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Funnels · Lead Generation

An 8-Step Solar Quiz Funnel With Smart Calendar Routing

Solar-energy lead-gen client (name withheld)

8 stepsquiz funnel
2 calendarsteam and individual routing

The challenge

A solar company wanted to qualify homeowners online before any phone call, then hand each qualified lead to the right closer.

Project implementation

  • Built an 8-step quiz funnel: homeowner check, street address (auto-suggested), electric-bill range, and contact details.
  • Added a qualification message: a free review requires meeting three requirements.
  • Routed completed leads to a team closing calendar, or to an individual closer's calendar when a specific person owns the customer.
  • Designed the funnel with a solar-themed background, trust badge and thank-you page.

Results

  • Live funnel demonstrated end to end; no lead-volume or conversion figures are available.

Evidence

Step 1: homeowner qualification
Step 1: homeowner qualification
Step 3: electric-bill range
Step 3: electric-bill range
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