Know which community solar project leads are worth site assessment
Ask every community solar lead about their role, project stage, and site control before your team commits to a site assessment, then send developer- and municipality-ready projects straight to your CRM with signed site agreements attached.
The exact intake your community solar project leads complete
This is the real 6-question guided intake for Community Solar Project — the same flow your customers finish before you ever pick up the phone.
What a qualified community solar project lead should tell you
Development and planning support for shared solar installations where a developer, municipality, or landowner brings a project to subscribers — qualified by role, project stage, site control status, and scale rather than a single home's roof condition.
- Role In This Community
- Stage This Community Solar
- Have Site Control Or
- Approximate Intended Scale Project
- Utility Or Regulatory Program
- Funding Or Financing This
The questions your team needs answered
Every community solar project intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your role in this community solar project? | The lead's role separates project sponsors, municipalities, and landowners — who drive the deal — from subscribers who are only signing up for energy benefits. |
| What stage is this community solar project currently in? | Project stage tells your team whether the lead needs early planning support or is ready for interconnection and construction-level engagement. |
| Do you have site control or a signed agreement for the project location? | Site control status shows whether the project has secured the land it needs, which determines whether a site assessment can happen without further negotiation. |
| What is the approximate intended scale of the project? | Segments the lead so you can route, price, and prioritize it correctly. |
| Has a utility or regulatory program for community solar been identified for this project's area? | Confirming a utility or regulatory program has been identified shows whether the project can realistically enroll subscribers in that area. |
| Has funding or financing for this project already been identified? | Whether financing is already identified indicates how likely the project is to move forward rather than stall after a site visit. |
How Cliont scores community solar project leads
Every answer is weighted automatically — no manual review required.
Value signals
- Developer or project sponsor
- Municipality or utility representative
- Potential subscriber or participant
- Other
- Have Site Control Or: yes
- Funding Or Financing This: yes
Urgency signals
- Landowner or site host
See the lead your team receives
Community Solar Project 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 community solar project workflows
| Cliont capability | Community Solar Project application |
|---|---|
| Role-based lead scoring | Automatically weights developer, municipality, and landowner submissions above general subscriber sign-up inquiries so sales effort goes to project-side leads first. |
| Conditional site control logic | Flags leads without a signed site agreement so they can be nurtured toward site control before a site assessment is scheduled. |
| Stage and scale context tagging | Tags each lead by development stage and intended MW scale so your CRM view shows concept-stage small projects separately from permitting-ready large ones. |
| Financing readiness capture | Surfaces whether funding has been identified before your team commits to a site visit on a project that may not be able to move forward. |
Common community solar project lead scenarios
Developer-led project, site secured
A project sponsor with signed site control, an identified utility program, and financing already in place — the intake flags this as a high-value, assessment-ready project.
Municipality exploring feasibility
A utility or municipal representative is still at the concept stage with no funding identified yet, so the intake captures stage and program status without pushing straight to a site visit.
Subscriber inquiry, not landowner
A resident asking to enroll as a subscriber rather than host or develop a project scores lower on role weight and should be routed differently than a landowner or sponsor lead.
Landowner without site control yet
A landowner willing to host a project but without a signed agreement in hand scores lower on the site control question, signaling the deal needs paperwork before a site assessment is worth scheduling.
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
Community Solar Project lead-intake FAQs
How does the intake tell a developer inquiry apart from a subscriber inquiry?
The role question separates developers, municipalities, landowners, and potential subscribers into distinct weight tiers, so a project sponsor and someone just asking to join a subscription list are never scored the same way.
What happens if a lead doesn't have site control yet?
The site control question carries a lower weight when the answer is no, which surfaces leads that are still negotiating land agreements rather than ready for a site assessment.
Does the intake account for whether a project has funding lined up?
Yes — the financing question is weighted so projects with funding already identified score higher than those still seeking capital, helping your team prioritize outreach.
How is project stage used if it doesn't carry a numeric weight?
Stage, scale, and utility program status are captured as context fields rather than scored inputs, giving your team the full picture — concept-stage versus permitting-stage — without skewing the priority score.
How is this different from a Solar Feasibility Study intake?
A Solar Feasibility Study lead is typically evaluating whether solar makes sense at all; this intake assumes a community solar structure is the goal and instead qualifies on role, site control, and financing readiness.
Can a municipality submit a lead through the same form as a private developer?
Yes, the role question includes municipality or utility representative as its own option, so government-led projects are captured and weighted distinctly from private developer or landowner submissions.
Turn community solar project visitors into qualified jobs
Give every community solar project visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.