Lead Qualification from Utility Bill Upload
A done-for-you solar automation built for the Sales Development Rep, connecting Zapier and Make.com so the work below happens on its own.
What this automation does, step by step
When a prospect uploads a copy of their utility bill during the quote request process, this automation automatically extracts their usage data to generate a preliminary system size and savings estimate.
The sales team gets a ready-made starting point instead of a blank lead that requires a full intake call before any real conversation can happen.
- OpenAI API or a bill-parsing tool
- A solar CRM (Aurora)
- Zapier or Make.com
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual version of this puts the entire workload on a sales development rep, who has to juggle phone calls, emails, and spreadsheets just to keep things moving.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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