Executive Overview
Dialer KPIs
Live setter scoreboard from the power dialer. Team-wide.
- (630) 555-1047No leadOutgoing · 6m ago · 6:12· Not linked to a leadBooked
- (312) 555-9921No leadOutgoing · 41m ago · 3:34· Not linked to a leadQualified
- (815) 555-0183No leadIncoming · 1h ago · 2:12· Not linked to a leadCallback
- (224) 555-7766No leadOutgoing · 3h ago · 1:28· Not linked to a leadCallback
- (708) 555-2290No leadOutgoing · 5h ago · 0:51· Not linked to a leadDQ
Favorites
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Recents
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Contacts
Recording on
Voicemail
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Every call to Dave's and Priscilla's direct numbers, recorded, with transcript.
- (630) 555-1047No leadOutgoing · 6m ago · 6:12· Not linked to a leadBooked
- (312) 555-9921No leadOutgoing · 41m ago · 3:34· Not linked to a leadQualified
- (815) 555-0183No leadIncoming · 1h ago · 2:12· Not linked to a leadCallback
- (224) 555-7766No leadOutgoing · 3h ago · 1:28· Not linked to a leadCallback
- (708) 555-2290No leadOutgoing · 5h ago · 0:51· Not linked to a leadDQ
Inbox
Every inbound touch on the SPM lines. Open a row to reply from the lead’s Conversations tab.
Outreach Playbook
Every text, email, and call on a timeline by lead age
Voicemail if no answer: "Hey {{first_name}}, it's Austin, Dave Sonner's assistant with Solar Power Midwest, you requested an energy plan on our site. Not calling to pitch you anything, just had one quick question so I point you the right way. I'll shoot you a text too. Talk soon."Voicemail if no answer: "Hey {{first_name}}, it's Austin, Dave Sonner's assistant with Solar Power Midwest, you requested an estimate on making your home more efficient. Not calling to pitch you anything, just had one quick question so I point you the right way. I'll shoot you a text too. Talk soon."Hi {{first_name}}, it's Austin, Dave Sonner's assistant at Solar Power Midwest. Got your energy plan request. So Dave can prep: what made you start looking now?Hi {{first_name}}, it's Austin, Dave Sonner's assistant at Solar Power Midwest. Got your estimate request. So Dave can prep: what made you start looking now?{{first_name}}, it's Austin at Solar Power Midwest. {{slots_line}}{{first_name}}, it's Austin at Solar Power Midwest. {{slots_line}}Hi {{first_name}}, it's Austin, Dave Sonner's assistant at Renovate Right 365. You asked about windows on our site. What bugs you most about the ones you have?Hi {{first_name}}, it's Austin, Dave Sonner's assistant at Renovate Right 365. You requested a window estimate. What bugs you most about the ones you have?Hi {{first_name}}, it's Austin, Dave Sonner's assistant at Renovate Right 365. You asked about doors on our site. What bugs you most about the one you have?Hi {{first_name}}, it's Austin, Dave Sonner's assistant at Renovate Right 365. You requested a door estimate. What bugs you most about the one you have?Hi {{first_name}}, it's Austin, Dave Sonner's assistant at Renovate Right 365. You asked about siding on our site. What is going on with the siding you have now?Hi {{first_name}}, it's Austin, Dave Sonner's assistant at Renovate Right 365. You requested a siding estimate. What is going on with the siding you have now?Follow-up Engine
Automated texts, emails, and reminders, plus Betty Bot
Recover missed inbound messages
One-time cleanup for the Jul 17-20 webhook outage: pulls the texts and pictures customers sent that never reached the dashboard. Safe to run more than once (it only adds what's missing).
Recover missing sent messages
Pulls the texts we sent that never got recorded on a customer's timeline, so the conversation reads correctly again. Nothing is re-sent to anyone, and it is safe to run more than once (it only adds what's missing).
Follow-up engine
Automated texts, emails, and reminders based on the playbook above.
