Find the unresolved question
Read the last conversation before choosing an approach. A price concern, missing site detail and deferred purchase need different responses.
Dormant solar quote recovery
Restart the right conversation with an old quote.
A dormant quote needs a decision before another reminder. ArcSolar brings the offer and conversation together so your team can check whether the customer needs clarification, a revised proposal or no further contact.
Book a workflow demoRead the last conversation before choosing an approach. A price concern, missing site detail and deferred purchase need different responses.
ArcSolar / Dormant solar quote recovery
What changes for your team
Restart the right conversation with an old quote.
Avoid reviving cancelled messages
Turning automation back on does not resurrect cancelled work. Review the customer and current journey rather than assuming old reminders will restart.
Check the offer is usable
An expired or replaced quote should not be promoted as the current offer. Confirm eligibility and commercial details before requesting acceptance.
Setup and example
Try the workflow in your demo
Confirm plan access, staff permissions and the connected workspace setup before using this workflow with a real customer.
- 1
Review the record
Check the quote reference, status, contact history and do-not-contact settings. An old enquiry is not enough to disregard a later STOP request.
- 2
Choose the next action
If follow-up is appropriate, prepare a relevant response. Where an offer needs changing, use the supported revision process before sharing updated terms.
- 3
Work through a dormant example
Illustrative example: a customer paused for roof repairs. Confirm the site is ready and the offer remains valid before discussing a new decision date.
Questions
Before you get started
Can we phone an old Solar Homes customer in Victoria?
Check the customer’s express permission and its timing first. Solar Victoria’s 2026–27 requirements for eligible Solar Homes systems prohibit cold-call telemarketing, including outsourced sales calls to previous customers. Permitted sales calls must be requested or expressly authorised by the consumer and within three months or the timeline specified when they opted in. An old quote alone does not establish permission. These are program-specific rules; check the current requirements before calling.
Is this an automatic winback campaign?
This page describes a staff-led recovery workflow using quote and communication context. It does not promise bulk reactivation of expired leads or cancelled reminders.
What if the customer opted out?
Respect the recorded STOP or do-not-contact state. Do not use dormant-quote recovery to bypass a customer preference or restart cancelled automation.
Evidence and review
Product scope reviewed 2026-10-04.
This page is mapped to 1 maintained ArcSolar capability record. Product statements are reviewed by the ArcSolar product and editorial team. Read the editorial standards.
- Dormant solar quote recovery documentation — ArcSolar Documentation; reviewed 2026-09-13.
- Solar Victoria 2026–27: retailer sales-call requirements — Solar Victoria; reviewed 2026-10-04.
Related workflows
Continue through the connected record.
See it with your workflow