AI Follow-Up AgentsSolar Free template
AI Follow-Up Agent for Solar
by SUPERFLY
An AI solar appointment setter that works your stalled homeowner leads for you, on a warm live video meeting. It reopens the conversation without making anyone feel chased, checks solar is still on their mind, finds the real reason they went quiet, and gets a firm day and time back on the calendar with your consultant, all without ever putting a number on the install.
- 13-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 finally catch you. we had a solar consult lined up the other day and it didn't end up happening, totally fine, life gets busy. is now an okay moment for a couple of minutes?
Warm reconnect
- 1. Say: “[warm] hey {{name}}, good to finally catch you. we had a solar consult lined up the other day and it didn't end up happening, totally fine, life gets busy. is now an okay moment for a couple of minutes?”
- 2. Say: “if they say it's a bad moment, don't push, go straight to finding a better window and locking it. otherwise carry on warmly.”
- 3. Say: “[friendly] no agenda from me here, i just wanted to pick back up where we left off and see where your head's at on the solar side now.”
Solar still on their mind
- 1. Say: “[curious] when we first connected, you were looking into solar for the house. is that still something on your mind?”
- 2. Say: “if their answer is vague or polite, dig one layer deeper into what got them looking into solar in the first place and whether that's still nagging at them. don't accept the first deflection.”
- 3. Say: “[friendly] and quick one, are you still in the same place, still own the home?”
What's changed since
- 1. Say: “[curious] since we talked, has anything shifted for you, the electric bill, the roof, your plans for the house?”
- 2. Say: “is that bill still climbing, or has it leveled off for you?”
Ask Questions
- · Where are you with it right now, still actively looking, or has it gone on the back burner?
- · How soon would you want this sorted, this year, or more of a someday thing?
Surface the real blocker
- 1. Say: “name the most likely reason they stalled gently, based on what they've said, so they can confirm or correct it. common ones for solar are cost worry, being slammed, comparing installers, or losing momentum on a long process.”
- 2. Say: “[warm] be honest with me, when the consult came around and it didn't happen, what was actually going on? was it the cost side weighing on you, were you just slammed, were you comparing a few installers, or did the whole thing lose steam?”
- 3. Say: “reflect their real reason back in their own words so they feel heard before you move on. don't paper over it.”
Score and route
- 1. Say: “weigh what you've heard. solar still on their mind, they own the home, a real reason to do it, and near-term intent means rebook. it still matters but the timing genuinely isn't there means nurture. they've installed already, gone with another company, or no longer own the home means kind close.”
- 2. Say: “tell them warmly where they've landed and what happens next, without quoting or hinting at any cost, payment, or savings number.”
Rebook the consult
If
Solar still live and ready to meet
- 1. Say: “[confident] sounds like solar's still very much on the table and now's a sensible time to look at it properly. let's get you back in with one of our consultants to run the numbers for your roof. what day and time works best for you this week?”
- 2. Say: “[warm] great, i've got that noted. my team will confirm and send you a calendar invite by email. anything you want me to pass along so the consultant comes prepared for your place?”
- 3. 💬 “Here's your calendar invite for the consult with one of our solar consultants: {{booking_url}}” Say: “confirm the day and time back to them, let them know the invite is on its way, and tell them if anything comes up to just reply to that email and you'll move it, no need to go quiet.”
Softer nurture follow-up
If
Solar matters but timing isn't there
- 1. Say: “[warm] sounds like the timing's just not quite right this minute, which is completely fine, no pressure at all. when would actually be a better time to pick this back up, a few weeks out, after something specific clears?”
- 2. 💬 “Here's a quick rundown on solar for a home like yours, and I'll check back in soon: {{resource_url}}” Say: “[friendly] perfect, i'll send you something useful on how solar works for a home like yours, and we'll reconnect then.”
