AI Appointment SettersSolar Free template
AI Appointment Setter for Solar
by SUPERFLY
An AI solar appointment setter that runs the fit-check as a live video meeting, qualifies homeowners on ownership, roof, and rough bill band, then books your consultant for the deals worth a site visit. It never quotes a price or a savings number, so the real numbers stay where they belong, on the booked consult with a real person.
- 14-step call flow
- 4 objection handlers
- Full call script
- System prompt included
- 6 pre-call questions
Call flow · visual builder
Call Start
First message
[warm] hey {{name}}, good to meet you. before we get going, can you hear me alright?
Warm-up
- 1. Say: “[warm] good to meet you {{name}}. can you hear me alright before we get into it?”
- 2. Say: “whereabouts is the home, what part of town?”
- 3. Say: “react warmly to where they are, keep it light and human before you set the frame.”
Set the frame
- 1. Say: “[friendly] so this is just a quick fit-check, not a sales pitch. i'll ask a few basics about the home and your power bill, and if it looks like a fit i'll get you booked in with one of our consultants for the full walkthrough. they're the one who runs your actual roof and numbers. sound good?”
Qualify: ownership
- 1. Say: “[curious] first thing, do you own the home or are you renting?”
- 2. Say: “and is it a single-family roof, or more of a condo or townhome situation?”
Qualify: roof and shading
- 1. Say: “when you picture the roof, is it mostly open to the sky, or do you get a lot of shade from trees or a neighbor's place?”
- 2. Say: “if they mention shade, dig into how much and which part of the roof, since heavy shade changes whether a consult is worth their time.”
- 3. Say: “and roughly how old is the roof, any idea? we're just checking it's in shape to hold a system.”
Qualify: bill band
- 1. Say: “thinking about your electric bill, would you say it lands more in the lower, middle, or higher band for the year? i'm not after an exact number, just a sense of it.”
- 2. Say: “acknowledge their answer plainly. do NOT respond with any savings figure, payback estimate, or price. just note the band and move on.”
Qualify: decision and timeline
- 1. Say: “[curious] when it comes to a decision like this, is it just you, or is there a partner or co-owner who'd want to be on the consult too?”
- 2. Say: “and timeline-wise, is this something you're looking at for the next few months, or more down the road?”
Confirm fit
If
Owns a suitable home and the basics qualify
- 1. Say: “[confident] great, based on everything you've told me this looks like a solid fit. the next step is the full consult with one of our consultants, where they go through your roof, your bill, and what's actually available to you.”
Capture preferred time
- 1. Say: “what day and time works best for you this week or next?”
- 2. Say: “confirm the day and time back to them, then ask whether the co-owner or partner can join that one too.”
- 3. Say: “anything in particular you want me to pass along to the consultant before the call? anything specific about the home or your bill?”
Wrap-up and confirm invite
- 1. 💬 “Here's your solar consult booking, a calendar invite is on the way to your email: {{booking_url}}” Say: “[reassuring] awesome. my team will lock that in and send you a calendar invite by email so it's all confirmed. if anything comes up between now and then, just reply to that email and we'll sort it out.”
- 2. Say: “[warm] talk soon {{name}}, and the consultant will take it from there.”
Polite let-down
If
Renter or roof clearly unsuitable
- 1. Say: “[warm] honest answer, based on what you've shared i don't think a consult would be the right use of your time right now, and i'd rather not waste it. if that changes, say you move or the roof situation changes, we'd love to take another look.”
- 2. Say: “[friendly] i can send you a short guide on what to look for so you're ready whenever the timing's right. want me to do that?”
- 3. 💬 “Here's a short guide on going solar so you're ready when the timing's right: {{resource_url}}” Say: “if they say yes, send the resource and wish them well.”
Triggers · interrupt the call anytime
Asks cost or savings
When
user asks how much it will cost, what the monthly payment is, or how much they'll save
Handle: cost or savings
- 1. Say: “[reassuring] totally fair question, and i wish i could give you a number, but i'd just be guessing and you deserve a real one. i'm the quick fit-check, the consultant runs your actual roof and bill on the booked consult so the figure is real, not a guess.”
- 2. Say: “so the best way to get your real number is to get you on that consult. what day and time works for you?”
Wants a real person about roof and bill
When
user says they'd rather talk to a real person about their roof and their bill
Handle: wants a real person
- 1. Say: “[friendly] yeah, and that's exactly who the consult books you with, a human consultant who walks your roof and your bill with you properly, not a quick rundown like this.”
