How to follow up on solar leads and quotations (without being pushy)
By the SolarSales team · Updated
Quick answer
Follow up on a solar quotation the day after you send it, again after 3 days if there is no response, and make a recovery attempt at 7 days before marking the lead cold. Each touch should add value — answer a question, explain a component or share a site-specific detail — rather than just asking whether the customer has decided.
Why most solar deals are lost to silence
Customers usually compare several solar quotations. The installer who answers questions and stays in touch — politely and on time — is usually the one who wins. The most common reason a deal is lost is not price; it is that nobody followed up.
A proven follow-up cadence
- Day 0 — contact every new enquiry the same day and book a site survey
- Day 0 — send the quotation and explain it on a call or voice note
- Day 1 — check it was received and answer questions
- Day 3 — share something useful: warranty details, a similar installation or a revised package
- Day 7 — recovery call; ask what is holding the decision and record the reason
- After a decision — mark won or lost and record the lost reason
Automate it with a solar CRM
SolarSales creates these tasks automatically: a contact task when a lead arrives, a follow-up the day after a quotation is sent, another after 3 days and a cold-lead flag at 7 days. Salespeople see today's and overdue tasks when they log in, and managers see who is falling behind.
Frequently asked questions
How many times should I follow up on a solar lead?
At least three times after the quotation — day 1, day 3 and day 7 — before marking the lead cold. Many deals close after the second or third follow-up.
Can solar follow-ups be automated?
Yes. A solar CRM like SolarSales creates follow-up tasks and reminders automatically when leads arrive and quotations are sent.