Solar Installation Workshop RSVP & Site Assessment Form

Streamline Your Solar Workshop Registration & Lead Qualification

Running educational workshops is one of the most effective ways for solar installation companies to generate qualified leads—but only if you can capture the right information and follow up efficiently. This Solar Installation Workshop RSVP & Site Assessment Form template helps solar energy businesses manage event registrations while simultaneously qualifying prospects and booking site assessments.

Perfect for Solar Companies & Renewable Energy Providers

Whether you're hosting lunch-and-learn sessions, evening workshops, webinars, or community solar events, this template helps you:

• Track attendance with detailed RSVP information
• Qualify leads by capturing property ownership status and current energy costs
• Book site assessments directly from the registration flow
• Segment prospects based on their solar readiness and energy consumption
• Automate follow-up with different messaging for homeowners vs. renters

Designed for the Solar Installation Industry

This template includes fields specifically relevant to solar businesses: property ownership verification, current monthly energy bill ranges, roof access details, and scheduling for on-site solar assessments. By collecting this information upfront, your sales team can prepare personalized proposals and arrive at appointments with relevant equipment recommendations already in mind.

Automate Your Solar Lead Pipeline

Connect this form to your CRM, calendar, and communication tools using Stepper to automatically route high-value leads (homeowners with high energy bills) to your senior consultants, send pre-workshop educational materials, and trigger reminder sequences. You can even use conditional logic to offer immediate site assessment scheduling to the most qualified prospects while providing alternative resources to renters or those in early research phases.

With Paperform's payment capabilities, you can also collect workshop deposits or charge for premium consultation slots if your business model requires it. The form works seamlessly on mobile devices, ensuring prospects can register from social media ads, email campaigns, or your website with ease.

Trusted by renewable energy companies, solar installers, and green technology providers, this template helps you turn educational events into revenue-generating opportunities.