Solar lead generation funnels that qualify before the first call
involve.me is the AI quiz funnel builder with built-in email automation, built for residential solar installers who need the bill, the roof and the timeline before a setter picks up the phone. Perfect for solar, battery and home energy teams.
🔒 SOC 2 Type II · 🇪🇺 GDPR compliant
Try a live solar funnel
Get inspired and make the template yours. Build quizzes, assessments, calculators, product recommendation flows, landing pages and forms from the same editor.
Everything between the click and the booked survey
-
01 AI Agent
Describe your service area and the questions your setters ask. The AI Agent builds the branded calculator, the scoring logic and the outcome pages, then you drop in your own rate tables.
-
02 Email automation
The call in the first minutes stays your job. Email sequences cover the weeks after it: the range they saw, the incentive deadline in their region, a nudge when a survey slot goes unbooked.
-
03 Built-in CRM
Every submission lands as a contact with its score and every answer attached. Filter by bill band, ownership, ZIP or timeline and work the ones worth a call first.
-
04 Integrations
Send qualified homeowners to HubSpot, Salesforce, Pipedrive or Dynamics 365 with every field mapped. Webhooks and Zapier reach a solar CRM or dialer, and Slack or Teams pings the setter.
The bill arrives with the lead
Setters stop asking what the homeowner already answered. Bill, roof, ownership and timeline land before anyone dials.
Renters route themselves out
Score ownership, service area, roof and timeline against your criteria. Unsuitable enquiries get an honest answer.
Your assumptions, not ours
Rate tables per utility live in your formula builder, so the estimate carries your pricing, not a generic model.
SOC 2® Type 2 audited and GDPR-compliant by design
Six funnels for the solar sales process
Estimate, pre-screen, book the survey, then the same editor for batteries, heat pumps and EV chargers as you add them.
Solar savings calculator
Six to nine questions a homeowner can answer without looking anything up, then a savings range and a system size band from your own rate tables. The exact figure goes to your CRM.
Solar suitability pre-screen
Check ownership, service area, roof age and condition and timeline against your own rules. Homeowners who qualify reach the booking step, the rest get a range and an email sequence.
Site survey booking intake
Collect the address, the utility, roof photos by file upload and a preferred window, then hand the homeowner to your scheduler with everything the surveyor needs already filled in.
Battery storage estimator
Price a battery against the bill and the usage pattern the homeowner already gave you. Run it as its own funnel for past customers, or as a branch inside the solar calculator.
Campaign landing pages
Put the calculator on a landing page built for one campaign, one region or one incentive deadline. Hidden fields keep the ad source attached to every lead that comes through.
Heat pump and EV estimators
Every service line you add needs its own numbers and its own questions. Build the next estimator yourself in the same editor, instead of waiting on a developer to ship one for you.
The solar and energy library
Solar lead generation FAQ
-
It is a multi-step flow on your own website that replaces the generic "get a free quote" form. The homeowner answers six to nine questions they already know the answers to: their electricity bill, their location or utility, whether they own the home, roof type and age, shade and how soon they want to install. They leave their contact details and see a savings range built from your assumptions. Every answer arrives attached to the lead, so the first call starts from their bill and their roof instead of collecting them. The estimate is preliminary and always subject to your own assessment and a site survey.
-
HubSpot, Salesforce, Pipedrive and Dynamics 365 sync natively, with every answer mapped to a field. Solar platforms such as Aurora Solar, OpenSolar, Enerflo and Sunbase have no native connector: a webhook sends a JSON payload for each submission, and Zapier covers the rest. Slack and Teams notifications fire when a qualified homeowner submits. Calling and texting stay in the system you already run, so check the integrations page for the current list and confirm your own platform before you commit.
-
You do, and in one place. The formula builder holds your rate tables per utility or region, your incentive bands, your system size classes and your battery add-ons as lookups and conditions. Change a table, publish, and every funnel using it serves the new numbers. involve.me does not monitor policy changes or update claims elsewhere on your site, so take your figures from current utility, government or regulator information, record the effective date, and approve them before the funnel goes live.
-
You decide what the result page shows. Computed values can stay internal, so the homeowner sees a range, a band, a system size class, or no financial figure at all, while your CRM still receives the exact calculation. Your own disclaimer sits on the result page and your own wording frames it. Nothing the homeowner answers produces an engineered system design, a roof analysis or a binding quote, and the page should say so in your words.
-
It routes them rather than blocking them. Ask about homeownership, ZIP or postcode, roof condition and timeline, then score those answers against your own criteria: homeowners who qualify reach your booking step, and everyone else sees a range and enters an email sequence instead of a setter's dial list. One-time codes by email or SMS confirm that the contact details work, though they do not establish ownership, suitability or intent. Expect far fewer unusable enquiries, not zero, and keep personal email addresses allowed because homeowners use them.