Automatically qualify solar leads and send personalized follow-ups

The system checks every new solar lead against your criteria and sends a personalized follow-up email within minutes.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"lead submits form and bill"]:::trig s0[("save utility bill to drive")]:::store s1[("record lead in spreadsheet")]:::store s2["check qualification criteria"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"× lead qualified or not"}:::gate s2 --> gx p00["send qualified follow-up email"]:::task gx -->|"qualified"| p00 p10["send different follow-up email"]:::task gx -->|"not qualified"| p10 p00 --> out p10 --> out out[/"qualified lead with follow-up sent"/]:::out pay{{"faster response, no lost leads"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA record or sheetOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Lead Generation & ProspectingEmail AutomationSpreadsheet & Database OpsAPI & Webhook IntegrationFile & Cloud Storage
Connects
Google SheetsGoogle DriveGmail

The problem it solves

Every new solar lead needs to be checked against your qualification rules and followed up with quickly, or they lose interest and go elsewhere. Doing this by hand for every lead is slow and easy to fall behind on, especially when leads come in with attached utility bills you also need to file.

Who it fits

A solar installation company or sales team that wants every lead qualified and contacted immediately.

How it works

  1. A lead submits their information and utility bill through your website form
  2. The utility bill is saved to Google Drive
  3. The lead's details are recorded in a spreadsheet
  4. The system checks the lead against your qualification criteria
  5. The lead receives a personalized email based on whether they qualify
What you get

Leads answered within minutes

Every new solar lead gets checked against your criteria and receives a personalized follow-up email within minutes of submitting their information.

What you get

A tracked, qualified lead list with an automatic personalized follow-up email sent to each lead.

What you need

A Google Workspace account for Sheets, Drive, and Gmail, plus a website form that can submit lead data.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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