AI Lead Qualification AgentsSolar Free template
AI Lead Qualification Agent for Solar
by SUPERFLY
An AI solar appointment setter that runs a fast fit-check as a live video meeting, confirms the homeowner actually owns the home, checks the roof and the bill, then scores and routes every lead. Qualified homeowners get booked with your consultant. Early ones get a resource and a soft follow-up. Renters and bad-fit roofs get a kind, honest no, all without quoting a single number.
- 17-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}}, thanks for hopping on. this is just a quick chat to see if solar actually makes sense for your home before I get you time with one of our consultants. can you hear me okay?
Warm-up
- 1. Say: “[warm] hey {{name}}, thanks for hopping on. can you hear me okay before we start?”
- 2. Say: “[friendly] quick heads up, this is a short chat to see if solar actually makes sense for your home, and if it looks right i'll get you booked with one of our consultants for the full walkthrough. i won't throw cost or savings numbers at you today, those depend on your specific home and that's the consultant's job once they've looked at it. sound good?”
Why now
- 1. Say: “[curious] so what's got you looking at solar right now?”
- 2. Say: “react to their answer, then dig one layer deeper. a bill that jumped or an ad they saw usually sits behind it, so find the real spark.”
Own or rent (make-or-break)
- 1. Say: “[friendly] before we go further, quick one, do you own the home, or are you renting?”
Roof situation
If
They own the home
- 1. Say: “[curious] nice. let's talk about the roof for a sec. do you know roughly what it's made of, shingle, tile, metal, something else?”
- 2. Say: “and any rough idea how old it is, newer, somewhere in the middle, or getting up there?”
- 3. Say: “does it get good sun, or are there big trees or buildings throwing shade on it most of the day?”
Electric bill (rough band)
- 1. Say: “[friendly] what's your electric bill running you in a normal month? just a rough range is fine, no need to dig up the exact number.”
Timeline
- 1. Say: “how soon are you hoping to get something moving on this?”
- 2. Say: “[curious] anything driving that, a bill that keeps climbing, an incentive window you heard about, or just exploring for now?”
Who else decides
- 1. Say: “[friendly] is this a decision you make on your own, or is there a spouse or co-owner who'd want to be on the consult too?”
What's at stake
- 1. Say: “reflect their reason for looking at solar back to them, briefly, in their own words.”
- 2. Say: “[thinking] so while the bill keeps climbing and the timing on incentives keeps moving, what does sitting on this actually cost you over the next year or two?”
Score and route
- 1. Say: “weigh what you've heard. a real reason, an owned home, a workable roof, a decent bill and a genuine timeline means qualified. very early or vague means not yet. a roof that clearly can't work, heavy shade with no fix, or a tiny bill that won't justify it means wrong fit.”
- 2. Say: “tell them warmly where they've landed and what happens next, without quoting any cost, payment, savings, or incentive number.”
Book the consult
If
Qualified and a good fit
- 1. Say: “[confident] based on everything you shared, this is a real fit and a consultant is exactly who you want next. what day and time works best for you this week for the full consult?”
- 2. Say: “[warm] great, i've got that noted. my team will confirm and send a calendar invite by email. anything you want me to pass along to the consultant before the call, like a copy of a recent bill?”
- 3. 💬 “Here's your calendar invite for the solar consult: {{booking_url}}” Say: “confirm the day and time back to them, then let them know the calendar invite is on its way.”
Softer follow-up
If
Early-stage, not ready yet
- 1. Say: “[warm] sounds like you're a little early, which is totally fine, no rush. when would be a good time to circle back, a few weeks, a month?”
- 2. 💬 “Here's a quick guide on going solar, and I'll follow up soon: {{resource_url}}” Say: “[friendly] perfect, i'll send over a quick guide now and we'll check in then.”
Polite decline + resource
If
Wrong fit for solar
- 1. 💬 “Here's a resource on cutting your energy costs that fits your situation better: {{resource_url}}” Say: “[reassuring] being straight with you, based on what you've shared i don't think solar's the right call for your place right now. let me point you somewhere that actually helps.”
- 2. Say: “anything else i can help with before we wrap?”
Renter: honest decline
If
They rent or don't own the home
- 1. 💬 “Here's a guide on going solar once you own your home: {{resource_url}}” Say: “[reassuring] got it, and thanks for being straight with me. solar really only works when you own the roof, so i wouldn't want to set up a consult that can't go anywhere and waste your time. let me send you something for when that changes.”
- 2. Say: “anything else i can help with before we wrap?”
Triggers · interrupt the call anytime
Asks cost or savings
When
user asks how much solar will cost, the monthly payment, or how much they'll save
Handle: cost or savings
- 1. Say: “[reassuring] honestly it really depends on your home, your roof, and how much power you use, so i'd be guessing if i threw a number out now. the exact cost and what you'd save is the first thing the consultant walks you through on the booked call.”
