Homeowner status
Is the caller the owner?
Solutions · By Industry
Solar Dialer for Lead Follow-Up and Appointment Setting
Contact new solar leads quickly, set qualified appointments and pass clear context to closers.
- Unlimited users
- Open API & integrations
- Browser-based, nothing to install
Funnel
Solar sales funnel and calling steps
Each step of the solar funnel is a calling task. Campaigns for each are set up in campaign management.
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1
Lead intake
New inquiries arrive.
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2
Qualification
Confirm the basics.
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3
Appointment
Book the consultation.
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4
Closer handoff
Pass the context to the closer.
Trigger flow
Speed to lead
An inquiry can trigger an automatic call through the API and webhooks, so homeowners hear from you while they are still interested.
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1
Inquiry
From your site or an ad.
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2
Call triggered
Your system starts the call through the API.
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3
Agent connected
An available agent answers.
Script card
Qualification scripts
Ask the same qualifying questions on every call, approved by your team.
Energy bill
Typical bill size.
Roof suitability
Basic roof questions.
Timing
When they want to decide.
Handoff flow
Appointment handoff
Pass notes to closers or your CRM, so the appointment starts with the facts already gathered.
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1
Notes captured
During the qualification call.
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2
Appointment booked
Recorded as an outcome.
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3
Closer informed
Through your CRM, where integrated.
Consent checklist
Consent and lead source tracking
Keep consent records for each lead source and honor opt-outs. See compliance controls and caller ID reputation; this is not legal advice.
Source
Where each lead came from.
Consent proof
Kept with the lead.
Suppression
Opt-outs honored quickly.
Source report
Campaign performance
Compare contact-to-appointment results by source; see reporting and analytics.
Contacts
Leads reached per source.
Appointments
Booked per source.
Agents
Results per agent.
Product demonstration
See solar lead follow-up in a product demonstration
A demonstration follows a solar lead from inquiry to closer handoff. Related workflows appear on the home services dialer and lead generation dialer pages; see how it works for the overall flow.
- Inquiry-to-call trigger
- Qualification scripts
- Closer handoff
- Source reporting
Solar: frequently asked questions
What is a solar dialer?
A solar dialer is software that helps solar companies call new leads quickly, ask consistent qualifying questions, book consultations and hand the details to closers. It also records outcomes by lead source. Dialog provides these workflows in the browser, with answering machine detection and integrations through the API.
Can solar leads be called instantly?
Yes, by connecting your forms or lead feeds to the API and webhooks, so a new inquiry can trigger a call to an available agent. This is built as an integration, so scope it with the team. Make sure each lead carries the consent you need before any automatic call is placed.
How are appointments handed to closers?
Agents record notes and the booked appointment as outcomes, and those details can be sent to your CRM through webhooks, where closers pick them up. Calendar integrations are confirmed per system. Agree which details the closer needs, so the consultation starts without asking the homeowner the same questions again. Keep the handoff short and consistent.
How is consent tracked?
Consent proof usually comes with the lead from your forms or vendors and is stored with the lead in your systems, while Dialog works with the lists you prepare and supports suppression. Your company remains responsible for consent, so check each lead source and keep records you can produce on request.
Does it connect to my CRM?
Yes, through the API and webhooks: leads can come in from your CRM and outcomes, notes and appointments can go back to it. These connections are scoped for your system rather than supplied as packaged connectors. Test the flow with a handful of real leads before switching on full volume.
Can I run multiple lead sources?
Yes. Each lead source can run as its own campaign or carry a source field, so you can compare contact and appointment rates by source. Keep consent records per source and apply the same suppression rules everywhere. Review results regularly and drop sources that do not produce conversations. Keep notes on why each source was paused.
See how Dialog fits your solar operation
Discuss your use case, existing systems, calling volumes and integration requirements with the Dialog team.
Tailored demo · Unlimited users