Feasibility intake that captures site constraints up front
Ask about property type, available space, and known site constraints like shading or roof age, then require recent utility bills or usage data before a site assessment ever gets scheduled.
The exact intake your solar feasibility study leads complete
This is the real 7-question guided intake for Solar Feasibility Study — the same flow your customers finish before you ever pick up the phone.
What a qualified solar feasibility study lead should tell you
An assessment of a property's solar viability that reviews ownership/decision authority, energy usage, available installation space, and site constraints before a physical site assessment is scheduled.
- Property This
- Own Or Have Authority
- Primary Goal This Feasibility
- Have Access Recent Utility
- Best Describes Available Space
- Soon Move Forward With
- There Any Known Site
The questions your team needs answered
Every solar feasibility study intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property is this for? | Property type shapes which team and assessment scope is needed, since a municipal site or portfolio inquiry is handled differently than a single commercial building. |
| Do you currently own or have authority to make decisions about this property? | Confirmed ownership or decision authority is the strongest signal that a site assessment can actually lead to a project instead of a wasted visit. |
| What is the primary goal of this feasibility study? | The stated goal reveals the underlying driver, with new construction and regulatory requirements scoring highest as the most concrete reasons to move forward. |
| Do you have access to recent utility bills or energy usage data for this property? | Having utility bills or usage data ready means feasibility work can start immediately rather than stalling on missing documentation. |
| What best describes the available space for solar installation? | The type of available space determines what kind of system design and site prep the assessment needs to account for. |
| How soon are you looking to move forward with this project? | Timeline tells your team how quickly to schedule the site assessment relative to other leads in the pipeline. |
| Are there any known site constraints such as shading, structural age, or protected land? | Known constraints like shading, an aging structure, or protected land flag complications before your team commits to a site visit. |
How Cliont scores solar feasibility study leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own Or Have Authority: yes
- Reduce energy costs
- Meet sustainability or ESG goals
- Plan for new construction
- Meet a regulatory or incentive requirement
- Just exploring options
Urgency signals
- Immediately
See the lead your team receives
Solar Feasibility Study 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 solar feasibility study workflows
| Cliont capability | Solar Feasibility Study application |
|---|---|
| Weighted scoring | Combines confirmed ownership/decision authority with the stated project goal so leads with real authority and a strong driver like new construction or regulatory compliance rank above 'just exploring' submissions. |
| Conditional branching | Adjusts follow-up detail based on whether the property is a single site, a portfolio, or a municipal facility, so a multi-site inquiry doesn't get treated like a single rooftop assessment. |
| Document upload | Collects utility bills or energy usage data at intake so your team can start energy modeling before or during the site visit instead of chasing paperwork afterward. |
| Multi-select capture | Flags known site constraints such as shading, an older roof, or protected land before a site assessment is booked, so your team can decide whether the site warrants a visit at all. |
Common solar feasibility study lead scenarios
New construction with decision authority
Owner confirms authority over the property and selects 'plan for new construction' as the goal, pairing two high-weight signals that push the lead toward immediate site assessment.
Portfolio owner still researching
A multi-site owner selects 'just exploring options' and a longer timeline, which the intake still captures but routes as a lower-priority follow-up rather than a survey-ready lead.
Property manager without authority
Someone fills out the intake on behalf of a property they don't own or control; the ownership/authority answer flags this before your team drives out for a site visit that can't lead anywhere.
Older building with known constraints
A property owner flags an older roof and significant shading in the site constraints question, letting your team review viability before committing to a full assessment.
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
Solar Feasibility Study lead-intake FAQs
How does the intake handle leads who don't yet have decision-making authority over the property?
The ownership/authority question is weighted heavily in scoring, so a 'no' answer keeps the lead visible but scores it lower than a confirmed decision-maker, helping you avoid surveying a property that has no path to approval.
What happens if a lead doesn't have utility bills or usage data ready when they submit?
The intake still captures the rest of the feasibility profile and marks utility data as outstanding, so your team knows to request it before or during the site assessment rather than assuming it's missing entirely.
Can the intake distinguish a new-construction project from an existing building retrofit?
Yes, the project goal question separates new construction, cost reduction, ESG goals, and regulatory requirements, each carrying a different weight so you can see which driver is behind the enquiry.
How are multi-site or portfolio inquiries treated differently from a single property?
The property type question flags portfolio submissions separately from a single commercial or industrial site, so you can route them to whoever scopes multi-property engagements.
Does the intake ask about site constraints like shading or roof age before we schedule anything?
Yes, the site constraints question lets the property owner flag shading, an older structure, or protected land up front, giving your team visibility into complications before dispatching a site assessment.
What happens to leads who select 'just exploring options' as their goal?
That answer carries a lower weight than goals like new construction or regulatory compliance, so the lead is still delivered but ranked for follow-up rather than treated as assessment-ready.
Turn solar feasibility study visitors into qualified jobs
Give every solar feasibility study visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.