Solar · Another direction

If a rooftop solar estimate went another direction

One polite close is enough. It is also the note that gets a call later. Do not argue with the other price.

Names, prices, and companies on this page are examples.

Say you are closing the file

Solar bids sit through utility approval, loan paperwork, and a spouse who has not read the production estimate. Tell them a reply reopens it. Then stop.

What not to add

Do not put panels on a roof you already know needs replacement. The price is the equipment sized to the bill we looked at. A cheaper system that ignores the usage is a different design. Financing versus paying cash is usually decided by someone who was not on the roof.

If you send it from QuoteLasso

The default schedule is three emails, at 2, 5, and 10 days. Day 10 is the last one. You can move the dates. Add the estimate by typing it in, forwarding the message, or importing a spreadsheet. The customer sees your business name and the address followups@quotelasso.com. A reply comes to your inbox and the remaining follow-ups stop. QuoteLasso does not send texts. During the 14-day trial, due emails can send on their own. After that, Free is manual. Starter is $79/month and Pro is $149/month.

Example email

Rooftop solar

Subject

Closing the file on your rooftop solar estimate

Hi Megan,

I am guessing the rooftop solar may have gone another direction, and that is all right. I will close the $22,000 estimate on my end.

If it is still in play, reply and I will pick it back up.

Thanks,
David Cho
Cho Solar

Questions

Is this the last solar follow-up?

Yes. Day 10 is the last email on the default schedule, and this note is that close. A reply, a phone call, or an unsubscribe stops it sooner. The install date follows the utility, not the day they sign. Say that so the follow-up is not a fake start week.

What will the customer see if QuoteLasso sends the rooftop solar email?

The customer sees your business name and the address followups@quotelasso.com. A reply comes to your inbox and the remaining follow-ups stop. The words are yours. The sample on this page uses made-up names and the example price $22,000.

Send this kind of note on a schedule.

Add the estimate. QuoteLasso drafts the email in your words and, on the trial or a paid plan, can send it when it is due.

Start free trial

14-day free trial, no card required. Then the Free plan, or upgrade if you want automatic sending.