Have both homeowners at the solar appointment when they decide on it together. Sit with one person only when that person can sign, and move the time when the other one has to be there.
A sales manager asks me this after a closer spends the evening with someone who liked the numbers, then texts that they have to talk to their wife. I sold over 250 residential deals as a rep before I ran ads. The appointments I trusted were the ones where everyone who had to say yes was in the room.
When do both homeowners need to be at the appointment?
When one person's yes still leaves the paperwork unsigned.
Solar is a contract on the house, and a lot of these deals are financed. One person may pay the electric bill while the other has to agree before anyone signs. A visit with only the first person is a first look. You walk the usage, you leave, and the version that reaches the other person is shorter than the one you gave. The text that night says they need to think about it.
Some houses have one owner. A single buyer, a widow, someone whose partner has already said they want nothing to do with this decision. Book those. Take a clear "I decide, and I can sign." The miss is the other house: two people on the hook, and one of them in the room.
What is a one-legger?
A one-legger is the appointment where one homeowner is home and the other person who decides is not. The person in the kitchen can like the numbers and still be unable to say yes. The decision happens later, in a conversation you are not in, and the second visit never gets a time.
I'd rather leave a hole in the week than fill it with that. A board that looked full on Monday can still be a slow week if the proposals are stuck in a text thread.
What should you ask before you book?
Ask who else needs to see the numbers. "Will your spouse be there?" is easy to wave off. People agree to be polite, or they say their partner will be fine with it so they can get off the phone.
Put it on the same call as the other booking questions. I wrote that call up in should you hire a solar appointment setter. The line to add is: "Who else needs to look at this with you?"
If it's just them, book the soonest time a closer can keep. If they name someone, offer two times when that person can be there, and name the hour. "Sometime this week" is how you get one person and a cold dinner.
Thursday with both of them beats Tuesday with one. Stay inside the next couple of days when a closer is free. Eight days out, the homeowner is back to an ordinary week and the visit feels optional. How far out a time stays warm is in how far out to book a solar appointment. If next week is truly the first hour both can do, take it, say it's a week out, and treat it as unconfirmed until they reply.
Should you still sit the appointment if only one homeowner is home?
Yes, when that person can decide.
The only owner can sit it. So can someone who says, in a full sentence, that they decide and they can sign. Hear it on the booking call and again at the door. "She usually lets me handle it, but I should run it by her" means you need a new time.
If both of them agree, the other person can join by video for the bill. That beats hearing the numbers secondhand. "He'll call in if he can" leaves you looking at a dark screen.
Move the appointment when the other person has to agree, or when the other name would be on the contract or the financing. "He'll try to make it home" means he is not booked. Offer another evening.
Already in the driveway, and their partner gets off at 7? Wait if 7 is soon, and start when both are there. If the partner isn't coming, skip the full close. Leave a one-page note with the monthly figure, and book a time both of them can keep before you go. "I'll talk to her tonight," with no hour on it, goes cold. Call the next morning with two times the missing person can do.
Showed up to one person after you were promised two? Do a short look and rebook. A long pitch to someone who has told you they can't sign cools the lead off.
Is a roof walk the same as the sales appointment?
One homeowner can show you the panel, the attic and the roof. That stop asks whether the house can take a system. The meeting where you put a price on the table needs everyone who has to sign.
Say which visit it is while you're booking, how long you'll be there, and who needs to be home. A roof look that turns into a contract feels like an ambush. People who felt cornered skip the next visit, which is the empty driveway I wrote up in solar appointment no-shows.
What do you do when you already drove to a one-legger?
Answer what they asked, walk what they want walked, and hand them a page the other person can actually read. Get the other name and number, and put the next time on the calendar while you are still in the house. The confirmation goes to both of them.
The person who opened the door did you a favor by being home. If they can sign, do the appointment. If they can't, two evenings when both of them can be there is the whole ask. Pushing a signature they aren't in a position to give is how the next company gets ignored.
How do you confirm both people are coming?
The moment it's booked, text who is coming, the day and the hour, and that both of them should be there for the numbers. Use both names. Ask for a reply.
Follow the same reminders that cut no-shows: a text and a short call after booking, a note the day before when you have a day to spare, and a text about an hour out. Ask on that last text if both of them are still on. Move it in the morning if he might be late. If they never reply, don't make the drive. Offer two new times.
What should a sales manager count?
Count appointments where every decision maker was in the room. A full calendar can hide a week of one-leggers.
A setter scored only on bookings will take "she'll be fine" every time. The closer finds out at the table. If someone else has to agree, the script should offer an hour that person can keep. When proposals stall, listen to a few booking calls. You'll hear the question skipped, or asked so softly that a mumble counted as yes. Booking your own leads works the same way. An open Thursday beats a Wednesday you already know you'll run twice.
How does Solarfunnels handle this?
Summer, our virtual assistant, calls and texts every new lead within minutes. She books on your calendar, or transfers the call when your team can take it. You review the setter scripts before they go live. This question belongs there.
You set the rules. Power bill, roof, shade, credit and homeownership are the usual start. Homeownership is whatever they tell you, so a renter gets through now and then. On a small budget those rules stay loose, and the utility bill can wait for the visit. Whether both decision makers have to attend, when the house has two of them, is your rule on top of that. The list is on our FAQ.
You pay one flat monthly fee, set by your ad budget. Ad spend is separate. You pay it, and we never mark it up. Month to month, no setup fee, and we don't promise a number of bookings. Results depend on your market, your price and your budget. The pricing page has the details.
If the other homeowner shows up in the story the day after the sit, book a quick call.