They’re curious but skeptical. By morning they’ve forgotten about it — or worse, three other solar companies called them from shared lead lists and now they think the whole industry is pushy. Your 48-hour window to make a great first impression just closed.
PerfectLeads handles both the speed and the substance. Instant response catches them while they’re still thinking about their utility bill. Then for the 80% who aren’t ready to schedule a site visit today, a 90-day educational drip delivers real value: savings calculations, tax credit explanations, financing breakdowns, neighbor success stories, and rising utility rate data. When they’re finally ready — 2 weeks or 6 months later — you’re the company that educated them, not the one that spam-called them.
- Instant response — “Hi [Name], great news — based on your utility bill, you could save approximately $[X]/month with solar. I’d love to show you a detailed proposal. Can we schedule a quick call or site visit?”
- Savings-focused sequence (Week 1–2) — personalized savings estimate, 30% tax credit breakdown, monthly payment vs. current bill comparison
- Education sequence (Week 3–6) — how solar works, panel lifespan, warranty details, net metering explanation, battery storage options
- Social proof sequence (Week 6–12) — neighbor installations, customer testimonials, before/after utility bills, Google review highlights
- Urgency sequence (ongoing) — utility rate increase alerts, tax credit deadline reminders, seasonal production data, limited installation crew availability
- Proposal follow-up — after site visit: thank you + proposal summary → Day 3 financing options → Day 7 “questions?” check-in → Day 14 final decision ask
- Missed call text-back — “Sorry we missed your call. We’re on a site visit. Can I answer a quick question about solar for your home via text?”
- Re-engagement campaigns — reactivate cold leads with new incentive announcements, rate hikes, or seasonal offers
Solar Nurture Timeline
Set Qualified Site Visits & Consultations — Not Just Tire Kickers
In solar, the site visit is where deals are won or lost. But getting a qualified homeowner to commit to a specific time, be home, and be mentally ready to discuss a $15,000–40,000 investment is a multi-step challenge. Phone tag kills deals. Unqualified appointments waste your closers’ best hours. No-shows cost $200+ per missed visit.
PerfectLeads sets appointments with homeowners who have already been pre-qualified through your funnel. The system confirms homeownership, roof condition, utility spend, and timeline before offering booking. Appointments sync with your sales reps’ calendars, automated reminders slash no-shows, and pre-appointment sequences prep the homeowner with what to expect — so they’re informed and ready when your rep arrives.
- Only pre-qualified homeowners can book (passed all screening questions)
- Virtual consultation option — Zoom/phone for initial qualification before in-person site visit
- In-home site visit booking with address verification and service-area check
- Route appointments to reps by zip code or territory
- Automated reminders at 48h, 24h, and 2h — no-shows drop 65%
- Pre-appointment prep sequence: “Here’s what to expect at your solar consultation” + “Have a recent utility bill ready”
- Reschedule link in every reminder (reduces cancellations vs. no-shows)
- No-show follow-up — automatic reschedule offer within 1 hour
- Post-appointment trigger — proposal follow-up sequence starts automatically
Solar Appointment Setting
Track Every Solar Deal From Lead to Powered-On Install — Then Generate Referrals
Solar deals are complex. A single installation moves through lead qualification, site visit, proposal, financing approval, permitting, HOA approval, utility interconnection, installation scheduling, inspection, and power-on. That’s 10+ stages over 30–90 days. Without a pipeline, deals get stuck, follow-ups get missed, and homeowners go dark after the proposal stage — which is the #1 drop-off point in solar sales.
PerfectLeads gives you a solar-specific pipeline that tracks every deal through the entire installation lifecycle. But the real magic happens after power-on: automated referral campaigns turn every happy customer into a lead source. Solar has the highest referral potential of any industry — your panels are literally visible from the street, and neighbors ask about them every day.
- Solar pipeline stages: New Lead → Qualified → Site Visit Scheduled → Site Visited → Proposal Sent → Financing Approved → Contract Signed → Permitting → Installation Scheduled → Installed → Inspection → Power On
- Proposal follow-up automation — the #1 drop-off point. Day 1 thank you → Day 3 financing options → Day 7 “any questions?” → Day 14 urgency trigger (tax credit, utility rates) → Day 21 final ask
- Stage-specific notifications — homeowner gets automated updates at each milestone: “Your permits are approved!”, “Installation scheduled for [date]”, “You’re powered on!”
