SolarLong-cycle nurture, booked consultations

Capture the spark.
Nurture it to a signed roof.

Solar leads take months, not minutes. EchoCody answers the first inquiry in under two seconds, handles every objection, runs follow-up for a full year, and books the site survey when the homeowner is ready — while your reps are knocking doors or running consultations.

  • <2 sec

    inbound response

  • 12 mo

    nurture window

  • ~60 sec

    call to survey

01The solar gap

The lead is hot for 30 minutes. The decision takes 90 days.

Most solar companies lose the deal in the quiet middle — after the first call, before the consultation. EchoCody stays in the conversation the whole way.

High intent, low attention

A homeowner comparing quotes online has 5 tabs open. If you don't answer instantly, you're already last.

Objections come early

Price, timing, trust and skepticism show up before the rep even knows the lead exists.

Follow-up falls through

Reps chase today's appointments. Yesterday's 'maybe' never gets touched. That's where deals die.

02The nurture flow

From first touch to signed contract.

Six connected stages. Each one handles the work your best setter would do if they had infinite time and perfect memory.

  1. Stage 01

    2-second inbound capture

    The homeowner submits a form or calls from a landing page. Cody answers before they can open another tab. No lead cools off on your watch.

    • Instant SMS + voice callback
    • Qualifies credit, income, roof ownership
    • Pushes lead to CRM with source tag

    <2 secfirst response

  2. Stage 02

    Bill + roof pre-qualification

    Cody asks the two questions that matter: average electric bill and roof situation. It sets the frame so your consultant walks in prepared.

    • Confirms homeowner status
    • Gathers utility bill range
    • Flags shade, age and HOA issues

    ~90 secto pre-qualify

  3. Stage 03

    Objection handling, not pressure

    Solar leads need time. Cody handles the four classic objections — money, need, hurry and trust — using AAA, FFF or Acknowledge-Redirect-Value frameworks.

    • Money reframe: $0-down program
    • Need reframe: rising utility rates
    • Trust reframe: local install map

    4objection categories

  4. Stage 04

    Long-cycle nurture sequence

    Most solar deals close months later. Cody follows up at 1 hour, 1 day, 3 days, 7 days, 14 days and 30 days — each message tuned to the prospect's last response.

    • 1-hr check-in
    • 3-day value nudge
    • 30-day re-engagement

    12 motypical window

  5. Stage 05

    Site survey booking

    When interest peaks, Cody offers two specific appointment windows — never open-ended — and sends confirmation plus a utility-bill reminder.

    • Two-time close
    • Calendar invite + SMS
    • 24-hr reminder

    ~60 seccall to booked slot

  6. Stage 06

    Post-consultation follow-up

    After the pitch, Cody runs the 3-day follow-up kill sequence: same-day proposal confirmation, neighbor comparison, updated savings and a respectful final text.

    • Same-day proposal text
    • Day 2 updated numbers
    • Day 3 last call

    72 hrclose window

03Objection handling

The four conversations that stop most solar deals.

Cody doesn't read a script. It picks the right framework for the resistance it hears — and moves the conversation forward without pressure.

No money / can't afford it

I don't have the money for solar right now.

Method: Acknowledge → Redirect + Value

I totally get it — that's actually why most people look at this. The program we work with is specifically built so there's zero money out of pocket to get started. You're basically swapping your utility payment for a lower, fixed payment. Want me to see if your home qualifies?

No perceived need

My bill isn't that bad.

Method: AAA — Agree, Answer, Ask

Fair enough. A lot of people say that until they see the rate increase history. In [City], utility rates went up [X%] last year alone. The question isn't whether your bill is bad today — it's whether you want to keep paying more every year. Can I show you what your bill looks like over 10 years?

No hurry

I need to think about it.

Method: FFF — Feel, Felt, Found

I feel you — it's a big decision and you should think it through. What I've found is that the homeowners who lock in sooner stop the next rate hike from hitting them. The consultation is free and there's no obligation. If it's not a fit, no hard feelings.

No trust

I've heard solar companies are pushy.

Method: Acknowledge → Redirect + Value

You're not wrong — there are some aggressive companies out there. That's exactly why we do this differently. No pressure, no 3-hour presentation. Just a 30-minute energy review with your actual utility data. If it doesn't make sense, we'll tell you.

