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☀️ GoHighLevel snapshot · Solar Installers

Solar snapshot walkthrough

A guided tour of every pipeline, form and automation, with the actual messages your client’s customers will receive.

OverviewSetup guideWalkthroughMini-coursePDF guide ↓
1 · The big picture

How a lead flows through the system

  1. Capture: the quote form, a missed call or an imported list starts a workflow.
  2. Respond in seconds: SMS and email go out instantly and the team gets an alert.
  3. Book: the Solar Savings Consultation calendar confirms and reminds automatically.
  4. Close: estimates and proposals get a 13-day follow-up so nothing slips.
  5. Deliver and delight: the Customer Journey pipeline handles feedback, reviews and referrals.
  6. Reactivate: past customers come back through service-due, seasonal and niche campaigns.
  Dashboard
Dashboard
2 · Pipelines

Three pipelines, named for solar

Sales Pipeline

Every new inquiry from first touch to signed job.

New LeadContactedConsultation BookedConsultation CompletedProposal SentWonLostLong-Term Nurture

Customer Journey

Delivery, feedback, reviews and referrals after the sale.

Site Survey ScheduledPermitting & InstallSystem ActivatedFeedback Requested5-Star ReviewedReferral Partner

Reactivation

Turns your old list into booked work with the reactivation campaign.

Campaign SentReplied - InterestedBookedNot Interested
  Opportunities → Pipelines
Opportunities → Pipelines
3 · Forms & fields

Capture the right details the first time

01 · Request a Quote / Booking Request

Main lead form for the website, funnels, ads and QR codes. Starts workflow 01.

02 · Customer Feedback

Private 1-5 rating. Happy customers get the review link; unhappy ones trigger service recovery.

03 · Refer a Friend

Captures referrals and alerts the team to call the new lead the same day.

Solar fields included

  • Average Monthly Electric Bill (Under $100, $100-$150, $150-$250, $250-$400, $400+)
  • Utility Company
  • Home Ownership (Own, Rent, Buying soon)
  • Roof Condition (Under 10 years old, 10-20 years old, 20+ years old, Needs replacement, Not sure)
  • Roof Shade (Full sun, Some shade, Heavy shade, Not sure)
  • Financing Preference (Cash purchase, Solar loan, Lease or PPA, Not sure yet)
  • Decision Timeline (Ready now, 1-3 months, 3-6 months, Just researching)
  • Site Survey Date

Plus 13 core fields: timeline, budget, preferred contact method, feedback rating, referral details and service dates.

  Sites → Forms
Sites → Forms
4 · Automations

All 21 workflows, step by step

Open any workflow to see its trigger, every step and a sample message. Each one is installed and fully written.

01 · New Lead → Speed-to-Lead + 7-Day Follow-Up

Texts and emails every new solar lead instantly, asks for a utility bill, and follows up for 7 days.

Trigger

Form 01 submitted, or tag 'start lead nurture' added

Steps
  1. Tag new lead
  2. Create opportunity in Sales Pipeline → New Lead
  3. Instant SMS reply with booking link
  4. Instant email: what happens next
  5. Text + email alert to the team
  6. Day 1 SMS follow-up
  7. Day 2 email: why customers choose you
  8. Day 4 SMS: quick question
  9. Day 7 email: close the loop
  10. Move to Long-Term Nurture

Stops when the lead replies

Sample text message:
Hi first name, it's owner name with business name. Thanks for your interest in solar! I can build you lead offer. When's a good time for a quick call? Or book here: booking link Reply STOP to opt out.
02 · Missed Call → Instant Text-Back

Texts back missed callers and asks whether they're asking about a new system or an existing one.

Trigger

Inbound call is busy, no-answer or voicemail

Steps
  1. Text-back within seconds
  2. Create opportunity → New Lead (source: missed call)
  3. Text alert to the team

Runs every time

Sample text message:
Hi, this is business name. Sorry we missed your call. Are you asking about going solar or about an existing system? Reply here and we'll get right back to you. Reply STOP to opt out.
03 · Customer Replied → Hot Lead Alert

Alerts the energy consultant the moment a homeowner replies so they can call while interest is high.

