Solar call script: confirm the homeowner and address, ask about the electric bill, roof and shade, then book the consultation
By Sharrk Team · October 20, 2026
A good solar call script for a new inbound lead confirms the person owns the home and the install address, asks about their electric bill, roof and shade, then books a consultation where an installer can assess the home properly. Sharrk's AI voice agent can ask these questions on every call within seconds of the lead coming in, and book the consultation.
This script is for callbacks only: someone filled out your form, came in through a lead source, or called asking about solar. It is not a cold-calling script.
What should a solar callback call cover?
The first call has one job: find out whether the home is a reasonable fit and get a consultation on the calendar. It is not the place to design a system or quote a price. The U.S. Department of Energy notes that online tools give only a rough picture and that "for a detailed evaluation of your solar potential, talk to an installer" (DOE). So the call gathers the basics, and the consultation does the real assessment.
Speed matters too. If you are still working out how fast to call back, read how fast to respond to solar leads.
What questions should you ask a solar lead?
Keep it to a short list. Each question below earns its place because it changes what happens at the consultation.
| Question | Why it matters |
|---|---|
| Do you own the home? | The homeowner is the person who can sign for a rooftop system. |
| What's the install address? | Confirms the property and lets your team look at the roof before the visit. |
| How old is the roof, and what shape is it in? | DOE says roof age and condition affect suitability, and installing solar at the same time as a roof replacement can often save money. |
| Is the roof shaded by trees or nearby buildings? | DOE lists shade, along with location and orientation, as a factor in rooftop solar potential. |
| About how much is your electric bill each month? | DOE says past bills help figure out how much power you need annually and seasonally. |
| Who is your electric utility? | Interconnection with the utility is part of the permitting process DOE describes. |
| When are you hoping to have this done? | Separates "this season" from "someday" so you set the right follow-up. |
| Will anyone else be part of the decision? | Get every decision maker to the consultation so nobody has to relay it later. |
| Are you thinking cash, a loan, or a lease or PPA? | DOE describes all four ways to pay; the answer shapes what you bring to the consult. |
Sources for the table: the DOE step-by-step guide to going solar.
What is a word-for-word solar call script?
Adjust names and wording to your company. The structure is what matters: confirm, qualify, handle questions, book.
1. Open and confirm. "Hi, is this [Name]? This is [Your name] with [Company]. You asked about solar for your home a few minutes ago, so I'm calling you back. Is now a good time for a couple of quick questions?" 2. Confirm ownership and address. "Just to confirm, do you own the home at [address]? Is that the property you're thinking about for solar?" 3. Roof. "Do you know roughly how old the roof is? Any plans to replace it in the next few years?" 4. Shade. "Does the roof get much shade from trees or nearby buildings during the day?" 5. Electric bill and utility. "About how much is your electric bill in a typical month? And who's your utility?" 6. Timeline. "When are you hoping to have this done?" 7. Decision makers. "Is anyone else living in the home who'd want to be part of the decision?" 8. Paying. "Are you leaning toward paying cash, financing, or a lease or power purchase agreement? It's fine if you're not sure yet." 9. Book. "The next step is a free consultation where one of our specialists looks at your roof and your bills and walks you through options. I have [day] at [time] or [day] at [time]. Which works better? And can [other decision maker] join?" 10. Confirm. "You're set for [day] at [time]. If you have a couple of recent electric bills handy, that helps a lot. You'll get a confirmation shortly."
If your company does not offer free consultations, change step 9 to describe yours accurately.
How do you answer "Is solar free?"
Answer directly: no, the panels are not free, and there are several ways to pay for them. The U.S. Treasury warns consumers that pitches making a solar installation sound "free or government-endorsed" are a scam tactic (Treasury). Being straight here builds trust.
"Good question. The panels aren't free. Some people pay cash, some finance, and some use a lease or power purchase agreement, where you pay for the system or its electricity over time. At the consultation we'll lay out each option for your home so you can compare."
Be careful with tax credit talk. The IRS says the federal residential clean energy credit (Section 25D) "will not be allowed for any expenditures made after December 31, 2025," and an expenditure counts as made when installation is completed (IRS). Don't promise a federal credit on a new home system. If a homeowner asks about incentives, point them to their tax professional and any state or utility programs your team has confirmed.
How do you answer "I'm just getting prices"?
