Turn trusted introductions into organized solar leads. Describe your program and Makeform creates a solar referral form with referrer details, homeowner contact information, property basics, permission, and status fields.
Send solar referrals to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a referral program, adjust its prompt, and send it to the Makeform builder.
Audience
Installed customers sharing a nearby homeowner lead
Format
Short referral form with contact permission
Prompt size
305 chars
Example form structure
Short referral form with contact permission
Your name, email, and installation address
Who are you referring?
Phone, email, and preferred contact method
Do they own the property?
They gave permission to be contacted
Suggested routing tags
New referral
Permission confirmed
Follow-up needed
Ask the referrer to confirm the homeowner expects contact. That context preserves a warm introduction.
Step 1
Refer
customer shares a warm introduction
Step 2
Qualify
property and solar interest are captured
Step 3
Route
lead reaches the right territory or adviser
Step 4
Track
outcome and reward status stay connected
Why referral intake matters
Connect the referrer, property, interest, and contact permission so sales can act without reconstructing the handoff.
Record the referrer, homeowner relationship, and customer, employee, or partner source.
Address, ownership, property type, interests, and bill range give an adviser useful context.
Confirm permission and a contact window so the homeowner expects the conversation.
One program, several advocates
Keep core lead fields consistent, then tailor source and tracking details.
Use a project address or customer number to match referrals to an account.
Add team, branch, job context, and useful field notes.
Capture a partner code, organization, territory, and relationship to the homeowner for consistent source attribution.
Tag the event, installation tour, or campaign that prompted interest.
Referral workflow
Collect what the adviser needs, then keep source and status attached.
Describe who can refer, your service areas, products, qualifiers, and reward rules.
Keep it short, require permission, and show follow-ups for selected products.
Share after installation or in email, and notify the person handling referrals.
Track territory, owner, contact, appointment, and program status consistently.
Form vs message vs generic lead form
Capture enough context for a personal follow-up without burdening the referrer.
Field guide
Use six sections for a useful handoff, not a full solar assessment.
Referrer identity
Connect every lead to its customer, employee, installer, or partner source for attribution and program review.
Homeowner contact
Collect a preferred channel, contact window, and note explaining what the homeowner expects.
Property basics
A service address and a few structured qualifiers support initial routing; detailed assessment can come later.
Interest and motivation
Capture the topics mentioned and a short note without treating early interest as a firm commitment.
Permission and expectations
Confirm the homeowner expects contact and explain the next step clearly.
Internal tracking
Track sales progress and program status separately so an introduction is not confused with a qualified outcome.
Related tools
Extend the workflow to partners, rewards, consultations, and neighborhood outreach.
FAQ
Practical answers for solar sales, customer experience, operations, and partner-program teams.
A solar referral form lets a customer, employee, installer, or partner introduce an interested homeowner. It connects the referrer, contact details, property basics, solar interests, permission, assignment, and status.
Include referrer identity, homeowner contact, service address, ownership, property type, solar interests, contact timing, relationship, and permission. Add territory, assigned adviser, lead status, and program status internally.
Use a required checkbox confirming the person expects contact, then ask for their preferred channel and timing. Tailor the wording to your outreach process and review it before publishing.
Usually not as a required upload. The referrer may not have it, and the request adds friction. Use an optional bill range, then ask the homeowner for detailed usage later.
Yes. Include a customer identifier, acknowledged program conditions, eligibility review, and fulfillment status. Explain qualifying events and exclusions without promising every submission earns a reward.
Collect the address, postal code, and product interest. Route by territory, branch, or specialist, then store the assigned owner and contact date. Keep a fallback queue for unmatched addresses.
Yes. Makeform offers unlimited free forms and responses, including generation, editing, publishing, and ongoing use. The paid tier removes the Makeform badge.
Acknowledge receipt, then share broad updates such as under review or completed. Keep homeowner consultation notes internal, and separate lead status from program status.
Turn word of mouth into a clear handoff.
