MJ Cole Heating and Electrical Case Study

The following document is a case study going over MJ Cole Heating And Electrical progress and results.

Before State

Before jumping into the program and getting onboarded and setup with his new tailored sales and marketing process, MJ Cole had:

Loyal customer base

Good reputation in local area

The immediate bottlenecks that we identified were:

No CRM

No warmup or followup systems

No consistent and standard source of leads

No clear path to acquiring the actual jobs he was looking for(solar) and not much information on his customer avatar, winning advertisements and content

Actions Taken (During first month of the relationship)

After the initial onboarding process and consulting calls we began creating a custom version of our acquisition process:

Creating a CRM where they could collect their clients information

Creating a database around their customer avatars

Advertising campaigns based around their customer avatar and targeting their desires and goals

Installed custom followup systems with a variety of channels including sms, email, voicemail and phone calls

Trained their internal team on appointment-setting so they could close as many leads as possible

Trained them on content strategy to make sure their organic content and brand aligned with the desires of their customer avatar(using real data and feedback)

Implemented systems to increase referrals and reviews within the business

Automated database reactivation to reactivate past opportunities & previous customers into new sales

Installed a custom tracking system to ensure their metrics improved over time for their customer acquisition

Results (After these actions)

Consistent pre-qualified leads & fully booked appointments thanks to the overall system

Over 125+ New Sales Opportunities Resulting in...

Over 40+ Sales Appointments(Both Auto Booked & After Becoming a lead)

Additional 1-3+ Solar Jobs(£5-15K+ Order Value)/week - Huge ROI!

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