Workflow preview

Try a sample solar lead workflow

This safe browser-based demo shows how a new homeowner enquiry can be acknowledged, qualified, summarised for the installer and moved into a follow-up workflow before live SMS, email or CRM tools are connected.

This public demo runs safely in your browser. Live client systems can be connected to approved tools such as Make.com, email, SMS, calendar booking or CRM workflows after setup and approval.

Sample enquiry

Homeowner details

Homeowner name

Email Phone

Postcode Property type

Interested in

Approximate monthly electricity bill Timescale

Homeowner message preview

Submit a sample enquiry to generate an approved-style acknowledgement preview.

Installer lead summary

The installer summary will appear here after the demo form is submitted.

Qualification status

Fit and priority indicators will appear here.

Recommended next action

The next action will be generated from the sample enquiry.

Follow-up timeline

Step 1
Capture enquiry and prepare the acknowledgement.
Step 2
Prepare the installer handover and follow-up rhythm.

Want this for your enquiries?