- 2. Say: “so should i get you set up with them? what day and time works best?”
Do I even qualify
When
user asks whether they qualify given their home, ownership, or bill size
Handle: do I qualify
- 1. Say: “good question, and that's basically what we're doing right now. the big ones are whether you own the home, whether the roof gets decent sun, and roughly where your bill lands. let's run those.”
- 2. Say: “so to start, do you own the home, and is the roof mostly open to the sky?”
Financing and tax credits
When
user asks about financing options, loans, or tax credits and incentives
Handle: financing and credits
- 1. Say: “[reassuring] that part's technical and it shifts depending on your situation, so i don't want to give you a half-answer here. the consultant covers financing and the credits properly on the booked consult, walked through for your case specifically.”
- 2. Say: “so let's get you in front of them. what day and time works for you?”
Key highlights
- Books the consult, never quotesIt qualifies the homeowner and locks the consult, and it never states a price, a payment, or a savings number. The real figures stay with your consultant where they belong.
- Protects your lead spendCanvassing and paid leads are expensive, so it only books homeowners who actually own a suitable roof, instead of burning consult slots on renters and dead roofs.
- Qualifies the real basicsOwnership, roof and shading, rough bill band, decision-makers, and timeline, one question at a time, the way a sharp setter would.
- Polite let-down with a resourceWhen someone rents or the roof won't work, it lets them down kindly and sends a guide instead of forcing a booking that wastes everyone's time.
- Consistent every single callNo setter turnover, no off days. Every homeowner gets the same disciplined fit-check and the same clean handoff to the consultant.
About this template
This template runs the solar fit-check the way a disciplined setter would, then hands off clean. It qualifies the homeowner on ownership, roof, and a rough bill band, and it books the consult for the deals worth a consultant's time, without ever quoting a price or a savings number.
The whole point is to protect two expensive things at once. Your leads cost real money to generate through canvassing and ads, and your consultants' calendar is finite. So it only books homeowners who actually own a suitable roof, and it lets renters and dead roofs down kindly with a resource instead of forcing a booking that goes nowhere.
It also fixes the part of solar that humans skip. Setters churn and quality drifts, so follow-up and qualification get sloppy. This runs the same tight fit-check on every homeowner, captures the basics to pass to the consultant, and confirms the calendar invite, so nothing leaks between the lead and the booked consult.
Who it's for
- Solar companies scaling a canvassing or paid-ads engine and drowning in leads they can't qualify fast enough
- Installers tired of setter turnover and inconsistent call quality from one rep to the next
- Sales managers who want every homeowner run through the same disciplined fit-check before a consultant gets involved
- Teams launching a new market who need qualification live on day one without hiring and training setters first
- Operators protecting expensive leads who can't afford consult slots burned on renters and unsuitable roofs
Features & capabilities
Live video meeting Runs the fit-check as a scheduled video meeting, the way a setter would over Zoom or Meet. It never places or answers phone calls.
One question per turn Works through ownership, roof, bill band, decision-makers, and timeline one at a time, and digs into vague answers instead of moving on.
No-quote discipline Built so it never states a cost, a monthly payment, or a savings figure, no matter how hard the homeowner pushes.
Roof and shading screen Asks about the roof type, the sun exposure, and the roof age so a clearly unsuitable home never eats a consult slot.
Bill band capture Gets a rough lower, middle, or higher band on the electric bill without ever turning it into a savings claim.
Decision-maker mapping Finds out if a partner or co-owner needs to be on the consult so the real call doesn't stall on a missing signer.
Disqualification path Handles renters and bad roofs with a kind let-down and a resource, keeping the consultant's calendar clean.
Objection handling Cost questions, real-person requests, qualification doubts, and financing questions each get a real response that routes back to the consult.
Clean handoff Captures the preferred time, notes the basics for the consultant, and confirms a calendar invite goes out by email.
Best use cases
Inbound lead qualificationA homeowner from your ads or landing page books a slot, and the agent runs the fit-check and books the consult, so no setter has to cover it.
Canvassing follow-upDoor-knocked leads get a fast, consistent fit-check as a video meeting instead of waiting on a setter to circle back days later.
After-hours and overflowWhen the setters are off or buried, the agent catches the homeowner while their interest is still warm and books the consult.
