Know which commercial solar leads deserve a site assessment
Property owners tell you their property type, project stage, and available roof or land area, then upload a recent utility bill and site photos before you ever schedule a site assessment. Every answer is scored automatically so your team can prioritize ready-to-install leads over early-stage inquiries.
The exact intake your commercial solar installation leads complete
This is the real 5-question guided intake for Commercial Solar Installation — the same flow your customers finish before you ever pick up the phone.
What a qualified commercial solar installation lead should tell you
Design and installation of a solar power system on a commercial, industrial, municipal, or multi-site property, qualified by ownership/approval authority, project stage, and available roof or land area for panels.
- Property This
- Own Property Or Have
- Current Stage This Solar
- How Large Roof Or
- Main Goal This Solar
The questions your team needs answered
Every commercial solar installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property is this for? | The property type answer flags multi-site portfolios and industrial facilities as likely larger, higher-value installations before the site assessment. |
| Do you own the property or have authority to approve construction on it? | A weight of 10 for yes versus 2 for no makes this the single strongest signal that the person filling out the intake can actually authorize construction. |
| What is the current stage of this solar project? | The graduated weights across stages let the score reflect how close the property owner actually is to installation, from just exploring up to ready to schedule. |
| Approximately how large is the roof or land area available for panels? | Roof or land size gives your team an early sense of system scale so estimating and crew planning can start before the site visit. |
| What is your main goal for this solar project? | Knowing whether the driver is cost reduction, sustainability targets, resilience, or incentives helps your team tailor the site assessment conversation to what the owner actually cares about. |
How Cliont scores commercial solar installation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own Property Or Have: yes
- Just exploring options
- Comparing quotes or proposals
- In design or engineering phase
- Ready to schedule installation
- Issue with an existing system
See the lead your team receives
Commercial Solar Installation Lead
From first click to qualified lead
Follow homeowners and property managers through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the job
Smart questions adapt to their job and capture the full scope.
They add photos
Damage photos and details come attached, so you assess before you drive out.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for commercial solar installation workflows
| Cliont capability | Commercial Solar Installation application |
|---|---|
| Weighted scoring engine | Combines the 10-point ownership and approval answer with project stage weights so a portfolio owner ready to schedule scores far higher than an early-stage inquiry without decision authority. |
| Structured property profiling | Captures property type and roof or land area up front so your team can pre-size a system estimate before the site assessment is booked. |
| Document and photo capture | Pulls a recent utility bill and site photos into the same intake, giving your engineering or sales team usage data and visual context before they leave the office. |
| CRM routing on qualification | Sends leads that clear the ownership and project-stage thresholds directly to your CRM, keeping unverified or early-exploration inquiries out of your booked site assessment queue. |
Common commercial solar installation lead scenarios
Owner ready to schedule installation
A property owner confirms they hold approval authority and mark the project as ready to schedule installation on a large roof, driving a top score that routes straight to the CRM for a fast site assessment booking.
Portfolio owner comparing quotes
Someone managing multiple sites selects the portfolio property type and marks the project as comparing quotes, signaling a larger, multi-site opportunity worth prioritizing even before final decisions are made.
Unclear approval authority, early exploration
A single small building owner marks the project as just exploring options and cannot confirm they have authority to approve construction, which lowers the score and flags the lead for a qualifying follow-up before any survey is scheduled.
Industrial site with existing system issue
An industrial facility reports an issue with an existing system rather than a fresh installation, with resilience listed as the main goal, letting the team decide whether to route it as a new project or point it toward a maintenance conversation instead.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More commercial solar intake templates
Commercial Solar Installation lead-intake FAQs
How does the intake separate a serious installation project from someone just browsing?
The project stage question weights answers like ready to schedule installation and comparing quotes higher than just exploring options, so the score reflects how close the property owner actually is to moving forward.
Can the intake tell if the person filling it out can actually approve construction?
Yes, the ownership and construction-approval question carries a weight of 10 for a yes and only 2 for a no, so leads without decision-making authority score lower and can be routed to a verification step instead of straight to a site assessment.
Does this intake work for multi-site or portfolio owners, not just single buildings?
The property type question includes a dedicated option for multiple sites or portfolios, so those leads are identified as commercial or industrial opportunities from the first answer rather than getting lumped in with single-building inquiries.
What happens if the property owner doesn't know their roof or land size?
The roof and land area question includes a not sure option, so the lead still gets captured and scored on other answers instead of stalling the intake, and your team can confirm sizing during the site assessment.
If a lead is really about a system issue rather than a new install, does the intake catch that?
The project stage options include issue with an existing system, so that answer is visible in the intake even though the lead still comes through the installation catalog, letting your team redirect it toward commercial solar maintenance if that's a better fit.
Turn commercial solar installation visitors into qualified jobs
Give every commercial solar installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.