While in dry run, every message the engine would send is logged below so you can sanity-check timing and targeting before going live.
Missed-call auto-text
Text a lead "we just missed you, reply to connect" when a call to or from them goes unanswered. Honors opt-out + quiet hours, one per lead per 4h.
Homeowner photo reward
Pay a homeowner when their guided photo submission is marked usable. Off pays nothing, regardless of amount.
Tap any row to see the details and, if a message failed, why.
| Lead | Channel | Status | When |
|---|
Betty Bot
Drafts and, once live, sends replies to lead texts to get an appointment booked.
In shadow mode Betty Bot drafts a reply to every lead text and logs it here, so you can judge her quality before it ever sends.
Escalated - needs you
Recent bot activity
| Lead | Action | Message | Sent / shadow | When |
|---|
Qualifying checklist
Get these on the call. 0/6 done
First-call scripts
loading number…Pick the lead type. Each script uses permission-based questions to build the problem, then a clear, no-pressure ask for the call with Dave.
Fresh residential solar
Brand new inbound lead. Call within 5 minutes.
Hi, is this [First Name]? Hey [First Name], this is Austin with Solar Power Midwest. You had requested some info about solar for your home on [site or form name]. Got about two minutes to go over a couple quick things?
Name the exact source in the first line. It is honest, it jogs their memory, and it is required for compliance.
Great. Mind if I ask a couple quick questions first, so I know what actually makes sense for your home? We help folks around here figure out if solar even pencils out before anyone shows up at the house.
Asking permission lowers their guard. The relevance line frames you as helpful, not a pitch.
What got you looking into solar right now, is it more the rising bills, or something else? Roughly what is your average electric bill running these days? Do you own the home, and about how old is the roof?
Ask one at a time and let them answer. Their reason is your roadmap.
Have those rate increases been noticeable to you month over month?
Gets them to name the problem in their own words instead of you asserting it.
If those increases keep going the way they have, where do you think that puts your bill a couple years from now?
Creates urgency from their own answer. Use sparingly and only when pain is real, never as a scare tactic.
Here is what I would suggest. The best next step is a quick, no-obligation look with Dave, our owner. He pulls your actual usage and roof data and tells you straight whether solar makes sense for your place, he is known for saying no if it does not. Would mornings or afternoons work better for you this week? I have got [time option A] or [time option B].
Two specific time options beat "when are you free?". Position Dave as the honest expert.
Perfect, you are set for [booked time] with Dave. Is there anyone else who would want to be part of that conversation, a spouse or partner? And if you can text me a photo of a recent electric bill before then, that is what lets him build real numbers instead of estimates. He works them up from the usage on it ahead of time, so it does not help us if we first see it on the call. It is up to 30 minutes, no pressure, just information either way. I will text you a reminder the day before.
Locking the decision-maker, the bill, and expectations is what makes them actually show up.
That is a great question, and honestly Dave is the right person to walk you through that on the call so you get real numbers for your home, not a guess from me.
Do not quote or close. Hand price and big objections to Dave, then book.
No problem at all, I appreciate your time. If anything changes, feel free to reach out. Have a good one.
Leave on a good note. Graceful exits sometimes come back.
Tip: Light discovery, then book. The lead already raised their hand, so heavy questioning just adds friction. You qualify and book; Dave handles price and system size.
Voicemails & quick flows
For no-answers, and a short generic live flow. You qualify and book; Dave handles price and the close.
Leave these when a lead does not pick up. Keep each under 30 seconds, say the number slowly, and send the paired text right after the voicemail.
Brand new lead (today)
Call within 5 minutes of the lead coming in
Hey [First Name], this is Austin with Solar Power Midwest, my number is your SPM number. I just saw you were looking into solar for your place and wanted to reach out right away while it is fresh. I am the person who helps folks get their questions answered and, when it makes sense, set up a quick look with Dave, our owner. Give me a call or shoot me a text back at your SPM number whenever you get a second. Talk soon.
