Turn solar leads into site surveys before the competition calls back.
CoastaFlow answers every lead in seconds, nurtures homeowners through the long solar sales cycle, and keeps site surveys and install dates coordinated, so speed-to-lead becomes your unfair advantage.
The operational reality
Lead response times measured in hours, not seconds
Solar leads are shared with 3–5 competitors. The company that responds in the first five minutes books the site survey; everyone else books nothing.
Long sales cycles with no structured nurture
Homeowners take weeks to decide. Without persistent education and follow-up, warm leads go cold and ad spend evaporates.
Site surveys and install dates falling through the cracks
Survey no-shows and uncoordinated install schedules burn crew days and tank the customer experience.
Referral gold left unmined
Installed customers are the best referral source in the business, and almost nobody asks systematically.
How CoastaFlow covers it
Instant lead response, every time
New leads get a text within seconds and a call path immediately, speed-to-lead measured in seconds, not hours.
Related featureLong-cycle nurture sequences
Multi-week education and follow-up sequences keep your proposal in front of the homeowner until they decide.
Related featureSurvey and install scheduling
Site surveys book into real availability with confirmations and reminders that cut no-shows.
Related featurePipeline visibility from lead to install
Every opportunity by stage, new lead, survey booked, proposal sent, signed, installed, with aging alerts.
Related featureReview and referral engine
Post-install review requests and referral campaigns turn every install into the next three leads.
Related featureAn example workflow
- 1
A homeowner submits a form at 9:14pm
They get a text in seconds, questions answered by AI, and a site survey offered for Saturday morning.
- 2
The proposal goes out after the survey
The proposal stage is tracked in the pipeline with a day-2/day-5/day-9 follow-up sequence.
- 3
The homeowner takes three weeks to decide
Nurture messages with savings breakdowns and financing options keep you top-of-mind until they sign.
- 4
Install day becomes the next lead source
Post-install, the review request and referral campaign fire, turning one roof into the neighborhood’s next three quotes.
Recommended automations
Instant lead response
Every new lead gets a text within seconds and an offer to book a site survey immediately.
Long-cycle nurture
Multi-week sequences with savings math, financing, and social proof keep the deal warm to signature.
Survey no-show prevention
Confirmation and reminder sequences before every site survey.
Referral campaigns post-install
Installed customers get review requests and referral incentives on a schedule.
AI Status
3 agents active
New
3Vega drywall
$2.4k
Simmons roof
$11.8k
Orr paint
$5.1k
Contacted
2Whitfield floors
$8.9k
Bode HVAC
$3.3k
Estimate
2Marin kitchen
$14.2k
Lee exterior
$6.4k
Booked
2Coastal Oaks
$7.7k
Nimitz St
$4.9k
Frequently asked questions
Seconds. Form submits and missed calls trigger an immediate text conversation, before the homeowner has even finished comparing quotes.
Yes. Nurture sequences run for weeks with education and follow-up, and the pipeline shows exactly where every opportunity is aging.
Yes. Leads from canvassing, events, and retail partnerships all enter the same instant-response and nurture system.
See CoastaFlow configured for solar.
Book a working demo and we'll walk through your pipelines, conversations, automations, and AI agents, configured around how your business actually operates.