Confirm service area
Start with location so out-of-area traffic does not waste the team.
Template
Solar and home services quote funnel template.
Home services campaigns often generate volume but mixed quality. This funnel screens for service area, ownership, project type, timeline and budget before the lead reaches sales.
Solar installers
Windows, roofing and renovation companies
Local service-area businesses
Quote campaigns on Meta and Google Ads
Funnel map
The structure behind the template.
The page should make the user feel they can clone a working structure, not assemble a form from scratch.
Check ownership or decision power
For solar and major home projects, ownership and decision role matter.
Define project and timing
Project type and timeline reveal urgency and help sales prioritize.
Route the lead
Qualified leads trigger fast follow-up. Low-fit leads receive a polite alternate ending.
Question stack
Suggested fields, arranged for momentum.
01
Service area
02
Property type
03
Owner or renter
04
Project type
05
Timeline
06
Name, email and phone
Tracking
Attribution follows the lead.
UTM
CAPI
CRM
- Capture UTM source, medium, campaign, term and content on landing.
- Store gclid and fbclid with the final lead record.
- Send a deduplicated Meta Lead event after submission when consent allows it.
- Forward answers and attribution to your CRM via webhook.
Frequently asked questions
Should I disqualify renters?v
For most solar and major renovation offers, yes. Route them to an alternate message instead of sending them to sales.
What should sales see first?v
Location, project type, ownership status and timeline. Those four fields usually decide lead priority.
Clone the structure and launch your version.
Start from this template, connect your tracking, and publish the funnel before your next ad test.