SR
Sales Pipeline
SunRidge Solar · residential · 47 open deals · avg cycle 74 days
AI scoring + follow-up on
Open deals
47
$1.31M pipeline value
Avg time to close
74
days
Jan–Jun average
Stalled > 14 days
9
flagged for a call today
Signed this month
$312K
11 deals · 8 to install
Deals needing attention today
aging surfaced first
88
score
D. & K. Alvarez · Collierville
$390/mo bill, south roof, no shade. Proposal opened 3x, no reply. Said they were waiting on a tax refund.
Proposal sent
18 days quiet
Stalled
Rep call queued
71
score
R. Whitfield · Germantown
Approved for financing, contract not signed. Spouse hadn't seen the design — AI sent the shareable version.
Financing
11 days quiet
Nudge sent
At risk
Auto follow-up
92
score
New lead · T. Osei · Bartlett
$425/mo bill, owns, replied to first text in 4 min. Top-scoring lead in the queue — route to a rep now.
New lead
Call first
Assigned
Marcus · today
64
score
L. Park · Cordova
Site assessment done, likes the numbers, wants one more winter of bills first. A real "not yet," not a no.
Assessment done
Long-cycle drip
Nurturing
Check-in Sep
38
score
Web form · J. Reyes · Midtown
Renter, low bill, curious about a duplex. Auto-nurtured in the background — not worth a rep's best hour.
Qualifying
Auto only
Keep warm
No rep time
Pipeline by stage
conversion between stages
Qualified
140
64% booked an assessment
Site assessment
90
81% got a proposal
Proposal sent
73
only 55% reply — the leak
Financing
40
28% stall here
Signed
29
21% of qualified → signed
Follow-up cadence · Alvarez
paced for a long sale
Proposal delivered + walkthrough text
Day 0 ✓
"Any questions?" check-in
Day 3 ✓
Savings recap + financing options
Day 9 ✓
Stalled — handed to rep for a call
Day 18 →
Incentive-deadline reminder
queued
AI sales pipeline · solar installation · score → route → follow up → track conversion
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