Eagle's Nest
New Lead
Contacted
Appointment Booked
Won
Dialer KPIs
Live setter scoreboard from the power dialer. Team-wide.
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Favorites
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Recents
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Contacts
Recording on
Voicemail
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Text inbox
Incoming texts to (630) 895-9536. Open the lead to reply from the Conversations tab.
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Outreach Playbook
Every text, email, and call by lead age
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.
Active enrollments
Recent activity
| Lead | Channel | Status | When |
|---|
AI booking bot
Drafts and, once live, sends replies to lead texts to get an appointment booked.
In shadow mode the bot drafts a reply to every lead text and logs it here, so you can judge its quality before it ever sends.
Escalated - needs you
Recent bot activity
| Lead | Action | Message | Sent / shadow | When |
|---|
New / Hot · 0 to 48 hours
Strike while intent is highest. Show up as a real person, ask one easy question, and for hot leads, hand them the calendar. No pitching.
Cadence: 3 to 4 touches
All tracks
Voicemail if no answer: "Hey {{first_name}}, it's Dave 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 Dave 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."Residential Solar
Hi {{first_name}}, it's Dave at Solar Power Midwest. You requested an energy plan to lower your electric bill. Still the goal, or has it changed? (Reply STOP to opt out.)Hi {{first_name}}, it's Dave at Solar Power Midwest. You requested an estimate to lower your electric bill. Still the goal, or has it changed? (Reply STOP to opt out.)Hi {{first_name}}, Dave at Solar Power Midwest. You requested an energy plan, happy to run your real numbers. Want a couple times that work? (Reply STOP to opt out.)Hi {{first_name}}, Dave at Solar Power Midwest. You requested a solar estimate, happy to run your real numbers. Want a couple times that work? (Reply STOP to opt out.){{first_name}}, real quick so I point you the right way: are you mainly trying to lower the electric bill, or get off the grid more?Hi {{first_name}},
Thanks for requesting an energy plan. Before I send any numbers, I do one thing most solar companies skip: I look at why your home is losing energy in the first place. Windows, insulation, HVAC.
Why? Because a smaller system on an efficient home beats a big system on a leaky one. It costs you less and performs better.
If you want, I will take a look at your place and show you what actually makes sense. No obligation, no pressure.
Grab a time that works: {{booking_link}}
Dave Sonner
Solar Power Midwest
(630) 605-9655Hi {{first_name}},
Thanks for requesting a solar estimate. Before I send any numbers, I do one thing most solar companies skip: I look at why your home is losing energy in the first place. Windows, insulation, HVAC.
Why? Because a smaller system on an efficient home beats a big system on a leaky one. It costs you less and performs better.
If you want, I will take a look at your place and show you what actually makes sense. No obligation, no pressure.
Grab a time that works: {{booking_link}}
Dave Sonner
Solar Power Midwest
(630) 605-9655Windows
Hi {{first_name}}, it's Dave at Renovate Right 365. You asked about windows on our site. What is bugging you most about the ones you have now? (Reply STOP to opt out.)Hi {{first_name}}, it's Dave at Renovate Right 365. You requested a window estimate. What is bugging you most about the ones you have now? (Reply STOP to opt out.){{first_name}}, quick one so I can help: are the windows more about drafts and comfort, or about the look of the house?Hi {{first_name}},
Thanks for reaching out about windows. Here is something most contractors will not tell you: old single pane windows can quietly leak a real chunk of your heating and cooling every month.
I look at windows as step one in making the whole home efficient. Fix the leaks first, and everything after that costs less to run.
I would be glad to come look and tell you straight what is worth doing. No obligation.
Pick a time: {{booking_link}}
Dave Sonner
Renovate Right 365
(630) 605-9655Siding
Hi {{first_name}}, it's Dave at Renovate Right 365. You asked about siding on our site. What is going on with the siding you have now? (Reply STOP to opt out.)Hi {{first_name}}, it's Dave at Renovate Right 365. You requested a siding estimate. What is going on with the siding you have now? (Reply STOP to opt out.){{first_name}}, so I point you the right way: is this more about how the house looks, or fixing damage and keeping the weather out?Hi {{first_name}},
Thanks for reaching out about siding. Most people think of siding as how the house looks, and it matters. But siding is also part of how your home holds heat in winter and cool in summer.
So before I quote anything, I like to look at the condition and what is behind it. That way you spend on what actually moves the needle, not just the surface.
Happy to come take a look. No obligation, just an honest read.
Grab a time: {{booking_link}}
Dave Sonner
Renovate Right 365
(630) 605-9655Commercial
Hi {{first_name}}, it's Dave at Solar Power Midwest. You requested a commercial energy plan. What is driving the interest, cost or tax side? (Reply STOP to opt out.)Hi {{first_name}}, it's Dave at Solar Power Midwest. You requested a commercial solar estimate. What is driving the interest, cost or tax side? (Reply STOP to opt out.){{first_name}}, so I scope this right: are you the one making the call on building improvements, or looping in partners too?Hi {{first_name}},
Thanks for requesting a commercial energy plan. On the commercial side, the real story is usually the tax stack: the federal credit, bonus depreciation, and SRECs can change the math on a project completely.
I act as the energy quarterback for the building. I look at usage, the structure, and the incentives, then build the plan around lowering your long-term cost, not maxing out panel count.
One thing worth knowing: the federal credit has a real deadline (in service by end of 2027, or under construction by mid 2026), so the value of looking now is simply knowing where you stand.
Worth a short call to see if the numbers work for your building? {{booking_link}}
Dave Sonner
Solar Power Midwest
(630) 605-9655Hi {{first_name}},
Thanks for requesting a commercial solar estimate. On the commercial side, the real story is usually the tax stack: the federal credit, bonus depreciation, and SRECs can change the math on a project completely.
I act as the energy quarterback for the building. I look at usage, the structure, and the incentives, then build the plan around lowering your long-term cost, not maxing out panel count.
One thing worth knowing: the federal credit has a real deadline (in service by end of 2027, or under construction by mid 2026), so the value of looking now is simply knowing where you stand.
Worth a short call to see if the numbers work for your building? {{booking_link}}
Dave Sonner
Solar Power Midwest
(630) 605-9655Qualifying checklist
Get these on the call. 0/6 done
Call scripts
loading number…Setter scripts for warming up leads and booking the call with Dave. 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. Reply STOP to opt out
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? Reply STOP to opt out
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. Reply STOP to opt out
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.
Command Comms
Shared channel for the SPM team
Daily · 10:30 AM CT · Next: Today 10:30 AM CT
Quarterly · 9:00 AM CT · Thu, Oct 1, 2026
Quarterly · 9:00 AM CT · Fri, Jan 1, 2027
Quarterly · 9:00 AM CT · Fri, Apr 2, 2027
Quarterly · 9:00 AM CT · Fri, Jul 2, 2027
Meetings
Recorded Zoom meetings with transcript + AI summary. New recordings appear here and post to Team Messages automatically.
No recorded meetings yet. Record an exec meeting on Zoom (cloud recording on) and it will show up here once processed.
July 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
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.
Your running to-do list. Approve an AI research finding on a voice note to add it here.
No seeds yet. Drop an idea above; promote it to a Tasker when it's ready to act on.
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Operational Overview
The whole operation in one view (sample data).
Pipeline funnel
10 leadsOps readiness
24 projectsQ3 2026 · Week 3 of 13
Jul 2 – Sep 30
76 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 · 24m ago · 6:12· Not linked to a leadBooked
- (312) 555-9921No leadOutgoing · 59m 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