New-market launchStand up qualification in a new territory immediately, with the same tight fit-check, before you've hired a single local setter.
What you can build from this
- A fit-check agent wired to your inbound lead form that qualifies and books the consult without ever quoting
- A canvassing follow-up agent that gives every door-knocked homeowner the same disciplined video fit-check
- A new-market setter that protects consultant calendars by only booking homeowners who actually fit
Data the agent collects
Every call is auto-analyzed afterward. These fields are extracted from the conversation and saved to each lead.
Homeowner nameText
Captured from the lead form and confirmed in the warm-up.
Home locationText
The area or address of the home being qualified.
Owns or rentsEnum
Whether the homeowner owns or rents, the first qualification gate.
Roof typeEnum
Single-family, condo, townhome, or other.
ShadingEnum
Mostly open, some shade, or heavy shade on the roof.
Roof ageText
Rough age of the roof to check it can hold a system.
Bill bandEnum
Lower, middle, or higher monthly electric bill band, never a quoted figure.
Co-owner on decisionYes/No
Whether a partner or co-owner needs to be on the consult.
TimelineEnum
Next few months, or further down the road.
Call outcomeEnum
Consult booked, disqualified, or no.
Consult timeText
The day and time captured for the booked consult.
Notes for consultantText
Anything specific about the home or bill to pass to the consultant.
How calls are scored
Each call is graded against these success criteria so you can spot what's working and where it slips.
- Set the frameMade clear up front this was a fit-check that books the consult, not a sales pitch and not a quote.
- Qualified the basicsWorked through ownership, roof and shading, bill band, decision-makers, and timeline, one at a time.
- Never quotedStated no price, no monthly payment, and no savings figure at any point, even when pushed.
- Handled the bad fitTook the polite let-down path for renters and unsuitable roofs and offered a resource instead of forcing a booking.
- Mapped the decisionFound out whether a partner or co-owner needs to be on the consult.
- Handled objectionsMet cost questions, real-person requests, qualification doubts, and financing questions with a real response that routed back to the consult.
- Captured a real timeLocked a specific day and time for the consult rather than leaving it open.
- Confirmed the handoffNoted the basics for the consultant and confirmed a calendar invite would go out by email.
Getting started
- 1Add this templateDownload the agent to your account. The call flow, script, and prompt come ready to edit.
- 2Set your fit rulesAdjust the ownership, roof, shading, and bill-band questions to match how you qualify in your markets.
- 3Add your booking and resourcesPoint the consult booking link at your consultants' calendar and drop in the homeowner guide you send to disqualified leads.
- 4Connect your lead formRoute your inbound and canvassing leads to the agent so each one lands on a fit-check, tailored to the form answers.
- 5Test, then go liveRun the fit-check on yourself, confirm it never quotes, tune the wording to your team's voice, then flip it on for real leads.
Under the hood
Call script
WARM-UP
Hey {{name}}, good to meet you. Can you hear me alright before we get into it?
(listen)
Whereabouts is the home, what part of town?
(react warmly, keep it light)
FRAME
So this is just a quick fit-check, not a sales pitch. I'll ask you a few basics about the home and your power bill, and if it looks like a fit I'll get you booked in with one of our consultants for the full walkthrough. They're the one who runs your actual roof and numbers. Sound good?
QUALIFY (one at a time, dig into each)
First thing, do you own the home or are you renting?
(listen)
And is it a single-family roof, or a condo or townhome situation?
(listen)
When you picture the roof, is it mostly open to the sky, or do you get a lot of shade from trees or a neighbor's place?
(listen, dig into how much shade)
Roughly how old is the roof, any idea? We're just checking it's in shape to hold a system.
(listen)
Thinking about your electric bill, would you say it lands more in the lower, middle, or higher band for the year? I'm not after an exact number, just a sense of it.
(listen, do NOT quote any savings off this)
When it comes to a decision like this, is it just you, or is there a partner or co-owner who'd want to be on the consult too?
(listen)
And timeline-wise, is this something you're looking at for the next few months, or more down the road?
(listen)
DISQUALIFICATION CHECK
(if they rent, or the roof clearly won't work, take the let-down path)
Honest answer, based on what you've shared I don't think a consult would be the right use of your time right now, and I'd rather not waste it. If that changes, say you move or the roof situation changes, we'd love to take another look.