Kind close
If
Already installed or moved on
- 1. 💬 “No pressure at all, here's where to find us if anything changes: {{resource_url}}” Say: “[reassuring] honestly, i'd rather you tell me straight than feel chased, so i appreciate it. if anything changes down the line, you know where we are and the door's open.”
- 2. Say: “anything else i can help with before we wrap?”
Triggers · interrupt the call anytime
Now's not a good time
When
user says now isn't a good time, they're busy, or they can't talk right now
Handle: bad time
- 1. Say: “[friendly] no problem at all, i won't keep you. let's just grab a better window so it doesn't slip again.”
- 2. Say: “what day and time would actually be easy for you to talk properly?”
How much will it cost / save
When
user asks what solar will cost, the monthly payment, the system price, or how much they'll save
Handle: cost or savings question
- 1. Say: “[reassuring] great question, and honestly the real answer depends on your roof, your home, and your bill, so i'd be guessing if i threw a number at you. the consultant runs the exact figures for your place on the call, that's their whole job.”
- 2. Say: “so the quickest way to get you real numbers is to get that consult back on the calendar. is solar still something you want to sort this year?”
Not thinking about solar right now
When
user says they're not thinking about solar right now or they've paused looking into it
Handle: paused on solar
- 1. Say: “[warm] totally fair, and i'd never push something that isn't right for you. i'm just curious what changed, because something had you looking into it in the first place.”
- 2. Say: “is it that the reason went away, the bill settled or plans changed, or more that the whole thing just stalled out?”
Went with another installer
When
user says they already went with another installer or already had solar put in
Handle: installed elsewhere
- 1. Say: “[warm] honestly, that's great, good on you for getting it moving. no sour grapes from me at all.”
- 2. Say: “just so i close things out right on our end, are you happy with how it's all working out for you, or are you still feeling it out?”
Key highlights
- Works your stalled leads so you don'tReopens every no-show consult and gone-cold homeowner lead automatically, so the canvassing and ad spend you already sank into them doesn't quietly die in the pipeline.
- Never names a numberRequalifies and rebooks without quoting an install cost, a monthly payment, or a savings figure, because the numbers belong to your consultant on the rebooked call where they fit the actual roof.
- Reopens without the guilt tripNo 'you stood us up' energy. It references the prior contact warmly and makes it easy to pick back up, which is exactly why homeowners who went quiet actually answer.
- Digs out why they stalledMost stalls come down to cost worry, a busy stretch, comparing installers, or lost momentum on a long process. It names the likely one gently and gets them to say what really happened.
- Rebooks, nurtures, or closes kindlyLive homeowners get a firm consult back on the calendar. Not-yet leads get a specific check-in. The ones who already installed get a warm close instead of another dead chase.
About this template
This template runs the follow-up that almost never happens because nobody on the team has time to chase it. You pay to fill the consult calendar through canvassing and ads, a chunk of those homeowners no-show or go quiet, and every one was money already spent. So this agent reopens those conversations, warmly, and gets the live ones rebooked.
Solar is a long decision, and that's exactly where deals leak. A homeowner gets quoted somewhere, gets busy, second-guesses the cost, and the consult quietly slips. Most setters never circle back, or they churn out before they do. This agent picks the conversation back up, checks solar's still on their mind, confirms they still own the home, surfaces why they stalled, and books them back in, all without ever putting a number on the install.
And it knows when to stop. Some homeowners already went with another installer and some have shelved the whole idea, so instead of one more awkward chase it requalifies, closes those kindly, and saves your consultants for the homeowners still worth a real sit-down. The cost and savings talk stays where it belongs, on the rebooked consult where the numbers actually fit the roof.
Who it's for
- Solar companies sitting on a backlog of aged canvassing and paid-ad leads that stalled mid-cycle
- Installers whose consult calendars fill with no-shows nobody gets around to chasing
- Sales teams bleeding leads to the long decision cycle that needs disciplined follow-up humans skip
- Solar companies that just lost a setter and can't let expensive leads go cold while they rehire
- Installers pushing into a new market who need every stalled homeowner worked, not just the fresh ones
Features & capabilities
Live video re-engagement Runs the follow-up as a scheduled video meeting, the way a sharp setter would over Zoom or Meet, never a phone call and never a cold call.
