Case Study

Solar Company Built a $4.2M Pipeline in 90 Days

SunBridge Solar had qualified leads but couldn't follow up fast enough. With AI-powered nurture sequences and proposal automation, they scaled their pipeline by millions — without adding headcount.

Client: SunBridge Solar · Rachel T. · Residential Solar Sales

Results at a Glance

$4.2M
Pipeline Built
35%
Faster Close
180
Consultations Booked
2x
ROI Delivered

Great Leads. Broken Follow-Up.

Long Sales Cycle

Solar deals take weeks to close. Without a system to stay top-of-mind during that window, most prospects lost interest or signed with a competitor who followed up consistently.

👻

Proposal Ghosting

Proposals were sent and never followed up on. Reps were too busy generating new leads to chase down submitted quotes, leaving revenue on the table every week.

📋

Manual Follow-Up at Scale

The team had grown, but their follow-up process hadn't. Inconsistent outreach meant each rep had a wildly different close rate — and the bottleneck was pure volume.


Three Automations. One Scalable Pipeline.

Step 01

Multi-Touch Nurture Sequence

A 12-touch SMS and email sequence kept every lead warm from first inquiry to consultation — with educational content, social proof, and soft CTAs at each stage.

Step 02

AI Proposal Follow-Up

The moment a proposal was sent, a timed follow-up chain launched automatically — nudging prospects at day 2, day 5, and day 10 with objection-handling content.

Step 03

CRM Pipeline Automation

Every interaction — email open, link click, reply — automatically moved deals through the CRM. Sales managers had a real-time view of the entire pipeline with zero manual updates.


$4.2M Built in 90 Days

$4.2M
Pipeline Value
35%
Faster Close Rate
180
Consultations Booked
2x
ROI on Investment

"We had the leads but couldn't follow up fast enough. Now our pipeline runs itself and we're closing deals we used to lose."

RT

Rachel T.

Sales Director, SunBridge Solar

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