Call every solar lead while they are still reading about panels

The economics of a solar lead

Solar installers often pay a meaningful amount per lead, and many of those leads are sold to several installers at once. A slow callback does not just lose a lead; it hands a paid-for appointment to a competitor.

Most of the qualification is predictable: does the person own the home, how high is the electric bill, is the roof suitable, and when do they want to install? Those questions are perfect for an AI to ask in the first minute.

How Peregrine qualifies solar leads

Peregrine calls within seconds, introduces itself as an AI assistant, and confirms homeownership, average monthly bill, roof age and shading, and timeline. Renters and mobile homes can be configured as deal-breakers. Homeowners who meet your thresholds are live-transferred to an available closer or setter, with a summary whispered first.

If the homeowner prefers a different time, Peregrine books it. If nobody is free, the homeowner hears when to expect a callback, and the lead is flagged as hot in your dashboard with the answers.

Learn from the deals you already closed

Upload a spreadsheet of past leads marked won or lost and Peregrine finds what your winners had in common, such as a bill above a certain level, and proposes weighted criteria from it. You review and approve before anything is called.

Built for volume

Every plan includes unlimited reps and lead sources, and pricing is by leads handled. The dashboard reports time to first call, reach rate, qualification rate, live transfers and missed transfers. Give each lead vendor its own source, and every lead shows which vendor sent it.

A typical solar qualification

Ownership: the caller owns the home. Bill: average monthly electric bill above your threshold. Roof: under a certain age or recently replaced, and not heavily shaded. Timeline: wants to move forward within a few months. Location: inside your service territory and utility areas you work with. Deal-breakers: renters, mobile homes, areas you do not serve.

Each of these is one short question, and some, like location, can be answered from the address before the call starts. A qualifying conversation usually takes two to three minutes.

What a call sounds like

A homeowner requests a solar quote on a Saturday morning after a high summer bill. Seconds later Peregrine calls, says it is an AI assistant for your company, and confirms they own the home. It asks what their electric bill runs in a typical month, how old the roof is, whether trees shade it, and when they would want panels installed. The bill is $240, the roof was replaced four years ago, and they want to move this fall. That clears your thresholds, so the homeowner is connected to a closer who hears "Owner, $240 bill, four-year-old roof, wants install this fall" before saying hello.

Setters, closers and transfers

Many solar teams split the work between setters, who qualify and book, and closers, who run the consultation. Peregrine can play the setter role for every inbound lead and transfer live to a closer who is free, or schedule a callback when none is. Closers receive a whisper with the bill, roof and timeline before they say hello.

Getting vendor leads in

Create one webhook source in Peregrine for each lead vendor, and give each vendor its own URL. The vendor posts each lead with a name and phone number, plus email and any notes. If a vendor can only send leads by email, an email parser such as Zapier's can forward each one as a webhook. Your own website forms use the snippet.

When the homeowner is not ready

Some homeowners will answer and say they are busy. Peregrine asks when to call back and schedules it. Many will not answer the first call at all. The default retry schedule calls again after five minutes, thirty minutes, four hours and a day, and leaves a voicemail with your callback number on the last attempt. When a homeowner calls that number back, Peregrine picks the conversation up where it left off.

Questions solar teams ask

"Our setters already do this." Setters work shifts. Leads arrive at all hours, and shared leads go to whoever calls first. Peregrine covers the first call on every lead, and your setters can spend their time on follow-up and no-shows.

"Homeowners are tired of solar calls." These homeowners asked for a quote minutes earlier. The assistant says it is an AI, keeps the call short, and marks the lead do-not-call the moment they ask.

"Shared leads are a race we cannot win." Calling within seconds of the request is about as fast as a race can be run.

Setup checklist

Set your thresholds for bill, roof age and timeline. Upload past leads marked won or lost so Peregrine can propose criteria. Add your closers with their hours. Create one webhook source per lead vendor. Confirm that each vendor collects consent to be called, including by an AI assistant. Then send a test lead with your own number and listen to the full call.

Choosing lead vendors with data

Because every lead is called within seconds and scored the same way, you can compare vendors on contact rate, qualification rate and cost per qualified transfer, using the source recorded on each lead. Price per lead alone hides most of that. The comparison often changes where the budget goes.

What to measure each week

Watch median and 90th-percentile time to first call, reach rate, qualification rate, live transfers and missed transfers. Add your own appointment and close rates from your CRM. A rise in missed transfers usually means closer coverage is thin at certain hours.

Read a handful of transcripts each week too. They show which questions homeowners stumble on and where a criterion needs a clearer description of what passes.