How it works
See how advertising, forms, follow-up, and appointments fit together—and where your team’s estimate and installation process takes over.
The full lead journey
The system starts with the campaign. It continues through the conversation, appointment, and sales updates.
Acquisition
Generator-specific campaigns on Facebook and Instagram introduce your installation offer to homeowners in the territory you can actually serve.
Campaign setup, creative testing, targeting, and ongoing management.
The handoffYour local offer, service area, and available installation capacity shape the campaign.
Qualification
A dedicated landing page explains the offer. Its qualification form gathers useful homeowner and project information, then sends the inquiry into the CRM.
Mobile-first landing pages, service-area questions, contact details, and CRM routing.
The handoffQualification happens in the form. A submitted inquiry still needs a real conversation.
Speed to lead
An automated SMS/email lets the homeowner know the inquiry was received and sets expectations for contact. The lead is organized for the next action.
Custom CRM automations for submission-triggered messages, follow-up sequences, notifications, and tasks.
The handoffMessaging is configured around the agreed contact process and appropriate consent.
Follow-up
Human outreach reaches the homeowner, follows up on the form information, and works toward scheduling an estimate appointment.
Human appointment-setting follow-up, contact attempts, notes, and lead nurturing.
The handoffA human books the appointment. Your team’s availability and service boundaries guide scheduling.
Appointment management
Once the appointment is manually booked, confirmations and reminders help the homeowner prepare. Cancellations and missed appointments get a follow-up path.
Confirmations, reminders, cancellation handling, and no-show recovery.
The handoffYour estimator receives the appointment details and the homeowner’s information.
Your team’s sales process
Your team visits the property, defines the installation scope, presents an estimate, and handles the sale. Pipeline tracking keeps that opportunity from disappearing.
Estimate-stage visibility, follow-up tasks, and nurturing for homeowners still considering.
The handoffYour company owns technical advice, estimates, sales decisions, and customer commitments.
Reporting & improvement
Your team completes the installation and updates the sale. We use available source and pipeline data to see where the system is working and where it needs attention.
Opportunity tracking, acquisition and appointment reporting, attribution where supported, and optimization.
The handoffAccurate sales updates from your team are essential. Tracking is only as complete as the data connected to it.
A connected process. Your team remains responsible for estimates, sales, and installations.
Putting it in place
Implementation begins with your market and your team—not an advertising account in isolation. Scope and timing are agreed before work starts.
We look at service areas, installation capacity, existing lead sources, response times, and your estimate process. We agree on the offer, budget, responsibilities, and measurement.
We prepare campaigns, landing pages, and qualification forms, then build out your CRM with custom automations tailored to your lead handling, team availability, and sales process. Messaging, tasks, reminders, and nurturing run inside the CRM. Your business supplies local details, brand assets, and access needed for the agreed scope.
A test inquiry should reach the CRM, trigger the right messages, create a clear next action, and support a booked appointment. We review the handoff to your estimator before campaigns go live.
We manage the campaigns and system while your team estimates, sells, and installs. CRM automations are refined using lead, follow-up, and appointment outcomes so the workflows reflect what works for your business. Account updates and direct Slack support connect that work to what is happening in the field.
Clear responsibilities
Ongoing improvement
If inquiries arrive but few homeowners are reached, the first question is contact handling. If appointments happen but estimates go nowhere, we need visibility into the sales stage. If the campaign is attracting the wrong territory, targeting and the form need attention.
Acquisition, form, lead, appointment, and pipeline reporting help identify the next useful change. Source attribution is included where technically supported; incomplete tracking is treated as a limitation to address.
The next step
Share your market, capacity, and current lead-handling process. We’ll review the fit before discussing an engagement.