Send rebate outreach when deal reaches install stage
Send rebate outreach when deal reaches install stage
Your deals hitting install stage often leave homeowners uncontacted, letting rebate leads go cold. The flow sends outreach and captures opt-ins so you get responses within minutes.
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Overview
When deals reach install, timely outreach turns rebate interest into booked work instead of cold leads. This flow sends personalized messages, captures opt-ins, and logs outcomes so reps have responses within minutes and can start scheduling.