- Post-install referral campaign — triggered at 3 key moments: after install, after first low electric bill, and at 6-month anniversary
- Deal value tracking — system size, contract value, financing type per deal
- Revenue reporting by rep, by lead source, by campaign
- Win/loss analytics — know where deals drop off and why
- Mobile app — sales reps check pipeline between site visits
Solar Sales Pipeline
Why Pre-Qualified Leads Change the Economics of Solar Sales
The difference between a $75 shared lead and a $75 pre-qualified exclusive lead isn’t the price — it’s everything that happens after.
Higher Sit Rates
40–60% improvement. When a homeowner has already confirmed they own their home, their roof is in good condition, and their utility bill justifies solar — they’re serious. Pre-qualified leads show up to appointments because they’ve already invested time answering questions. Unqualified leads from aggregators sit at 30–40%. Pre-qualified PerfectLeads sit at 60–75%.
Higher Close Rates
Your reps close more deals with less effort. Instead of spending 30 minutes at the kitchen table discovering the homeowner’s credit is 580 or their roof needs replacement, your rep arrives knowing the homeowner qualifies financially and structurally. They spend 100% of the appointment on value, not qualification. Close rates improve 20–35%.
Lower True Cost Per Install
$75 per lead × 35% sit rate × 25% close rate = ~$857 cost per install from aggregator leads. $75 per lead × 65% sit rate × 35% close rate = ~$330 cost per install from PerfectLeads. Same lead cost, completely different economics. Pre-qualification doesn’t just save money — it multiplies the return on every ad dollar.
The solar math that matters: At a $20,000 average deal value and $330 cost per install, your ROI is 60:1. A $3,000/month ad budget generating 40 pre-qualified leads at $75 each produces approximately 9 installs worth $180,000 in revenue. That’s the power of qualification — not more leads, but better leads.
Turn Every Installation Into a Neighborhood Lead Source
Solar is the only industry where your product is a permanent billboard on your customer’s roof. Every neighbor who drives by sees the panels. Every visitor asks about them. Every holiday dinner conversation includes “how much are you saving?” Referrals are the highest-converting, lowest-cost lead source in solar — and most companies leave them entirely to chance.
PerfectLeads automates referral generation at the three moments when customers are most likely to refer: right after installation (excitement is highest), after the first electric bill showing savings (proof of ROI), and at the 6-month anniversary (enough time to validate the investment). Each touchpoint includes a referral link the customer can share via text or email, with tracking so you know exactly which customer referred each new lead.
- Post-install referral ask — “Congratulations on going solar! Know any neighbors who’ve asked about your panels? Share this link and you both get $[X]: [referral link]”
- First bill referral trigger — “Your first solar bill is in — $[savings] saved this month! Share the savings with a neighbor: [referral link]”
- 6-month anniversary — “6 months of solar savings: $[total saved]. Your neighbors are noticing those panels. Here’s $[X] for every referral who goes solar.”
- Google review automation — post-install review request with one-tap link, smart routing to Google or private feedback
- Referral tracking — know which customer referred each lead, track referral conversion rates, and calculate referral program ROI
- Neighborhood campaign option — after each install, run a geo-targeted ad campaign to nearby addresses: “Your neighbor just went solar. Here’s what they’re saving.”
Solar Referral Engine
PerfectLeads vs. Other Solar Lead Sources
See how PerfectLeads compares to the lead sources solar companies actually use.
| Feature | PerfectLeads | Lead Aggregators (EnergySage, etc.) | Door-to-Door Only |
|---|---|---|---|
| Lead exclusivity | ✓ 100% exclusive | ✗ Shared with 3–7 companies | ✓ Exclusive (but labor-intensive) |
| Homeowner pre-qualification | ✓ 5-step screening before CRM entry | Minimal screening | ✗ Qualification at the door |
| Instant SMS follow-up | ✓ Under 30 seconds | ✗ You call manually | ✗ No digital follow-up |
| 90-day educational nurture | ✓ Automated savings + tax credit drips | ✗ No nurturing | ✗ Rep follow-up only |
| Proposal follow-up automation | ✓ 21-day sequence at #1 drop-off | ✗ Not available | ✗ Manual follow-up |
| CRM with solar pipeline | ✓ 12-stage lead-to-install pipeline | ✗ Basic lead delivery | ✗ Spreadsheet or canvassing app |
| Automated referral campaigns | ✓ 3 post-install trigger points | ✗ Not available | Manual referral asks |
| Review automation | ✓ Post-install Google review requests | ✗ Not included | ✗ Not included |
| You own the data | ✓ Export anytime | ✗ Aggregator owns data | Varies by app |
| Cost | From $97/mo flat | $50–150+ per shared lead | $15–25/hr per canvasser + overhead |
What Solar Companies Say About PerfectLeads
Real solar installers and sales organizations. Real lead generation results.
