Solar

How to Choose a Solar Appointment Setting Company

Choose a solar appointment-setting company by what it puts in writing, not by a sales pitch. Ask whether consultations are guaranteed in writing or just dialing hours, whether they are exclusive to you, how homeowners are qualified before booking, what is bundled into the price, and how DNC and TCPA compliance are handled. A provider that cannot answer all five plainly is one to keep looking past.

Is it a written guarantee, or just dialing hours?

Ask whether you get a specific number of qualified consultations in writing, or only a promise of dialing activity. Dialing hours put all the risk on you, a written guarantee puts the provider on the hook for a result. Call Savvys guarantees 20 to 40 qualified solar consultations per dedicated caller a month, in writing.

Are the consultations exclusive, and how are homeowners qualified?

Ask whether every booked consultation is yours alone, and how the caller qualifies a homeowner before setting it. Shared solar leads get sold to several installers racing for the same homeowner. A good setter qualifies on homeownership, roof, and bill so your closer is not running consultations that were never going to buy. See pre-qualifying solar appointments.

What is included versus billed on top?

Compare the full monthly cost, not just the headline rate. Ask whether the dialer, QA, and CRM are bundled or extra, and whether data is included or an add-on. Call Savvys bundles the caller, dialer, AI-plus-human QA, and the free Pipelio CRM into one price, with data as the only add-on at $0.03 per record.

How is DNC and TCPA compliance handled?

Ask how lists are scrubbed and whether calling windows are enforced. Lists should be checked against the National Do Not Call Registry and applicable state lists, with dialing kept inside legal local-time hours. This is general information, not legal advice.

Run this checklist past any provider: Do you guarantee consultations in writing? Are they exclusive to me? How do you qualify homeowners? What is bundled versus billed on top? How do you handle DNC and TCPA compliance? See pricing.

Frequently asked questions

Ask whether they guarantee qualified consultations in writing or only dialing hours, whether consultations are exclusive to you, how they qualify homeowners on ownership, roof, and bill before booking, what is bundled into the price versus billed separately, and how DNC and TCPA compliance is handled.
They can supplement volume, but shared leads are sold to several installers who then race and discount for the same homeowner. Exclusive consultations booked by a dedicated caller cost more per unit but do not put you in that race, and they come with a written guarantee.
Austin Rice
Austin Rice
Cofounder, Call Savvys

Austin Rice cofounded Call Savvys in 2022. His team places 10,000+ cold calls a day for 400+ real estate operators, so the playbooks here come from live campaigns, not theory.

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