All customer stories
Solar Installation

A lot of our leads weren't ready to buy, they just wanted a general idea of cost. My setters were spending real time figuring that out on every single call.

MD
Matthew Donaldson
Sales Director
52%
Reduction in unqualified appointments
23%
Increase in appointment to install conversion
$16,000/mo
Estimated cost savings on setter hours
Results measured over 3 months
a regional residential solar installation company

The problem

Matthew's appointment setting team was calling through a large volume of leads generated from home improvement ads, but a meaningful share of those leads weren't actually homeowners, didn't own their roof outright, or had credit that wouldn't qualify for financing. His setters were spending significant time on calls that were never going to turn into an appointment.

What changed

He put an automatic qualification call in front of his setters, checking homeownership, roof ownership, and rough credit range before a lead ever reached a human, and only passing along leads that actually cleared the bar.

The result

Matthew said his setters' calendars filled with appointments that actually showed up qualified, and the team's morale improved noticeably once they stopped spending hours a day on leads that were never going to convert in the first place.

A lot of our leads weren't ready to buy, they just wanted a general idea of cost. My setters were spending real time figuring that out on every single call.

See what this looks like for your business

Fifteen minutes is enough to show you a real call, start to finish.