Solar sales lives or dies on the first 15 minutes of a site visit. Briefi opens the right qualification questions, flags the red flags before you waste an hour on a roof, and pushes the outcome straight into your GHL pipeline.
Every solar discovery brief flags: roof age, current bill, finance vs cash, decision timeline, who pays the bill. The brief warns when the lead is renting, when there's a body corporate, when the bill points to commercial usage masquerading as residential.
Walk back to the van, hit "Save & follow-up" — Briefi creates the GHL contact, drops the meeting note, sets the deal stage based on outcome (qualified / not_ready / not_interested), tags Briefi--<Outcome>, and creates the follow-up task due tomorrow at 9am.
Monday-morning email summarising every site visit from last week, who said yes, who went cold, and which proposals are sitting unsigned. The same operator running 40 visits a week reads it in three minutes.
Five sections. Each section asks one question Briefi will adapt to your specific counterparty. The brief, follow-up, and CRM push all read from these notes.
"What's changed in the last 6 months that has you looking at solar now?"
"Average daytime usage and your biggest bill in the last 12 months?"
"Are you the homeowner? If joint, who else needs to be on the proposal?"
"What would make you regret saying yes to this in three years?"
"If we land within budget and timeline, what's the realistic decision date?"
"Last quarter we were closing one in nine site visits. Six weeks into Briefi we're closing one in five — same lead source, same install team. The difference is we're walking onto roofs we should be on, not roofs that look promising."
Connect Google Calendar, see your first brief in 90 seconds. No card on file. Cancel from Billing whenever.
