About this template
Growing a clean energy business relies heavily on trusted word-of-mouth recommendations. This Solar Referral Form template is designed for solar contractors, renewable energy consultants, and sales teams to effortlessly capture qualified leads and introduction opportunities from existing customers or partners.
The form collects essential preliminary data needed to vet a potential solar installation project, including homeownership status, current electric utility provider, average monthly electricity costs, and the primary motivations driving the homeowner toward solar power. By gathering these details upfront, your sales team can arrive prepared with accurate energy savings estimates and tailor their pitch effectively.
Built to streamline your lead generation workflow, this Google Form eliminates manual data entry and helps you track referral sources seamlessly. Whether you run a local solar installation crew or a regional clean energy brokerage, deploy this template instantly to turn happy clients into your best marketing channel.
Key features
- Collect complete prospect contact and address information instantly.
- Identify current utility providers and monthly power bill averages.
- Gauge homeownership status and solar motivation factors upfront.
- Streamline clean energy lead generation with zero manual setup.
- Easily customize questions to fit your specific regional service offerings.
Use cases
Solar installation companies launching customer referral rewards prog…
Solar installation companies launching customer referral rewards programs.
Independent renewable energy consultants gathering warm prospect intr…
Independent renewable energy consultants gathering warm prospect introductions.
Door-to-door or digital marketing campaigns capturing homeowner inter…
Door-to-door or digital marketing campaigns capturing homeowner interest.
What this form collects
- Full Name (Short answer)Enter the first and last name of the referred homeowner.
- Phone Number (Short answer)Enter the best contact number for the homeowner.
- Property Address (Paragraph)Enter the full street address, city, and zip code where the solar installation would take place.
- Homeownership Status (Multiple choice)Solar installations require property ownership or explicit landlord permission.
- Electric Utility Company (Short answer)Name of their current electricity provider or utility district.
- Average Monthly Electric Bill (Dropdown)Select the approximate average monthly cost of electricity.
- Solar Motivation Reasons (Checkboxes)What is driving their interest in solar energy? Select all that apply.
- Credit Score Eligibility Status (Dropdown)Solar financing and leasing typically require standard credit qualification. Select the best estimate if known.
- Your Name (Short answer)Enter your full name.
- Your Email or Phone Number (Short answer)How should we contact you regarding your referral reward?
FAQ
How do I customize this solar referral template?
Once you copy the template to your Google Drive via Doc2Form, you have full ownership. You can add your company logo, adjust branding, and modify questions instantly using the standard Google Forms editor.
Can I use this form on mobile devices?
Yes! Google Forms are fully responsive, meaning referrers and prospective clients can fill out and submit the form seamlessly from their smartphones, tablets, or computers.
How are form submissions managed?
All responses automatically populate a Google Sheets spreadsheet linked to the form, allowing your sales team to track referrals, assign leads, and follow up in real time.
Is this template completely free to use?
Yes, this template is entirely free to import and use for your solar business lead generation needs.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.