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Solar business plan: a simple template

A solar business plan starts with one choice that decides everything else: your business model — a full installer (EPC), a sales dealer, or a lead-generation business. From there you cover licensing, financing and equipment partners, a marketing plan, operations, your team, and financials. The number that makes or breaks a solar company is cost per acquired customer, because this is a high-ticket, long-consideration sale.

We run our own home-service companies, so we treat the marketing math as the heart of the plan, not an afterthought. Below are the three models, what each costs, and the lead-and-follow-up section solar plans most often get wrong.

Pick your model first

Full installer (EPC)

Highest capital

You sell, design, permit, and install. The highest margin and the highest bar: electrical licensing, crews, equipment, bonding, and working capital that runs into six figures.

Sales dealer

Mid capital

You sell and subcontract install to a licensed EPC. Far lower capital, and you can start with a small team. Margin per deal is thinner, and you live or die on lead flow.

Lead generation

Lowest capital

You generate and sell qualified solar leads to installers. The lightest startup — mostly marketing and a site — but you are competing in one of the more expensive lead markets there is.

Capital and licensing needs drop as you go down this list. Your plan's financials change completely depending on which you pick — choose before you write them.

The sections every solar plan needs

Summary and model

Which model, who you serve, and the capital you need. The model drives every other number.

Licensing and partners

Electrical and contractor licensing, your EPC or install partner, financing providers, and equipment suppliers. List the agreements you actually have, not hopes.

Marketing and lead plan

Where leads come from, what each costs, and your close rate. This section is the difference between a plan that pencils out and one that burns cash.

Operations and team

How a lead becomes a signed contract and an install. Sales reps, designers, and the person who follows up — solar deals die in slow follow-up.

Financials

Startup costs, cost per acquired customer, margin per deal, deals per month to break even, and a 12-month projection.

When you should not start yet

Solar is unforgiving on lead economics. Wait if:

Start with the lightest model that proves you can acquire customers profitably, then scale into installs.

Where we fit

The lead and follow-up engine is ours. A solar site with AI lead capture that qualifies and books consults is $249/mo; add the SEO content engine plus attribution at $597/mo so you can see your real cost per acquired customer by channel. Free working demo in 48 hours, month-to-month, you own it.

Related: how to start a solar business, solar website design, solar lead generation, cost per acquisition explained, and how our SEO engine works.

We don't post stock testimonials. On a 15-minute call we screen-share the real dashboards behind our own businesses — live leads, rankings, and the exact page that produced each one. See the proof →

Common questions

What goes in the plan?

Model, licensing and partners, a marketing and lead plan, operations and team, and financials with cost per acquired customer.

Which model should I pick?

Full installer, sales dealer, or lead generation. Capital and licensing drop as you move down the list.

How much to start?

A dealer model can start for $10,000–$50,000; a full installer runs into six figures; lead gen is lightest.

What's the hardest part?

Cost per acquired customer. Solar is high-ticket and long-cycle; weak marketing math sinks the business.

See your real cost per customer

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