Know which solar battery leads are worth estimate time
Homeowners confirm whether panels are already installed, whether they're authorized to approve the work, and what backup goal they're after — while Cliont collects electrical panel photos and flags capacity issues before the lead lands in your CRM.
The exact intake your solar battery installation leads complete
This is the real 7-question guided intake for Solar Battery Installation — the same flow your customers finish before you ever pick up the phone.
What a qualified solar battery installation lead should tell you
Installation of a battery storage system that stores solar or grid energy for backup power or later use, whether paired with new panels, added to an existing solar array, or installed as a standalone unit.
- Already Have Solar Panels
- Property Type
- Main Reason Wanting Battery
- Property Owner Or Authorized
- Would Like Battery Installation
- Have Electrical Panel With
- Backup Capacity Would Like
The questions your team needs answered
Every solar battery installation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you already have solar panels installed at the property? | Separates retrofit leads with existing solar from combined panel-and-battery leads, both of which score high, versus battery-only inquiries with no solar plans. |
| What is the property type? | Segments the lead so you can route, price, and prioritize it correctly. |
| What is your main reason for wanting a battery? | Reveals whether the homeowner is chasing backup power, better solar utilization, or lower bills, which changes how your estimator frames the system design. |
| Are you the property owner or authorized to approve this installation? | Weighted far higher for a confirmed owner than a non-authorized respondent, since only an authorized party can sign off on the install. |
| When would you like the battery installation to happen? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have an electrical panel with available capacity for a battery system? | Flags whether the electrical panel has room for a battery or likely needs an upgrade first, which affects scope and cost before the estimate visit. |
| What backup capacity would you like the battery system to provide? | The desired backup scope — essential circuits, whole-home, or EV charging support — directly drives battery sizing and system pricing. |
How Cliont scores solar battery installation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Yes, panels are installed
- No, planning panels and battery together
- No panels and none planned
- Property Owner Or Authorized: yes
- Yes, there is capacity
- Not sure
Urgency signals
- Backup power during outages
See the lead your team receives
Solar Battery 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 solar battery installation workflows
| Cliont capability | Solar Battery Installation application |
|---|---|
| Weighted lead scoring | Ownership/authorization and existing electrical capacity carry real weight in the score, so a confirmed decision-maker with available panel capacity ranks well above an unauthorized inquiry or a panel that needs upgrading. |
| Photo and document capture | Collects electrical panel photos and existing solar array photos up front, so your estimator can pre-assess capacity and mounting constraints before driving out. |
| CRM routing | Sends the homeowner's stated reason for wanting a battery — backup power, more solar self-use, or bill reduction — straight into the CRM record so your rep tailors the estimate pitch instead of asking from scratch. |
| Branching intake flow | Because panel status determines whether this is a retrofit or a combined solar-and-battery job, the flow can surface panel-specific follow-up only when panels already exist. |
Common solar battery installation lead scenarios
Existing solar owner adding backup
Panels are already installed and the homeowner's main reason is backup power during outages — a high-value retrofit lead the intake routes straight through.
New build wants panels and battery together
No panels yet, but the homeowner wants both installed at once, which the catalog scores nearly as high as an existing-solar retrofit.
Not the decision-maker
The person filling out the form isn't the property owner or authorized to approve the install, which pulls the ownership answer's weight down and flags the lead for confirmation before an estimate is booked.
Panel upgrade likely needed
The homeowner suspects their electrical panel needs an upgrade before a battery can go in, which adds scope your estimator should know about ahead of the visit.
Battery-only inquiry, no panels planned
No solar panels exist and none are planned — still a valid lead, but scored lower than combined panel-and-battery or existing-solar inquiries.
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 solar and home energy intake templates
Solar Battery Installation lead-intake FAQs
Does the intake tell me if the homeowner already has solar panels installed?
Yes — the intake asks directly whether panels are already in place, planned alongside the battery, or not planned at all, so you can see at a glance whether it's a retrofit or a combined install before you respond.
How does the intake handle homeowners who aren't sure what backup capacity they need?
The backup capacity question includes essential circuits, whole-home backup, EV charging support, and a 'not sure' option, so undecided homeowners still get captured and your team can walk them through sizing during the estimate.
Can the intake confirm the person requesting the estimate is actually authorized to approve it?
Yes — the ownership/authorization question is weighted heavily in scoring, so a confirmed owner ranks far above someone who isn't authorized, helping you avoid estimates that stall at the approval stage.
What happens if a lead's electrical panel likely needs an upgrade?
The intake captures panel capacity as 'has capacity,' 'not sure,' or 'likely needs upgrade,' so your team knows before the visit whether extra scope and cost should be part of the conversation.
Can this intake handle both battery-only leads and combined solar-plus-battery leads?
Yes — the panel-status question covers homeowners with existing solar, homeowners planning panels and a battery together, and homeowners with no panels at all, all in the same form.
Does the intake distinguish single-family homes from multi-family or commercial properties?
Yes — the property type question separates single-family, multi-family, and commercial properties, so leads that need different pricing or crew scheduling are visible before you dispatch anyone.
Turn solar battery installation visitors into qualified jobs
Give every solar battery installation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.