HighLevel for solar installers

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.

Message

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.

Older HighLevel guides call this trigger Call Status.

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.

Messages

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.

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}}

New solar lead: {{contact.name}}, {{contact.phone}}. Call within 5 minutes.

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.

Messages

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.

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}}

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.

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.

Messages

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.

Reminder: your solar consultation with {{location.name}} is tomorrow at [appointment time]. Please have a recent electric bill handy.

We’re on schedule for your consultation today at [appointment time]. Talk soon! {{location.name}}

Where a text says [appointment date and time], insert HighLevel’s appointment merge field from the message editor’s merge-field menu.

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.

Message

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]

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.

Messages

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.

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}}