LeadsAlto — Solar Lead Fit Call

00

Meeting details

Capture the basics before you dial in.

Date

Taken by (you)

Company name

Website

Contact name

Role / title

Phone

Email

0.1How did they hear about us / how did this meeting come about?

01

Company snapshot

Warm up — get a picture of the business.

1.1How long have you been in the solar business?

1.2What area do you serve?Fit gate

Leads are exclusive to one installer per territory — need a clearly defined, serviceable footprint.

1.3Who's on the team?

Total headcount, and how many are dedicated to sales.

Total team size

# of closers / sales reps

# of setters / appt bookers

Install: in-house or subcontracted?

1.4What do you install?

Residential solar Battery / storage Roofing Commercial

02

Volume & capacity

Can they actually absorb and close a steady lead flow?

Installs per month (now)

Goal installs per month

2.1Average system size / deal value?Sweet spot $18K–$45K

2.2How many new leads could you handle each month?Fit gate

Capacity to work leads fast is what protects the exclusivity model.

2.3What's your current close rate?

Roughly: leads → appointments sat → deals signed.

03

Current lead flow & marketing

Where deals come from today, and what they spend.

3.2What do you spend on marketing / leads each month?

Monthly marketing budget

Current cost per lead / per deal

3.3Have you bought leads before?Listen closely

Who from, and how did it go? Their past experience sets expectations and objections.

04

Sales process & speed to lead

The #1 predictor of whether paid leads convert.

4.1Do you use a CRM?Fit gate

Leads deliver into a CRM or email within minutes — a system to catch them matters.

4.2How fast do you call a brand-new lead?Fit gate

< 5 min < 1 hour Same day Next day+

4.3Who calls the leads, and how many times do you follow up?

Dedicated setter vs. reps between installs; attempts over how many days; call/text/email.

05

Financing & offer

Ability to close the homeowner once they're interested.

5.1What financing do you offer?

Cash Loan PPA Lease

5.2Which financing partners do you use?

06

Commitment & decision

Budget, buy-in, and timing to move forward.

6.1Are you comfortable with exclusive leads in your territory that you commit to work?Fit gate

Yes Maybe No

6.2What's your budget to invest in a lead program?Fit gate

6.3Are you the decision maker, or is anyone else involved?

6.4How soon would you want to start?

Immediately This month 1–3 months Exploring

6.5What's your single biggest challenge right now — and what would success look like in 90 days?

07

Your fit assessment

Fill this in right after the call, while it's fresh.

7.1Overall verdict

✅ Strong fit 🟡 Worth pursuing ⛔ Not a fit

7.2Recommended next step

7.3Notes

Restricted Access

Is this installer a fit for LeadsAlto?

Meeting details

Company snapshot

Volume & capacity

Current lead flow & marketing

Sales process & speed to lead

Financing & offer

Commitment & decision

Your fit assessment

Green flags

Red flags