Form leads counted from your own site. Not bought, not shared.
Built for the solar installer whose service area is a territory, whose next system is a decision the homeowner weighs for weeks, and whose marketing happens between site surveys. One screen reads your analytics, search, ads, reviews and form leads, refreshes when you open it, and the scheduled work runs whether anyone is at a desk.
Is TruLata built for a solar installer?
Yes, and the way a homeowner buys is why. A residential system is a decision a household weighs for weeks. A homeowner rarely signs a solar contract on the first visit to your site. They read reviews, compare proposals, ask the utility about net metering, weigh a loan against a lease, and take their time. Somewhere in that stretch is the moment a homeowner chooses you: a query typed into Google, a review read on your Business Profile, a form filled at 9pm. The job is being the installer whose name they can find and whose form they fill when they finally move, and then knowing which of those touches did the work.
The usual shortcut is a bought lead. A marketplace lead is a shared lead, so you race other installers for a homeowner who never asked for you by name. TruLata is built for the business on the other side of that trade. It is built for an installer whose crew works a territory, whoever runs the marketing. Often the marketing is done by the owner or the office between site surveys, and that is the work the screen puts on a schedule: search, ads, content and outbound run whether or not anyone had the evening for them, and every lead is counted from your own forms.
Not bought, not shared
- A query typed into Google
- A review read on your Business Profile
- A form filled at 9pm
- A lead that asked for you by name
- Counted on your Leads view
- Traced to the touch that did the work
A homeowner rarely signs a solar contract on the first visit to your site.
What does the screen show a solar installer?
Leads first. Where your site's forms feed the lead sheet, every quote request, site survey request and financing question is appended to that sheet server-side as it lands and emailed to your team, and the Leads view reads the sheet newest first. Mark a row as not a lead, with the reason, and the count line says how many were marked, so the screen shows real prospects next to raw submissions. Where your business runs on a CRM or booking platform, the Jobs view reads jobs and the job pipeline live, and shows a coming-soon card rather than a number until the data is trustworthy. Phone calls count through your CRM today: a call it records as a lead is on the screen, and a call-tracking platform is connected during setup where your business runs on one.
Around the leads sit the sources a territory business already has. Google Analytics 4 gives sessions, sources, pages and key events, hours behind intraday. Search Console gives the queries you appeared for, impressions, clicks, average position and top pages, two to three days behind; the positions on the search view are Search Console's average positions, not a rank tracker. Google Ads reports spend, conversions and cost per conversion by campaign. Your Google Business Profile reviews, rating and listing performance are read once you add our Google account as a manager on the listing, and for a trust purchase like solar those reviews are the page a homeowner reads before the form. Where you send through ActiveCampaign, Mailchimp, Klaviyo, HubSpot or another platform with an API, the Email view reads campaign statistics live. Each view appears as its source is connected, and the Integrations view lists what is connected.
What runs while my crew is on a roof?
Your search ads are watched every morning. Google Ads search is managed on all tiers, and at 7:05am Eastern every day the ads change watch reads your account's change history and its user list. It sorts our own writes and routine noise from material changes by anyone else, including the recommendations Google applies on its own, and raises the material ones the same morning. It reads the user list directly because Google's change events do not log who was granted access.
Your content gets written where homeowners are searching. On Launch, Growth and Command, the content engine researches and drafts on your cadence. Each topic passes a demand gate on real search volume and what already occupies the result page, so a piece on net metering, permitting, or a loan against a lease gets written only where the demand is real. The research step cites current sources, the dedupe reads the titles already published on your site, each piece is filed as a Google Doc in your own Drive with a featured image, and auto-publish is a per-client setting. On Growth and Command, paid social is managed alongside search, and where we run paid social a Creative view appears.
Your pipeline gets fed. On Command, the outbound engine sources prospects every week to a target profile set with you, finds a deliverable address for each or routes it to a contact-form path, and drafts into a review-first queue; a person releases each email, or the queue releases on the schedule set for the engagement, and every send is logged. Replies are classified as they arrive, and not-interested and bounced addresses are suppressed.
