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Appointment Setting Case Study For Solar Company

Cold Calling Strategy Delivers 72 Sales Appointments and 50% Growth for Select Solar Pros

50%

Monthly KPI Growth Rate

72

Sales Qualified Appointments booked in 5 months

Selectsolarpros

INDUSTRY

Energy / Power Generation

LOCATION

California and Utah, United States

TARGET CONTACTS

Homeowners

CAMPAIGN TYPE

Appointment Setting

COMPANY SIZE

N/A

Multi Channel B2B Outreach

Outbound calls made to reach key decision makers
0

Table of Content

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Client Snapshot

  • Company: SelectSolarProfessionals
  • Industry: Energy / Power Generation
  • Audience: Homeowners
  • Campaign Length: 5 Months
  • Channels: Cold Calling
  • Goal: Connect with homeowners who are genuinely ready for solar through solar appointment setting and create meaningful consultations that grow the client base while making the sales team’s job easier.

About the Company

Select Solar Pros helps homeowners embrace clean, affordable energy. Their residential solar solutions lower electricity bills while promoting a greener planet. By offering education, financing options, and a personalized approach, the company ensures every homeowner feels confident in their solar journey. To sustain this client-focused model, they needed a steady flow of high-quality leads and booked appointments.

Challenges

Like many companies in the solar sector, Select Solar Pros struggled with inconsistent lead quality. Their team frequently invested time in homeowners with limited genuine interest in solar solutions, resulting in low conversion rates and wasted effort. The company required a system that could generate high-quality appointments with prospects who were ready and motivated to proceed, enabling their sales team to concentrate on closing deals and increasing sales revenue.

Objectives

  • Attract homeowners who were financially and technically viable for solar.
  • Maintain a steady pipeline of confirmed consultations.
  • Focus sales resources on pre-qualified leads.
  • Drive long-term business growth through consistent deal flow and pipeline management.

Strategy

Cold Calling

  • Segmented by geography and homeowner profiles.
  • Trained in solar benefits, financing options, and objection handling.
  • Built rapport and qualified interest rather than making a hard sell.

Appointment Setting

  • Each lead was carefully qualified through targeted prescreening questions to confirm homeownership, interest in solar, and property suitability before booking.
  • Appointments were added directly to the sales team’s shared calendar for real-time visibility and smooth handoffs.
  • Comprehensive call summaries, including homeowner interests and questions, were passed to sales reps to personalize every consultation.

Results

  • 72 sales qualified appointments were secured within just 5 months, indicating enormous success in this campaign.
  • Consistently achieved 100% of monthly KPIs, proving the reliability and scalability of our campaign approach.
  • Drove 50% business growth during the campaign period, significantly expanding Select Solar Pros’ sales pipeline.
  • Increased 20% conversion rates by ensuring every appointment was pre-qualified, allowing the sales team to focus on high-value prospects.
  • Achieved exceptional email engagement, with open rates of 95%, showing that our content and messaging resonated strongly with homeowners.

Why It Worked

  • Our agents connected with homeowners’ real motivations, building genuine trust instead of sounding like aggressive salespeople.
  • By combining cold calling with email nurturing, we created consistent and effective touchpoints across multiple channels.
  • Sales reps only met with viable, interested homeowners, saving time and boosting productivity.
  • We used AI-driven insights and advanced CRM tools to optimize targeting, track engagement, and continuously improve lead quality.

Sample Workflow

  • Start with client-provided homeowner lists.
  • The agent introduces solar benefits via a cold call.
  • Assess the homeowner’s interest, property, and eligibility.
  • Schedule directly in the shared calendar.
  • Send an email with details and resources.
  • Provide the sales team with notes for a smooth meeting.
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