The follow-up ladder most solar companies skip

The follow-up ladder most solar companies skip

Category

Speed to Lead & AI

Publish Date

1 November 2026

The follow-up ladder most solar companies skip

A homeowner who says "not right now" hasn't said "never." Send them one "still interested?" text and then nothing, and when they are ready, they'll say yes to whoever kept in touch.

"Not now" is a reason, so tag it

Every dealer has these homeowners. They applied, they spoke to your setter, and they're not ready. The roof needs work first. The timeline's months out. The co-owner wasn't on the call. Money's tight right now. Or they're just looking. None of that is a no. It's a reason, and the reason is the most useful thing your setter heard on that call.

The Follow-Up Ladder is the Empire OS way of working those leads, and its first rung happens before a single message goes out. You tag the reason: timeline, roof, money, a co-owner who wasn't there, or just looking. The setter picks the tag before the call is logged, with a line beside it in the homeowner's own words. Every later touch uses the tag, so no message misfires. You don't send "Ready to go solar?" to a homeowner whose roof is coming off next month. They're going to be like, "Did this guy even listen to me?"

The ladder starts where the dialing stops. For the first 5 days, a new lead gets your dial cadence. On day 5 the dialing stops, and in a lot of solar companies, so does everything else. That's the ladder they skip.

One message that answers the reason

The next rung is short term: one message that answers the specific reason they gave you. Not a newsletter, and not a check-in. An answer.

Say you're ABC Solar, your setter's Sam, and the homeowner told Sam the roof needs work first. The message is something like: "Hey Mary, it's Sam from ABC Solar. You mentioned the roof needs work before anything else. Smart call. Here are the questions our closers would want you to ask your roofer, so the job only gets done once." Say the co-owner wasn't on the call: "Hey John, Sam here. You said Lucy would want to see the numbers too. Want me to find a time that works for you both?" Say it's timing, and they're waiting until a move settles: "Totally get it. I'll check in once things settle. Anything you want me to send over in the meantime?"

Notice what each of those does. It shows the homeowner somebody was listening, it helps with the actual thing in their way, and it ends in a question that's easy to answer. None of them asks for a decision.

And every one of them only works because of the tag. Without it, all your setter has is "still interested?", and that's a question with nothing attached. It loses its pull fast. One message, one reason, one answer. That's the rung.

Every 2 to 4 weeks, lead with something useful

After that, the homeowner moves to the long rhythm: a touch every 2 to 4 weeks. Each touch is built the same way. First, something useful. The next thing is a question: what's changed? Lastly, if nothing has, a plain question about what's stopping them.

Think about the friend who only calls when they need a favor, and the one who sends you the article you mentioned last time you talked. You pick up for the second one. Your follow-up should be that friend.

Useful means useful to them, by their tag. For the homeowner who asked about a battery, a short video from one of your closers on how they work out what a battery would cover in the evening. For the one who's just looking, a short note on what your closer will look at on their bill. For the roof, a check-in timed to when the work was meant to finish. Same tag, same thread, every time.

Then ask what's changed. Usually nothing has, and that's fine. You're not chasing a yes on every touch. You're being the dealer who keeps showing up with something worth reading, so when it does change, yours is the message they answer.

When nothing's changed and the reason still stands, ask plainly. Something like: "Can I be honest with you? Last time we spoke, the bill was the thing bugging you most, and it sounds like it still is. What's keeping you from getting it fixed? No worries either way." That question does more work than a stack of "just checking in" texts, because it's about them, not about your pipeline.

If they go quiet, wait a few days and send one light bump, then back off until you've got a real reason to reach out. And a re-offer, a genuinely new reason to talk that's aimed at whatever stopped them the first time, only goes out when the owner has signed off on one. Your setters don't invent offers in a text thread.

Every touch reads like one person

Here's where follow-up falls apart even when the timing's right. The first call built trust: a real person who knew their name and what they asked about. Then the follow-up shows up looking like a blast. "Dear valued homeowner." A logo. A row of links. All the trust that call built goes straight out the window.

So write every message the way the person who spoke to them would write it. Their first name. The reason they gave, in their words. One question at the end. From that person's number or address, signed with that person's name. If your setter wouldn't say it out loud, it doesn't go in the text.

Here's the test before anything goes out: would this message make sense sent to anyone else on your list? If it would, it's a blast. Rewrite it until it only makes sense to them. People reply to people. They ignore campaigns.

Old leads are an asset, with consent (US)

Somewhere in your CRM there's a pile of homeowners from months back who never went ahead. Bring them back into a conversation and you've not spent any money on advertising to do it. The ladder works on them too: tag what you know, lead with something useful, ask what's changed.

In the US, though, an old list is where dealers get themselves into trouble, so this part comes with rules. In Texas, since 1 September 2025, the state's telephone solicitation law has counted a text message as a "telephone solicitation" (SB 140). And under the FCC's rules, a homeowner can revoke consent to robocalls and robotexts by any reasonable method, a reply of "stop" or "unsubscribe" included. Since 11 April 2025, that request has to be honored within 10 business days.

So our rule is simple: an old lead only gets a text if the record shows consent that names your company. A record without it doesn't go into a text sequence, however warm it looks. And a stop on any channel ends the messages on every channel.

This is education, not legal advice. Before you text a single old lead, check with your counsel what your consent actually covers.

Build the ladder once

You can build the ladder yourself. Add the tags to your CRM and don't let a setter log a not-ready call without one. Write the short-term message for each tag. Put the 2 to 4 week touches on a schedule, with something useful ready for each tag. Write every message as one person, and keep your old list behind a consent check.

Or we can build it for you. Empire OS builds the follow-up and no-show reactivation sequences into your own CRM, written to read like one person, with consent capture built into the funnel and your counsel ruling on the rules. It's yours: the CRM, the sequences and the records stay with your dealership.

The outcome is qualified homeowner appointments sitting on your closers' calendars, market after market, from a flow you own, including the homeowners who weren't ready the first time.

If that's what you want, book a call below. We'll look at what's sitting in your CRM right now and see how we can help.

Let’s get qualified homeowners on your closers’ calendars.

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Let’s get qualified homeowners on your closers’ calendars.

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We respond within 24 hours, usually faster.
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