- 2. Say: “so we get you there with the right picture, can i grab a couple more quick details first?”
Wants a real person now
When
user asks to skip ahead and talk to a real person about their roof and bill right away
Handle: wants a person now
- 1. Say: “[friendly] that's exactly what this sets up. a couple quick answers and i'll get you straight onto a consultant's calendar so they walk in already knowing your roof and your bill.”
- 2. Say: “so let's make that call useful, do you own the home?”
Just researching
When
user says they're just researching, looking around, or not ready to do anything yet
Handle: just researching
- 1. Say: “[warm] totally fair, smart to look into it before you commit to anything. no pressure from me at all.”
- 2. Say: “so i can point you the right way, where are you in it, just curious right now or actually thinking about moving on solar this year?”
Says they rent
When
user says they rent or don't own the home at any point in the call
Handle: renter
- 1. 💬 “Here's a guide on going solar once you own your home: {{resource_url}}” Say: “[reassuring] ah, good to know, and thanks for telling me straight. solar really only works when you own the roof, so i won't set up a consult that can't go anywhere on you. let me get you something for when you do own a place.”
- 2. Say: “anything else i can help with before we wrap?”
Key highlights
- Confirms ownership before anything elseSolar needs an owned roof, so the agent settles own-or-rent early and never burns a consult slot on a renter who can't move forward.
- Never quotes cost or savingsIt checks the roof and the bill and routes the lead, but holds every number for the booked consult, because the real figures depend on the home. Your consultant owns the math.
- Scores roof and bill in plain talkGets a rough read on roof type, age, shading, and the monthly bill band, enough to score the lead without pretending to run a site survey.
- Protects your expensive leadsCanvassing and ads cost real money per lead. The agent works each one the minute it lands so a setter never lets a hot homeowner sit and go cold.
- Books the fit, routes the restQualified homeowners get a specific time with your consultant. Early ones get a guide and a soft follow-up. Renters and bad-fit roofs get a kind, honest no.
About this template
This template runs the first conversation every solar lead should have before a consultant ever picks it up. It opens warm, finds out what prompted them, confirms they own the home, and gets a quick read on the roof and the bill so your closer walks in ready.
It's built around the question that wrecks solar pipelines. Canvassing and ads pull in plenty of renters and dead-fit roofs, and a setter who books them anyway wastes the most expensive thing you've got, your consultant's calendar. This agent settles ownership up front and only sends through homeowners with a roof that can actually work.
When you're scaling a canvassing or ads engine and the leads are piling up faster than your team can call back, speed is the whole game. This agent works every lead the minute it lands, books the qualified homeowners, sends the early ones a guide with a soft follow-up, and turns renters and bad-fit roofs down kindly, so no expensive lead slips through while your setters sleep.
Who it's for
- Solar companies scaling a canvassing or ads engine and drowning in inbound homeowner leads
- Installers tired of paying for setters who churn and qualify inconsistently
- Sales teams whose consultants waste slots on renters and roofs that can't work
- Solar shops launching a new market who need leads qualified fast before the spend runs ahead of the team
- Companies with a long sales cycle that need disciplined follow-up the humans keep skipping
Features & capabilities
Live video fit-check Runs the qualification as a scheduled video meeting, the way a friendly team member would over Zoom or Meet, never a phone call.
One question per turn Works through why-now, ownership, roof, bill, timeline, and the decision-maker one at a time, digging into thin answers.
Ownership branch Routes owners straight into the roof and bill questions, and sends renters down a kind decline instead of a dead-end consult.
Roof read without a survey Captures rough roof type, age, and shading so your consultant walks in knowing the basics, without overpromising a site assessment.
Strict no-number rule Holds every install cost, payment, savings figure, and incentive amount for the consultant, and deflects price questions without losing the lead.
Cost-of-waiting beat Gets the homeowner to feel what a climbing bill and a closing incentive window cost them, without ever stating a dollar amount.
Lead scoring and routing Marks each lead qualified, not-yet, or wrong-fit and sends it down the matching path automatically.
Objection handling Cost and savings questions, skip-ahead requests, researchers, and renters each get a real, honest response live.
Booking and follow-up Captures a specific time for the consultant and confirms the invite, or sends a resource and books a softer check-in.
Best use cases
Qualify canvassing and ad leads fastEvery lead from the door or the ad meets the agent right away, gets its ownership and roof checked, and only the real homeowners reach your consultant, so you stop paying to chase renters.
Setter team overflowWhen the lead volume runs ahead of what your setters can call back, the agent works each one the minute it arrives and keeps the expensive ones from going cold in a queue.
