SOLAR CALL CENTER SOLUTIONS

Build a Solar Call Center That Books Qualified Installation Appointments

We build, staff, and manage high-performance solar call centers that flood your calendar with pre-qualified homeowner appointments. You handle the installs — we handle everything else.

Watch this video to see how our solar clients are scaling to 100+ installs per month.

0+ Call Centers Built
0+ Solar Appointments Set
0+ Reps Recruited
0M+ Client Revenue Generated

The Bottom Line

Two scenarios. One outcome: more installs, more revenue, more control.

Already Have a Solar Call Center?

If you already have a solar call center, we can cut your cost per appointment by 40% and increase your booking rate within 30 days. We audit your operation top to bottom — scripts, dialer config, data sources, QC processes, rep performance — and fix every leak in your pipeline.

Don't Have a Call Center Yet?

We'll build you a solar appointment machine from scratch. Our average solar client adds $2–5M in annual revenue within the first year. We handle recruiting, training, scripting, dialer setup, data sourcing, QC, management — everything.

Solar companies live and die by their pipeline. If your closers don't have enough appointments, your revenue flatlines. If your appointments are low quality, your closers burn out and quit. We solve both problems. Our call centers produce a consistent, predictable flow of pre-qualified solar appointments — homeowners who own their home, pay high utility bills, have good credit, and actually want to hear about solar. That's the difference between a solar company that struggles at 20 installs a month and one that scales to 100+.

Ready to Scale Your Solar Installs?

Book a discovery call and we'll map out exactly how to build or optimize your solar call center.

Book a Call Now

What Our Clients Say

★★★★★
4.7 Stars — 39 Google Reviews
★★★★★

"Switched from buying leads to Call Center Doctors. First month: 47 qualified appointments, 19 installs closed. The ROI is insane."

Marco T.
★★★★★

"We tried three different lead gen companies before finding CC Docs. Night and day difference. Real appointments with homeowners who actually want solar."

David Chen
★★★★★

"14 appointments first week. Our closers couldn't believe the quality. These homeowners were pre-educated and ready to go."

Rachel Adams
★★★★★

"Cost per acquisition went from $1,800 to $600 in 90 days. Our call center runs like a machine now."

James Rivera
★★★★★

"We went from 30 installs a month to 85. The call center they built for us is the single best investment we've made."

Sarah Mitchell
★★★★★

"The lead quality is what sets them apart. Every appointment is a real homeowner with real interest. No tire kickers."

Kevin Park

Real Results From Real Solar Companies

Don't take our word for it — hear from solar pros who scaled with us.

"We were stuck at 40 installs per month for over a year. Within 90 days of launching our call center with CC Docs, we hit 78. By month six, we were doing 120 installs a month consistently. They didn't just build us a call center — they built a revenue engine."

Mike Hernandez

CEO, SunRise Solar Solutions

"The numbers don't lie. 62 qualified appointments in our first full month. 24 closed deals. Our cost per acquisition dropped from $2,100 to $740. I wish I'd found these guys two years ago."

Angela Torres

VP of Sales, GreenLight Energy

"I was spending $45,000/month on bought leads and getting garbage. CC Docs set up our in-house call center and we're now generating better leads for a fraction of the cost. Last month: 93 appointments, 71% sit rate, 38 installs."

Travis Moore

Owner, Apex Solar Group

"The quality control alone is worth it. Every single call is audited. Our reps improved dramatically in the first 30 days. Booking rate went from 1.2% to 3.8%. That's a 3x increase without changing anything else."

Lisa Chang

Operations Director, Pacific Solar Co.

"We operate in 4 states and needed a centralized appointment-setting team. CC Docs built us a 30-seat call center in under 6 weeks. We're now setting 200+ appointments per month across all markets."

Derek Owens

COO, National Solar Partners

"I was skeptical about offshore reps selling solar. I was dead wrong. These reps are better than any US-based SDRs I've hired. They follow the script, they're coachable, and they book real appointments. Period."

Jordan Blake

Founder, EcoVolt Solar

See How It Works

Watch our founder break down exactly how we build and manage solar call centers that produce consistent, qualified appointments.

In this video you'll learn how we source high-propensity solar homeowner data, recruit and train bilingual reps, set up your dialer and CRM, implement 12-step quality control, and manage your call center end-to-end — so all you have to do is show up and close.

