Solar snapshot mini-course

Six short visual lessons. Follow along in your own GoHighLevel account and you’ll be live by lesson 6.

Lesson 1 of 6

Install the snapshot and brand it for a solar company

Load the snapshot and make every message sound like the installer.

In the agency view, go to Sub-Accounts and choose Load Snapshot on the solar client's account
Go to Settings > Business Profile and set the name, address and time zone
Go to Settings > Custom Values and fill in business details and service area
Review the lead offer, referral reward and seasonal offer in Custom Values
Go to Settings > Email Services and verify a sending domain

Settings → Custom Values

Lesson 2 of 6

Contact every solar lead within seconds and collect the utility bill early.

Go to Sites > Forms > Builder and confirm the bill range, Home Ownership and Utility Company questions
Add a clear SMS and call consent checkbox and embed the form
Map Facebook or Google lead forms under Settings > Integrations
Go to Automation > Workflows, open 01 New Lead and point the alerts at the energy consultants
Submit a test lead and publish workflows 01, 02 and 03

Workflow 01 · Speed-to-Lead

Lesson 3 of 6

Fill consultants' calendars and recover no-shows with video options.

Workflow 04 · Booking Confirmations

Lesson 4 of 6

Follow up on every proposal and keep not-ready homeowners in nurture.

Opportunities → Pipelines

Lesson 5 of 6

Turn activated systems into reviews and neighbor referrals, and revive old leads.

Go to Reputation > Settings and paste the Google review link into the review_link custom value
Open workflow 11 and confirm 4-5 star ratings go to Google and 1-3 star ratings alert the owner
Set the referral reward in Custom Values and test the Refer a Friend form
Import old leads under Contacts > Import with consent status
Launch workflow 14 to a small batch and work replies in Conversations

Reputation

Lesson 6 of 6

Go live and be ready to launch the Utility Rate Increase Alert when rates change.

Run a full test: form, booking, missed call and reply
Go to Contacts and build smart lists by Utility Company
When a rate increase is announced, edit workflow 21's copy with the utility name and effective date
Add the trigger tag to the matching smart list to launch the campaign
Work YES replies and bill photos in Conversations first, then track results on the Dashboard

Contacts

One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.