Solaris Solar books 2.4× more site visits , qualified before a rep speaks to them.
A voice agent that qualifies every inbound solar installation enquiry, roof type, surface area, ownership, energy bill, and books a site visit for the hot ones, automatically.
Sales reps were driving to unqualified site visits and missing inbound calls to voicemail.
Solaris Solar was generating healthy inbound enquiry volume through online ads but had no systematic qualification process. Sales reps answered enquiries when available, which meant many calls went to voicemail during busy periods. Of the site visits that did get booked, a significant number turned out to be unqualified, wrong roof type, rental properties, or budgets that ruled out any installation. Reps were spending half their week on visits that could never convert.
A voice agent that qualifies, scores, and books, before any rep is involved.
Every inbound call answered. Every caller qualified conversationally. Site visits booked only for leads that meet Solaris's ICP criteria, with the full qualification summary already in the CRM when the rep shows up.
Qualification criteria defined
Sales team mapped every piece of information needed before a site visit is worth booking, roof type, surface area, ownership status, shading, current energy bill, and timeline.
Conversational qualification script built
Voice agent trained to collect all qualification data through natural conversation, not a form-read. Callers report the experience feels like talking to a knowledgeable sales assistant.
Lead scoring applied in real time
Qualification answers scored against Solaris's ICP criteria during the call. Hot leads offered a site visit booking immediately. Warm leads entered a follow-up sequence.
Site visit booking integrated
Qualified callers offered available slots from the installer calendar directly in the call. Confirmation and address collection handled by the agent, no rep involved.
CRM record created automatically
Full qualification summary, lead score, and call transcript pushed to HubSpot via Zapier. Sales rep arrives at the site visit with complete pre-call context already in the CRM.
Live in 9 days
First qualified site visit booked by the voice agent within 9 days of project kick-off. Full pipeline running within 2 weeks.
Reps visit qualified prospects. The agent handles everything before.
Qualified site visits per week
Increase in bookings that meet ICP criteria, more visits, higher conversion rate, same team size.
Missed inbound calls
Every enquiry answered within two rings regardless of how many reps are out on visits.
Unqualified site visits
Reduction in visits that could not convert, wrong roof type, rental properties, or out-of-budget callers.
Days to production
First qualified site visit booked by the voice agent within 9 days of project start.
The smallest stack that solved the problem.
Your phones answered
around the clock.
30-minute call. We'll map your inbound call types and show you what the agent can handle on day one, free, no deck.