Stop Wasting Hours Qualifying Solar Leads
Quickly gather and organize prospect info to pinpoint solar energy needs—no more manual back-and-forth.
Chasing down customer details eats into your selling time and slows your pipeline. Every missing piece means another delay, more emails, and lost momentum.
The hidden cost
What this is really costing you
Collecting the right information from solar prospects is tedious—endless emails, forms, and digging through notes. It’s easy to miss key details about site requirements, energy usage, or budget. This manual process slows down your follow-ups and keeps deals from moving forward.
Time wasted
1.9 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,755/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep handling this manually, you’ll keep losing time to admin work, risk missing critical details, and let hot leads go cold while you chase paperwork.
Return on investment
The math speaks for itself
Today — without agent
1.9 hrs/week
of manual work
With your AI agent
0.4 hrs/week
agent-handled
You save
$2,175/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Qualify a New Lead Instantly
You ask your agent to extract all relevant details from a new prospect’s email and summarize their solar needs.
Prepare for a Consultation
You ask your agent to review intake forms and highlight missing information before your meeting.
Organize Site Assessment Data
You ask your agent to compile notes from a site visit into a structured brief for your proposal.
Create Follow-Up Checklists
You ask your agent to generate a list of next steps based on a prospect’s unique requirements.
How to hire your agent
Connect your tools
Link your document management, project planning, and customer info tools used in your solar sales workflow.
Tell your agent what you need
Type: 'Summarize this prospect’s energy needs from their intake form and email, and flag any missing details.'
Agent gets it done
The agent delivers a structured summary of the prospect’s solar requirements, highlights gaps, and suggests next actions.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Automated Prospect Questionnaires
Creates tailored questions to capture all relevant solar needs from each prospect.
Info Extraction from Emails & Forms
Pulls key details from your communications and organizes them for quick review.
Needs Analysis Summaries
Delivers concise summaries of each prospect’s site, usage, and goals.
Follow-Up Action Lists
Generates clear next steps based on gathered information to keep deals moving.
Data Entry into Your Workflow
Inputs collected info into your existing systems for seamless handoff.
AI Agent FAQ
Related tasks
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