An illustrative example of a real Contactability flow, from web form to booked visit.
Martina Ríos
Andes Solar
- Source
- Web form · residential solar quote
- Goal
- Qualify and book a free solar assessment
- Day 1 · 09:41Platform
New lead: Martina Ríos requested a residential solar quote on the company site.
- Day 1 · 09:41Call
Outgoing call
Answered · 1:48
Transcript
- Sofia
Hi Martina, this is Sofia from Andes Solar. You just requested a quote for solar panels on our site. Do you have a minute?
- Martina
Wow, that was fast. I literally just sent the form.
- Sofia
We like to be quick. I only need a few answers so Chloe, our energy advisor, can prepare your estimate.
- Martina
I'm walking into a meeting right now. Can we do this later?
- Sofia
Of course. I'll send you a short message on WhatsApp and you reply whenever you can. Sound good?
- Martina
Perfect, talk soon.
- Sofia
- Day 1 · 09:43Platform
Answered 47 seconds after the form. Conversation moved to WhatsApp.
- Day 1 · 09:44WhatsAppSofia
Hi Martina, Sofia from Andes Solar. Good luck in your meeting! Quick question: when would you like to install the system?
Hi! Ideally before winter. We want to lower our electricity bill before heating season.
That makes sense. Do you own the property where the panels would be installed?
Yes, it's our home. The roof gets direct sun most of the day.
- Day 1 · 10:02WhatsAppSofia
Last one: roughly how much is your monthly electricity bill?
Around $180, and it goes up quite a bit in winter.
Perfect, that's enough for a preliminary recommendation. I'm sending our solar guide with system sizes and price ranges to your email now.
Great, thank you!
- Day 1 · 10:05EmailEmailS
Sofia · Andes Solar
To Martina
Your residential solar guide, Martina
Hi Martina, here is our guide with residential projects like yours. Systems typically range from $6,000 to $10,000 depending on usage and roof conditions. Your first assessment with Chloe is free and takes 30 minutes.
- Day 1 · 10:12WhatsAppSofia
Guide sent, check your inbox. Want to book your free assessment with Chloe? I have Thursday 16:00 or Friday 10:30.
Thursday 16:00 works for me.
Done, Thursday 16:00 with Chloe. I'll send you a reminder the day before. See you soon, Martina!
- Day 1 · 10:13Platform
Lead qualified: timeline, property details and energy usage captured.
- Day 1 · 10:14Platform
Solar assessment booked: Thursday 16:00 with Chloe.
Contacted in 47 seconds
Martina got the call 47 seconds after submitting the form, was qualified over WhatsApp and booked before lunch. The first minutes decide the sale, and Contactability never misses them.
Want to clone this agent?
Sofia replies in seconds.