Who We Are

We've been building call centers as a service since 2020. Our founder built his first call center in 2014, generating 500+ consumer leads per day. The Call Center Doctors was born from that experience — a realization that most companies need a world-class call center but don't have the infrastructure, knowledge, or bandwidth to build one themselves.

We've helped solar companies across the United States build in-house appointment-setting machines. From residential solar to commercial — our systems work in any market, any state, any utility territory. Whether you're selling in California's NEM 3.0 landscape, Florida's booming solar market, or anywhere in between — the call center infrastructure we build is designed to scale.

0
Call Centers Built
0
Reps Recruited
1M+
Appointments Set

Our average solar client sees a cost per acquisition between $400–$900 after the 90-day ramp period. That's all-in: data, dialer, reps, management, QC, tech support. Compare that to buying leads at $50–$150 each with a 5% close rate and you'll see why our clients never go back.

The Dialer

Enterprise-grade predictive dialing technology that maximizes agent talk time and appointment volume.

We use Vicidial — the most powerful open-source predictive dialer on the planet. It's the same technology used by Fortune 500 companies, and we've customized it specifically for solar appointment setting. Our developers have built over 150 custom APIs and integrations on top of the base platform.

The dialer connects directly to your solar CRM — whether that's Aurora Solar, Enerflo, GoHighLevel, Salesforce, HubSpot, Zoho, or any other platform with an API. When a rep books an appointment, it's pushed into your CRM in real time. No manual data entry. No missed appointments. No excuses.

Predictive dialing means your agents spend more time talking to homeowners and less time listening to voicemails and busy signals. Our dialer automatically adjusts the dial ratio based on answer rates, ensuring maximum efficiency at all times.

10
Full-Time Developers
60+
Custom Reports
120+
Simultaneous Agents
150+
APIs & Integrations

Quality Control

Every single call is audited against a 12-point quality control checklist. No exceptions.

01

Opening / Introduction

Agent delivers a confident, professional introduction about the solar program. Sets the tone for the entire call and establishes credibility immediately.

02

Rapport Building

Agent shows genuine interest in the homeowner's energy bills, current electricity costs, and motivations for exploring solar. Real conversation, not a pitch.

03

Vibe Check at 20 Seconds

Within the first 20 seconds, the QC team assesses whether the homeowner is engaged or resistant. This determines call flow and script branching.

04

Script Adherence

Agent follows the proven solar appointment-setting script. Every word is there for a reason — deviations are flagged and corrected in coaching sessions.

05

Steam Rolling Check

We verify the homeowner genuinely agreed to the appointment. No fake bookings. No pressured commitments. Real appointments with real intent.

06

Disposition Logging

Every call is properly dispositioned in the dialer — sale, callback, not interested, wrong number, DNC. Clean data means better targeting over time.

07

Notes

Detailed notes on every contact: utility company, average electric bill, roof type, roof age, shade concerns, HOA status, and homeowner sentiment. Your closers walk in prepared.

08

Lead Qualified

Homeowner status confirmed: owns the home, pays the electric bill, adequate credit, roof is suitable for solar, decision maker is present. No unqualified appointments.

09

Proper Dispatch

Appointment booked on the correct calendar, correct sales rep, correct web form, correct CRM entry. No double bookings. No missed slots.

10

End of Call

Confirmation that all decision makers will be present at the appointment. Date, time, and address confirmed. Homeowner knows exactly what to expect.

11

General Call Summary

Overall assessment of the call quality, agent performance, and areas for improvement. This data feeds directly into coaching and training programs.

12

Audio Quality

Clear audio on both sides. No background noise. No echo. Professional sound quality that represents your solar brand properly.

Beyond the 12-point checklist, our QC team audits all dispositions — not just the appointments. We listen to callbacks, not-interested calls, and hangups. Why? Because hidden in those dispositions are missed opportunities, coaching moments, and data hygiene issues that compound over time. Most call centers only QC the wins. We QC everything.

The Mentor System

Every rep gets a dedicated mentor. Every team gets a senior call center manager.

New reps don't just get thrown on the phones. Each new hire is paired with a senior call center manager who has a proven track record of building high-performing solar appointment-setting teams. This mentor oversees their first 30 days, listens to live calls, provides real-time coaching, and ensures they hit performance benchmarks.

