A homeowner asks, “Will solar work on my roof?” The sales team needs enough information to decide the next step, while the installer needs a proper assessment before recommending a system. Mixing those two conversations can turn an early enquiry into a promise that the technical team cannot support.
ADFLIKER can help organise solar leads from Meta Ads, collect initial answers through WhatsApp and keep survey follow-up in a CRM pipeline. The workflow below is a configuration example for an installer. Technical suitability, system sizing and quotations remain your team's responsibility.
What to ask before arranging a survey
Keep early qualification practical. Ask for the service area, property type, whether the person can authorise a site visit, an approximate electricity bill range and the intended installation timeline. Let someone say “not sure” when they do not know their roof area.
For an apartment enquiry, find out whether the request concerns an individual home or a shared building decision. For a commercial property, arrange contact with the person responsible for the project. These answers help assign the lead without treating a chatbot response as technical approval.
- Within service area: confirm the next step and the right sales owner.
- Details incomplete: offer a short call instead of repeatedly asking the same question.
- Ready for assessment: share a configured appointment link and explain what the visit covers.
ADFLIKER's WhatsApp chatbot qualification workflow can collect these initial answers. Give the salesperson the answers before the first call so the homeowner does not have to start again.
A survey appointment is a separate milestone
Use proposed stages such as New Enquiry, Details Collected, Survey Booked, Survey Completed, Quote Shared, Decision Pending and Project Confirmed. Add an installation outcome only when your team verifies it. Keeping Survey Booked and Survey Completed separate makes missed or postponed visits visible.
The appointment link opens ADFLIKER's booking page from WhatsApp. Configure visit slots that your team can actually service, considering location and travel time. Staff should confirm the visit arrangements rather than assuming the CRM performs route planning.
Draft survey follow-up: “Hi [name], we have your enquiry for [area]. Would you prefer a call first or a site assessment? Our team will review the property before discussing system options and a written quote.”
Keep quote follow-up specific
After the assessment, ask what the homeowner still needs to evaluate: the proposed scope, installation schedule, equipment details or clarification of the written quote. Record the outstanding question and the person responsible for answering it.
If someone asks about savings, finance or a subsidy, route the question to the appropriate person and provide current, verified information. Do not configure the bot to declare eligibility or produce an unsupported estimate. Your technical team should explain the assumptions behind any estimate before sharing it with the homeowner.
Follow WhatsApp's messaging policy for opt-in, opt-outs and required message templates. The official WhatsApp API guide explains the messaging setup to discuss with your provider.
Measure survey quality alongside lead volume
Review serviceable enquiries, booked surveys, completed surveys, quotes and confirmed projects by campaign. For surveys booked for a chosen period, divide the completed visits by the booked visits and record postponements consistently. Record why quotes stall so the next campaign and sales conversation address actual questions.
Start by reviewing one campaign from enquiry through survey and quote. Explore the ADFLIKER CRM features or request a demo with your survey follow-up process.