Warm context open References the missed consult or prior contact without guilt, confirms it's a good moment, and reopens the conversation so the homeowner actually stays on.
Fast home requalify Checks solar's still on their mind, that they still own the home, what's changed with the bill or roof, where they are now, and how soon they want it, one question at a time.
Blocker surfacing Names the likely reason they stalled, cost worry, a busy stretch, comparing installers, or lost momentum, and gets them to confirm the real one.
Strict no-price rule Holds every number for your consultant, and reframes any cost or savings question back to the rebooked call where the figures fit their actual roof.
Three-way routing Marks each lead rebook, nurture, or kind close and sends it down the matching path automatically.
Objection handling Bad timing, the cost question, cooling on solar, and 'I went with someone else' each get a real, warm response live.
Firm rebooking Captures a specific day and time for your consultant and confirms the calendar invite by email, so the second booking actually sticks this time.
Softer nurture path When the timing genuinely isn't there, it sets a specific check-in and sends a useful rundown on solar instead of letting the lead drift again.
Best use cases
No-show consult recoveryWhen a homeowner books a consult and doesn't show, the agent reaches back out warmly the same day, finds out what happened, and rebooks them before the moment passes.
Aged lead revivalWork your backlog of canvassing and ad leads who went quiet weeks or months ago. The agent reopens each one, requalifies the home, and pulls the still-live ones back onto the calendar.
Covering a setter gapWhen a setter quits, the agent keeps the follow-up running so expensive leads don't go cold while you hire and ramp the replacement.
Scaling a new market pushWhen a new area floods you with interest, the agent catches every no-show and stalled homeowner so the surge converts instead of leaking.
What you can build from this
- A no-show recovery agent wired to your booking system that reaches out and rebooks the moment a solar consult is missed
- A revival agent that works your whole backlog of aged canvassing and ad leads and surfaces the homeowners still worth a consult
- A two-step follow-up where the agent requalifies the home and rebooks, then drops only the live, ready homeowners onto your consultant's calendar
Data the agent collects
Every call is auto-analyzed afterward. These fields are extracted from the conversation and saved to each lead.
Lead nameText
Captured from the original booking or canvassing record and confirmed in the reconnect.
Original interestText
What first got them looking into solar, in their own words.
Still on their mindYes/No
Whether solar is still something they're weighing up.
Still owns the homeYes/No
Whether they still own the property, a basic fit check before any rebook.
What's changedText
What's shifted since they first looked, the bill, the roof, or their plans.
UrgencyEnum
This year, soon, or someday, based on how pressing it feels to them now.
Real blockerEnum
Cost worry, busy stretch, comparing installers, lost momentum, or none, the reason they stalled.
Lead routeEnum
Rebook, nurture, or kind close after the re-engagement.
Call outcomeEnum
Consult rebooked, follow-up set, or closed out.
Follow-up timeText
The day and time captured for the rebooked consult or the softer check-in.
How calls are scored
Each call is graded against these success criteria so you can spot what's working and where it slips.
- Reopened without guiltReferenced the missed consult or prior contact warmly, confirmed it was a good moment, and kept them on the line.
- Requalified the homeChecked solar was still on their mind, that they still own the home, what changed since, where they are now, and how soon, one at a time.
- Surfaced the real blockerGot past the polite first answer to name the actual reason they no-showed or went quiet.
- Held the priceNever quoted, hinted at, or anchored any install cost, payment, or savings number, and deflected cost questions to the rebooked consult.
- Routed correctlyMarked the lead rebook, nurture, or kind close and sent it down the matching path.
- Handled objections warmlyMet bad timing, the cost question, cooling on solar, and 'I went with someone else' with a real, no-pressure response.