Our managers aren't just supervisors — they're operators. They've run solar call centers themselves. They know the script. They know the objections. They know what separates a 1% booking rate from a 4% booking rate. And they transfer that knowledge to your team every single day.

The mentor system is why our reps ramp faster than anyone in the industry. While other call centers take 6+ months to see results, our clients typically see their first qualified appointments within the first two weeks of launch.

Recruiting

We recruit, vet, and onboard every single rep. You never touch a resume.

All of our reps are based in Mexico with 1–2 years of cold calling experience. They're Americanized, bilingual, and trained specifically for outbound solar appointment setting. We recruit from a database of over 50,000 pre-vetted candidates and run every single one through our 4-step hiring process.

1

Application & Resume Review

Candidates submit a full application including call center experience, English proficiency level, tech setup, and availability. Our HR team reviews every application manually.

2

Phone Screen

15-minute phone interview to assess English fluency, communication skills, energy level, and cultural fit. We're listening for charisma, confidence, and coachability.

3

Mock Call

Candidates perform a live mock cold call with our training team. We evaluate their ability to handle objections, stay on script, build rapport, and close for the appointment.

4

Final Interview & Tech Check

Final interview with a senior manager. We verify their internet speed (minimum 50mbps), headset quality, quiet workspace, backup power, and overall professionalism.

Information We Collect on Every Hire

Full Legal Name
Date of Birth
Government ID (INE)
Phone Number
Email Address
Physical Address
Emergency Contact
Internet Speed Test
Headset Photo
Workspace Photo
Previous Employers
W8-BEN Tax Form

Final Interview Scoring Criteria

Every candidate is scored 1–10 on each of the following factors. They must score a minimum of 7/10 average to be offered a position.

English Fluency
Accent Clarity
Energy & Enthusiasm
Objection Handling
Script Delivery
Rapport Building
Coachability
Tech Proficiency
Professionalism
Closing Ability
Cultural Awareness

The Lead Warehouse

All your leads from all your sources — flowing into one centralized contact center.

Your call center becomes the central hub for every lead your solar company generates. Whether leads come from paid ads, door knocking, canvassing, referrals, outbound calling, web forms, or purchased lists — they all flow into the Lead Warehouse and get worked by your trained call center team.

No more leads slipping through the cracks. No more speed-to-lead issues. No more reps cherry-picking the easy ones. Every lead gets contacted, every lead gets dispositioned, and every qualified homeowner gets booked on the calendar.

This is how solar companies go from scattered lead follow-up to a systematic, data-driven appointment-setting machine that works every lead to exhaustion before moving on.

Solar Lead Generation

Leads, Leads, LEADS!

We use satellite imagery and utility data to identify high-propensity solar homeowners in your target markets. This isn't generic data. This is hyper-targeted, pre-qualified homeowner data built specifically for solar outbound calling campaigns.

Our data team of 300+ people processes over 2 million records per month, identifying homeowners who match your ideal customer profile down to the zip code level.

What We Look For in Every Record

High Solar Irradiance Zone

Located in areas with strong solar production potential based on geographic and climate data.

🏠

Single-Family Homeowner

Verified homeowner of a single-family residence. No renters. No apartments. No condos.

Adequate Sun Exposure

Roof has minimal shading from trees, buildings, or other obstructions. Suitable for solar panel installation.

No HOA Restrictions

Home isn't in an HOA that prohibits or severely restricts solar panel installations.

$

High Utility Rates

Located in territories with high electricity rates and favorable net metering policies. Maximum savings potential.

Credit-Qualified Neighborhoods

Targeted to neighborhoods with strong credit profiles to maximize financing approval rates.

300+
Person Data Team
2M+
Records / Month
Per Record

Sales Training

Our reps don't wing it. They're trained harder than most in-house sales teams.

Every rep goes through 30+ hours of LMS (Learning Management System) training before they ever pick up a phone. That's video modules, written coursework, and 50+ tests covering everything from solar fundamentals to objection handling to compliance.

On top of the LMS, every rep completes 5 hours of live, in-class training with a senior call center manager. This is where they practice the script, role-play objections, and get real-time feedback before their first live call.

