Lead Marketplace

Solcertain leads are premium, high-intent solar opportunities. These homeowners have recently expressed interest in learning about solar or lowering their energy costs.

The purpose of this process is to help your team contact leads professionally, build trust, answer questions, and guide qualified homeowners toward an in-home or virtual solar appointment.

These leads should not be handled like bulk, aged, or low-intent lead sources. A thoughtful, organized follow-up process protects the value of each lead, your company's reputation, and your phone-number deliverability.

Before purchasing leads, your business should have the proper systems in place to manage, track, and follow up with homeowners. At a minimum, you should have:

• A CRM to manage leads, communication history, appointments, and follow-up tasks
• A business texting platform connected to your CRM
• A professional dialing system for outbound calls
• Spam-protection and caller-reputation monitoring
• A documented lead follow-up process
• A process for tracking lead outcomes, appointments, sales, and opt-outs

Without a CRM, business texting platform, professional dialer, and number-reputation protection in place, purchasing leads is not recommended.

Solcertain leads do not need to be called three or more times per day. Repeated calls in a short period can make homeowners feel pressured — as if they're being aggressively sold, contacted by a debt collector, or pursued by an unwanted telemarketer.

Excessive call attempts can also hurt your phone-number reputation. When homeowners repeatedly ignore, block, or report calls, carriers are more likely to label your number as spam or suspicious. Once a number is flagged, answer rates typically decline and future contact becomes less effective.

Recommended Approach

• Send a text message promptly after receiving the lead.
• Make a reasonable initial call attempt.
• If there is no answer, send a text instead of repeatedly calling.
• Space out future attempts over multiple days.
• Avoid calling the same homeowner multiple times in one day unless they request a callback.
• Respect the homeowner's preferred communication method.
• Immediately stop contact if the homeowner asks to opt out or no longer wishes to receive communication.

Best Times to Call

Most homeowners work a 9-to-5 schedule, so these windows catch them before work, on their lunch break, and after they get home. Calling outside these windows — or calling repeatedly within a short period — lowers your contact rate.

Larger companies and call centers should not place Solcertain leads into the same high-volume dialing sequences used for every other lead source. These leads are not intended to be treated as a repeated-call campaign.

Your team should avoid:

• Calling the homeowner multiple times in one day
• Using aggressive automatic dialing patterns
• Sending repetitive messages without a response
• Assigning multiple agents to contact the same homeowner at once
• Treating the lead like a low-quality or aged record

A homeowner who recently requested solar information should receive timely, respectful, and organized communication. The objective is to build trust, determine interest, and schedule an appointment when appropriate.

Maintain a Friendly and Helpful Tone

Every message should feel warm, professional, and easy to respond to. Avoid language that sounds demanding, aggressive, or overly sales-focused. Tone is hard to read through text, so even well-intended messages can come across as pushy when written too directly. Keep messages short, clear, and conversational.

Treat Texting as a Sales Skill

Texting is not just follow-up — it's a strategic tool for building rapport, answering questions, qualifying homeowners, and moving toward an appointment. Strong texting can improve contact rates, appointment rates, and overall conversion.

Follow the Conversation Sequence

Avoid asking too many questions at once. Let the homeowner respond before moving to the next step.

Answer Questions Naturally

Be prepared to answer questions as they arise, just as you would on a live phone call. Respond clearly, honestly, and professionally. Don't ignore a homeowner's question just to keep reading from a script. Keep the conversation focused on helping them understand solar and decide whether an appointment makes sense.

All approved text templates should be saved inside your CRM for quick, consistent use. A CRM helps your business:

• Track every call and text attempt
• See previous conversations
• Prevent duplicate outreach
• Schedule follow-up tasks
• Assign leads to the appropriate representative
• Track appointment outcomes
• Measure lead and team performance

If you use a different CRM, save these approved templates in your system so your team can access them quickly.

You often have one strong opportunity to earn a response from a homeowner. Each message should be intentional, relevant, and easy to understand. Don't send unnecessary messages, over-explain, or create pressure. These templates are designed to create a natural conversation that builds trust and leads toward an appointment.

Approved Text Message Flow

• Solcertain leads are premium opportunities — treat them accordingly.
• Do not call homeowners repeatedly throughout the day.
• Text first, or send a text after an unanswered call.
• Use a CRM to track all conversations and follow-up.
• Use a professional business phone system, not a personal cell phone.
• Protect your caller reputation and monitor for spam labeling.
• Do not use high-volume call-center tactics on these leads.
• Keep messages friendly, short, and easy to answer.
• Ask one question at a time.
• Respect communication preferences and opt-out requests.
• Focus on trust, professionalism, and setting quality appointments.