Hi [First Name], it is Austin with Solar Power Midwest, just tried you. What got you looking into solar? Happy to answer anything.
Tip: Speed matters most here. A first touch within 5 minutes hugely lifts contact rates.
No answer yet (day 2)
Second attempt, 1 to 2 days after the first
Hey [First Name], Austin with Solar Power Midwest again, your SPM number. I tried you the other day about the solar you were looking into. No rush at all, I just did not want to leave you hanging if you had any questions. Call or text me back at your SPM number whenever it works for you. Thanks.
Hi [First Name], Austin at Solar Power Midwest. Still happy to help whenever you are ready. What is the main thing you would want to know about solar for your place?
Within a week (day 5 to 7)
Third attempt, around 5 to 7 days in
Hi [First Name], it is Austin over at Solar Power Midwest, your SPM number. I know life gets busy so no worries at all. You had looked into solar recently and I wanted to check back one more time in case it is still on your mind. If it is, a quick chat with Dave, our owner, is the easiest way to get real answers for your specific home, no obligation. Call or text me back at your SPM number. Take care.
Two weeks in
Fourth attempt, around day 14
Hey [First Name], Austin with Solar Power Midwest, your SPM number. Not trying to bug you, just circling back one more time. If solar is still something you are curious about, I would love to help you figure out whether it even makes sense for your place before you spend a dime. And if the timing is just off, totally fine, no hard feelings. My number is your SPM number if you want to reach me. Thanks [First Name].
Aged lead (30+ days, reactivation)
Older leads being re-engaged
Hey [First Name], this is Austin with Solar Power Midwest, your SPM number. A while back you looked into solar and I wanted to reach out and see if it is still on your radar at all. No pitch, no pressure. Dave, our owner, does things a little differently. He looks at why a home is losing energy before he ever talks panels, so folks usually end up with a smaller, less expensive setup than they expected. If you are curious, just call or text me back at your SPM number. Either way, hope you are doing well.
Hi [First Name], it is Austin with Solar Power Midwest. We connected a while back about solar. Still curious, or should I close out your file? Either is totally fine.
Playbook reference
Objection responses, tonality, phrasing, and the compliance rules.
Objection responses
13 common objections, with what to say and when to stop
Objection responses
13 common objections, with what to say and when to stop
"I'm not interested."
Real concern: Assumes a hard pitch is coming.
Totally fair. Can I ask, is it that solar is not a fit at all, or just not the right time? If either is a no, that is okay.
When to stop: Ask the clarifying question once. If the no is repeated or firm, exit immediately.
"I was just looking."
Real concern: Low commitment, information-gathering mode.
Makes sense, a lot of people start there. What got you looking in the first place? No pressure, I can just get you the right info.
When to stop: If they decline the follow-up question, exit.
"I don't remember filling anything out."
Real concern: Distrust that the call is legitimate.
No worries, that happens a lot. It was through [exact source] on [date]. Want me to explain quickly, or should I let you go?
When to stop: Always disclose the source verbatim. If they insist they never consented, exit and flag for suppression.
"Just send me information."
Real concern: Avoidance or a soft no.
Happy to. Quick question first so what I send is actually relevant, what is the main thing you are trying to solve? A short call with Dave would save you reading through generic info, but your call.
When to stop: If they decline a call twice, send info and exit.
"How much does it cost?"
Real concern: Wants to price-anchor before value is clear.
Great question, and it really depends on a few things about your home. That is exactly what the free look with Dave figures out, so you get a real number instead of a guess from me.
When to stop: Never quote a price. Always redirect to the appointment as the way to get a real number.
"I'm too busy."
Real concern: Time scarcity, low priority right now.
Understood, this is quick. When would even 15 minutes make sense, later this week or next?
When to stop: Offer a specific short time. If they are busy repeatedly with no opening offered, exit gracefully.
"I already received quotes."