Trigger

Customer replies (SMS, email, chat)

Steps
  1. Tag hot lead
  2. Text the team the reply so nobody waits

Runs every time

04 · Appointment Booked → Confirm + Reminders

Confirms the consultation, asks the homeowner to have a bill ready, and sends reminders 24 hours and 2 hours before.

Trigger

Customer books on the calendar

Steps
  1. Tag appointment booked
  2. Move deal → Appointment Booked
  3. Confirmation SMS + email with reschedule link
  4. Team alert
  5. 24-hour reminder SMS
  6. 2-hour reminder SMS

Runs for every booking

Sample text message:
You're booked, first name! Your solar savings consultation with business name is set for start time. Please have a recent electric bill handy. Reschedule: reschedule link
05 · No-Show → Reschedule Recovery

Recovers no-shows by offering a video or phone consultation with the proposal built ahead of time.

Trigger

Appointment status changes to No-show

Steps
  1. Tag no-show
  2. Sorry-we-missed-you SMS + email with booking link
  3. Team alert
  4. Day 1 rebook SMS
  5. Day 3 final SMS

Stops when they reply

Sample text message:
Hi first name, sorry we missed you for your solar consultation today. No worries, life happens. Want to pick a new time? It only takes about 30 minutes: booking link
06 · Appointment Completed → Proposal Prep

Thanks the homeowner after the consultation and reminds the rep to send the proposal within 24 hours.

Trigger

Appointment status changes to Showed

Steps
  1. Move deal → Appointment Completed
  2. Thank-you SMS
  3. Team alert: send the proposal within 24 hours

Runs every time

Sample text message:
Thanks for your time today, first name! We're finalizing your custom solar proposal and will send it shortly. If you think of any questions, just reply here. - business name
07 · Proposal Sent → Follow-Up Sequence

Follows up on proposals about the numbers, financing options, roof questions and next steps.

Trigger

Deal moves to Proposal Sent

Steps
  1. Day 1 SMS check-in
  2. Day 3 email: questions?
  3. Day 6 SMS: hold your spot
  4. Day 13 final email
  5. Team alert if still no answer

Stops when they reply

Sample text message:
Hi first name, did you get a chance to review your solar proposal from business name? Happy to walk through the numbers, financing options or system design by phone.
08 · Deal Won → Welcome + Customer Journey

Welcomes new customers and explains the site survey, permitting, install and utility approval timeline.

Trigger

Deal moves to Won

Steps
  1. Tag customer, remove lead tags
  2. Create Customer Journey deal → Scheduled
  3. Welcome SMS
  4. Welcome email: what happens next
  5. Team alert

Runs every time

Sample text message:
Welcome to business name, first name! Thanks for choosing us for your solar system. Next up is your site survey, and we'll reach out shortly to schedule it. Save this number, it's our direct line.
09 · Deal Lost → 30/60/90-Day Nurture

Keeps lost and stalled deals warm with 30, 60 and 90-day check-ins for a long sales cycle.

Trigger

Deal moves to Lost

Steps
  1. Tag lost
  2. Day 30 check-in email
  3. Day 60 SMS
  4. Day 90 email with comeback offer
  5. Move to Long-Term Nurture

Stops when they reply

10 · Job Completed → Feedback Request

Asks for feedback after the system is activated.

Trigger

Customer Journey deal moves to Completed

Steps
  1. Move → Feedback Requested
  2. Tag review requested
  3. SMS + email asking for a private rating
  4. Day 2 reminder SMS

Runs every time

Sample text message:
Hi first name, congrats on your new solar system! How was your experience with business name? It takes 20 seconds: feedback link
11 · Feedback Submitted → Review Ask or Service Recovery

Sends happy customers to Google reviews and routes unhappy ones privately to the owner.

Trigger

Form 02 submitted

Steps
  1. If rating is 4-5: tag promoter, send Google review link, move → 5-Star Reviewed
  2. If rating is 1-3: tag detractor, apology message, urgent team alert to fix it privately

Runs every time

12 · Happy Customer → Referral Request

Asks happy customers to refer neighbors who are curious about their panels.

