Start by defining what a useful lead means.
A new-installation campaign and a battery campaign need different properties. Before screening, write down the territory you serve, the property types your team handles, and the next action you want a result to support. A broad “qualified” label is hard to use when those decisions are missing.
Keep property fit separate from sales readiness in your working list. A suitable roof does not tell you whether a person owns the home, wants an installation, or has agreed to speak with your company. Record those details through your own customer qualification process.
Confirm the address points to the intended building.
Use the installation address, including the street number, city, state, and ZIP code. Preserve unit or building identifiers when present. A mailing address, a neighboring building, or a vague street match can make later evidence look convincing while describing the wrong place.
Before launching a batch, review the address mapping and unique-property count. An unexpectedly small count may indicate that several rows point to the same property. An unexpectedly large count may reveal inconsistent address formatting or unnecessary repeat records. Keep the original lead IDs so you can trace any correction.
Review physical potential and existing-system evidence.
Look at available sunshine, estimated panel capacity, roof material evidence, and whether solar panels are already reported or visible. These signals help you choose which properties deserve detailed follow-up. Read the reason and confidence with the result, especially when an image is unclear or evidence is incomplete.
The U.S. Department of Energy describes rooftop potential in terms of factors including roof size, shading, tilt, location, and construction. Technical potential alone does not settle whether a project makes economic sense. LeadAnalyze uses property screening to support this early decision, while final roof suitability and design remain part of the installer’s assessment.
Give every outcome a next action.
A useful screening process handles uncertain and negative findings as deliberately as promising ones. For a new-solar campaign, a practical routing checklist is:
- Promising property: review the evidence and begin the next step in your customer qualification process.
- Existing solar: separate it from the new-installation list; evaluate another service only if that fits your business and the customer’s needs.
- Roof or evidence review: assign someone to resolve the specific uncertainty before treating the property as ready.
- Poor solar fit: record the reason and deprioritize it for this campaign rather than treating it as a processing error.
- Technical failure: correct an address issue or retry when appropriate; it does not establish whether the roof is suitable.
Replace assumptions with household information.
For properties moving forward, request the information needed for a real project discussion: recent electricity usage, the actual rate plan, roof condition, planned roof work, and expected changes such as an electric vehicle. Confirm who can make the decision and what they want the project to accomplish.
An address-based energy estimate helps frame initial questions. It is not the home’s metered consumption. The same applies to modeled bills, system size, and payback: use them to prepare the conversation, then revisit the assumptions with household records and an installer’s proposal.
Measure whether screening improves the next step.
Keep the screening outcome and your later sales outcome in separate columns. Track how many reviewed properties progress to a useful conversation, a site assessment, and a proposal. Also record why promising properties stop. This lets you distinguish a property mismatch from a contact, timing, or affordability issue.
Start with a manageable batch and inspect a selection from every result category. Compare the actual follow-up findings with the screening evidence. Refine your routing rules from those observations before applying the same workflow to a much larger list.