Guide
Solar appointment setting: filling consultations that close
Solar closers lose money sitting with homeowners who should never have been booked. Appointment setting works when qualification happens before the calendar, and no-shows get chased by someone whose job it is.
In this guide
Qualify before you book
Monthly bill, ownership, roof condition and the decision-maker on the call. A consultation set without those is a wasted afternoon for your closer. Our setters confirm all four, and the scorecard checks it on every booked call.
Lists that work for solar
Homeowners by utility territory, roof type where available, ownership length, and equity. Past quotes that never closed are the warmest list most solar companies forget they own.
Confirmation and no-show recovery
Every consultation is confirmed by call and text the day before. No-shows go straight back to the lead manager for rebooking within 24 hours. Recovery is part of the engagement, not an add-on; it's where a third of the calendar comes from.
What to expect per setter
A dedicated setter, trained on your offer and your qualification criteria, working your market's hours, with the dialer, QA and reporting included. Lead management and SMS reminders quoted on top. Live within three business days.
Questions people ask
Do you work our calendar directly?
Yes. We set against the availability you give us and your closers see it where they already look.
What about compliance?
Calls within permitted local hours, opt-outs actioned immediately, consent tracked. Ask for the written process on the scoping call.
What does it cost?
Setting from $1,100 per month per dedicated setter. Lead management and SMS are quoted on scope.
Talk it through with the founders
One 30-minute call. Bring your market and your numbers; leave with a plan.