Turn Qualified Solar Interest into a Scheduled Home Visit
A solar prospect becomes a real opportunity when the property and the homeowner’s interest fit your program-and your expert has a scheduled time to speak with them. Synthesis BPO provides outbound solar appointment setting for residential installers that need qualified homeowners connected with their field or sales team. We call from the contact data you provide, follow your qualification criteria, and arrange an in-person visit with your expert at a time that works for the homeowner and the team. Before the visit, we make a confirmation call to check that the homeowner is still available and help prevent an unnecessary trip.
BOOKING
From a Solar Lead to an Appointment Your Expert Can Attend
When patients call to schedule an appointment, they need a clear and helpful response-and the clinic needs each booking to match the provider’s actual availability. Synthesis BPO provides live call-handling and appointment-booking support for medical practices that want a trained person to answer patient calls and follow the clinic’s scheduling process.
Our team learns your appointment types, provider schedules, booking rules, and escalation procedures. Appointments are offered or confirmed only within the availability and authority you provide.
Qualification and Scheduling Are Defined With Your Team
No single checklist fits every solar company. Qualification can vary with the service area, property requirements, offer, financing process, and the client’s field-team capacity.
Your Criteria,
Your Appointment Process
Before the campaign begins, we agree on the qualification, communication, scheduling, and escalation rules your appointment setters will follow.
Which contacts and properties are suitable for an appointment
What questions callers should ask — and which information should not be collected
How the homeowner’s interest, timeline, and property details are recorded
What the setter may explain about the offer or financing
Which statements require a client-approved script or specialist response
How appointment availability is shared with the team
What to do when a prospect does not qualify, needs more information, or requests a different time
How cancellations, rescheduling, and pre-visit confirmations are handled
A Managed Calling Team With Visible Activity
Your campaign is staffed, trained, supervised, and reported on as a working extension of your team.
Staffed and Trained for Your Campaign
We select callers based on the role, train them on your company and qualification process, and provide the dialer, operating procedures, and reporting agreed for the campaign.
Activity You Can See
Reporting can be tailored to your goals and may include calls placed, contacts reached, qualification outcomes, appointments set, and appointment confirmations.
Reporting Cadence Agreed in Setup
The reporting schedule for your campaign is defined during setup based on the information your team needs to monitor activity, qualification, appointments, and confirmations.
Contact Data and Calling Instructions
Clients provide contact data scrubbed for applicable Do Not Call requirements and share campaign-specific calling instructions.
Opt-Out Requests Are Recorded
If a person says they are on a Do Not Call list or asks not to be contacted again, the caller follows the agreed opt-out process, records and reports the request, and suppresses the contact from the campaign’s working list.
Campaign-Specific Compliance
The client should update its own records as appropriate. Calling rules vary by campaign and jurisdiction, so responsibilities should be reviewed with the appropriate legal or compliance advisers.
California Solar Appointments
for Home Visits
A California-based residential solar company partnered with Synthesis BPO for B2C lead generation and appointment setting. The campaign began with one dedicated caller working from contact lists supplied by the client. As the program developed, the team expanded to two callers.
The caller speaks with homeowners, follows the client’s criteria around property, interest, financing, and timeline, and helps prepare qualified prospects for the next step. When a homeowner is ready, the team schedules an appointment for the client’s expert to visit in person-or a virtual consultation when that is the client’s preferred process. For the in-person appointment workflow, the team makes a confirmation call one to two hours before the scheduled time.
The appointment-setting callers for this campaign are currently billed at $8 per person, per hour. The client name remains anonymous. The campaign includes daily performance reviews and weekly calibration with the client. No conversion or installation result is guaranteed.
Solar Appointment Setting
Pricing
Solar appointment-setting programs are typically priced between $8 and $12 per person, per hour, depending on campaign scope, caller experience, contact volume, qualification requirements, and reporting needs.
The final rate is agreed before the campaign begins.
Request a Solar Appointment Setting Quote →Pricing can vary based on the type and complexity of the appointment-setting campaign.
Rates may depend on the experience and qualifications required for the calling role.
Expected contact volume and campaign activity can affect the staffing requirements.
More detailed homeowner qualification processes may require additional caller training and workflow support.
Reporting frequency, campaign reviews, and performance tracking are considered when defining the final scope.
Solar Appointment Setting
FAQs
Find answers to common questions about residential solar appointment setting, qualification, scheduling, and pricing.
Solar appointment setting is the process of contacting residential prospects, applying the solar provider’s qualification criteria, and scheduling a consultation or visit with the provider’s expert. This page focuses on in-person home visits when that is the client’s process.
Lead generation identifies and qualifies potential homeowners. Appointment setting takes the next step: it schedules a conversation or visit between a qualified, interested homeowner and the solar company’s expert. The services can be part of the same campaign.
That depends on the solar provider’s criteria and location. It may include service-area and property fit, homeowner interest and timeline, and preliminary property or financing details required by the client. The client defines the questions and the information that should be collected.
No. The setter follows the client’s qualification checklist and records the information. The solar expert evaluates the opportunity during the visit and determines the appropriate technical, commercial, or installation next steps.
The appointment is for an expert from the solar company’s team to visit the homeowner at the scheduled time. Synthesis BPO’s appointment setter qualifies the prospect and coordinates the appointment; the client’s expert conducts the visit.
For in-person home visits, the team makes a follow-up call approximately one to two hours before the scheduled time to check that the homeowner is still available. Cancellations and rescheduling are handled using the client’s agreed process.
A virtual consultation can be included when it is part of the solar provider’s process. The campaign scope should clearly define whether the next step is an in-person visit, virtual consultation, or either option.
No. Callers use client-approved information and qualification questions. Technical assessments, financing decisions, savings estimates, and installation decisions remain with the solar provider and its qualified experts.
The solar lead-generation and appointment-setting model described on this page is focused on residential, B2C homeowner prospects. Commercial or B2B solar campaigns would need to be scoped separately.
Typical pricing is 8–12 per person, per hour. The final quote depends on experience, campaign requirements, qualification criteria, staffing, and reporting needs.