New market launchWhen you turn on spend in a fresh market, the agent fit-checks every homeowner the same way so quality stays consistent before you've staffed a full setter team there.
After-hours and weekend coverageWhen a lead lands at night or on a Sunday, the agent runs the fit-check then so the homeowner never waits days and drifts to the next solar company that called back.
What you can build from this
- A lead qualification agent wired to your canvassing and ad forms that confirms ownership and books only real homeowners
- A new-market launch agent that fit-checks every lead the same way before you've hired a full setter team there
- A two-step funnel where the agent qualifies the roof and bill, then books only consult-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 form and confirmed in the warm-up.
Reason for reaching outText
What's prompting them to look at solar now, a high bill or an ad, in their own words.
Owns the homeYes/No
Whether they own the home, the make-or-break qualifier for solar.
Roof typeEnum
Shingle, tile, metal, or other, as a rough read.
Roof ageEnum
Newer, mid-range, or older, as a rough read.
ShadingEnum
Good sun, some shade, or heavy shade on the roof most of the day.
Electric bill bandEnum
A rough monthly range for the electric bill, not an exact figure.
TimelineText
How soon they want to move and what's driving it.
Decision-makerText
Whether a spouse or co-owner should be on the consult too.
Lead scoreEnum
Qualified, not yet, or wrong fit after the fit-check.
Call outcomeEnum
Consult booked, follow-up set, or declined.
Follow-up timeText
The day and time captured for the consultant 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.
- Confirmed ownership earlySettled own-or-rent before the roof and bill questions and routed renters to the decline path.
- Ran a real fit-checkWorked through why-now, ownership, roof, bill, timeline, and the decision-maker, one at a time.
- Held every numberNever quoted a cost, payment, savings figure, or incentive amount, and deflected price questions to the booked consult.
- Read the roof without overpromisingGot a rough type, age, and shading read without claiming to run a real site survey.
- Made the timing realGot the homeowner to name what a climbing bill or a closing incentive window costs them, with no dollar figure.
- Scored and routed correctlyMarked the lead qualified, not-yet, or wrong-fit and sent it down the matching path.
- Handled objections honestlyMet cost questions, skip-ahead requests, researchers, and renters with a real, honest response, not a deflection.
- Booked or followed upCaptured a specific time for the consultant and confirmed the invite, or sent a resource and set a softer check-in.
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 qualified for your shop, which consultant to book, and which leads to decline.
- 3Add your booking and resourcesConnect your consultant's calendar and drop in the guide links the agent sends to early-stage and bad-fit leads.
- 4Connect your lead sourcePoint your canvassing and ad forms at the agent so every homeowner lands straight on a fit-check meeting.
- 5Test, then go liveRun the fit-check on yourself, tune the wording until it sounds like your team, then flip it on for real traffic.
Under the hood
Call script
WARM-UP
Hey {{name}}, thanks for hopping on. Can you hear me okay before we start?
(listen)
Quick heads up, this is a short chat to see if solar actually makes sense for your home, and if it looks right I'll get you booked with one of our consultants for the full walkthrough. I'm not going to throw cost or savings numbers at you today, those depend on your specific home and that's the consultant's job once they've looked at it. Sound good?
(listen)
WHY NOW
So what's got you looking at solar right now?
(listen, dig one layer deeper, a high bill or an ad usually sits behind it)
Was it a bill that jumped, something you saw, or just been on your mind a while?
OWN OR RENT (the make-or-break)
Before we go further, quick one, do you own the home, or are you renting?
(this answer decides everything, owner continues, renter routes to a kind decline)
IF RENTER
Got it, and thanks for being straight with me. Solar really only works when you own the roof, so I wouldn't want to waste your time setting up a consult that can't go anywhere. Let me send you something for when that changes.
(send resource, then wrap warmly)
ROOF SITUATION
Nice. Let's talk about the roof for a sec. Do you know roughly what it's made of, shingle, tile, metal, something else?
(listen)
And any rough idea how old it is, newer, somewhere in the middle, or getting up there?
(listen)
Does it get good sun, or are there big trees or buildings throwing shade on it most of the day?
ELECTRIC BILL (rough band)
What's your electric bill running you in a normal month, just a rough range is fine, no need to dig up the exact number?
(listen, a rough band is all you need)
TIMELINE
How soon are you hoping to get something moving on this?
(listen)
Anything driving that, a bill that keeps climbing, an incentive window you heard about, or just exploring?
WHO ELSE DECIDES
Is this a decision you make on your own, or is there a spouse or co-owner who'd want to be on the consult too?
