Lead Tracking
How to Track Solar Leads by Utility Bill, Roof Type, and Follow-Up
June 16, 2026 · 5 min read
The five solar lead fields that move a deal forward — and how to follow up so they actually close.
Five fields that matter
- Utility provider — drives savings calc
- Avg monthly bill — drives system size
- Roof age + shade notes — drives design and feasibility
- Decision maker — drives follow-up timing
- Financing concern — drives the next conversation
Follow-up cadence
- Bill collected → schedule design review within 5 days
- Design review done → quote within 48 hours
- Quote sent → call back in 2 days
- Spouse not home → revisit at family hours
- Financing question → send options + follow-up call
Territoryly's solar template ships with these fields and prompts the right follow-up after every step.