We Work With Solar Companies
AI, sales and software for Solar Companies
Every lead contacted in minutes, every proposal followed up until there is an answer, and the closers' calendars kept full.
Allied ROI builds speed-to-lead systems, proposal follow-up and appointment setting for solar companies in the US. Leads are contacted within minutes under consent rules the owner signs off, and homeowners are followed up from the first call to the signed contract. The work starts with a free 30-minute clarity call with founder Chris Mayrs.
- Speed to lead
- Proposal follow-up
- Appointment setting
The bottlenecks
Where the work falls through.
A solar company's day starts with leads from paid ads, aggregators, door knockers and referrals, all landing in different places. Setters call the freshest ones, closers run site surveys and kitchen-table appointments, and the office chases utility bills and paperwork. The gaps show up between the steps. A lead bought at nine waits until the afternoon. A homeowner who got a proposal hears nothing for a week while they compare quotes, ask about financing and wait on their spouse.
Bottleneck 01
Paid leads sit uncontacted
Aggregator and ad leads cost real money, and the homeowner filled out three other forms the same hour. When the first call goes out at lunch, someone else already booked the consultation. Setters work the newest leads first, so yesterday's leads get one dial and are never touched again.
Bottleneck 02
Proposals go quiet
The closer sits at the kitchen table, walks through the savings, leaves the proposal and moves to the next appointment. The homeowner wants to check the financing, read the reviews and talk it over. Nobody owns the follow-up, so the deal waits until a competitor calls back first.
Bottleneck 03
No-shows and empty calendars
Appointments get booked without the utility bill, without both decision-makers and without a reminder the night before. Closers drive out to empty driveways while other days sit half empty. The setter has no clean view of which closer is free, which territory they cover or what the homeowner already asked.
Bottleneck 04
Texting without clear consent
Automated calls and texts to homeowners fall under TCPA consent rules, and many lead sources are vague about what the homeowner agreed to. Teams either avoid follow-up because they are unsure, or send it without checking. Neither works. Consent, opt-outs and quiet hours need to be tracked per lead, not remembered.
What we build
What we build for Solar Companies.
Each piece connects to the tools you already use. A person approves anything a client sees.
- 01
Speed-to-lead from every source
Every lead source, from ad forms to aggregators to door-knocker apps, lands in one CRM. The homeowner gets a call or text within minutes, sent only where consent is on file. A setter is alerted with the lead's details, and unanswered leads keep a cadence for days.
AI Agents - 02
Proposal follow-up through signature
After the proposal, a follow-up sequence covers the questions homeowners actually ask: financing, tax credits, roof condition, timelines. An AI agent drafts replies from your approved answers and a person approves each one, or it follows rules the owner signed off. Closers see who opened what.
AI Implementation - 03
Appointment setting with reminders
Setters book into closer calendars by territory and availability. Booking asks for the utility bill and both decision-makers. Reminders go out the day before and the morning of, with an easy reschedule link. Missed appointments trigger a rebook attempt instead of disappearing from the pipeline.
AI Agents - 04
Setter and closer sales process
A written process for each handoff: what the setter confirms, what the closer covers at the table and what happens after the proposal. We train the team against your own recorded calls, set clear pipeline stages and make the weekly numbers easy to read.
Sales Training
How it works
The flow, once it is built.
The same steps every time, whether it is a Tuesday morning or the busiest week of the year.
Fit
Who this is for, and who it is not.
A good fit
- You run a residential or small commercial solar company and buy or generate leads every week.
- You have setters, closers or both, and the owner still watches the pipeline personally.
- You want follow-up that respects consent rules and a person in the loop on what homeowners see.
Not a fit
- You want blast texting to purchased lists without checking consent.
- You are looking for a lead vendor rather than a system for the leads you already have.
Questions
Plain answers.
How do I contact solar leads faster?
Route every lead source into one CRM so nothing waits in an inbox or a vendor portal. Allied ROI sets up an instant first touch, a call or text sent within minutes where consent is on file, plus an alert to the next free setter. Leads that do not answer stay in a cadence for several days instead of getting one dial.
Can AI follow up solar proposals without sounding like a bot?
Yes, if it drafts from your own answers. Allied ROI builds an agent that writes follow-up on financing, tax credits, roof questions and timelines using the language your closers already use. A person approves each message before it goes out, or it follows rules the owner signed off. The closer stays the one the homeowner talks to.
Is automated texting for solar leads TCPA compliant?
It can be, when consent is tracked per lead. Allied ROI builds follow-up that only texts or calls where consent is on file, honors opt-outs right away and respects quiet hours. We set it up to the consent rules you and your counsel sign off on. We are not your lawyer, so the legal review stays with yours.
How do solar companies reduce no-shows on site surveys?
Confirm the right things at booking and remind people twice. Allied ROI sets up booking that asks for the utility bill and both decision-makers, reminders the day before and the morning of, and a simple reschedule link. When an appointment is missed, the system tries to rebook it instead of letting it drop out of the pipeline.
What CRM should a solar company use for setters and closers?
The one your team will actually use, set up with clear stages for setters and closers. Allied ROI works with common CRMs such as HubSpot or GoHighLevel and wires in your lead sources, calendars and proposal tool. The point is one place where the owner sees every lead, appointment and proposal without asking around.
What does it cost to set up solar lead follow-up with Allied ROI?
It depends on your lead sources, team size and what is already in place. The exact scope and price come in writing after the free clarity call. On that 30-minute call with founder Chris Mayrs, we look at where leads and proposals are getting lost and decide whether there is a build worth doing.
Related
The services behind this work.
AI Agents
An agent system you own, maintained after it ships.
What's includedAI Implementation
A two-week audit, then a sprint on the workflow that pays.
What's includedSales Training
A team system, not a motivational afternoon.
What's includedGrowth Advisory
A senior operator in the business for half a day to two days a week.
What's included
The clarity call
Let's find your biggest bottleneck.
A free 30-minute clarity call where we identify your biggest bottlenecks.
- Free, 30 minutes
- With Chris, not a sales rep
- Scope and price in writing