Solar quote funnel template
Solar installation teams qualifying property enquiries before a site assessment.
Example brand: Sunward Home. Demo answers are not sent or saved.
How this funnel works
Use property image choices, establish ownership and gather a postcode. The demo does not calculate savings or issue a quote.
- Start
- Your roof
- Your property
- Your details
- Detached home · next step Confirmation
A playbook for this campaign
Property assessment enquiries. A list of information for a property-specific assessment.
When to use it
Campaign visitors who need to understand the specific offer before choosing a next step.
After the request
Review the property and arrange the appropriate assessment.
Measure the next outcome
Track completed requests and the downstream outcome separately: assessment arranged. The demo records neither. A calendar or checkout click does not confirm the later action.
Prepare before launch
Service area, property review and booking destination.
Different answers. Relevant next steps.
Detached home
Start with the detached roof.
A property review needs roof direction, shading, available area and electricity use before anyone can recommend a system.
Have a recent electricity bill and approximate roof details available.
Try this in the live demo →Townhouse
Check the townhouse roof and permissions.
Shared access, roof ownership and any relevant permissions need review alongside the roof itself.
The installer will need the property location and ownership context.
Try this in the live demo →Semi-detached home
Review the available roof area.
For a semi-detached home, note shading, roof obstructions and access. A photograph can help the installer prepare the assessment.
This enquiry does not establish suitability or estimate savings.
Try this in the live demo →Commercial property
Plan a commercial site review.
The review should consider the building, usage pattern, roof access and who can approve the installation.
Gather usage information and identify the person responsible for the property.
Try this in the live demo →Launch this campaign, step by step
- Replace the fictional brand and review the offer
- Service area, property review and booking destination
- Test every answer path and the default result
- Submit a test request and verify its contact record
- Connect and test the intended follow-up; confirm downstream outcomes separately
Message drafts are included for acknowledgement, useful preparation and a manual check-in. Review their copy and connect the appropriate sending channel before using them. These examples do not send messages.
Make it fit your business
Replace Sunward Home with your own identity, offer and imagery. Edit the question labels and destinations, choose the fields you actually need, and review every page before sharing.
Connect your real booking destination and confirm what happens before a time is reserved. The demo uses illustrative AI-generated photography. Replace it with your own product, people or project material before presenting it as evidence.