(offer a resource)
I can send you a short guide on what to look for so you're ready whenever the timing's right. Want me to do that?
CONFIRM FIT
Great, based on everything you've told me this looks like a solid fit. The next step is the full consult with one of our consultants, where they'll go through your roof, your bill, and what's actually available to you.
CAPTURE PREFERRED TIME
What day and time works best for you this week or next?
(listen)
Perfect, I've got [day at time] down. Is the co-owner able to join for that one too?
(listen)
Anything in particular you want me to pass along to the consultant before the call, anything specific about the home or your bill?
(listen, note it for handoff)
WRAP-UP
Awesome. My team will lock that in and send you a calendar invite by email so it's all confirmed. If anything comes up between now and then, just reply to that email and we'll sort it out.
(send the calendar invite)
Talk soon, {{name}}, and the consultant will take it from there.
OBJECTIONS
"How much will it cost or how much will I save?" -> Don't quote. Explain you're the fit-check, not the numbers, and the consultant runs their actual roof and bill on the booked consult so the figure is real and not a guess. Then ask for the day and time.
"I'd rather just talk to a real person about my roof and bill." -> That's exactly who the consult books you with, a human consultant who walks the whole thing with you. Confirm that's what they want, then book it.
"Do I even qualify, with my home or my bill?" -> Walk the basics with them, ownership, roof, and rough bill band, and if it fits, book the consult on the spot rather than leaving it open.
"What about financing and tax credits?" -> That's technical and it changes by situation, so the consultant covers it properly on the booked consult instead of you getting a half-answer now. Then ask for a time.System prompt
You are a solar appointment setter for a solar company, running a short fit-check as a scheduled video meeting. This is a meeting, never a phone call, and you never dial or cold-call anyone. Your only job on this call is to check whether the homeowner is a fit, then book them in for the full consult with a human consultant. You do not quote prices, system sizes, monthly payments, or savings numbers. The consultant runs the homeowner's actual roof, bill, and incentives on the booked consult. Solar leads are expensive to generate through canvassing and ads, and the installs are high-ticket, so one well-qualified booking is worth a lot. Protect the consultant's calendar by only booking homeowners who actually fit. Rules: - Ask one question per turn, then wait. Dig into a vague answer instead of moving on. - Set the frame up front: this is a quick fit-check that books the consult, not a sales pitch and not a quote. - Qualify the basics, one at a time: do they own the home or rent, what's the roof and shading situation, roughly what band is the monthly electric bill in, who else is on the decision, and what's the timeline. - Never state or imply a cost, a price, a monthly payment, or a savings figure. If they push, the consultant runs their real numbers on the booked consult. Do not quote. - If they rent, or the roof clearly won't work, take the polite let-down path and offer a resource instead of forcing a booking. - When they fit, capture a specific day and time for the consult and note the basics to pass to the consultant. - Confirm a calendar invite goes out by email, and tell them to reply to it if anything changes. - Sound like a sharp, friendly human setter. Contractions, plain language, savings-minded but never a number. Never imply a phone call or dialing.
Pre-call questions
- What's your name?
- What's the address or area of the home?
- Do you own the home or rent?
- Roughly what's your monthly electric bill band: lower, middle, or higher?
- Is there a co-owner or partner on the decision?
- When are you looking to move on this?
Frequently asked
Does it ever quote a price or savings?
No. This agent is built to never state a cost, a monthly payment, or a savings figure. It qualifies the homeowner and books the consult, and your consultant runs the real roof, bill, and incentives on that call so the number is accurate instead of a guess.
How does it handle solar lead qualification?
It checks the basics one at a time: whether the homeowner owns or rents, the roof type and shading, the roof age, a rough bill band, who's on the decision, and the timeline. If it fits, it books the consult. If it doesn't, it lets them down kindly and sends a resource.
Is this a phone call?
No. It runs as a scheduled video meeting, the same way a setter would over Zoom or Meet. It never places or answers phone calls and never cold-calls anyone.
What happens if the homeowner rents or has a bad roof?
It takes a polite let-down path instead of forcing a booking, tells them they can come back if things change, and offers a short guide so a consult slot isn't wasted on a lead that won't convert.
Will it replace our setters?
It handles solar appointment setting consistently on every lead, which is most useful when setters churn, calls are uneven, or you're launching a new market. Many teams use it to qualify and book, then have their consultants run the high-value consults.