From paid leads to qualified prospects
We generated leads through paid advertising for a solar installation business, then connected lead generation with a custom qualification process to support the sales team.
A custom CRM and chatbot workflow
We built a custom CRM and chatbots to handle pre-qualification and fact-finding. This brought prospect information into a structured workflow for the sales team.
Roof information before the sales conversation
Google Maps integration helped estimate roof surface area as part of the prospect fact-finding process. Bringing this information into the CRM streamlined the sales team’s preparation and follow-up.
The result
The combined lead generation and qualification workflow delivered 2.5× staff closing efficiency.