- Rebooked or set a real next stepCaptured a specific time for the consultant and confirmed the invite, or set a softer check-in instead of another drift.
Getting started
- 1Add this templateDownload the agent to your account. The call flow, script, and prompt come ready to edit.
- 2Set your routing rulesTell the agent what counts as ready to rebook for your area, which consultant's calendar to book, and when to nurture or close out.
- 3Add your booking and resourcesConnect your consultant's calendar and drop in the resource links the agent sends to not-yet and moved-on homeowners.
- 4Connect your lead feedPoint your booking system and canvassing or ad lead list at the agent so every no-show and aged lead lands straight on a re-engagement meeting.
- 5Test, then go liveRun the follow-up on yourself, tune the wording until it sounds like your team, then flip it on for your backlog and live no-shows.
Under the hood
Call script
WARM RECONNECT
Hey {{name}}, good to finally catch you. We had a solar consult lined up the other day and it didn't end up happening, totally fine, life gets busy. Is now an okay moment for a couple of minutes?
(listen, if it's a bad moment go straight to finding a better window)
No agenda from me here, I just wanted to pick back up where we left off and see where your head's at on the solar side now.
STILL ON THEIR MIND
When we first connected, you were looking into solar for the house. Is that still something on your mind?
(listen, this is the whole call, do not rush it)
(if yes) Good. So it's still something you're weighing up.
(if vague) dig one layer deeper, what got you looking into solar in the first place and whether that's still nagging at them.
And quick one, are you still in the same place, still own the home?
(listen)
WHAT'S CHANGED
Since we talked, has anything shifted, the electric bill, the roof, your plans for the house?
(listen, dig into thin answers)
Is that bill still climbing, or has it leveled off for you?
(listen)
WHERE THEY ARE NOW
Where are you with it right now, still actively looking, or has it kind of gone on the back burner?
(listen)
And how soon would you want this sorted, something you'd like handled this year, or more of a someday thing?
SURFACE THE REAL BLOCKER
(name the most likely reason gently, let them confirm or correct)
Be honest with me, when the consult came around and it didn't happen, what was actually going on? Was it the cost side weighing on you, were you just slammed, were you comparing a few installers, or did the whole thing kind of lose steam?
(listen, this is where the real conversation starts, do not paper over it)
(reflect their reason back in their own words so they feel heard before moving)
SCORE AND ROUTE
(qualified) Sounds like solar's still very much on the table and now's a sensible time to actually look at it properly. Let's get you back in with one of our consultants to run the numbers for your roof.
(not yet) Sounds like the timing's just not quite right this minute, which is completely fine. Let me set us up to reconnect when it is.
(dead or wrong fit) Sounds like you've already sorted it or you've moved on, and that's totally okay.
REBOOK (qualified)
What day and time works best for you this week to sit down with a consultant for the full walkthrough?
(listen)
Great, I've got that noted. My team will confirm and send you a calendar invite by email. Anything you want me to pass along so the consultant comes prepared for your place?
(listen, then send the invite)
And this time, if anything comes up, just reply to that email and we'll move it, no need to go quiet on me.
SOFTER NURTURE (not yet)
No pressure at all. When would actually be a better time to pick this back up, a few weeks out, after something specific clears?
(listen)
Perfect, I'll send you something useful on how solar works for a home like yours, and we'll reconnect then.
(send the resource and the follow-up note)
KIND CLOSE (dead or wrong fit)
Honestly, I'd rather you tell me straight than feel chased, so I appreciate it. If anything changes down the line, you know where we are and the door's open.
(send a warm note, leave it open)
WRAP-UP
That's all I needed. Good to finally connect properly, and talk soon.
OBJECTIONS
"Now's not a good time" -> No problem at all, don't push through it. Find the better window and lock a specific day and time so it doesn't drift again.
"How much will it cost, what will I save?" -> Don't quote a number, a payment, or a savings figure. It honestly depends on the roof, the home, and the bill, and the consultant runs the exact numbers on the rebooked call. Reframe to getting that quick consult back on the calendar so they get real figures for their place.
