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Sample lead

An illustrative example of a real Contactability flow, from web form to booked visit.

MR

Martina Ríos

Andes Solar

Source
Web form · residential solar quote
Goal
Qualify and book a free solar assessment
  1. Day 1 · 09:41Platform

    New lead: Martina Ríos requested a residential solar quote on the company site.

  2. Day 1 · 09:41Call

    Outgoing call

    Answered · 1:48

    Transcript

    1. Sophie

      Hi Martina, this is Sophie from Andes Solar. You just requested a quote for solar panels on our site. Do you have a minute?

    2. Martina

      Wow, that was fast. I literally just sent the form.

    3. Sophie

      We like to be quick. I only need a few answers so Camila, our energy advisor, can prepare your estimate.

    4. Martina

      I'm walking into a meeting right now. Can we do this later?

    5. Sophie

      Of course. I'll send you a short message on WhatsApp and you reply whenever you can. Sound good?

    6. Martina

      Perfect, talk soon.

  3. Day 1 · 09:43Platform

    Answered 47 seconds after the form. Conversation moved to WhatsApp.

  4. Day 1 · 09:44WhatsApp
    Sophie

    Hi Martina, Sophie 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.

  5. Day 1 · 10:02WhatsApp
    Sophie

    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!

  6. Day 1 · 10:05Email
    Email
    S

    Sophie · 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 Camila is free and takes 30 minutes.

  7. Day 1 · 10:12WhatsApp
    Sophie

    Guide sent, check your inbox. Want to book your free assessment with Camila? I have Thursday 16:00 or Friday 10:30.

    Thursday 16:00 works for me.

    Done, Thursday 16:00 with Camila. I'll send you a reminder the day before. See you soon, Martina!

  8. Day 1 · 10:13Platform

    Lead qualified: timeline, property details and energy usage captured.

  9. Day 1 · 10:14Platform

    Solar assessment booked: Thursday 16:00 with Camila.

47s

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.

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