Email outreach and CRM for solar installers
Commercial solar is a long, considered purchase. What wins is steady, honest follow-up over months, not one big pitch.
Who you're usually writing to
Owners of warehouses, farms, offices, plazas and manufacturers with large roofs and high power bills.
Sound familiar?
- Decisions take months and leads go cold along the way.
- Site visits, proposals and incentive paperwork are tracked in different places.
- Prospects are wary of salesy solar pitches.
An outreach routine that works for solar installers
Lead with their numbers
Offer a free estimate based on their roof size and power bill. A specific number is more interesting than a general pitch.
Explain incentives plainly
Point to the government programs that apply to them, with a link to the official page.
Follow up over months
Put each proposal in the pipeline with a check-in every few weeks so no one is forgotten while they decide.
Example first email
An example to adapt, not a script. Words in {{double braces}} are filled in for each contact, with the fallback after the bar.
Subject: Solar estimate for {{company | your building}}
Hi {{first_name | there}},
We install solar on commercial roofs in the area. Buildings like yours can often cover a good share of their power use, depending on the roof and the bill.
If you'd like, I can put together a free estimate from your roof size and a recent power bill, with the incentives that apply. No site visit needed to start.
Would that be useful?Follow-up, a few days later
Hi {{first_name | there}}, following up on the solar estimate. Happy to put the numbers together whenever you're ready.
Tips
- Never promise savings you can't back up; show the estimate's assumptions.
- Link to official incentive pages instead of summarising them from memory.
- Use the pipeline to track site visit, proposal and signed.
How Montegra Reach fits in
Keep your contacts in one place, send short sequences from your own mailbox at sensible hours, see every reply in one inbox and move deals through a simple pipeline. The AI can draft emails and replies from a sentence, using only what you tell it about your business. $0 for 30 days, then from $49 CAD a month.
Start freeGuides
- How to write a cold email people actually reply to
- How many follow-up emails to send (and when)
- CASL and cold email in Canada: a plain-language guide
- CAN-SPAM checklist for B2B email