Define eligibility
Document geography, ownership, property, utility, roof and other approved screening factors.
QUALIFY THE OPPORTUNITY
Turn solar inquiries into prepared conversations without overpromising savings or eligibility.
A GOOD FIT WHEN
THE PRACTICAL PATH
Document geography, ownership, property, utility, roof and other approved screening factors.
Use reviewed language for savings, incentives, financing and expectations.
Match appointments to territory, representative, format and availability.
Track contact, qualification, appointment, sit, proposal, sale and cancellation by source.
WHAT GOOD LOOKS LIKE
BUYER NOTES
Programs may use hourly, lead, appointment or blended pricing. Define accepted lead, held appointment, duplicate, replacement and cancellation rules.
RESEARCH NOTE
COMMON QUESTIONS
It should produce the defined business outcomes without hiding service, customer, compliance or operational tradeoffs. Start with lead source and contact permission preserved and connect activity to downstream results.
Document the demand, customer journey, hours, systems, decision rules, exclusions, escalation paths and the evidence used to accept the work. Document geography, ownership, property, utility, roof and other approved screening factors.
Use the same workload scenarios, scope and definitions for every provider. Compare operating evidence, implementation ownership, total delivered cost and the specific risks that matter to this program.
Measure access, quality and the final business outcome together. Useful measures vary by workflow, but activity alone should not substitute for qualification aligned to serviceable opportunities.
Begin with a bounded scope, named owners, acceptance tests and an early-life review cadence. Expand after the team demonstrates stable execution and resolves the most important exceptions.