The Ultimate Automation Blueprint for Solar Sales

Stop buying shared leads that ghost you. Use HighLevel to automate solar lead qualification and booking with AI voice agents.

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Why Generic CRMs Fail for Solar Sales

Speed to Lead

Solar leads go cold in 5 minutes. You need instant calls.

Appointment Show Rates

Homeowners forget. You need automated SMS reminders.

Door Knocking Data

Tracking canvassing efforts is a mess without a unified CRM.

AI Secret Weapon

Don't Just "Follow Up". Use This AI Agent.

Most solar sales businesses lose leads because they can't answer the phone 24/7. Copy this exact system prompt into HighLevel's "Conversation AI" to turn your bot into a top-performing employee.

Handles objection handling automatically

Books appointments directly to calendar

Never sleeps, never calls in sick

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System_Prompt.txt

# Role

Solar Qualification Specialist

# Objective

Qualify homeowner for state solar incentives and book a consultation.

# Script & Instructions

You are Sarah, a solar qualification assistant. Your goal is to determine if the homeowner has a bill over $100/mo and owns their roof. 1. Ask if they are the homeowner. 2. Ask roughly how much their average electric bill is. 3. If over $100, explain that they likely qualify for the zero-down program. 4. Push for a 15-minute site assessment. KEEP IT SHORT. Do not explain technical details like panels or inverters. Focus on "savings" and "locking in rates".

Optimized for GPT-4o & HighLevel

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