Trade show follow-up for solar leads

What to capture on your lead sheet

The best lead sheets are designed for speed at the booth and clarity later. If you only capture one extra thing, capture a single “next step” note so your follow-up feels personal.

• Name
• Email and/or phone
• Address or zip code (for a quick estimate)
• Utility provider (optional, but helpful)
• Homeowner / decision maker (yes/no/unsure)
• Primary goal (lower bill, backup power, environmental, etc.)
• Timeline (this month / next 90 days / later)
• Best time to contact
• Notes from the booth conversation (roof shading, roof age, concerns)
• Priority tag (Hot/Warm)

A booth-owner workflow that doesn’t fall apart

1. Capture one reliable contact method plus a location qualifier (zip/address).
2. Write one quick note that makes follow-up feel personal (bill concern, backup power interest).
3. Mark Hot leads (ready to book a consult) so you follow up first.
4. Photograph lead sheets clearly before you leave the venue.
5. Upload and review the sheet the same day (speed beats perfection).
6. Send a short follow-up offering a consult link and one clarifying question.
7. Follow up again in 48 hours if no reply (keep it short, one CTA).

Common booth-owner pain points

• You capture lots of interest but follow-up falls behind.
• People compare multiple vendors quickly after the show.
• You need a simple path to schedule a consult.

Typical booth scenarios

• Bill swap offers
• “Free solar report” sign-ups
• Notes about roof age / shading

Upload → review → send

1. Upload a photo/PDF of your lead sheet right after the rush.
2. Review and fix anything unclear (we flag low-confidence fields).
3. Send personal follow-ups while the show is still fresh in their mind.

Qualifying questions (fast + effective)

• Do you own the home (or are you the decision maker)?
• What’s the address / utility provider (for a quick estimate)?
• What’s your timeline (this month / next 90 days / later)?

A simple follow-up cadence

You don’t need a 12-step sequence. You need a short, consistent cadence that gets replies and moves the right people to the next step.

• Same day / next morning: Move to a consult. Send a thank-you plus a booking link; ask one qualifying question (homeowner + timeline).
• 48 hours later: Stay top-of-mind. Send a short reminder and offer the same booking link (don’t add fluff).
• Day 5–7: Close the loop. Ask if now is the right time; make it easy to respond either way.

Start free and upload your lead sheet

Follow-up ideas

• Offer a simple consult scheduling link.
• Ask for one key detail (address or utility provider) to prep.
• Send a short “here’s what happens next” message.
• Confirm whether they’re the homeowner/decision maker (without sounding interrogative).
• If they asked about batteries/backup power, acknowledge it and offer the next step.
• Keep the first message short and mobile-friendly (most reads happen on phones).
• Follow up once more within a week to close the loop politely.

Example follow-ups

Hi {{name}},

Thanks for stopping by our booth at {{eventName}}. If you’d like a quick solar consult, grab a time here: {{schedulingLink}}.

{{signature}}

Hi {{name}},

Quick question after {{eventName}} — are you the homeowner, and are you hoping to do this soon (this month / next 90 days / later)? If you share your address or zip, I can prep a quick next step.

{{signature}}

Hi {{name}},

If helpful, the next step is a quick consult to confirm fit and answer questions. You can grab a time here: {{schedulingLink}}.

{{signature}}

Hi {{name}},

Just closing the loop after {{eventName}} — should I keep this on my radar, or is now not the right time?

{{signature}}

What kills replies after the show

The goal is to be helpful and fast, not perfect. Most missed opportunities happen because follow-up gets delayed or the first message is too long.

• Following up with a long “solar education” email instead of booking a consult.
• Not capturing location (you can’t give helpful next steps).
• Forgetting to ask if they’re the homeowner/decision maker.
• Waiting until later in the week to follow up (they’re comparing vendors immediately).
• Sending too many links (one next step is enough).
• Not writing down their primary goal (your follow-up becomes generic).
• Not doing a second touch (busy leads often need it).
• Over-promising specifics before a consult (keep it realistic).
• Mixing Hot and Warm leads in the same cadence (prioritize Hot first).
• Letting the lead sheet get stuck in “typing time.”

Does this replace my CRM?

It can be used standalone for follow-up, and you can export CSV for CRM import any time.

How quickly should I follow up after a home show?

Same day or next morning is ideal. Solar leads are comparison-driven and vendors who respond first tend to win more calls.

What should my first email focus on?

One next step (book a consult) plus one qualifying detail (homeowner/timeline or location). Keep it short.

How many follow-ups should I send?

A simple cadence works: same day, 48 hours later, and one last bump within a week.