Agree with them. Comparing quotes is what the government tells homeowners to do: DOE suggests asking "multiple installers to come assess your roof," and Treasury says to "gather several quotes or bids so you can compare" (DOE, Treasury).
"That makes sense, and you should compare. A real price depends on your roof, shade and how much power you use, so anything I said on the phone would be a guess. The consultation gives you an actual quote you can put side by side with the others. Would [day] or [day] be better?"
Other common replies:
- "Send me something by email." "Happy to. So it's useful and not generic, can I ask two quick questions about your roof and your bill first?"
- "My spouse handles this." "Totally fine. Let's pick a time when you can both be there."
- "My roof is pretty old." "That's good to know. Our specialist can look at it, and if a replacement is coming, timing it with solar is worth discussing."
If they still aren't ready, set a follow-up instead of pushing. See how many times to follow up with a lead.
Is it legal to call a solar lead back?
Calling back someone who asked you to contact them is the normal, expected next step. Cold or automated sales calls are different. The FCC has ruled that AI-generated voices count as "artificial" under the TCPA, and its rules require prior express written consent for telemarketing calls that use an artificial or prerecorded voice (FCC). Make sure your web forms collect that consent clearly. More detail: AI voice calls and the TCPA.
How does Sharrk handle solar callbacks?
Sharrk's AI voice agent replies to new leads in under 30 seconds, whether they come from a web form, a webhook, Angi, Thumbtack or Networx. It answers inbound calls 24/7, asks your qualifying questions, and books the consultation onto Sharrk's calendar, Calendly or Cal.com. When a homeowner wants a person, it can live-transfer the call to your team. Outbound AI calling uses Sharrk's consent attestation, and texting runs after approved carrier registration.
If a lead doesn't pick up, Strikes handle follow-up with calls, texts, emails and voicemail drops, and they stop as soon as the lead replies or books.
Mako, the AI assistant inside Sharrk, sets this up from plain English. Tell Mako, "Build a voice agent that calls new solar leads, confirms they own the home and the address, asks about the roof, shade, monthly electric bill and utility, timeline and decision makers, and books a consultation." Mako shows exactly what it will create and waits for your Apply before anything changes. You can also ask it to build the Strike that follows up when nobody answers.
You can start free with Sharrk, with 2,500 one-time credits, no card needed, to build and test with Mako. Or book a demo to see it run on solar calls.
Sources
- U.S. Department of Energy, Walk Me Through It: A Step-by-Step Guide for Consumers Going Solar (checked October 20, 2026)
- U.S. Department of the Treasury, Consumer Advisory: Solar Energy Scams are Against the Law (checked October 20, 2026)
- IRS, FAQs for modification of sections 25C, 25D, 25E, 30C, 30D, 45L, 45W and 179D under Public Law 119-21 (checked October 20, 2026)
- FCC, Declaratory Ruling FCC 24-17 on AI technologies and the TCPA (checked October 20, 2026)
Related on Sharrk: AI receptionist for solar · AI voice agents · Pricing
Frequently asked questions
What should a solar call script include?
It should confirm the person owns the home and the install address, ask about the roof, shade, monthly electric bill, utility, timeline, decision makers and how they want to pay, then book a consultation. The consultation is where an installer assesses the home in detail.
Should I quote a price on the first solar call?
No. A real price depends on the roof, shade and how much power the home uses, which an installer needs to assess. Use the first call to qualify the lead and book the consultation.
How do I answer a homeowner who asks if solar is free?
Tell them plainly that the panels aren't free and explain the ways to pay: cash, a loan, a lease or a power purchase agreement. The U.S. Treasury warns that pitches making solar sound free are a scam tactic, so honesty builds trust.
Can I still mention the federal solar tax credit?
Not for new home systems. The IRS says the Section 25D residential clean energy credit is not allowed for expenditures made after December 31, 2025, and an expenditure counts as made when installation is completed. Point homeowners to a tax professional.
Do I need consent to call a solar lead back?
Calling back someone who asked you to contact them is the expected next step. Telemarketing calls that use an artificial or AI voice require prior express written consent under FCC rules, so make sure your forms collect it.
Can an AI voice agent run this solar call script?
Yes. Sharrk's AI voice agent can call new leads in under 30 seconds, ask these questions, and book the consultation onto your calendar. You can ask Mako to build the agent from a plain-English description.