Example
A first reply to every lead
Each new lead gets an acknowledgement and the right questions, and your team sees it ready to review.
For solar installers
Stop losing solar leads to slow follow-up and cold proposals.
We audit how your company qualifies leads, builds proposals and keeps customers updated through permits and installation. You get a ranked plan: what AI can take over, what it costs and what it returns.
Book a free 15-minute call- Fixed price, in writing
- We tell you what NOT to automate
- You keep the plan
- Lead arrives from the websiteTue, 8:15 pm
- First replyNext afternoon
- Utility bill, roof and ownershipAsked over three calls
- Proposal sentFriday
- Proposal follow-upWent cold
- Permit and install statusCustomer rings to ask
Sound familiar?
01
New leads wait for a reply.
Inquiries arrive in the evening and at weekends, and sit until the next working day.
02
Qualifying takes several calls.
Utility bill, roof and ownership are collected by hand, one question at a time.
03
Proposals go cold.
A proposal goes out, then the follow-up depends on someone remembering.
04
Customers chase permit and install status.
The office answers the same status questions again and again.
What AI could take off your plate
Four examples of the kind of fix an audit can find. Yours will depend on how your company works.
Example
Lead qualification
Collects the utility bill, roof and ownership details and drafts a summary for your sales team.
Example
Proposal follow-up sequence
Proposals are followed up on a schedule, with a drafted message for a person to send.
Example
Permit and install updates
Customers get status updates without having to call.
See: automated lead management (example build)See: an AI phone receptionist (example build)Read: AI audits for solar installers
How it works
A free 15-minute call
We learn the basics and tell you honestly whether an audit makes sense.
The audit
A working session with you or your operations lead. We time every manual task and rank what AI can take over.
Your written plan
One document: what to automate first, what to leave alone, and what each fix should cost and return. It is yours to keep.
What could repeat work cost your team?
Move the sliders to your own numbers. The total is yours, not an industry average.
$18,200a year
13 of 52 work weeks a year
That is 520 hours a year, about 13 full work weeks. The audit shows which of those hours AI can take back.
Example values to start. Total = hours × hourly cost × 52 weeks.
Find your hoursQuestions owners ask
What does the audit cost?
A fixed price, agreed in writing before we start. We go through it on the call, so there are no surprises. If you want a build afterwards, it is quoted separately.
Which software do you work with?
Whatever you use for your CRM, design and proposal tools, email and phone. The audit starts from how you work, then looks at what fits.
Will AI talk to my customers?
Only where you want it to, and only in ways you approve. Many of the best fixes are internal: drafts, qualification notes and reminders that your team sends.
What happens to my data?
Before we look at real customer files, we agree in writing what we can access and how it is handled. The audit can also start from process descriptions and sample documents with personal details removed.
How long does it take?
The audit is short and focused. We agree the timeline with you before we start.
What if there is nothing worth automating?
Then the plan says so, and that is useful too. The ranking includes the tasks that are not worth building, so you do not spend money on the wrong thing.
What happens after the audit?
You have the plan. You can build with us, with someone else, or on your own. A build with us is quoted per project.
Fifteen minutes. A straight answer.
Pick a time with Ricardo, our co-founder. You get a straight answer on whether an audit makes sense for your business.
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