Solar Survey Proposal Follow Up Demo
Solar survey proposals can go cold when homeowners like the idea but need clarity on roof suitability, system design, battery options, cost, timeline or next steps.
The homeowner gets a clear follow-up that invites them to discuss the proposal, design assumptions, options and next steps before making a decision.
Watch the demo walkthrough
This short video explains what this automation does and why it matters.
Follow up with a homeowner after a solar survey or proposal who has not moved forward. Identify budget hesitation, roof suitability questions, battery or inverter choices, installation timing and the best next action.
Please do not enter real customer, patient, client or case information. Use sample data only.
Demo result
Recommended next action
Why this matters commercially
Best conversion angle
Suggested reply
Service interest
Questions the team should ask
Short summary
Confidence
Recommended next action
Quote status
Likely objection
Best follow-up angle
Suggested reply
Internal summary
Questions the team should ask
In a live setup, this could connect to:
- website forms
- shared inboxes
- Google Sheets
- ad lead forms
- internal team alerts
Want this tailored to your business?
Want this connected to your solar survey or proposal follow-up process?
Request tailored demoWhy this workflow matters
A solar survey proposal follow-up is usually a serious decision point. The homeowner has already had a survey or proposal, but may still need to understand battery size, system design, installation timeline, upfront cost or whether there are options to adjust the proposal. This demo shows how Jemima AI can turn that reply into a useful post-survey follow-up for the solar installer.
- Post-survey solar leads can go cold if the follow-up does not address the customer’s specific questions from the proposal.
- Battery size and inverter choices can be hard for homeowners to compare without a clear explanation.
- Upfront cost concerns may be an opportunity to discuss options, not necessarily a rejection.
- Installation timing matters when the homeowner is trying to plan disruption or coordinate other work.
- The AI should organise the decision blockers and suggest the next conversation, while the installer controls technical advice, design changes, pricing and performance assumptions.
Example workflow walkthrough
A homeowner replies after a solar survey and proposal for panels, inverter and battery storage.
The message says they like the system design but need to understand the battery size, expected installation timeline and whether the upfront cost can be reduced.
Jemima AI extracts the proposal value, survey status, positive buying signal, battery question, budget concern, timing question and contact details.
It identifies the reply as a warm post-survey proposal follow-up because the homeowner is asking how to move forward rather than declining.
It suggests a response that offers a call to explain the design choices and discuss possible proposal options.
What the business receives
The solar installer receives a clear summary of what is holding up the post-survey decision. The team can see that the homeowner likes the design, but needs clarity on battery size, installation timing and cost options before committing. This helps the surveyor or salesperson follow up with relevant information and keep the opportunity moving without making unsupported savings or finance claims.
- Survey status Solar survey completed
- Proposal Solar panels, inverter and battery storage
- Estimated value GBP 14,750
- Positive signal Likes the system design
- Main questions Battery size, expected installation timeline and whether upfront cost can be reduced
- Readiness Warm post-survey proposal follow-up
- Recommended team action Contact the homeowner to explain the battery sizing, installation timeline and whether any specification or payment discussion options can be reviewed
- Suggested reply Thanks Priya, I’m glad you like the system design. I can talk you through the battery size, expected installation timeline and whether there are any proposal options to review before you decide. Would you prefer a quick call today or tomorrow?
How this could be implemented
This can be connected to solar survey follow-up emails, CRM stages, proposal notes, missed call summaries or customer chat. In a live solar installation business, the workflow should create a post-survey follow-up task, summarise the battery, cost and timing questions, and route it to the surveyor or salesperson. It should not guarantee savings, confirm finance options, change the design, quote final pricing or make installation commitments without team review.