Will AI replace Solar Sales Representatives and Assessors?

Many of your tasks are within reach of AI. The role will change, so it pays to act now.

Task exposure to today's AI

61/100

High exposure

This is the occupation's typical task mix. Your own score can be up to 30 points higher or lower depending on how you work: routine share, people contact, judgment and how much you already use AI.

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Will AI replace Solar Sales Representatives and Assessors?

Not entirely. Today's AI tools can take on about 61% of the typical work in this occupation, mostly: prepare proposals, quotes, contracts, or presentations for potential solar customers. The parts that stay human include: Gather information from prospective customers to identify their solar energy needs.; Generate solar energy customer leads to develop new accounts.; Assess sites to determine suitability for solar equipment, using equipment such as tape measures, compasses, and computer software..

People who learn to use AI for the automatable parts keep the edge. The 3-phase plan below shows where to start.

Which tasks AI can take on

The largest tasks in this occupation, their share of the working week, and how much of each today's AI tools can do.

TaskAutomatable

Prepare proposals, quotes, contracts, or presentations for potential solar customers. 80%

Provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates. 75%

Provide technical information about solar power, solar systems, equipment, and services to potential customers or dealers.AI already used 72%

Generate solar energy customer leads to develop new accounts. 68%

Calculate potential solar resources or solar array production for a particular site considering issues such as climate, shading, and roof orientation. 62%

Gather information from prospective customers to identify their solar energy needs. 23%

+ 7 more tasks (25% of the week) in the full test.

Your human edge

Gather information from prospective customers to identify their solar energy needs.
Generate solar energy customer leads to develop new accounts.
Assess sites to determine suitability for solar equipment, using equipment such as tape measures, compasses, and computer software.

AI tools to try

CRM with AI (e.g. HubSpot, Salesforce Einstein, Pipedrive)ChatGPT / Claude for emails and researchCall recording and summary tools

Related roles

A 3-phase AI learning plan

Phase 1

AI for the pipeline

Prospect research and personalised emails with AI.
Call summaries and CRM updates.
Follow-up reminders and templates.

Project

Use AI to research 30 prospects (roof type, utility rate, local incentives) and draft personalised outreach emails, then compare reply rates against your last 30 cold emails.

Phase 2

Better conversations

Prepare meetings with AI briefings.
Objection handling and proposal drafts.
Learn the product faster with AI.

Project

Build an AI-generated objection-handling and technical FAQ sheet covering your 15 most common customer questions on panels, inverters, financing and rebates, and test it over 10 live appointments.

Phase 3

Trusted advisor

Focus time on relationships and complex deals.
Use data to find the right customers.
Share what works with the team.

Project

Analyse 12 months of your closed and lost deals with AI to rank your three best customer segments, then present the findings and a shared prompt playbook to your sales team.

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