Solar-Specific Training Modules

  • Utility savings calculations and how to present monthly savings to homeowners
  • Net metering explained: how it works, why it matters, state-by-state differences
  • Federal Investment Tax Credit (ITC) — current rates, eligibility, how to explain it simply
  • $0-down financing options, loan vs. lease vs. PPA, and how to position each
  • Common solar objections: "I'm locked in a contract," "My roof is too old," "I don't trust solar," etc.
  • Roof suitability basics: orientation, pitch, material, age, shade assessment
  • TCPA/FCC compliance, DNC regulations, and proper consent language

Manager Training

Call center managers complete 20 hours of specialized management training covering KPI tracking, agent coaching methodologies, quality control processes, escalation procedures, and daily operational workflows.

Accountability: WebWork Tracker

Every rep has WebWork installed on their workstation. It takes periodic screenshots, tracks active/idle time, monitors application usage, and ensures reps are doing exactly what they're supposed to be doing during work hours. Full transparency. Zero guesswork.

Human Resources

A virtual army managing your virtual troops.

Our in-house HR department handles every aspect of workforce management so you don't have to. Hiring, firing, disciplinary actions, onboarding, offboarding, payroll processing, tax documentation (W8-BEN forms), performance improvement plans, attendance tracking, and more.

When a rep underperforms, we don't just fire them. We follow a structured performance improvement process: verbal warning, written warning, final warning, termination. Every step is documented. Every conversation is logged. If a rep needs to go, we handle the exit and have a replacement ready within days.

You run a solar company. You shouldn't be dealing with HR issues for remote call center agents in Mexico. That's our job. We handle the people problems so your operation runs without interruption.

Staffing & Cost Savings

Why Latin America?

A US-based solar appointment setter costs $20–$30/hour when you factor in wages, benefits, taxes, turnover, and management overhead. A LATAM-based rep with equivalent skill and experience costs $5–$10/hour, fully managed.

That's a 60–75% cost savings without sacrificing quality. In many cases, our LATAM reps outperform US-based reps because they're hungrier, more coachable, and operate in a structured environment with daily QC and management oversight that most US call centers simply don't have.

For a 10-seat solar call center, the math is simple: you save $15,000–$30,000+ per month compared to hiring in the US. Over a year, that's $180,000–$360,000 back in your pocket — or reinvested into more seats, more data, more installs.

The solar companies winning right now aren't the ones spending the most on leads. They're the ones who figured out how to build efficient, scalable appointment-setting operations that produce consistent results at a fraction of the cost.

Integrations

Your call center plugs directly into the tools you already use.

Aurora Solar
Enerflo
GoHighLevel
Salesforce
HubSpot
Zoho CRM
Sunrun Platform
SolarEdge
Leap
PandaDoc
DocuSign
Calendly
Google Calendar

If your CRM has an API, we can connect it. Our dev team has built 150+ custom integrations and counting. Two-way data sync means appointments, dispositions, call recordings, and lead data flow seamlessly between your dialer and your CRM in real time.

CRM Building

Don't have a CRM? We'll build you one from scratch in GoHighLevel.

We build custom solar CRMs inside GoHighLevel — designed specifically for high-volume solar sales operations. This isn't a template. It's a purpose-built system designed around how solar deals actually move through your pipeline.

What's Included

  • Pipeline management with custom stages: New Lead > Contacted > Appointed > Sat > Proposal Sent > Sold > Installed
  • Built-in calling and texting for follow-ups and confirmations
  • Utility bill upload functionality for pre-appointment prep
  • Proposal tracking and e-signature integration
  • Credit check integration for pre-qualification
  • Calendar management with round-robin and territory-based assignment
  • Automated email and SMS sequences for appointment confirmation and follow-up
  • Dashboard with real-time KPIs and pipeline visibility

Proper pipeline management is the difference between a solar company that closes 20% of its sits and one that closes 35%. When every deal is tracked, every follow-up is automated, and every stage has accountability — nothing falls through the cracks.

KPI Dashboards

Custom dashboards that give you total visibility into your call center performance.

We build custom KPI dashboards that pull data from your dialer, CRM, and internal tracking systems into one unified view. You see everything: appointments booked, sit rates, close rates, cost per appointment, cost per acquisition, rep performance rankings, data quality metrics, and more.

No more asking for reports. No more waiting until end of week to find out what happened. Your dashboard updates in real time, giving you the ability to make decisions based on live data, not stale spreadsheets.

[Custom Dashboard Preview]

Real-time KPI dashboards are built custom for each client during onboarding.

