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Free Solar Consultation Form

Books an in-home or virtual solar consultation. Soft conversion ask — no instant quote pressure. Includes a date/time picker so the homeowner self-schedules. Pairs well with calendar tools like Calendly or in-CRM scheduling.

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Used by 200+ solar agencies
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How this form flows

Every step earns trust and filters junk.

1

Qualification screen

Industry-specific pre-qualification questions before contact fields.

2

Routing logic

Branch to the right pipeline based on responses.

3

Contact + OTP

Name, phone, OTP verification, and TCPA consent.

4

Lead delivered

Verified lead pushed to CRM with all data + cert ID + UTM.

What this template collects

Visible fields plus auto-captured data points.

Qualification step

Multi-step intake that pre-qualifies before contact fields.

OTP-verified phone

SMS code confirms the number is real and reachable.

TrustedForm cert

TCPA-compliant cert ID delivered with every lead.

Service zip / state

Routes by service area or licensing region.

Full name + contact

Captured after qualification, not before.

Best for

This template is purpose-built for these scenarios.

Solar agencies preferring consultative sales over instant quotes
Companies with field-rep teams (in-home consultations)
Premium / high-ticket installers ($30k+ systems)
Pages targeting "free solar consultation" (KD 0) — almost guaranteed to rank
Booking-driven lead generation
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Template specs

Form steps 3–6
OTP verification Included
TrustedForm Optional
Qualification logic Pre-built
CRM integrations All supported

Included features

Multi-step conversational flow
OTP SMS phone verification
TrustedForm TCPA certificate (via your ActiveProspect account)
UTM + source attribution
Partial lead capture
CRM + webhook delivery
Custom domain + branding

From template to live form

Four steps. Under 30 minutes. First lead before lunch.

01

Copy the template

Click 'Use this template' and the form is instantly added to your MakeForms account.

02

Customize fields + copy

Edit field labels, validation rules, and CTA copy in the form editor.

03

Connect your CRM

HubSpot, GoHighLevel, Salesforce, or any webhook endpoint. Verified leads arrive in seconds.

04

Embed + send traffic

Embed on your landing page or use the hosted URL in your ads. First lead arrives within the hour.

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Soft-credit-pull financing application. Captures basic financial profile to pre-qualify the homeowner for a solar loan, PPA, or lease — then OTP-verified phone for a financing partner callback. Big SEO win: financing-related solar terms are high volume + low KD.

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Free Solar Quote Form

3-field, high-converting solar form built for "free solar quote" search traffic. Name, service zip, and OTP-verified phone. No friction between the homeowner and your closers.

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94% of leads verified. Every time.

Stop paying for fake numbers and recycled contacts. OTP verification and TrustedForm certificates on every submission.

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