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1. The first five questions on every new lead
- What suburb is the property in?
- Do you own the property?
- What do you need done? Solar, battery, EV charger, switchboard or something else?
- When are you hoping to get it done?
- What is the best number and email for the quote?
Five questions. Under two minutes. Enough to decide whether to book a site visit.
2. The phone script
Answer: "Thanks for calling [Business Name], this is [Name]. How can I help?"
Listen, then qualify: "No worries. Can I grab a few details so we send the right person? What suburb are you in?" Then work through the five questions.
Book: "We can come out [day] morning or [day] afternoon. Which suits you better?" Always offer two times, not an open question.
Close the call: "You will get a text confirming that now, and a reminder the day before. Anything else I can help with?"
Battery or solar lead: add "Do you already have solar? Roughly what size is it?" and "Have you got a recent power bill handy? A photo of it helps."
Never on the first call: a final price, rebate eligibility, savings figures or electrical advice. Say: "I will get that checked properly and come back to you."
3. The missed-call text
"Hi, it is [Business Name]. Sorry we missed your call, we are probably on a job. Reply with what you need (solar, battery, EV charger or electrical) and your suburb, and we will get back to you today. Or book a time here: [link]"
4. The quote follow-up sequence
Day 1, when the quote goes out: "Hi [Name], your quote from [Business Name] is in your inbox. Any questions, just reply here."
Day 3: "Hi [Name], did the quote make sense? Happy to walk you through it on a quick call."
Day 7: "Hi [Name], just checking in. Do you want to go ahead, change anything, or park it for later?"
Day 14: "Hi [Name], I will close this quote off for now so I am not chasing you. If anything changes, reply here and we will pick it straight back up."
Stop the sequence the moment they reply. Every message must name your business and give a way to opt out.
5. The review request
"Hi [Name], thanks for choosing [Business Name]. If you were happy with the job, a quick Google review helps other locals find us: [link]. If anything was not right, reply here and I will sort it."
Send it to every suitable customer after the job is complete. Do not offer rewards for reviews and do not only ask happy customers. Both go against ACCC and Google rules.
6. What your AI receptionist should never say
- Electrical, safety or design advice
- A price you have not approved
- Promises about savings, rebates or system performance
- That it is a person, when it is not
For anything urgent, like burning smells, sparking or a shock, it should tell the caller to contact emergency services or their network provider, then alert you straight away.
Want this running without you?
LYD Solar Suite answers the call, sends the text, books the visit and runs the follow-up for you. It is built by Sharktech Global, an Australian company building trusted AI deployments for tradies through Launch Your Dream.