Solar Companies
Solar enquiries arrive from everywhere at once: WhatsApp, Facebook, referrals, walk-ins. Without one list, two reps call the same customer, and the ones nobody called go quiet.
What usually happens
- Leads arrive from WhatsApp, social, referrals and walk-ins with no single list
- Two reps call the same customer; another enquiry gets no call at all
- Site assessments booked but never confirmed
- Enquiries go cold while a system is sized and priced
How we help
- Every lead source lands in one inbox
- Clear ownership on each enquiry, visible to the whole team
- Follow-up reminders that keep running while the quote is prepared
- Pipeline stages from first enquiry through to installation
From first enquiry to outcome
The same five steps every time, so nothing depends on memory.
- 1Enquiry captured from WhatsApp, a form or a call
- 2Assigned to a rep with a follow-up due date
- 3Site assessment booked and confirmed
- 4System sized, quotation sent, reminders run
- 5Won deal moves to scheduling and invoicing
What changes
No enquiry sits unclaimed
Customers hear back while they are still shopping
You can see where enquiries stall between assessment and quote
Products usually involved
We recommend only what your business needs. These are the products most often used in this sector.
Clickatrix Sales System
Enquiry management and sales conversion
Explore the Sales System