Free templates · Solar installers

Following up on a solar quote when the client wants to think it over

Solar decisions come down to figures: production, savings, payback. A clear summary of those three numbers is the best follow-up.

  • 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

    Recap what’s left to decide

    Channel: Email
    Email

    Subject: What to look at before deciding

    Hi [First name], Thank you for your time on your solar project. You told me you wanted to think it over, which makes complete sense. To help, here's what usually weighs in the decision: the expected output, the payback period or the grid connection. If any of these is still unclear, I can go through it with you, or adjust the quote. Is there one point you'd like me to look at again? [Your name] [Company]

    Text message

    Hi [First name], it's [Your name] from [Company]. Thanks again for your time. While you think it over, if a point is still unclear (the expected output, the payback period or the grid connection), just reply here and I'll explain.

  2. Day 7

    Ask which point is holding them back

    Channel: Text
    Email

    Subject: One point to adjust?

    Hi [First name], Where are you in your thinking about your solar project? Often, one point is holding the decision back: the expected output, the payback period or the grid connection. Tell me which one, and I'll see what I can adjust (for example a smaller system to start with, or a different inverter). [Your name] [Company]

    Text message

    Hi [First name], it's [Your name] from [Company]. Where are you in your thinking about your solar project? If one point is holding you back, tell me which and I'll see what I can adjust.

  3. Day 21

    Give a real reason to decide

    Channel: Email
    Email

    Subject: Your quote: next steps

    Hi [First name], I'm getting back to you about your solar project, with two practical points so you can decide with everything in hand: - The prices are valid until [date]. After that, I'll need to check them again. - I can still offer you an installation slot around [period]. After that, my schedule fills up. If you need more time, no problem: tell me when to get back to you. And if you've decided not to go ahead, a quick reply is enough. [Your name] [Company]

    Text message

    Hi [First name], it's [Your name] from [Company]. Quick update on your solar project: the prices are valid until [date], and I still have an installation slot around [period]. Shall I hold it for you, or get back to you later?

What’s going on, and how to respond

“I’ll think about it” usually means one point is still open, or someone else has to agree. Pushing for an answer rarely works. What works is making the decision easier: a recap, one question, then a real reason to decide.

Three things to keep in mind

  • Write the recap the person who missed the appointment needs: what the quote covers, and what’s left to decide.
  • Ask which point is holding them back, not whether they’ve decided.
  • Give real reasons to decide, like how long the prices hold or a slot in your schedule. Never invent a deadline.
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

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