HIGHLEVEL (GOHIGHLEVEL) STARTER KIT FOR SOLAR INSTALLERS Free from Builds By Luke: https://buildsbyluke.com/highlevel/solar I am an independent HighLevel affiliate, not an employee, partner or representative of HighLevel. If you start a trial or buy through the links in this kit, HighLevel may pay me a commission. It does not change what you pay. The starter kits are free whether or not you use my link. Start a 14-day HighLevel trial: https://www.gohighlevel.com/?fp_ref=chronos-demo-company-dc736a HighLevel is a trademark of HighLevel LLC. This kit is mine, not HighLevel's. ======================================================================== PIPELINE STAGES (in this order) ======================================================================== 1. New lead: Every missed call and form lands here. 2. Contacted: You have spoken to them. 3. Consultation booked: On the calendar. 4. Proposal sent: The follow-up automation starts here. 5. Contract signed: They said yes. Mark the opportunity Won. 6. Installed: Starts the review request and the referral ask. ======================================================================== QUOTE REQUEST FORM FIELDS ======================================================================== - Full name - Mobile phone - Email - Property address - Do you own the home? (yes, no) - Average monthly electric bill (under $100, $100 to $200, $200 to $300, over $300) - Roof type and age, if you know them - Interested in (solar panels, battery storage, both) - Best time to reach you - Consent checkbox: "I agree to receive texts from [your business] about my request. Reply STOP to opt out." ======================================================================== THE SIX AUTOMATIONS ======================================================================== Merge fields like {{contact.first_name}} fill in automatically. Replace anything in [square brackets] with your own details. 1. MISSED-CALL TEXT BACK Why: Most callers who reach voicemail ring the next solar installer on the list. A text inside a minute keeps the job yours until you can call back. Trigger: Call Details (HighLevel's call trigger). Add two filters: Call direction is Incoming, and Call status is no-answer or voicemail. Steps: 1. Send SMS: the text below. 2. Create/update opportunity: your pipeline, stage New lead. 3. Send internal notification: to you or whoever is on call. Note: Older HighLevel guides call this trigger Call Status. [SMS] Text to the caller Sorry we missed your call! This is {{location.name}}. Are you looking into solar for your home? Text back and we'll call you shortly. Reply STOP to opt out. 2. NEW QUOTE REQUEST: ANSWER IN SECONDS Why: The first business to reply usually gets the job. This answers every form at once, day or night, and tells you who to call. Trigger: Form Submitted. Filter: your quote request form. Steps: 1. Create/update opportunity: your pipeline, stage New lead. 2. Send SMS: the text below. 3. Send email: the email below. 4. Send internal notification: the alert below. 5. Add task: "Call back within 5 minutes", assigned to whoever takes new leads. [SMS] Text to the customer Hi {{contact.first_name}}, thanks for contacting {{location.name}}. We got your request and will call you shortly to set up your consultation. Reply STOP to opt out. [Email] Email to the customer Subject: We got your solar request Hi {{contact.first_name}}, Thanks for reaching out to {{location.name}}. Your request is in, and we'll call you shortly to set up your consultation. It helps to have a recent electric bill handy. If you like, reply with a photo of it and we'll come prepared. Talk soon, {{location.name}} [Internal notification] Alert to you New solar lead: {{contact.name}}, {{contact.phone}}. Call within 5 minutes. 3. PROPOSAL SENT FOLLOW-UP Why: Most quotes are not a "no", they are a "not yet". Three polite nudges over ten days win back jobs that would otherwise go quiet, and they stop the moment the customer says yes. Trigger: Pipeline Stage Changed. Filter: stage is Proposal sent. Steps: 1. Wait: 2 days. 2. If / else: the opportunity is still in Proposal sent. If not, end here. 3. Send SMS: first text below. 4. Wait: 3 days. 5. If / else: still in Proposal sent. 6. Send email: the email below. 7. Wait: 5 days. 8. If / else: still in Proposal sent. 9. Send SMS: last text below. [SMS] Day 2 text Hi {{contact.first_name}}, it's {{location.name}}. Did you get a chance to go through your solar proposal? Happy to walk you through the numbers. [Email] Day 5 email Subject: Your solar proposal: any questions? Hi {{contact.first_name}}, I wanted to follow up on your solar proposal. If you have questions about the system size, financing, incentives or the install process, reply here and we'll go through them with you. Ready to move forward? Reply YES and we'll schedule the next step. Thanks, {{location.name}} [SMS] Day 10 text Hi {{contact.first_name}}, should we keep your solar proposal open? Reply YES and we'll schedule the next step, or let us know if anything has changed. 