Ongoing Call Center Management

We don't just set it up and walk away. We manage your call center every single day.

This is where most "call center solutions" fail. They build it, hand you the keys, and disappear. We manage your operation end-to-end, every day, indefinitely. Here's what that looks like:

  • Daily QC monitoring and agent coaching
  • Calendar booking verification
  • Appointment confirmation calls
  • Daily appointment reports
  • Manager meetings (daily standups)
  • Morning huddles with reps
  • Data freshness checks and list management
  • Offboarding underperformers
  • Onboarding replacements
  • Communication channel management (Slack)
  • Rehash campaign execution
  • Disposition auditing
  • Script A/B testing and optimization
  • CRM data hygiene
  • Weekly performance reports
  • Monthly strategy calls with your team
  • Dialer configuration optimization
  • Compliance monitoring (TCPA/FCC)

Rehash Campaigns

No-shows and cancellations aren't lost deals. They're untapped revenue.

Every no-show, every cancellation, every "not right now" — they all go back into the dialer for aggressive rehash campaigns. These are homeowners who already expressed interest in solar. They already qualified. Life just got in the way.

Our rehash process is systematic: 5 call attempts over 14 days, with varying times and days. We text. We email. We call. We rebook. Our clients recover 15–25% of their lost appointments through rehash alone.

That's free revenue sitting in your database right now. Most solar companies let these leads rot. We put them back on the calendar.

Key Performance Indicators

100+ KPIs monitored. Total accountability. Total visibility.

We track over 100 key performance indicators across every aspect of your call center operation. From individual agent metrics to team-wide performance, from data quality scores to campaign-level ROI — nothing goes unmeasured.

KPIs aren't just numbers on a dashboard. They're accountability tools. When a rep's booking rate drops, we know within 24 hours. When data quality dips, we catch it before it impacts your pipeline. When a campaign outperforms, we double down immediately.

This level of visibility is what separates solar companies that scale predictably from those that ride a rollercoaster every month.

Client Success Team

You're never alone. Your dedicated team is always a message away.

Every solar client gets a dedicated account manager who knows your business inside and out. They're not managing 50 accounts — they have the bandwidth to actually care about your results and drive performance improvements proactively.

You'll have multiple meetings per week with your success team during ramp-up, transitioning to weekly once you're at cruising altitude. Strategy sessions. Performance reviews. Pipeline analysis. Optimization recommendations. It's a true partnership.

And when something urgent comes up? Your account manager is always available via Slack, email, or phone. No tickets. No wait times. No runaround. Just immediate access to the person who can solve the problem.

Slack Support

Real-time communication. Three dedicated channels. Zero lag.

#agent-channel

Direct line between your solar team and the call center agents. Address questions in real time, provide market updates, share new promotions, and keep everyone aligned. When your territory changes or you run a limited-time offer, your reps know instantly.

#admin-channel

For management-level communication. KPI reports, staffing updates, performance flags, strategic discussions, and operational decisions. This is where the adults in the room make things happen.

#appointment-booking

Every time an appointment is booked, a notification drops in this channel with full details. Your closers see it in real time. Your managers track volume throughout the day. Total transparency.

NEW SOLAR APPOINTMENT BOOKED
Homeowner: John & Maria Gonzalez
Address: 4521 Sunnyvale Dr, Phoenix, AZ 85044
Phone: (480) 555-XXXX
Utility: APS | Monthly Bill: $285
Roof Type: Tile | Age: 8 years
Credit: Pre-qualified | Decision Makers: 2
Appointment: Tuesday, April 1 @ 5:30 PM
Rep: Carlos M. | Call Recording: [Link]

Appointment Data Points

Every appointment comes loaded with the data your closers need to walk in confident and close.

First Name
Last Name
Email Address
Phone Number
Street Address
City
State
Zip Code
Utility Company
Monthly Electric Bill
Roof Type
Roof Age
Sun Exposure Assessment
HOA Status
Credit Pre-Qualification
# of Decision Makers
Appointment Date & Time
Full Call Recording
Lead Notes
...and more!

Your closers don't just get a name and address. They get a complete homeowner profile that lets them prepare a custom presentation before they ever knock on the door. This is how you close at 30%+ instead of industry average.

The Script

Refined over 200 million phone calls and 50+ rewrites. This script sells.

