Case Study

Eliminating Wasted Sales Effort at the Intake Stage

Project Type:

Lead Qualification & Sales Operation Automation

Timeline:

December 2025 - Present

Project Lead:

F2

Industry:

Renewable Energy- Solar

The Growth Constraint

Business relied on door-to-door outreach and inconsistent lead vendors, resulting in a high volume of unqualified inquiries. Sales representatives spent excessive time filtering prospects who were not homeowners, credit-qualified, or ready to move forward— reducing close rates and operational efficiency.

The System Engineered

We implemented a fully integrated solar qualification and booking infrastructure designed to attract, filter, and convert high-intent homeowners, including:

— A high-converting eligibility funnel validating credit range, homeownership, and utility data

— Automated SMS and email nurturing for leads not yet ready to book

— Instant consultation scheduling for qualified homeowners

— Intelligent CRM pipelines segmenting hot, warm, and cold opportunities

— Lead reactivation workflows targeting dormant prospects after 30–60 days