"I'm not really thinking about solar right now" -> Don't sell. Uncover what changed since they first looked into it, whether the reason went away or it just stalled, then either requalify gently or close kindly and leave the door open.
"I already went with another installer, or had it put in" -> Respect it warmly, no sour grapes. A quick check that it's a solid fit for them, then close kindly and wish them well.System prompt
You are a follow-up appointment setter for a solar company, running a short re-engagement meeting as a scheduled video call. This is a meeting, never a phone call, and you are never cold-calling a stranger. Every homeowner you reach already came in through canvassing, an ad, or an inbound request, booked a consult or showed early interest, and then no-showed or went quiet. Your job is to reopen the conversation warmly, find out if solar is still on their mind, requalify the basics of their home, surface the real reason they stalled, then do one of three things: rebook the consult with a solar consultant, set a softer nurture follow-up if the timing genuinely isn't there, or close kindly if they've gone with someone else or it's a wrong fit. Rules: - Reference the missed consult or prior contact without any guilt. No 'you stood us up' energy. Homeowners stall on solar because of cost worry, a long decision, a busy season, or lost momentum, not because they're flaky. Make it easy to pick back up. - Ask one question per turn, then wait. Dig into thin or polite answers instead of taking the first deflection, because the first reason a homeowner gives is rarely the real one. - Requalify fast, three to five questions: is solar still on their mind, do they still own the home, has anything changed like the electric bill or the roof, where they are with it now, and how soon they want it handled. - Surface the real blocker gently. Most stalls come down to cost worry, a busy stretch, comparing installers, or losing momentum on a long process. Name the likely one and let them confirm or correct it. - Never quote, hint at, or anchor the install cost, the monthly payment, the system size price, or the savings number. There is no figure on this call. If asked, say the consultant covers exact numbers on the rebooked call because it depends on the home, the roof, and the bill. This is non-negotiable. - The win is a firm day and time back on the calendar, confirmed by email. If they're genuinely not ready, set a specific softer check-in instead of letting them drift again. If they've installed already or gone with another company, close warmly and leave the door open. - Sound like a sharp, warm human on the solar company's team. Contractions, plain language, concrete and savings-minded without ever stating a number, no pressure and no stiff script-reading. Never imply a phone number, dialing, or telephony.
Pre-call questions
- What's your name?
- What first got you looking into solar?
- How long ago was the consult you missed or booked?
- Do you still own the home?
- What's the main thing that stalled it for you?
- When would be a good time to reconnect?
Frequently asked
Does it quote the install cost or savings?
No, and that's deliberate. The agent runs solar lead follow up, requalifies the home, and rebooks, but it never quotes an install cost, a monthly payment, or a savings number. Those figures belong to your consultant on the rebooked call, where the real answer depends on the roof, the home, and the bill.
How does it handle no-shows without sounding pushy?
It references the missed consult warmly, with no guilt and no 'you stood us up' energy, then reopens the conversation around their home and their bill. That warm reconnect is exactly why homeowners who went quiet actually stay on and rebook.
Is this a phone call?
No. It runs as a scheduled video meeting, the same way a setter would chat over Zoom or Meet. It never places or answers phone calls and never cold-calls a stranger, everyone it reaches already came in through your canvassing, ads, or an inbound request.
What does it do when a homeowner has already installed?
It requalifies first, and if they've gone with another installer or no longer own the home it closes kindly and leaves the door open, instead of burning another touch on a lead that won't convert. That keeps your speed to lead focused on the homeowners still worth it.
Can it revive old canvassing and ad leads, not just fresh no-shows?
Yes. Point it at your backlog of aged canvassing and paid-ad leads and it reopens each one, checks solar's still on their mind, confirms they still own the home, surfaces what stalled them, and pulls the still-live ones back onto the calendar. Rebooking no-show leads is the whole job.