Our solar appointment-setting script has been forged in the fire of 200 million+ phone calls. Every word, every pause, every transition has been tested, measured, and optimized. It's been rewritten 50+ times based on real performance data — not theory.

The script handles everything: utility savings positioning, federal tax credit explanation, $0-down financing, common objections ("I need to think about it," "I already looked into solar," "My electric bill isn't that high"), and the appointment close. It's designed for a 12–15 minute delivery that educates, excites, and converts.

This isn't a script that books appointments homeowners don't show up to. It's a script that creates genuine interest and excitement about going solar — so when your closer shows up, the homeowner is already halfway sold.

200M+
Calls Made
50x
Script Rewrites
12-15 min
Delivery Time

Tech Support

When something breaks, we fix it fast. Really fast.

Our tech support team is available Monday through Friday, 9:00 AM to 10:00 PM Eastern. Average response time: under 2 minutes. We don't use a ticket system. You message us, and a real human responds immediately.

What we help with:

  • Data loading and list management
  • CRM and API integrations
  • New agent onboarding and dialer setup
  • Dialer configuration and campaign tweaks
  • KPI reporting and dashboard updates
  • Calendar and scheduling troubleshooting
  • Call recording access and QC report delivery

We Run the Largest Solar & Roofing Communities Online

85,000+ members across our communities. Join the movement.

50,000+

Solar & Roofing Professionals

The largest Facebook community for solar and roofing business owners. Share strategies, find partners, and learn from the best operators in the industry.

35,000+

Call Center Operators

Dedicated community for call center owners and managers. Scripts, training tips, dialer hacks, recruiting strategies, and real talk from people who run call centers every day.

JS

Jason Shouldice

CEO, Call Center Doctors

"Every solar company I work with has the same problem: not enough qualified appointments. The closers are good. The product is good. The financing is good. But if the pipeline is empty, none of it matters. That's what we fix. We build the machine that fills the pipeline so you can focus on what you do best — closing deals and installing panels."

Frequently Asked Questions

Is there a trial period or ramp-up time? +

Yes. We have a 90-day ramp period for all new solar call centers. During this period, your reps are being trained, the script is being dialed in for your specific market, data quality is being optimized, and QC processes are being fine-tuned. Most clients see their first appointments within 2 weeks of launch, and by the end of 90 days, you should be producing 5–15 deals per month as a baseline — with room to scale from there.

Do you do live transfers or booked appointments? +

We primarily focus on booked appointments — meaning our reps schedule a specific date and time for your closer to meet with the homeowner (in-home or virtual). We can also do live transfers where the homeowner is transferred directly to your sales team while they're on the phone, but booked appointments tend to produce higher close rates for solar because the homeowner has time to gather their utility bill and have all decision makers present.

How does the scheduling/calendar process work? +

We integrate directly with your calendar system — Google Calendar, Calendly, GoHighLevel, or your CRM's built-in scheduler. Your reps see available time slots in real time and book directly into your closers' calendars. We support round-robin assignment, territory-based routing, and custom availability rules. Appointment confirmations are sent automatically via SMS and email.

What's the average show-up rate? +

Our average show-up (sit) rate across all solar clients is approximately 50%. However, clients who implement our full confirmation sequence — which includes automated SMS reminders, a day-before confirmation call, and a day-of reminder — see sit rates of 70–80%. The quality of the initial call matters enormously. When the homeowner is genuinely excited about learning how solar can reduce their utility bill, they show up.

What counts as a "sit"? +

A "sit" means the homeowner was present at the scheduled appointment time and your closer was able to deliver a full solar presentation. Whether they sign or not, if they sat through the presentation, that's a sit. We track sits separately from closes because it tells us different things: low sit rate = scheduling or confirmation issue. Low close rate = presentation or financing issue. We help you diagnose and fix both.

How does the script get homeowners excited about solar? +

The script is built around the homeowner's pain point: their electricity bill. We don't lead with "solar panels." We lead with "how much are you paying for electricity every month?" From there, the script takes the homeowner on a journey — from their current utility costs, to the federal tax credit, to $0-down financing, to what their new monthly payment could look like. By the time we ask for the appointment, the homeowner is genuinely curious and wants to learn more. That's the difference between a forced appointment and a real one.

