The process
Understand. Build. Refine.
One timeline from first call to live system — with phases, deliverables, and outcomes mapped for solar.
01Understand.
We audit your lead sources, response times, CRM hygiene, and qualification criteria.
Strategy call, workflow audit, and bottleneck prioritisation before we recommend anything.
- Day 1 — Strategy call
- Days 2–5 — Discovery & audit
Workflow audit
1Lead response
2Follow-up gaps
3CRM handoffs
Day 1–5System build
Live preview
Templates ready for approval
Week 202Build.
We implement speed-to-lead, qualification scripts, and inspection booking automation.
Full build, integration, testing, and team handover — typically 1–3 weeks.
- Week 2 — Build & integrate
- Templates approved by your team
System build
Live preview
Templates ready for approval
Week 203Refine.
We track response time, show rate, and reactivation ROI continuously.
Monthly reviews, message optimisation, and workflow adjustments as your business evolves.
- Week 3+ — Go live
- Monthly refine & optimise
Outcomes dashboard
Week 3+
You're buying leads. Your CRM is burying them.
Every slow response, every unqualified site visit, every summer lead left to die — costing you money every single day.
60 sec
target response time
2–4 wks
typical implementation