Your counting gets checked. On an instance whose forms feed the sheet, a lead watch runs at 7:20am Eastern with five checks: the tracking tag still loads, leads with no GA4 form event, paid leads with no Ads conversion, a campaign that has gone dark, and a form that has gone quiet. Every night at 12:01am Central a fallback snapshot is baked, and a failed pull leaves yesterday's page up rather than a blank one. When you open the screen it loads that snapshot and pulls live numbers behind the request if it is older than five minutes.
- Your search ads get watched7:05am ET, every day, change history and the user list
- Your content gets written where homeowners searchNet metering, permitting, a loan against a lease, on Launch, Growth and Command
- Your pipeline gets fedProspects sourced weekly into a review-first queue, on Command
- Your counting gets checked7:20am ET, five checks, where your forms feed the sheet
What still needs a person?
The sale. The site survey, the shading analysis, the system size, the proposal and the financing conversation stay with your sales team. What the screen does is land the counted lead with your team as it arrives and keep the record of what it became.
Money and replies. A change to a budget, a bid or a campaign is made within the limits set for your engagement and lands in your account's own change history, and on all tiers our team runs the account. A prospect email leaves the review-first queue when a person releases it or when the queue releases on the engagement's schedule, and a reply is classified and shown, and the follow-ups in that thread stop. A content piece with auto-publish off waits as a draft until your team approves it.
Your requests. From the screen you can set a lead outcome, which writes to the lead record, and request a website change or a content, keyword, category or targeting change; each request reaches your team as a logged ticket, and the engine's writes to your ad accounts and your site go through their APIs and land in each account's own change history. Every Google connection is a grant you can revoke in your own console, and we never ask for your account passwords.
Who does what
- The site survey, the shading analysis, the system sizeYour sales team
- The proposal and the financing conversationYour sales team
- A budget, bid or campaign changeMade within the limits set for your engagement
- Releasing a prospect emailA person, or the queue on the engagement's schedule
- A content piece with auto-publish offWaits until your team approves it
- Your requests from the screenTo your team as a logged ticket
How do I see it working before I pay?
Open the demo. It runs the same engine code every client runs, on a fictional company called Meridian, with every number illustrative and your name and email in front of it. Click through Leads, Google Ads, the search view and Analytics and you are looking at the screen a solar installer gets, on someone else's numbers.
Then read what the watches do every morning. A material change made by anyone else in your ad account, a setting switched on under any login or a new address given access, reaches the team the same day rather than at the end of the month. Where your forms feed the lead sheet, the leads that landed are checked every morning against the conversions Google counted, so a dead tag, a blind ad account or a stalled form is flagged the next day rather than at the end of the quarter. On the search view the leads your own forms counted sit beside your positions, and a position there is Search Console's average for the query rather than a rank tracker's guess. Ranking is not earning, which is why the screen leads with leads and cost per conversion rather than positions.
Then read your own business against it. If your crew works a territory, the screen is built for you: where the owner or the office carries the marketing, the evening work goes away, and where a marketing hire runs it, the hire gets the screen and the schedule. How it works walks through connect, pull, brief and act, and the attribution use case shows which dollar produced the lead.
Ranking is not earning.
Which tier fits a solar installer?
Starter includes the TruLata dashboard, full analytics, leads, search visibility, the AI visibility program, managed Google Ads search, the assistant and briefings and support tickets. The content engine is on Launch, Growth and Command. Meta ads are on Growth and Command. The outbound engine is on Command. Command adds the outbound engine, social media management and your full marketing team, always on, is scoped per engagement, and carries no number on this site. Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command. Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement.
Every tier is month to month with nothing metered, and an annual commitment takes twenty percent off the monthly. The pricing page carries the same figures.
