Automating Lead Processing for a Solar Installer
End-to-end lead intake, scoring, assignment, and follow-up automation that eliminated manual data entry and tripled response speed.
The Client
A mid-size residential solar installer processing 500+ inbound leads per month across web forms, referrals, and purchased lists.
The Challenge
Leads from multiple sources were manually entered into spreadsheets. Reps cherry-picked the easiest leads, resulting in slow follow-up times and lost opportunities. Management had no visibility into pipeline performance, and high-value leads were slipping through the cracks daily.
The Solution
We built an end-to-end lead processing pipeline: webhook-triggered intake from all lead sources into GoHighLevel, automated lead scoring based on location and property data, round-robin assignment to reps with real-time SMS notifications, automated follow-up sequences via email and SMS, and a live pipeline dashboard with daily KPI reporting.
Tools Used
Services Provided
- Inbound Lead Processing & Dialer Setup
- CRM Setup & Dashboard Creation
- Workflow Creation & Automation
Ready to streamline your operations?
Let's talk about how automation can save your team hours every week and eliminate manual errors.
Get Started