Turn seasonal hires into year-round producers.

Socialsales.io gives every solar consultant AI-powered coaching, compliant sales content, and a clear path from new hire to first close, without overwhelming your training team during peak season.

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AI Recommendations
Ask AI
Jake Morrison closed his first residential install in the Austin territory. Milestone
Send a congratulations message and share the advanced objection handling guide for follow-up referrals.
Try with AI
California net metering update New
NEM 3.0 rate structure changes take effect next month. 84 consultants in CA need to review updated savings calculators.
Notify reps
Follow up with the Nguyen family proposal. Expiring
Their 25-year savings estimate expires Thursday. Suggest the battery storage add-on based on their peak usage.
Try with AI

Built for how solar actually gets sold.

Residential Rooftop

Equip D2D and inside sales reps selling residential installs across multiple states and utility territories.

Commercial & C&I

Support longer sales cycles with compliant proposals, ROI calculators, and multi-stakeholder content.

Door-to-Door Teams

Onboard seasonal canvassers fast with AI coaching that gets them pitch-ready in days, not weeks.

Inside Sales & Virtual

Enable call center and virtual consultation teams with compliant scripts and real-time product knowledge.

Community Solar

Manage subscriber acquisition content and compliance across community solar programs by state.

Solar + Storage

Keep reps current on battery products, incentives, and bundled system proposals as the market evolves.

Every rep gets a coach. From first knock to first close.

Summer hiring means hundreds of new consultants hitting doors within weeks. Traditional training can't keep up. Your best closers are too busy selling to mentor every new hire, and your training team is already stretched thin.

Socialsales.io puts an AI coach next to every consultant in your organization, one that knows their territory, their experience level, and exactly what they need to learn next. Your top producers stay focused on closing. Your new hires still get the guidance they need.

  • Onboarding paths that get reps door-ready in days, not weeks
  • Territory-specific product knowledge and objection handling
  • Next-best-action recommendations based on pipeline and activity
Getting started: Marcus Rivera
Complete solar product fundamentals
Panel types, inverters, battery basics · 4 modules · completed May 12
Done
Texas utility rate structures & incentives
Oncor, CenterPoint, AEP territories · completed May 14
Done
Door-to-door pitch certification
AI-guided role play + savings claim compliance · due by May 18
In progress
First homeowner site visit prep
Unlocks after pitch certification is complete
Locked
States & territories
+ Add territory
Texas
Oncor · CenterPoint · AEP Texas
186 consultants
Content up to date
California
PG&E · SCE · SDG&E
312 consultants
NEM 3.0 update pending
Florida
FPL · Duke Energy · TECO
145 consultants
Content up to date
Arizona
APS · SRP · TEP
98 consultants
Content up to date

One platform. Every state. Every utility.

Net metering changed in California. Your reps in Texas don't need to know.

Solar incentives, utility rate structures, and consumer protection laws vary by state and by utility territory. When California updates NEM 3.0 or a Texas utility changes its buyback rate, that update needs to reach the right consultants without creating a fire drill for the rest of your organization.

Socialsales.io manages content, training, and compliance rules at the state and territory level. When something changes, the right reps see the right update. The outdated content disappears. No mass email. No confusion.

  • State and utility-level content management across your organization
  • Configure different savings calculators, incentives, and rules by territory
  • Centralized control with field-level flexibility

Stop guessing which pitch actually closes.

You build pitch decks, savings calculators, and training programs. But which ones actually convert homeowners? Which objection handling scripts do reps use? Which training modules do seasonal hires skip?

Socialsales.io tracks what your consultants engage with and surfaces the patterns that matter, so when someone asks 'why did close rates drop in Phoenix?' you have data, not theories.

  • Content engagement and adoption tracking across every territory
  • Training completion visibility by team, territory, and experience level
  • Compliance health metrics on your AI-powered interactions
Field performance
91%
Content trust score
1,204
Claims intercepted
82%
Training adoption
Top knowledge gaps
Savings estimate disclaimers Net metering policy details Battery ROI calculations
Content engagement this week
MonTueWedThuFriSatSun

Compliance built in, not bolted on.

AI grounded in your approved content

Every recommendation Socialsales.io makes to your consultants comes from your approved knowledge base, not the open internet. The AI is trained on your products, your savings models, and your messaging guidelines. When a rep interaction includes a savings claim that overpromises, the platform catches it in real time. Exaggerated savings get intercepted. Missing disclaimers get flagged. Your reps get coached toward accurate language before anything reaches a homeowner.

AI sales assistant
How much can a homeowner save with a 10kW system in the Oncor territory?
Based on current Oncor rates and average usage, a 10kW system typically offsets 85-95% of electricity costs in year one. Actual savings depend on usage patterns, rate changes, and system performance over time. The current federal ITC covers 30% of installed cost.
Sourced from approved Oncor rate data (Q2 2026) + IRS ITC guidelines

Visibility into what your AI is saying

The AI admin dashboard gives your compliance team a clear view of how the AI assistant is performing across your organization. Content Trust Scores show how well the AI's responses align with your approved materials. Claims Intercepted tracking shows exactly how many interactions were flagged and what categories they fell into. You get the data regulators would ask about before they ask.

Content moderation
Claims intercepted
1,204 +12% vs prior period
Blocked
361
Coached
843
Claim categories
Savings Guarantees
BLOCKED 187
ROI Overstatements
BLOCKED 124
Income Opportunity Claims
BLOCKED 50
All high-risk claims auto-blocked before reaching consultants
50,000+
independent representatives already enabled on Socialsales.io
20+
countries and languages managed from a single platform
8+
years powering field enablement for global sales organizations

Curious? Good. Let's talk.

See how Socialsales.io helps solar organizations onboard consultants faster, keep savings claims compliant, and scale field performance across every state. A quick conversation, a live demo, no pressure.

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