“We were spending $8K/mo on aggregator leads with a 32% sit rate. Switched to PerfectLeads with the same ad budget — our sit rate jumped to 68% because every lead is pre-qualified. Our cost per install dropped from $900 to $340. Same budget, 2.6× more installs.”Ryan K. — Solar Sales Manager, Arizona
“The proposal follow-up sequence alone was worth the switch. We were losing 40% of deals between site visit and signed contract because reps would stop following up after 2 calls. Now PerfectLeads nurtures for 21 days automatically. Our proposal-to-close rate went from 28% to 41%.”Jennifer P. — Solar Company Owner, California
“The automated referral system generated 47 referral leads in our first 6 months — all from happy customers we’d installed for. 14 of those closed into installs worth $280K in revenue. Zero ad spend on those deals. PerfectLeads pays for itself on referrals alone.”David M. — Solar Installation Company, Texas
Solar Lead Generation Pricing
Plans for single-crew installers and multi-state sales organizations. No long-term contracts. 14-day free trial.
- CRM & Solar Pipeline
- Pre-Built Solar Templates
- SMS & Email Automation
- Appointment Booking
- Review Management
- Mobile App
- Everything in DIY
- Homeowner Qualification Funnels
- 90-Day Educational Nurture Drips
- Proposal Follow-Up Sequences
- Referral & Review Campaigns
- Dedicated Onboarding
- Everything in Done For You
- Facebook & Google Solar Ads
- Tax Credit & Savings Campaigns
- Ad Creative & Copy Production
- Bi-Weekly Strategy Calls
- Dedicated Account Manager
Most solar companies choose Done For You. We build your homeowner qualification funnel, 90-day educational nurture sequence, proposal follow-up automation, referral campaigns, and review system — all configured for the solar sales cycle. One closed install covers the entire year’s cost of PerfectLeads.
Lead Generation for Other Industries
PerfectLeads builds niche systems for service businesses across every vertical.
Solar Lead Generation — Common Questions
Everything solar companies need to know about PerfectLeads.
How many solar leads can I expect with PerfectLeads?
Most solar companies on Done For You or Ads Managed plans generate 25–50+ exclusive, pre-qualified homeowner leads per month depending on market size, ad budget, and local incentive programs. Lead volume spikes in spring and summer. The key difference is pre-qualification — these aren’t raw form fills. They’re homeowners who confirmed ownership, roof condition, and utility spend before entering your pipeline.
How does PerfectLeads qualify solar leads before they reach my sales team?
PerfectLeads funnels use multi-step qualification: homeownership status, roof age and condition, monthly utility bill amount, credit score range, shading concerns, and timeline. Only qualified homeowners enter your CRM. This pre-screening typically improves sit rates by 40–60% compared to unqualified lead sources from aggregators.
How is PerfectLeads different from buying solar leads from aggregators?
Aggregators like EnergySage sell the same homeowner to 3–7 solar companies for $50–150+ each. By the time you call, the homeowner has already spoken to two competitors. PerfectLeads builds your own exclusive pipeline — every lead is 100% yours, pre-qualified, followed up instantly, and tracked in your CRM. You own the data forever.
Does PerfectLeads help with the long solar sales cycle?
Absolutely. Solar’s 30–90 day average sales cycle (and up to 12 months for some homeowners) is exactly why automated nurture is critical. PerfectLeads runs 90-day educational sequences covering savings, tax credits, financing, and rising utility rates. Plus a dedicated 21-day proposal follow-up sequence that addresses the #1 drop-off point in solar sales.
Can PerfectLeads help solar companies generate referrals?
Yes — referrals are the highest-converting and lowest-cost lead source in solar. PerfectLeads automates referral campaigns at three optimal moments: post-installation, after the first electric bill showing savings, and at the 6-month anniversary. Most solar companies see 15–25% of happy customers provide at least one referral when asked systematically through these automated touchpoints.
What is the typical cost per solar lead with PerfectLeads?
Most solar companies using PerfectLeads with Facebook or Google Ads see $30–80 per qualified lead — compared to $50–150+ for shared leads from aggregators. But the real metric is cost per install: pre-qualification improves sit rates and close rates so dramatically that cost per install typically drops 50–60% compared to aggregator leads even at similar per-lead costs. See our full qualification advantage breakdown.
How Many Solar Installs Is Your Pipeline Missing?
Book a free 15-minute solar lead audit. We’ll analyze your current lead sources, show you where qualified homeowners are slipping through the cracks, and map out a system that turns pre-qualified leads into signed contracts.
