Free templates · Solar installers

Following up on a solar quote when the project is postponed

Solar projects get pushed back for roof work, financing or simply the season. Ask for a target date, and mention lead times so that date stays realistic.

  • 3 ready-to-send follow-ups
  • An email and a text for each
  • Gaps flagged in [brackets]

The three follow-ups to send

Copy them as they are, or tailor them with the generator below. Fill in the highlighted parts before sending.

  1. Day 2

    Agree on when to pick it up again

    Channel: Email
    Email

    Subject: When shall we pick up your solar project?

    Hi [First name], Thanks for your message: your solar project is on hold, noted. It happens, and it's better to start at the right time. So I don't lose track: roughly when would you like to pick it up again? I'll make a note and get back to you a few weeks before, so we can plan an installation slot without a rush. For reference, the prices in your quote are valid until [date]. After that, I'll update them if they've moved. [Your name] [Company]

    Text message

    Hi [First name], it's [Your name] from [Company]. Noted that your solar project is on hold, no problem. Roughly when would you like to pick it up again? I'll get back to you a few weeks before.

  2. Day 21

    Keep in touch, lightly

    Channel: Text
    Email

    Subject: Your file is still open

    Hi [First name], No rush on your solar project: I'm keeping your file open on my side. If anything has changed (timing, budget, what you'd like done), tell me and I'll adjust the quote ahead of time. That way, we'll be ready when the moment comes. [Your name] [Company]

    Text message

    Hi [First name], it's [Your name] from [Company]. No rush on your solar project, I'm just keeping your file up to date. Has the timing changed on your side? If anything moves, reply here.

  3. A month before the new date

    Plan the work

    Channel: Call, or email
    Email

    Subject: Planning your solar project

    Hi [First name], You mentioned picking up your solar project around [period], so I'm getting back to you as promised. If it's still the plan, I'll check the figures (prices may have moved since [date]) and suggest an installation slot. Would a quick call this week work to confirm the details? If the timing has changed again, just tell me when to get back to you. [Your name] [Company]

    Text message

    Hi [First name], it's [Your name] from [Company]. As promised, I'm getting back to you about your solar project. Is [period] still the plan? If so, I'll update the figures and suggest an installation slot.

What’s going on, and how to respond

A postponed project isn’t a lost one. The risk is that nobody remembers it when the time comes, and the client asks someone else for a new quote. The fix: agree on a date, keep in touch lightly, and get back to them before they start looking again.

Three things to keep in mind

  • Ask for a period, even a rough one (“spring”, “after the holidays”), and write it down right away.
  • Don’t follow up every week: one light message in between is enough.
  • Get back to them a month before the new date, so the work can be planned without a rush.
Free tool · Email and text

Tailor these messages

Add the client’s name, your company and the project, and adjust the timing: you get the message to send now, and the rest of the sequence.

Your quote
What’s the situation?
When did you send the quote?
Personal touch optional
Add a detail (a hesitation, a constraint, what they liked) and the email and text are rewritten around it. 0 / 600

Nothing is saved. If you add details, they’re sent to our AI provider to write the messages, then discarded.

Your messages will appear here.

Fill in the form: you’ll get an email and a text to send now, and the next follow-ups to plan.

Other situations for solar installers

Same situation, other trades

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