Want it run for you? The managed strategy retainer sits on top of any tier, is scoped with you, and puts the strategy and the approvals on our side; the managed page says what our team does and how its changes stay in your account's own record. If you want an agency rather than a screen, TruLata still runs managed marketing for local service businesses.
What a solar installer sees, in one table.
| What | Where it comes from | How fresh |
|---|---|---|
| Form leads | Your site's forms, appended to a lead sheet server-side | Live, newest first |
| Jobs and pipeline | Your CRM or booking platform, where you run on it | Live; a coming-soon card until the data is trustworthy |
| Reviews, rating, listing performance | Your Google Business Profile, with our account as manager | With the pull, when you open the page |
| Spend, conversions, cost per conversion | Google Ads | Intraday lags hours |
| Change history and account users | Google Ads, read by the change watch | Daily, 7:05am Eastern |
| Sessions, sources, pages, key events | Google Analytics 4 | Intraday lags hours |
| Queries, clicks, average position | Search Console | 2 to 3 days behind |
A phone call counts through your CRM today, and a call-tracking platform is connected during setup where your business runs on one. Your inbox and your calendar stay private to you, and card data stays with Stripe. Positions on the search view are Search Console's own averages, read from real searches. The header stamp says when the data was pulled, and every path through the Refresh button ends in a reloaded page.
Questions, answered.
Do you sell solar leads?
The screen counts leads from your own website forms, appended to a lead sheet server-side as each lands, and reads them newest first. A marketplace lead is a shared lead; these are yours, and the record of what each became stays with you.
Our sales cycle runs weeks. Does the screen follow a lead that long?
It keeps the lead on the row with the outcome you set, and where your business runs on a CRM or booking platform the Jobs view reads the pipeline live. Where you run in GoHighLevel, the connection reads pipeline stages and sources from your own sub-account. Beyond the outcome you set on the row, what happens downstream of the form is read from your CRM where it records it, and a CRM with an API is connected during setup.
Do you count phone calls?
Through your CRM today: a call it records as a lead counts on the screen, and a call-tracking platform with an API is connected during setup where your business runs on one. Your inbox and your calendar stay private to you.
Will anything spend money or email a prospect without a person?
A budget or bid change is made within the limits set for your engagement and lands in your account's own change history. On Command, a prospect email leaves the review-first queue when a person releases it or when the queue releases on the schedule set for the engagement, and every send is logged with the draft, the mailbox and the time.
What do I have to set up?
Manager invitations on your Google Analytics property, Search Console site, Ads account and Business Profile listing during setup, each revocable in your own console. Our team connects your CRM, Stripe, your booking platform, your email platform and website forms from the inside with the access you grant, so your part ends with the grant. We never ask for your account password.
What does the content engine write for a solar installer?
On Launch, Growth and Command, topics that pass a demand gate on real search volume and what already occupies the result page, so a piece on net metering or a loan against a lease is written only where homeowners are searching for it. The research step cites current sources, the dedupe reads the titles already on your site, and each piece is filed as a Google Doc in your own Drive with a featured image. Auto-publish is a per-client setting.
The engine behind this is now a product.
Run this work inside TruLata and watch your own numbers move.
See how it would run
for your business.
15 minutes with TruLata. We show you what your marketing brings in, what each lead costs, and what we would change first.
Book a demo or start a 7-day free trial
No card. It ends on its own after 7 days unless you add one. See pricing.
Just need a website? Build it free.
New here? See what TruLata is. Prefer to write? Send us the one thing you want to know.
Start here: AI marketing platform · AI marketing software · all-in-one marketing platform · marketing automation software · marketing software for small business.
- Refreshed when you open itLive data on page load, never a monthly PDF
- Counted from your own formsLeads recorded server-side, compared daily with Ads and GA4
- Seen in AI answersHow often ChatGPT, Gemini, Claude and Grok name you, measured
- Every send loggedProspect emails leave from a review-first queue, and every send is logged.