Qualified Lead

What is a qualified lead?

Qualified Lead is the first and most important stage of the sales process. A qualified lead is a homeowner, is genuinely interested in learning more about solar and converting to that power source, and is qualified for Solar as far as their roof and having good credit. Qualified leads are found by door knocking, a lead we get, or a referral. 

Who initiates a qualified lead?

The qualified lead is initiated by a member of the Sales Department.

What is required for a qualified lead?

Customer information - Full name, email, address, and phone number. This is so we can track them in our records going forward.

Must work with property owners - The property owner is the only one with the authority to have solar installed on their home. We cannot work with tenants or renters. We only work on single family homes.

Must be a single family home - There are legal and logistical challenges with installing solar on duplexes or condos. At this time we will only install on single family homes. 

Electric bill - The homeowner must either provide an electric bill, annual electric usage data or utility account number. 

Qualifying credit score - A credit check is required to go solar with financing. Any homeowner we work with should have a strong credit history. If a cash deal, we will need some proof of strong credit or income (as mentioned above)

Set a firm FC date - The Final Consultation date must be set at this time to confirm the commitment of the homeowner. FC’s are best set no sooner than 72 hours after the meeting. 

Home must have an eligible roof type - Eligible roof types include: composite shingle, concrete tile, clay tile, flat roof, gravel, and metal. Ineligible roofs include light or clay tile and wood shake. Ask the homeowner if they know what type of roof they have and how old it is. If the homeowner doesn’t know, take a look yourself and determine what it might be.ar, reach out to your local Survey Manager by talking with your Team Manager.