AI Proposal Automation for Solar Sales
Let your AI agent handle proposals, site analysis, and lead qualification—so you spend more time selling and less time buried in paperwork.
If you're a solar sales consultant, you know the pain of copying site data from Aurora Solar, building proposals in Excel, and chasing leads through endless email threads. Hours slip away every week on admin tasks instead of closing deals. The manual grind means missed follow-ups and lost commissions.
An AI agent that generates solar proposals, qualifies leads, and calculates site specs for sales consultants—so you can close deals faster.
What this replaces
The hidden cost
What this is really costing you
In residential and commercial solar sales, consultants spend hours every week pulling site details from Aurora Solar or Google Earth, building proposals in Excel, and tracking leads in Gmail or Salesforce. These repetitive admin tasks eat into your selling time and slow your response to prospects. When you’re stuck formatting quotes or researching incentives, hot leads go cold and deals slip away.
Time wasted
8-10 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$20,800-$26,000/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you ignore this, competitors who respond faster will win your prospects. You’ll lose deals to slower follow-up, see your pipeline shrink, and your annual commissions will take a hit.
Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.
Return on investment
The math speaks for itself
Today — without agent
9 hrs/week
of manual work
With your AI agent
1.5 hrs/week
agent-handled
You save
$19,500/year
every year, reinvested into growing your business
Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Rapid Proposal Creation
You ask your agent to generate a customized proposal and quote for a new residential lead, including system specs and financing options.
Lead List Prioritization
You ask your agent to review your latest leads and highlight the most qualified prospects based on site data and budget.
Customer Incentive Explainer
You ask your agent to draft an email explaining available tax rebates and incentives for a commercial customer.
Site Production Estimate
You ask your agent to calculate the expected annual solar output for a prospect’s shaded rooftop and summarize the results.
How to hire your agent
Connect your tools
Link your CRM, project management, and document creation tools for seamless data access.
Tell your agent what you need
Type: 'Create a proposal and quote for the Smith residence, including estimated production and available incentives.'
Agent gets it done
Your agent delivers a ready-to-send proposal with site analysis, pricing, and incentive details—no manual work required.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Automated Proposal Creation
Pulls customer and site data from Salesforce and Aurora Solar to generate detailed, ready-to-send proposals with accurate specs and pricing.
Lead Qualification & Prioritization
Analyzes new leads from HubSpot, scores them based on site potential and budget, and flags high-priority prospects for follow-up.
Site Assessment Calculations
Processes address and shading data to estimate annual solar output, factoring in roof orientation and local climate, and creates clear summaries.
Incentive & Tax Credit Guidance
Drafts customized emails explaining current rebates and tax credits using up-to-date data from DSIRE and Energy.gov.
Custom Energy Package Recommendations
Builds personalized energy management packages based on customer needs and usage patterns, with clear ROI projections.
AI Agent FAQ
Yes. Your agent connects to Salesforce and Aurora Solar via API to pull lead and site information automatically. This ensures every proposal is accurate and tailored to your prospect, saving you hours each week.
All data is encrypted in transit using TLS 1.3 and never stored after your request is processed. Only you and authorized team members can access proposal outputs. No information is shared outside your workflow.
No. The agent handles repetitive admin so you can focus on relationship-building and closing deals. You still control all client communications and final proposal review.
Absolutely. Your agent integrates with HubSpot, Salesforce, and Pipedrive to pull lead data and update records automatically. Multi-language support is coming soon.
You’ll review and approve proposals, customize final recommendations, and handle negotiations. The agent handles data gathering, calculations, and draft creation, but you remain in control of client interactions.
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Automatable tasks
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