04Incentives & financing

Answer the money question before it becomes an objection.

Cody is trained on the 2025 incentive landscape and presents three financing paths so the homeowner can choose direction instead of deciding yes or no.

2025 incentives

  • Federal ITC

    30% tax credit through 2032 under the Inflation Reduction Act

  • SRECs

    Earn credits per MWh in NJ, MA, DC, OH, PA, MD

  • State credits

    15–25% additional in many states

  • Utility rebates

    $0.10–$0.50/watt depending on provider

  • $0-down solar loan

    2.99–7.99% rates, 10–20 year terms

3-option proposal

  • Solar loan

    $0 down, own the system, claim the tax credit. Most popular for families.

  • Cash purchase

    Highest ROI, 5–8 year payback, maximum lifetime savings.

  • PPA / lease

    No ownership, fixed low rate, no maintenance or credit requirement.

05Solar ROI calculator

What instant response is worth on your lead flow.

Set your volume, your current response time and your average system value. The model shows the booked consultations, response-time delta and revenue lift you should expect once Cody answers every inquiry in under two seconds.

Inbound solar leads / mo

Median first response today

Live-answer coverage

Average system value

Consultation close rate

Inbound solar leads / mo

Median first response today

Live-answer coverage

Average system value

Consultation close rate

Scenario A

$490,925

projected monthly revenue with Cody

Monthly lift

532% vs. today

$413,199

Booked consultations

3 recovered by nurture

83

Closed systems

19.6

Response / contact

17% → 78% contact rate

8 hr → <2 sec

Scenario B

$1,338,887

projected monthly revenue with Cody

Monthly lift

182% vs. today

$864,447

Booked consultations

6 recovered by nurture

165

Closed systems

53.6

Response / contact

38% → 78% contact rate

1 hr → <2 sec

Scenario comparison

+$847,962

monthly revenue difference (Scenario B vs. A) with Cody

Revenue / mo

+$847,962

Consultations / mo

+82.6

Closed systems / mo

+33.9

Lift efficiency

349.4%

Model inputs

  • 01Inbound leads per month — the raw solar inquiry volume you feed the top of the funnel.
  • 02Median first response today — how long it takes a human to make first contact. The model applies a decay curve: every minute past the first hour costs contact rate.
  • 03Live-answer coverage — the share of hours in a week when a real person actually picks up (business hours ≈ 62%, extended ≈ 78%, 24/7 team ≈ 94%).
  • 04Average system value — your typical installed contract size before financing costs.
  • 05Consultation close rate — the percentage of booked site surveys that become signed contracts.

Core assumptions

  • Contact-rate curve: modeled as 0.92 − 0.24 × log10(minutes + 1), floored at 16% and capped at 95%.
  • Cody contact: under-2-second response at 97% coverage (vs. the coverage tier you select for today).
  • Booking lift: 55% of contacted leads book a survey today; Cody pre-qualifies and frames value, lifting that to 68%.
  • Nurture recovery: 18% of leads that did not book on first contact are re-engaged over the long cycle; half of those convert to a survey.
  • Close uplift: better-prepped consults close at your base rate × 1.08, capped at 60%.

How the lift is calculated

Today
contacts = leads × contactRate(minutes) × coverage
surveys = contacts × 0.55
deals = surveys × closeRate
revenue = deals × systemValue

With Cody
contacts = leads × contactRate(2min) × 0.97
surveys = contacts × 0.68 + recovered
recovered = (leads − contacts) × 0.18 × 0.5
deals = surveys × min(closeRate × 1.08, 0.60)
revenue = deals × systemValue

This is a directional model, not a guarantee. Actual results depend on market, script quality, lead source and your sales process. On the growth call we build a verified projection from your CRM and call recordings.

06Consultation booking

Booked surveys. Not more leads.

The only metric that pays your installers is a confirmed site survey. Cody closes for the appointment with two specific times, a confirmation loop, and a utility-bill reminder.

Two-time close

Tuesday at 5pm or Thursday at 6pm — no open-ended 'when works for you?'

Confirmation loop

Repeats day, time and advisor. Sends calendar invite + SMS reminder.

Bill reminder

Asks for a recent utility bill so the consultant walks in with real numbers.

Ready to see Cody run a solar call?

Book a 20-minute growth call. We'll build a solar script and objection map in your voice, then turn it live on your line.

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