For solar & energy companies
You find out the lead was unqualified after the truck has already driven there.
A large share of solar enquiries cannot buy: renters, wrong locations, consumption too small to matter. Most companies discover this at the site visit. Valenza builds the layer that establishes it in the first sixty seconds — and then chases every genuine quote until it is decided.
A 30-minute strategy call. We map your enquiry flow, where surveys are wasted, and what the system would change.
Worked example — quote request → qualification → site survey → proposal.
The journey
How an enquiry travels through your business today
01 · The request
Someone asks for a quote. At this point you know nothing about whether they own the roof, how much power they use, or whether you cover the area.
02 · The screen that does not happen
Screening requires asking three specific questions consistently. When leads arrive in volume, they get asked inconsistently or not at all.
03 · The survey
An engineer drives out. If the lead was never qualified, that trip is a straight loss of time, fuel and a slot that a genuine buyer could have had.
04 · The three-quote comparison
Genuine buyers collect several quotes. The one that follows up properly wins a large share of them, almost independently of price.
Where solar pipelines lose money
Unqualified site visits
Every survey for a renter, a wrong location, or a consumption level too low to justify a system is a slot that produced nothing and displaced someone who would have bought.
The reply that comes second
Quote requests are sent to several installers at once. The one that responds within minutes sets the terms of the comparison.
Quotes that die silently
A proposal issued and never followed up is not a rejection, it is an abandoned conversation. This is the largest single recoverable pool in most installers.
Status questions consuming the coordinator
Customers mid-installation call to ask where things stand. Answering the same question forty times a week is work nobody scheduled.
Count it in your own numbers
- 1Take last month's enquiries and count how many became site surveys.
- 2Of those surveys, count how many were for people who could not proceed at all.
- 3Count the quotes issued, and how many received more than one follow-up.
- 4Wasted surveys plus unfollowed quotes is the pipeline. We run it with your figures on the call.
The system
What we deploy for a solar company
Capture
Ad lead forms, website enquiries, social DMs, chat and missed calls consolidated into one pipeline with a single record per property.
Qualify
Ownership, consumption band, location coverage and timeline established in the first exchange — before an engineer's day is committed to anything.
Engage
Immediate replies to the questions you get constantly: what a system costs to run, how long installation takes, what happens to the existing connection. Answered from material you approved.
Book
Site surveys booked into real engineer availability, routed by area, with confirmation and a reminder the day before to protect the slot.
Follow up
Every issued quote chased on a defined schedule until it is decided one way or the other, and proactive installation status updates so customers stop calling to ask.
Measure
A weekly page: enquiries, qualified, surveys booked, surveys attended, quotes issued and closed — against your pre-launch baseline.
Your engineers stop driving to roofs that were never going to buy, and your sales team stops losing quotes to silence rather than to price.
What changes once it is live
Today: Ownership and consumption discovered at the survey
With the system: Established in the first sixty seconds
Today: Quote requests answered when someone is free
With the system: Answered within a minute, consistently
Today: Surveys booked by phone tag
With the system: Booked into engineer availability, confirmed and reminded
Today: Quotes issued and left to go quiet
With the system: Chased on schedule until decided
Today: Customers call to ask for installation status
With the system: Status goes out before they need to ask
The rules this system runs under
It never quotes a system price from a conversation. Pricing follows a site survey, because a quote given without one is a quote you will have to withdraw.
It never invents subsidy or incentive timelines. Where schemes and processing times vary, it says so plainly and reports only the status you have given it.
It does not make generation or savings promises. Estimates come from your engineers after a survey, using your own figures.
One-to-one conversations with people who contacted you. Opt-outs honoured immediately, and honest disclosure if someone asks whether they are talking to an assistant.
Objections, answered straight
During working hours, while they are free, and with human variation in whether the questions get asked at all. The system asks them identically on every enquiry, in under a minute, at any hour — and then chases forty open quotes on schedule, which no telecaller does reliably for long.
Usually quote follow-up rather than lead filtering, though filtering is the more visible saving. Quotes that were issued and never chased are opportunities you already paid to generate and already did the survey work for.
It reports only the status and timelines you have approved, and says clearly that processing times vary rather than inventing a date. The larger win is proactive: status updates go out on a schedule, so most customers stop calling to ask.
Yes, with different qualification. Commercial pipelines have fewer enquiries, longer cycles and more follow-up stages — which makes the follow-up and pipeline-visibility half of the system more valuable, and the volume-filtering half less so.
Who this is for
This works if:
- You generate enquiries through paid channels and lose some to unqualified site visits
- Site surveys are a constrained resource you want to protect
- You have issued quotes that were never followed up to a decision
- A single installation is worth enough that a few extra per month matters
This isn’t for you if:
- You are a project business with a handful of enquiries a year
- You want lead generation rather than lead conversion
- You are unwilling to define qualification criteria and stand by them
Quote request → qualification → site survey → proposal
See what your wasted surveys and quiet quotes are worth.
A 30-minute call. We map how enquiries reach you, where surveys are wasted, and what the seven stages would look like on your channels — with the arithmetic run on your figures.
No pitch deck. Scope is set on the call and anything we would build is quoted in writing afterwards.