RAINLIGHT AI

Solar Lead Qualification: Questions to Ask Before a Site Visit

Original working worksheet. Select and copy the template below, or download the text file. Adapt it to your process.

Enquiry ID:
Market / service area:
Stated energy problem:
Residential / commercial / existing-system upgrade:
Property approval contact:
Bill or load information available: yes / pending / not required yet
Buying stage and supported funding path:
Preferred contact channel and permission:
Confirmed facts:
Unknowns:
Route: assessment / information request / commercial / close
Assigned owner:
Next action and due date:
Assessment held? Survey completed? Proposal? Installation completed?
Reason for rejection or delay:
Review unsuitable-survey time and accepted opportunities, not just booked slots.