For solar business owners: prevent missed assessment confirmations
For solar business owners: prevent missed assessment confirmations
Business owners scheduling solar assessments miss confirmations in CRMs, risking no-shows and lost revenue. Trigger SMS when deals enter Sunday Dialler so schedulers confirm or reassign slots.
Overview
Missed confirmations for solar assessments cost appointments and revenue. This workflow sends SMS the moment deals hit the Sunday Dialler stage so schedulers and reps confirm or reassign slots, reducing no-shows and enabling faster rescheduling.
Notable Features
- Send SMS when deals advance
- Capture reply to update appointments
- Notify schedulers about unconfirmed slots