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Client Retention Scripts

Client Retention Call Scripts for Solar Installers

In the solar industry, a single customer is worth $20,000 or more, but the real profit comes from long-term trust and referrals. These scripts help you move from being a 'one-time installer' to a lifelong energy partner, ensuring you don't miss out on battery upgrades or lucrative neighborhood leads.

30-Day Post-Installation Check-In

Call the customer one month after their system has been granted Permission to Operate (PTO) by the utility.

Hi [Customer Name], this is [Your Name] with [Company Name]. I'm just calling to see how your first month with solar is going and if you've seen those utility bills start to drop yet. Have you had any trouble logging into your monitoring app to see your daily production? We want to make sure you're seeing every kilowatt-hour of power we promised. Let me know if you have any questions about the net metering on your latest statement!

Tips for this scenario

  • -Ask specifically about the monitoring app to ensure they are engaged with the system.
  • -Remind them that the first bill might look different due to utility billing cycles.

Common Mistakes to Avoid

!Using technical PV jargon like 'clipping' or 'string voltages' that confuses the homeowner.
!Failing to mention the monitoring app, which is the only way customers see their ROI.
!Not calling back immediately when a customer reports a 'leak'—even if it's just a minor roof issue.
!Neglecting the 'Hand-off' call after the sales rep disappears and the project manager takes over.
!Letting a system stay offline for weeks because no one was monitoring the alerts.

Pro Tips

  • 1.Always reference the specific dollar amount they are saving to keep the value of the solar system high in their mind.
  • 2.When you are on a roof and can't answer, use SkipCalls to handle service requests so you don't lose a $30,000 lead to a competitor.
  • 3.Ask customers to take a photo of their utility bill and text it to you to make savings analysis easier.
  • 4.Keep a 'Weather Log' so you can explain to customers why their production might be lower during a particularly cloudy month.
  • 5.Offer a 'Referral Kit' consisting of a few business cards and a simple flyer they can hand to neighbors.

Frequently Asked Questions

How often should I call my past solar customers?

At a minimum, you should reach out twice a year: once for a spring production check and once for their installation anniversary.

What if a customer complains that their bill is still high?

Ask them to look at their 'Total Usage' in kWh. Often, customers increase their AC usage once they get solar, which eats up the savings.

When is the best time to ask for a referral?

The two 'peak' moments are right after the system is turned on and right after they receive their first $0 or 'credit' utility bill.

How do I handle calls about roof leaks?

Treat these as high-priority emergencies. Even if it's not caused by the racking, a fast response protects your reputation and prevents bad reviews.

Stop Losing $20,000 Solar Leads While You're on the Roof

Don't let your next installation go to a competitor just because you were mid-wiring. SkipCalls answers your phone 24/7, books appointments, and syncs with your CRM for just $19.99/month.

More Resources for Solar Installers