Calls today
0
Today so far
Connects
0
0% connect rate
Appointments
0
6 to daily goal of 6
Callbacks due
0
None overdue
No leads in the queue yet
Add your first lead to start calling.
Lead pipeline
Where every lead stands right now
0
New
0
Contacted
0
Follow-up
0
Booked
Today's callbacks
Don't let these go cold
Recent calls
Your latest logged activity
Solar Opener
First 15 seconds — keep it warm and short
"Hi, is this [Name]? Great — this is [Your name] calling from [Your company]. I'm reaching out because homeowners in [City] are qualifying for our no-upfront-cost panel program this month, and I wanted to check if your home qualifies. Do you have 30 seconds?"
"Perfect. Quick question — roughly how much is your electric bill each month? … And is your roof mostly free of shade during the day? Great, based on that, you look like a strong candidate. I can book a free assessment — would tomorrow morning or afternoon work better?"
"Totally fair — most people say no before they hear the numbers. The short version: it costs nothing to check, and the average home here saves about $140 a month. Can I send you the one-page breakdown by text so you can look it over?"
"I'm not interested"
Acknowledge, reframe, one more question
"I hear you — and honestly, most of our happiest customers said exactly that at first. Can I ask one quick thing before I let you go: is it the cost, or have you just not seen numbers that make sense yet?"
"That makes sense. The program is built so there's no upfront cost — the payment replaces part of your electric bill, and it's usually lower from month one. A 15-minute assessment would show your exact numbers. Worst case, you keep the report."
"No problem at all — I'll be quick next time. When's a better moment, this evening or tomorrow morning? I'll keep it under two minutes, promise."
"Send me information"
"Happy to. So I send the right thing — are you more curious about the savings or how the install works? … Got it. I'll text that over now, and I'll check back Thursday to see what you thought. Fair?"
Voicemail Drop
Under 20 seconds — name, reason, callback number
"Hi [Name], this is [Your name] from [Your company] — sorry I missed you. I'm calling about the no-upfront-cost program for homes in [City]. I'll try you again tomorrow, or you can reach me back at this number. Thanks!"
Closing — Book the Assessment
Two choices, never an open question
"Here's what happens next: our specialist visits, checks your roof and bill, and gives you exact savings in writing — no obligation. I have [Day at Time] or [Day at Time]. Which one suits you better?"
"Done — you're booked for [Day/Time]. You'll get a confirmation text in a minute. If anything changes, just reply to that text. Thanks, [Name] — talk soon!"
"No pressure at all. Tell you what — I'll hold the slot for 24 hours and text you the details. If it works, great; if not, no hard feelings. Sound fair?"
Overdue
Call these first
Due today
Upcoming
Disposition breakdown
This week · 0 calls
Calls per day
Last 7 days
Calls
Booked
This week
0 calls
No calls yet
Bookings
0 booked
No bookings yet
Team members
Add the people who will be calling. Everyone starts at zero.
Weekly leaderboard
Ranked by appointments booked
Profile
How clients see you on calls
Notifications & dialing
Callback reminders
Alert 10 minutes before a callback is due
Overdue alerts
Flag callbacks that pass their time uncalled
Auto-advance queue
Load the next lead right after logging a call
Call recording notice
Play the recording disclosure at call start
Daily goal digest
Morning summary of your targets and callbacks