Extensive experience in the solar industry 13+ years
Good reputation in local area for all things solar and renewable
The immediate bottlenecks that we identified were:
No consistent and standard source of leads - only word-of-mouth and referrals
Lacked vision of how to automate their lead nurturing process across their entire business
No CRM to track and measure where sales come from
No warmup or followup systems
Not great results before with marketing efforts lacking a proven system winning advertisements and project acquisition strategy
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, automate internal processes and convert more sales
Creating a database around their customer avatars and gathering past contacts over the past 2+ years
Advertising campaigns based around their customer avatar and targeting their desires and goals
Installed automated custom followup systems with a variety of channels including sms, email, voicemail and phone calls - connected to the entire business infrastructure
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 both on social media and google(using real data and feedback)
Installed automated systems to increase referrals and reviews within the business
Automated database "revival system" 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