Ask only what changes the next step
Qualification should prepare the survey and identify obvious constraints. It should not become a technical application form that drives serious homeowners away.
Capture property and decision context
The team needs enough information to understand likely fit and prepare the conversation.
- Property type and postcode
- Home ownership and decision-makers
- Roof type and known shading
- Current electricity use or bill range
- Interest in battery storage or EV charging
- Preferred timing and contact method
Explain why the questions matter
Buyers are more willing to provide useful information when each question has a clear purpose. Use plain language and make optional fields genuinely optional.
Carry the answers into the CRM
The salesperson or surveyor should not ask the homeowner to repeat everything. Source, qualification answers, consent, appointment, owner and next action should travel together into one record.
