Community Solar Enrollment
Streamline community solar enrollment by automatically capturing leads, validating eligibility, generating subscription agreements, and onboarding new members without manual data entry.
When
Enrollment Form Submission
Then
Member Automatically Onboarded
12 hours per week
Time Saved
3x faster enrollment
ROI Impact
Community solar enrollment automation captures prospect information, validates eligibility against service territory requirements, generates subscription agreements, sends welcome materials, updates CRM and billing systems, and notifies operations teams—all without manual intervention. This reduces enrollment processing time from days to minutes while ensuring data accuracy across all platforms.
How This Automation Works
Enrollment Form Submission → Member Automatically Onboarded
Capture Enrollment Data
Prospect submits enrollment form with contact information, utility account details, service address, and desired subscription size. System automatically validates form completeness and data format.
Verify Eligibility Criteria
System checks service territory boundaries, validates utility account status, confirms available program capacity, and verifies compliance with state regulations and program requirements.
Generate Subscription Agreement
Automated document generation creates personalized subscription agreement with member details, pricing terms, subscription allocation, and program-specific clauses from approved templates.
Send for Electronic Signature
Agreement is automatically sent via e-signature platform with welcome message and instructions. System tracks signature status and sends reminders for incomplete agreements.
Create Member Records
Upon agreement execution, system creates member profiles in CRM, billing system, and member portal with subscription details, contact information, and utility account linkage.
Allocate Solar Capacity
System assigns solar capacity based on subscription size, updates available capacity tracking, and notifies operations team of new member allocation for utility coordination.
Send Welcome Communications
Automated email sequence delivers welcome packet, member portal credentials, billing information, program details, and contact information for ongoing support.
Initiate Billing Setup
System coordinates with utility billing to establish credit arrangement, sets up subscription billing schedule, and configures payment processing for monthly program fees.
How It Works
Community solar programs require efficient enrollment processes to convert interested prospects into active subscribers. This automation handles the entire enrollment journey from initial interest to active membership. When a prospect submits an enrollment form, the system automatically validates their eligibility based on location and utility service area, generates personalized subscription agreements, sends welcome packets, updates your CRM, and triggers billing setup. By eliminating manual enrollment tasks, solar cooperatives and developers can scale their community solar programs while providing a seamless experience for new members. The automation ensures consistent data accuracy across all systems and accelerates time-to-revenue for each new subscriber.
The Trigger
A prospect completes and submits a community solar enrollment form through your website, landing page, or partner portal with their contact information, utility account details, and desired subscription size.
The Action
The system validates eligibility criteria, generates subscription agreements, sends welcome communications, creates member records in your CRM and billing system, and notifies your operations team to allocate solar capacity.
Common Use Cases in Solar
- Community solar developers onboarding residential subscribers across multiple utility territories with automated eligibility verification and capacity allocation
- Solar cooperatives managing waitlists and automatically enrolling members as project phases come online or capacity becomes available
- Utility-sponsored programs processing high-volume enrollments during open enrollment periods with instant agreement generation and signature collection
- Third-party solar administrators coordinating enrollment across multiple community solar projects with centralized member records and billing integration
- Affordable housing programs enrolling qualified low-income residents with automated income verification and subscription agreement generation
- Commercial subscriber enrollment for businesses seeking sustainability goals with customized agreement terms and larger capacity allocations
- Multi-site community solar portfolios coordinating member transfers between projects based on location changes or subscription size adjustments
- Referral program management automatically enrolling referred members and tracking referral credits for existing subscribers
Results You Can Expect
Accelerated Enrollment Processing
Complete the entire enrollment process from submission to active membership in minutes instead of days, enabling rapid program growth and improved member satisfaction with instant confirmations.
Eliminated Data Entry Errors
Remove manual transcription between systems to eliminate costly errors in member records, utility account numbers, and subscription allocations that cause billing issues and member complaints.
Increased Conversion Rates
Reduce enrollment friction with instant eligibility verification and same-day agreement delivery, preventing prospect drop-off during lengthy manual approval processes.
Scalable Program Growth
Process hundreds of enrollments simultaneously without adding staff, enabling aggressive program expansion and market penetration in new service territories.
Improved Compliance Tracking
Maintain complete enrollment audit trails with timestamped records of eligibility verification, agreement execution, and regulatory compliance checks for state reporting requirements.
Enhanced Member Experience
Deliver professional, responsive enrollment experience with immediate confirmations, clear communication, and seamless onboarding that builds trust and program reputation.
Frequently Asked Questions About This Automation
Automated enrollment captures prospect data from web forms, validates eligibility based on utility service area and program capacity, generates personalized subscription agreements, sends them for e-signature, creates member records in your CRM and billing systems, and notifies your team to allocate solar capacity—all in a seamless flow without manual intervention.
Set Up Automated Member Enrollment in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
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