Can I see examples of the script? +

Our scripts are proprietary and represent years of optimization across 200 million+ phone calls. We share the full script with you after you sign your service agreement. During the discovery call, we'll walk you through the general structure and approach so you understand our methodology before committing.

What are the qualification criteria for a solar appointment? +

Our standard solar qualification criteria include: (1) Homeowner — they own the property, (2) Monthly electric bill of $100+ (adjustable by market), (3) Roof is in acceptable condition — not in need of immediate replacement, (4) Adequate sun exposure — no major shading issues, (5) Credit pre-qualification — 650+ score (adjustable), (6) Decision maker(s) present at appointment, (7) No existing solar installation. These criteria can be customized to your specific requirements.

What's the disengagement process if we want to stop? +

We require 60 days written notice to disengage. During that period, we'll continue to operate your call center at full capacity. We'll also assist with any transition needs — data exports, CRM handoffs, documentation transfers, and knowledge sharing with any replacement team you bring in. We don't hold your data hostage or make it difficult to leave. Our goal is to deliver results good enough that you never want to.

Do we get full access to Vicidial? +

Yes. You get full root-level access to your Vicidial instance. You can log in anytime, listen to live calls, pull reports, review recordings, and see everything your agents are doing in real time. We believe in full transparency. It's your call center — we just build and manage it for you.

Is our CRM data private? Do you sign NDAs? +

Absolutely. Your data is your data. We sign comprehensive NDAs with every client. Your homeowner data, CRM data, appointment data, and call recordings are never shared with other clients or third parties. Our systems are segregated per client, and we follow strict data handling protocols.

What level of CRM access do you need? How does the API integration work? +

We typically need API-level access to push appointment data into your CRM automatically. This includes contact information, appointment details, call recordings, and disposition data. The exact integration depends on your CRM — for GoHighLevel, Salesforce, HubSpot, and most major platforms, we have pre-built connectors. For custom CRMs, our dev team will build the integration for you.

Why is two-way integration important? +

Two-way integration means data flows both directions: from the dialer to your CRM (appointments, dispositions) AND from your CRM back to the dialer (outcome data, cancellations, reschedules). This creates a closed feedback loop. When a homeowner cancels in your CRM, it triggers a rehash campaign in the dialer automatically. When a deal closes, the lead is removed from callback lists. Without two-way integration, you're flying blind and wasting dial time on dead leads.

How is payroll managed? +

All payroll is managed through Wise (formerly TransferWise). We handle everything: calculating hours, processing payments, managing W8-BEN tax forms, handling bonuses and deductions. You fund your payroll account, and we distribute payments to all your reps on a bi-weekly or monthly schedule. You never have to deal with international payment logistics.

What information do I get about each hired person? +

For every rep we hire for your team, you receive: full legal name, government ID verification, photo, phone number, email, physical address, emergency contact information, internet speed test results, workspace photos, headset verification, previous employment history, W8-BEN tax documentation, and their interview scoring breakdown. Full documentation is provided before they start their first shift.

Can we customize the training documents? +

Yes. While we provide a comprehensive base training curriculum that covers solar fundamentals, call center operations, and our proven script, we customize the training for every client. If you have specific financing partners, unique selling propositions, market-specific regulations, or particular products you want highlighted, we build that into the training materials. You also have full access to review and approve all training content before it's delivered to your reps.

I'm worried about accents. Will homeowners notice the reps are from Mexico? +

This is the most common concern we hear, and we completely understand it. Here's the reality: our reps are selected specifically for their English fluency, accent clarity, and charisma. Many of them have lived in the US, attended American schools, or worked for US companies for years. But here's what matters most — charisma beats accent every time. A confident, enthusiastic, well-trained rep with a slight accent will outperform a flat, monotone US-based rep 10 out of 10 times. The homeowner doesn't care where the rep is from. They care whether the rep is engaging, knowledgeable, and genuine. Our reps are all three.

Are you FCC/TCPA compliant? +

Yes. Compliance is non-negotiable. All of our campaigns are run in full compliance with FCC regulations and the Telephone Consumer Protection Act (TCPA). This includes: scrubbing all data against the National Do Not Call Registry, honoring state-specific DNC lists, maintaining proper consent documentation, respecting calling time restrictions (8am–9pm local time), and providing opt-out mechanisms on every call. Our compliance team reviews campaigns regularly and we stay current on all regulatory changes. We also carry E&O insurance for additional protection.

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