US Solar

Watch The Automation

From 40 to 95 appointment per month after automating their marketing process!

Company: Join Us Solar
Business Niche: Installing solar panels to homeowners in Tampa, FL
Size: 5-10 Employees

The Challenge

Using many different marketing and advertising approaches to grow the business many did’t work as they generated only a few quality leads at best. But the best customers that the owner from US Solar discovered was that his best source to find qualified prospects was going to door to door.

The challenge was now how to streamline and systematize the process so he could hire door canvassers and get them to populate leads into a iPad and get appointments scheduled for him.

The Solution

  • Getting door canvasser to enter homeowners permission and  email address to send the free solar energy resource guide (eBook). Once the guide was sent marking automation campaign could start the process to educate and follow up each lead to get a free solar consultation booked
  • Using follow up task automation to keep the team focused
  • Using calendar automation to get appointments booked faster

Automation Wins


Open Rate

On-going educational follow-up with prospects



Increased lead to qualified prospect rate



Increased marketing list size

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