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OTP TrustedForm

Solar Savings Calculator Form

Captures location, monthly bill, and roof details to deliver a projected 20-year savings estimate. OTP-verified phone at the end. The "savings reveal" is the conversion hook — homeowners answer the qualification questions to see their number.

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No credit card needed Live in 30 minutes 14-day free trial
Used by 200+ solar agencies
Live preview

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 companies wanting a value-first lead flow
Landing pages where showing savings increases conversion
Agencies running "how much can I save" ad angles
Mid-funnel content marketing (blog post embed)

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.

94% of leads verified. Every time.

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