Lead-response research published in Harvard Business Review found companies that tried to contact new leads within an hour were nearly seven times as likely to qualify them as those that waited even an hour longer. Solar buyers fill out several quote forms in one sitting, and the first credible response usually wins the site survey. This workflow exists to make sure that's you — at 9 PM on a Saturday too.
A form fill on your website, a row in a list import, or an inbound webhook from your lead vendor: the moment a new lead is created, this workflow fires. Nobody has to notice a notification email first, and nothing waits for business hours.
This is the exact shape of the workflow that installs in your account — four nodes in a straight line, from the trigger to the handoff.
A new opportunity appears in your solar pipeline at the New Lead stage — marked hot, source recorded. The lead exists as a deal on your board before anyone has even seen the notification.
A website-lead tag goes on the contact, so every later branch, report, and audience filter knows exactly where this lead came from.
An instant intro SMS from your business number, written in your voice. It's consent-gated and queues in your Approvals inbox before it sends — speed never skips the rails.
The workflow's last step hands the deal to Autopilot — included on the Pro and Agency plans — which runs the calls, the branching, and the follow-up cadence toward your pipeline's goal: a booked consultation. With live dialing enabled, Arianna's first call goes out within minutes — after the compliance scrub below. And the moment a human teammate takes over the conversation, the agent backs off.
Every touch in this workflow runs on the same guardrails as everything else in Sales Team Toolbox.
You don't import this. Pick Solar at signup and this workflow — plus six more — installs itself before onboarding ends. Already customized yours? Nothing here ever overwrites your edits.
Confirms a booked solar consultation by email and text to cut no-shows. See the workflow →
Recovers a missed consultation fast, then graduates to nurture if the homeowner doesn't re-book. See the workflow →
Re-engages a homeowner who got a proposal but went quiet, then hands warm ones back to Autopilot. See the workflow →
Re-approaches a lost solar lead after 30 days and hands re-engaged homeowners back to Autopilot. See the workflow →
Low-pressure solar education for homeowners who aren't ready yet, with a soft consultation offer along the way. See the workflow →
Flags a hot homeowner who's re-opening your emails so a rep can reach out at the right moment. See the workflow →
The workflows themselves run on every plan. Handoffs go to Autopilot, which is included on the Pro and Agency plans.
How enrollments start, stop on replies, and hand off. Read the docs →
Every node type this workflow is built from — and the rest of the palette. Read the docs →
What installs at signup, and why re-syncs never overwrite your edits. Read the docs →
Where the handoff goes: the agent — included on the Pro and Agency plans — and the goals it works toward. Read the docs →
Pick Solar at signup and this workflow is live before you finish onboarding. See everything Sales Team Toolbox does for solar →
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