4. CONSULTATION CONFIRMATIONS AND REMINDERS Why: A wasted trip costs you a morning. A confirmation and two reminders cut no-shows, and give the customer an easy way to reschedule. Trigger: Customer Booked Appointment. Filter: your consultation calendar. Steps: 1. Send SMS: confirmation below. 2. Wait: choose "Until a scheduled date/time" and set it to 1 day before the appointment. 3. Send SMS: day-before reminder below. 4. Wait: "Until a scheduled date/time" again, set to 2 hours before the appointment. 5. Send SMS: same-day text below. Note: Where a text says [appointment date and time], insert HighLevel's appointment merge field from the message editor's merge-field menu. [SMS] Confirmation You're booked! {{location.name}} will meet you for your solar consultation on [appointment date and time]. Reply here if you need to change it. [SMS] Day before Reminder: your solar consultation with {{location.name}} is tomorrow at [appointment time]. Please have a recent electric bill handy. [SMS] Same day We're on schedule for your consultation today at [appointment time]. Talk soon! {{location.name}} 5. REVIEW REQUEST AFTER EVERY JOB Why: People choose the business with the most recent reviews. Asking every happy customer, every time, is the cheapest marketing a trade business has. Trigger: Pipeline Stage Changed. Filter: stage is Installed. Steps: 1. Wait: 2 hours. 2. Send review request: HighLevel's built-in review request (set your Google review link under Reputation first). 3. Optional second workflow: trigger New Review Received, step Send internal notification, so you can reply to every review the same day. [SMS] If you would rather send your own text instead of the built-in request Thanks for choosing {{location.name}}, {{contact.first_name}}! If you're happy with your new solar system, a quick Google review would mean a lot to our team: [your review link] 6. REFERRAL ASK Why: Neighbors notice new panels. About a month after the install, once the first lower bill arrives, is the best time to ask for a referral. Trigger: Pipeline Stage Changed. Filter: stage is Installed. Steps: 1. Add contact tag: past-customer. 2. Wait: 30 days. 3. Send SMS: the text below. 4. Wait: 7 days. 5. Send email: the email below. [SMS] Text Hi {{contact.first_name}}, it's {{location.name}}. How is your solar system doing so far? If a friend or neighbor is curious about solar, we'd love to help them too. Feel free to pass along our number. [Email] Email a week later Subject: Know someone who wants lower power bills? Hi {{contact.first_name}}, Thank you again for going solar with us. If you know anyone thinking about solar, we'd be grateful if you passed along our details. {{location.name}} ======================================================================== SET IT UP IN THIS ORDER ======================================================================== 1. Start your 14-day HighLevel trial and set up the account for your business. 2. Settings > Phone Numbers: get a local number and forward your business line to it (or publish the new number). If you text US customers, start A2P 10DLC registration the same day. 3. Settings: connect your email sending and add your business name, address and logo. 4. Opportunities > Pipelines: create the pipeline with the stages above, in that order. 5. Sites > Forms: build the quote request form with the fields above, then put it on your website. 6. Calendars: create a calendar called "Consultation" with your real working hours. 7. Reputation: add your Google review link so the review request has somewhere to send people. 8. Automation > Workflows > Create workflow: build the six workflows above, one at a time, and paste in the messages. 9. Test it: call your own number and let it ring out, fill in your own form, book yourself an appointment, and move a test opportunity through the stages. Check every text and email reaches your phone and inbox. 10. Turn each workflow on (Publish) only after its test passes. 11. Long installs: add "Permits" and "Inspection" stages between Contract signed and Installed so every job's status is visible at a glance. ======================================================================== GOOD TO KNOW ======================================================================== HighLevel offers a 14-day free trial on every plan. After the trial, the Starter plan is $97 a month. Texts, calls and emails are billed by usage on top, and billing starts automatically when the trial ends unless you cancel. (HighLevel's pricing page, checked 17 October 2026.) Texting customers needs their consent. In the US, HighLevel requires your number to be registered for business texting (A2P 10DLC) before texts go out; registration has its own fee and approval time, so start it on day one.