Real concern: Comparison shopping.
That is great, means you are informed. Mind if I ask what stood out about them, good or bad? A second no-cost data point never hurts.
When to stop: If firmly committed elsewhere, exit.
"Solar is a scam."
Real concern: Past bad experience or media skepticism.
I hear that honestly, there are some bad actors out there. What happened, or what did you hear?
When to stop: Acknowledge genuinely, ask the source, avoid getting defensive. If hostile or unwilling, exit respectfully.
"Waiting for prices or rates to come down."
Real concern: Timing uncertainty.
Makes sense. What would need to happen for you to feel it is the right time? Worth knowing your numbers now so you can move fast when it is.
When to stop: If firm on waiting indefinitely, note a follow-up date and exit.
"I need to talk to my spouse."
Real concern: Legitimate shared decision.
Totally understand. Would it make sense to include them on the call so you are both getting the same info firsthand?
When to stop: Offer to include the spouse in the appointment. If unreachable, reschedule for both.
"We lease the building." (commercial)
Real concern: Ownership or authority mismatch.
Got it. Who handles capital improvements, you or the landlord? Worth looping in whoever owns the building.
When to stop: If the prospect has zero influence and will not connect you, exit.
"Call me later."
Real concern: Deferred decision, genuine or a soft no.
No problem. Is there a specific day and time that is better, so I call at the right moment?
When to stop: Always pin a specific time. If they refuse to specify twice, note as low priority and exit.
"Take me off your list."
Real concern: Explicit opt-out request.
Absolutely, done. You will not hear from us again. Sorry for the trouble.
When to stop: Hard stop. Immediate compliance, no further questions, log the opt-out in the CRM.
Tonality guide
How to sound at each stage of the call
Tonality guide
How to sound at each stage of the call
Opening
Pace: Moderate, unhurried. Inflection: Slight downward (a statement, not a question).
Rushing signals nervousness and the telemarketer pattern.
Permission ask
Pace: Slightly slower, pause and wait. Inflection: Upward (a genuine question).
Must sound like a real question, not a rhetorical one.
Discovery questions
Pace: Slower, curious. Inflection: Upward.
Longer pause after each question. Let them fill the silence.
Consequence questions
Pace: Slow, measured. Inflection: Neutral, non-leading.
Stay genuinely curious, never smug. This is where it can feel manipulative if rushed.
Value + appointment framing
Pace: Confident, brisk. Inflection: Downward (a statement of fact).
This is where certainty matters. Signal that the appointment is worth it.
Appointment ask
Pace: Confident, calm. Inflection: Downward.
Avoid a rising, hesitant tone. It signals low confidence in the offer.
Objection handling
Pace: Calm, unhurried. Inflection: Neutral.
Pause before responding. Interrupting reads as pushy and raises their guard.
Closing / confirmation
Pace: Warm, efficient. Inflection: Downward.
Reinforce the commitment without over-talking. Stop talking after the yes.
Phrases to use and avoid
Small wording choices that change how the call lands
Phrases to use and avoid
Small wording choices that change how the call lands
Use
- "Full disclosure, this is a cold call" or naming the exact lead source plainly
- "No pressure, no obligation" when describing the appointment
- "Would it make sense to..." for the appointment ask (neutral, non-assumptive)
- Plain, direct qualifying questions with business buyers ("Are you the one evaluating this, or should someone else be included?")
- "Dave, our owner, is the right person to give you real numbers for your home"
Avoid
- "How are you doing today?" in a scripted upbeat tone. It signals a generic telemarketer.
- "Thank you so much for taking the time to speak with me today." It lowers your status and sounds scripted.
- Implying the prospect definitely remembers submitting a form when they say they do not.
- "This will only take a second" when it will not.
- Any savings, incentive, or eligibility promise ("you will definitely save," "you will definitely qualify"). Those are Dave's, and only after he verifies them.
- "Everyone in your neighborhood is doing this." It is manufactured social proof.
