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AI Readiness Checklist

AI Readiness Checklist

Tick every statement that is true for your solar company today. Score below 55% and layering AI on top will amplify the gaps, not the strengths.

Lead capture

Every ad channel (Google, Meta, LSA, website) fires a webhook in real time
Web forms produce structured fields (bill, ownership) not just name + email
Phone number captured on every enquiry

Response speed

Average first-response time under 5 minutes
After-hours enquiries reach a human or AI within 60 seconds
Missed inbound calls trigger an automatic callback

Qualification

Every lead has bill, ownership and roof condition captured before rep call
Renters and low-bill homeowners are filtered before rep time

CRM

You use Aurora, OpenSolar, Enerflo, HubSpot, Salesforce or Zoho (or equivalent)
Lead status is updated within 24 hours of every touchpoint
You track cost-per-booked-consult by ad channel

WhatsApp

You use WhatsApp Business API (not a personal number)
WhatsApp responses go out in under 5 minutes
WhatsApp is integrated with your CRM (not a separate inbox)

Nurture

Cold leads receive at least 6 follow-up touches over 30+ days
Ghosted leads get a 30-day revival campaign

Ad optimisation

Google Ads receives offline conversion uploads for booked consults
Meta CAPI is configured with server-side events
You have a call-tracking system with dynamic number insertion

Team

Sales team has 2+ hours per day of protected selling time
You measure lead-to-consult conversion weekly
You measure consult-to-close conversion weekly

Your score

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Early Stage

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