Trigger

Tag promoter added

Steps
  1. Wait 3 days
  2. Referral SMS with reward
  3. Referral email with reward

Once per contact

Sample text message:
Hi first name, thanks again for the kind words! Know a neighbor curious about solar? Send them our way and we'll thank you with referral reward: referral link
13 · Referral Received → Thank You + Team Alert

Thanks the referrer and alerts the team to contact the referred homeowner the same day.

Trigger

Form 03 submitted

Steps
  1. Move referrer → Referral Partner
  2. Tag referral partner
  3. Thank-you SMS
  4. Team alert with the friend's name and phone

Runs every time

14 · Database Reactivation Campaign

Re-engages old leads with a free updated proposal using current rates and pricing.

Trigger

Tag 'start reactivation' added (bulk-tag an imported list)

Steps
  1. Create Reactivation deal → Campaign Sent
  2. SMS 1: still looking for help?
  3. Day 2 SMS: past-customer offer
  4. Day 5 email offer
  5. Day 10 last-call SMS
  6. Remove the campaign tag

Stops when they reply

Sample text message:
Hi first name, it's owner name from business name. We talked about solar for your home a while back. Has anything changed with your electric bills since then? Reply STOP to opt out.
15 · Invoice Sent → Payment Reminders

Sends friendly reminders on overdue invoices or deposits.

Trigger

Invoice sent

Steps
  1. Wait 3 days
  2. Friendly SMS reminder
  3. Day 6 email reminder
  4. Day 10 team alert for a personal call

Payments workflow (16) stops it when the invoice is paid

16 · Payment Received → Thank You

Thanks customers when payment comes in.

Trigger

Payment received

Steps
  1. Tag customer, remove past-due tag
  2. Thank-you SMS
  3. Team alert

Runs every time

17 · Birthday → Gift Offer

Sends a birthday offer for a system check or a discount on a new system.

Trigger

Contact's birthday (date of birth on file)

Steps
  1. Birthday SMS with gift offer
  2. Birthday email

Yearly

18 · Stale Deal Alert (7 Days No Movement)

Alerts the owner when a deal sits in a stage for 7 days with no movement.

Trigger

Sales Pipeline deal idle 7+ days

Steps
  1. Text + email alert to the team

Runs every time

19 · Service Due → Rebook Reminder

Reminds customers when their annual system health check is due.

Trigger

Tag 'service due' added

Steps
  1. Service-due SMS with offer
  2. Day 3 email
  3. Day 7 final SMS
  4. Remove the tag

Stops when they reply

In solar: An annual solar system health check: reviewing monitoring data against expected production, checking inverter and battery status, and spotting debris, shade or damage.

Sample text message:
Hi first name, it's business name. It's time for service due offer on your solar system. We'll review your production and check that everything's running right: booking link Reply STOP to opt out.
20 · Seasonal Promo Campaign

Runs a battery backup consultation campaign before storm or outage season.

Trigger

Tag 'seasonal promo' added

Steps
  1. Offer SMS
  2. Day 2 email
  3. Day 5 last-call SMS
  4. Remove the tag

Stops when they reply

In solar: A battery backup and outage-readiness push before storm, hurricane or wildfire season in the service area, typically March through June. Sun Belt markets can also run a pre-summer cooling-bill version.

Sample text message:
Hi first name, business name here. Before outage season, we're offering seasonal offer in service area. Want one? Reply YES or book: booking link Reply STOP to opt out.
21 · Utility Rate Increase Alert

Restarts conversations with your whole database when the utility announces a rate increase.

Trigger

Tag 'niche campaign' added

Steps
  1. Niche SMS
  2. Day 2 email
  3. Day 5 follow-up SMS
  4. Remove the tag

Stops when they reply

In solar: Sent to open leads, old proposals and lost deals when the local utility announces or files a rate increase. It offers a free updated proposal at the new rates. Only launch it when a real, public rate change has been announced, and edit the copy to name the utility and the effective date if you can.

Sample text message:
Hi first name, it's business name. Your utility has announced a rate increase for service area. Want to see how solar would compare at the new rates? Reply YES and we'll run your numbers. Reply STOP to opt out.
  Workflow 01 · Speed-to-Lead
Workflow 01 · Speed-to-Lead
Workflow 01 in the builder
  Workflow 14 · Reactivation
Workflow 14 · Reactivation
Workflow 14 · reactivation campaign

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