RAINLIGHT AI

Solar Quote Follow-Up: A Workflow from Proposal to Site Visit

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

Project ID / sales owner:
Quote type: indicative / assessed proposal
Sent at / delivery status:
Customer confirmed receipt:
Unresolved decision:
Technical question owner:
Next action / agreed date:
Preferred channel / contact permission:
Survey address and access contact:
Appointment ID / current time:
Reminder stops on: reply needing review / reschedule / acceptance / decline / stop request
Test: no reply; technical question; later date; reschedule; decline.
Outcome: review held / survey complete / revised proposal / installation complete / closed
Do not count a reschedule as another new appointment.