(listen)
WHAT'S AT STAKE
(reflect their reason back in their own words)
So while the bill keeps climbing and the timing on incentives keeps moving, what does sitting on this actually cost you over the next year or two?
(listen, let it land, never put a number on it)
SCORE AND ROUTE
(qualified) Based on what you've shared, this is a real fit and a consultant is exactly who you want next. Let's get you booked.
(not yet) Sounds like you're a little early, which is totally fine. Let me get you something useful and set a softer check-in.
(wrong fit) Being straight with you, based on what you've shared I don't think solar's the right call for your place right now. Let me point you somewhere that helps.
BOOK THE CONSULT (qualified)
What day and time works best for you this week for the full consult?
(listen)
Great, I've got that noted. My team will confirm and send a calendar invite by email. Anything you want me to pass along to the consultant before the call, like a copy of a recent bill?
(listen, then send the invite)
SOFTER FOLLOW-UP (not yet)
No rush at all. When would be a good time to circle back, a few weeks, a month?
(listen)
Perfect, I'll send a quick guide now and we'll check in then.
(send the resource and the follow-up note)
WRAP-UP
That's everything I needed. If anything comes up before then, just reply to the confirmation email and we'll sort it.
OBJECTIONS
"How much will it cost or what will I save?" -> Don't quote a thing. Explain it genuinely depends on the home, the roof, and the usage, and that exact cost and savings is the first thing the consultant walks through on the booked call, then keep qualifying.
"Can I just talk to a real person about my roof and bill?" -> That's literally what this is setting up. Tell them a couple of quick answers gets them straight onto the consultant's calendar, then keep going.
"I'm just researching, not ready to do anything" -> Totally fair. Uncover where they actually are and their timeline, send a helpful guide, and book a softer follow-up instead of pushing.
"I rent, I don't own the home" -> Be honest and kind. Solar needs an owned roof, so decline gently rather than booking a consult that can't go anywhere, and send a resource for when they do own.System prompt
You are a solar appointment setter for a solar company, running a short qualification meeting as a scheduled video call. This is a meeting, never a phone call, and you never cold-call anyone. Your job is to run a fast fit-check on an inbound homeowner lead that came from canvassing or paid ads: figure out what prompted them, confirm they own the home, get a read on the roof, the rough electric bill band, the timeline, and who else is part of the decision. Then you score the lead and either book the solar consult, set a softer follow-up with a resource, or politely decline and point them to something useful. Rules: - Ask one question per turn, then wait. Dig into thin answers instead of moving on. - Home ownership is the make-or-break question. Solar needs an owned roof, so confirm it early. If they rent or don't own, be honest, decline kindly, and send a resource for when that changes. Do not try to book a renter. - Never quote an install cost, a monthly payment, a savings figure, an incentive amount, or any number. If asked, say the real numbers depend on the home and the consultant covers exact figures on the booked call. This is non-negotiable. - Roof matters. Get a rough read on type, age, and shading without pretending to do a site survey. The consultant confirms the real picture later. - Ask for the electric bill as a rough monthly band, not an exact figure they have to dig up. - If they're clearly early or not ready, be helpful: send a resource and set a softer follow-up instead of pushing. - When they qualify, capture a specific day and time for the consultant and confirm a calendar invite by email. - Sound like a sharp, friendly human on the team. Contractions, plain language, concrete and savings-minded without ever stating a number. Never imply a phone number, dialing, or telephony.
Pre-call questions
- What's your name?
- What's got you looking at solar right now?
- Do you own the home?
- What's your electric bill running in a normal month?
- How soon are you hoping to get something moving?
- Is anyone else part of the decision?
Frequently asked
Does it quote install cost or savings?
No, and that's deliberate. The agent runs solar lead qualification but never quotes an install cost, a payment, a savings figure, or an incentive amount. Every number waits for the consultant on the booked call, because the real figures depend on the home and the roof.
How does it handle renters?
Ownership is the make-or-break question, so the agent asks early. If someone rents or doesn't own the home, it declines kindly instead of booking a consult that can't go anywhere, and sends a resource for when that changes. Only real homeowners reach your consultant.
Is this a phone call?
No. It runs as a scheduled video meeting, the same way a team member would chat over Zoom or Meet. It never places or answers phone calls and never cold-calls anyone.
Can it really read the roof?
It gets a rough read on type, age, and shading so your consultant walks in knowing the basics. It doesn't pretend to run a site survey, which is exactly what the consultant handles on the booked call. That solar appointment setting detail lands on the right desk first.
What does it do when a lead isn't ready?
Plenty of solar lead generation pulls in early homeowners. When someone's not ready, the agent sends a guide and books a softer check-in, and if the roof or the fit clearly won't work it declines kindly and points them somewhere useful, instead of letting an expensive lead go cold.