Example project
ClearCurrent Solar
Give the sales team clearer requests before arranging a visit.
Medium project. Typically six to twelve weeks, often with ongoing support afterward. Integration and automation work with a defined scope, built around the tools you already pay for. The figures are illustrative.
The problem
worth solving.
Staff spend time on inquiries outside the service area or missing basic property information.
Try a related working exampleThe system behind the solution
Plan visits before buying more demand
Connect homeowner-supplied project details, service boundaries and survey calendars to make campaign planning reflect practical site-visit capacity.
A proposed system. The working example covers part of it.
Bring the information together
- Campaign source and spend
- Owner-supplied property and location details
- Survey availability and completed visit outcomes
The decision it supports
Prepare a survey route only when the address lies within an approved service boundary and required project details are present.
When a person steps in
People review boundary uncertainty and installation feasibility; the system does not decide financing or promised energy savings.
What happens next
A coordinator approves the visit and the campaign owner approves any capacity-based spending adjustment.
How to measure the improvement
Compare completed suitable surveys, travel time and cost per reviewed opportunity; keep estimated system value separate from sales.
Build it in stages
- Ask for service area and owner-provided project details.
- Separate incomplete inquiries for a human follow-up.
- Send suitable requests to the CRM with their campaign source.
- Let the team confirm consultation availability.
Example numbers
What improvement
could look like.
These are example figures, not results or guarantees.
- Unqualified inquiries
- −48%
- Booked appointments
- +87%
- Cost per qualified inquiry
- −39%
- Released staff capacity
- 22 hours / week
From example
to your business.
Start with the actual workflow
Confirm how your team works today, which systems contain the records and how you measure the result. Test the idea against your real constraints before agreeing the scope.
Build, connect and test
Start with one complete workflow. Connect approved systems, test permissions and failures, and review the result with the people who will use it. The examples on this site do not connect to business accounts.
Keep the system useful
Agree who owns access, monitoring and day-to-day changes. Document the handover and define the maintenance and improvement work that fits the engagement.