- "Just one more question" after a clear "not interested" or "take me off your list."
Compliance checklist
Non-negotiable. A miss here can fail the whole call.
Compliance checklist
Non-negotiable. A miss here can fail the whole call.
- •Confirm the number is not on the National or Illinois Do-Not-Call registry before calling, unless there is an established relationship or documented consent.
- •Call only between 8 a.m. and 9 p.m. local time at the person you are calling.
- •Identify yourself by name, the company (Solar Power Midwest or RenovateRight365), and a callback number at the start of the call.
- •Never misrepresent the lead source. Disclose third-party sources by name, and never claim a form was submitted when it was not.
- •Never state specific savings, tax outcomes, incentive eligibility, or feasibility before Dave verifies them.
- •Immediately honor any request to stop calling or opt out, and log it in the CRM.
- •Keep records of consent (source, date, and language used).
- •No autodialed or prerecorded outreach without documented one-to-one prior express written consent.
AI Caller
Dial aged web-inquiry leads with a scripted message. Press 1 connects to the command center, press 2 opts out.
Calls only the number you enter. Real-lead batches stay locked until AI_CALLER_LIVE_ENABLED is set.
Betty Bot Sandbox
Talk to Betty Bot as if you were a customer. She runs the real reply engine, but no texts are sent and no lead is touched. Edit the Betty Bot Brain below, test it here, then Save as live.
Betty Bot version history
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Send a message to start. For example: "Already had solar installed last year."
Team Comms
Shared channel for the SPM team
Direct messages
Austin Sungenis (you)
Pick someone to start a conversation.
September 2026
The difference
What happens to YOUR lead
The old company
- ×You knock and set the lead
- ×You hand it off and never see it again
- ×No follow-up for days, the lead goes cold
- ×Solar only, one small commission
- ×You hope it closed. Nobody tells you.
Solar Power Midwest
- ✓You knock and set the lead
- ✓The system contacts them in minutes
- ✓AI nurtures until they book, you do nothing
- ✓Whole-home upsell, a bigger commission
- ✓You watch every step in the dashboard
Ops tracker
Track every active project from contract to inspection.
| Customer | Address | Type | IL Shines | Permit | Status |
|---|---|---|---|---|---|
Parts Sourcing
Where to source materials, organized by industry and category.
No parts match your search.
Operational Overview
The whole operation in one view (sample data).
Pipeline funnel
10 leadsOps readiness
24 projectsYour running to-do list. Approve an AI research finding on a voice note to add it here.
Counting leads by product…
No seeds yet. Anything you capture above that isn't actionable yet lands here; promote it to a Tasker when it's ready.
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Reports
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Q3 2026 · Week 11 of 13
Jul 2 – Sep 30
15 days
to next planning session
(Oct 1)
Thu, Jan 1, 2026
Weeks 1-13
Thu, Apr 2, 2026
Weeks 14-26
Thu, Jul 2, 2026
Weeks 27-39
Thu, Oct 1, 2026
Weeks 40-52
Each session reviews
Recent Calls
Latest dials across the team
- (630) 555-1047No leadOutgoing · 6m ago · 6:12· Not linked to a leadBooked
- (312) 555-9921No leadOutgoing · 41m ago · 3:34· Not linked to a leadQualified
- (815) 555-0183No leadIncoming · 1h ago · 2:12· Not linked to a leadCallback
- (224) 555-7766No leadOutgoing · 3h ago · 1:28· Not linked to a leadCallback
- (708) 555-2290No leadOutgoing · 5h ago · 0:51· Not linked to a leadDQ
Integrations health
When each inbound channel last received data. A quiet channel usually means its webhook needs repointing.
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Command Center Guide (SOP)
Download PDFTutorials
Record a screen walkthrough and it is saved here as a playable video, auto-titled with a follow-along transcript.
After recording or uploading, a title + transcript are generated in the background (about a minute). Refresh if a new card is slow to appear.
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