A solar company
A residential solar company with strong sales and a CRM that hid them. The audit found the leaks; the follow-up engine is being built now.
- The businessResidential solar company
- ScopeCRM audit, automations, follow-up engine
- StageEngagement in progress
- OperatorDavid · audit to build, one person
The numbers it moved.
- Found in one audit$1.96MRevenue parked in a single follow-up stage
First, find where the money leaks.
This engagement started the way every one should: not with ads, but with an audit. A residential solar company came in with strong sales and a CRM nobody trusted. Before touching a single campaign, David went through every pipeline, deal, and contact record to find out what was actually true.
What the audit found
The headline find: $1.96M of quoted work sitting in a single follow-up stage, with nothing nudging it forward. Deals were being won without being recorded as won, contacts couldn't be traced back to the marketing that produced them, and follow-up depended entirely on memory. The business was busy. The system around it was leaking.
The fix being built
The rebuild is underway: automatic owner nudges on stalling deals are live, dormant contacts are being re-engaged with consent handled properly, and tracking is being wired so ad spend can finally be traced to revenue. No campaigns get scaled until the leaks are closed. That order is the point.
Why it's on this page early
There are no after numbers here yet, and there won't be until they're real. That is the standard every case study on this site is held to. When the machine does for this business what it did for the medical alert brand, the after numbers will be here. Your business could be the one after that.
More from the work
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