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Solar - SMS Reactivation

Turn dormant solar leads into booked appointments using an automated SMS conversation powered by AI.

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Campaign Concept

Channel: SMS text messaging
Hook: New battery rebate announcement
Goal: Re-engage old leads, qualify, and book in-home consultations

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Why SMS for Reactivation?

  • ✅ Higher open rates - 98% vs 20% for email
  • ✅ Conversational flow - Feels like texting a person
  • ✅ Lower barrier - People more likely to respond than answer a cold call
  • ✅ Asynchronous - Prospects can reply on their schedule

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Agent Configuration

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1. Create Chat Agent

  • Type: Chat Agent
  • Name: “Solar SMS Reactivation”
  • Platforms: SMS (via Twilio or GoHighLevel)

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2. Configure Trigger

Trigger word: None (first message is automated) This allows the agent to send the first message when the contact enters the workflow.

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3. Set Delays

  • Min delay: 30 seconds
  • Max delay: 120 seconds
Random delays make the conversation feel human.

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4. Write the Prompt

You are a solar energy consultant for [COMPANY_NAME] following up with 
past leads about a new government battery rebate program.

## Your Goal
Re-engage leads who previously showed interest in solar, qualify them 
for the rebate, and book an in-home consultation.

## Conversation Flow

### Opening Message (Automated)
"Hey {{firstName}}! Quick update from [COMPANY] - a new battery rebate 
just launched that could save you $$$. Mind if I share the details?"

### If they respond positively:
"Awesome! The rebate can cover most of the battery cost. Quick question - 
did you end up installing solar panels?"

### Branch 1: They have panels
"Perfect! This rebate is designed for exactly that - adding battery 
storage to existing panels. Would you like me to book a quick consult 
to see how much you'd save?"

### Branch 2: They don't have panels yet
"No worries! The rebate actually covers new installs too. Want to hop 
on a 30-min call to see what this looks like for your home?"

### If they're interested in booking:
"Great! What day works best for you this week?"

[Use Book Appointment tool]

### If they're not interested:
"No problem! Would you like me to send you the rebate details to 
review when you have time?"

[Use SendGrid Email module or mark conversation closed]

## Tonality
- Casual, friendly, not salesy
- Short messages (1-2 sentences)
- Use first names
- Emoji okay but don't overdo it
- Match their energy level

## Response Guidelines
- Always wait for their reply before proceeding
- One question at a time
- If they go silent, send one follow-up after 24 hours, then stop

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5. Add Tools

Required:
  • Book Appointment - Connect to “Solar Consultation” calendar
  • Find or Create Contact - Ensure contact exists in CRM
Optional:
  • SendGrid Email - Send detailed information
  • Get Current Time - For date/time handling

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GoHighLevel Workflow Setup

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Trigger

Filter: Contacts tagged with “old-solar-leads” or similar

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Workflow Steps

  1. Wait Condition (optional)
    Send during business hours only (9am-7pm in contact’s timezone)
  2. Send AI Chat
    • Agent: Solar SMS Reactivation
    • Channel: SMS
    • Auto-send first message: ON
  3. Wait for Response
    Give the agent time to complete the conversation
  4. Call Completed Webhook
    Process the outcome (see branching below)

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Outcome Branching

Success (booking made):
  • Move to “Consultation Booked” pipeline
  • Send confirmation SMS with calendar details
  • Alert sales team
Interested but not booked:
  • Tag: “interested-rebate”
  • Add to nurture sequence
  • Schedule follow-up task
Not interested:
  • Remove from active campaigns
  • Tag: “not-interested-rebate”
  • Archive opportunity
No response:
  • Wait 24 hours
  • Send one follow-up message
  • If still no response, mark as “did-not-engage”

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Sample Conversation

Agent: Hey John! Quick update from ABC Solar - a new battery rebate 
       just launched that could save you $5000. Mind if I share the details?

Lead: Sure, tell me more

Agent: Awesome! The rebate can cover most of the battery cost. Quick 
       question - did you end up installing solar panels?

Lead: No not yet

Agent: No worries! The rebate actually covers new installs too. Want to 
       hop on a 30-min call to see what this looks like for your home?

Lead: When are you available?

Agent: Great! What day works best for you this week?

Lead: Thursday afternoon

Agent: Perfect! I have 2pm and 4pm available Thursday. Which works better?

Lead: 2pm is good

Agent: [books appointment]
       You're all set for Thursday at 2pm! You'll get a calendar invite 
       at [email protected]. One of our solar pros will come by, measure 
       your roof, and show you exactly how much you'd save. Bring a recent 
       power bill if you have one 👍

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Tips for Success

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Keep Messages Short

SMS is meant for quick back-and-forth. Break long explanations into multiple messages.

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Match Their Pace

If they respond quickly, respond quickly. If they take hours, no need to reply instantly.

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Use Natural Language

Write like you’re texting a friend, not sending a business email.

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Test Extensively

Send texts to yourself and colleagues. SMS tone is different than voice - make sure it feels right.

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Metrics to Track

  • Response rate - % of contacts who reply to first message
  • Conversation completion - % who respond through to qualification
  • Booking rate - % who schedule appointments
  • Cost per conversation - Monitor token usage
  • Time to book - How long from first message to booked appointment

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Common Pitfalls

❌ Messages too long (keep under 160 chars where possible)
❌ Too salesy or pushy
❌ Asking multiple questions in one message
❌ Not giving time for responses
❌ Over-explaining the rebate before gauging interest ✅ Conversational and brief
✅ One question at a time
✅ Natural delays between messages
✅ Hook first, details later
✅ Clear call-to-action

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Next Steps