Smart Energi Case Study
The following document is a case study going over Smart Energi progress and results.
Before State
Before jumping into the program and getting onboarded and setup with their new tailored sales and marketing process, Smart Energi had:
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
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, 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
Results (After these actions)
A consistent stream of pre-qualified leads & fully booked appointments thanks to the overall system without word of mouth and referrals only
Overall business lead capture optimised leading to 10x increase in lead to appointment booking rate
HUGE commercial and agricultural opportunities due to increased visibility
Most visible company for solar in their area and now expanding further..
4+ Solar and battery jobs secured in first 3 weeks of partnership(Order value £5-15k+) with consistent additional jobs booked since..
