Signed Case 03 / Residential energy
Three residential energy brands. One homeowner journey.
Three regional brands unified homeowner enquiries, qualification, WhatsApp follow-up, product pricing, and management reporting in one system.
3
brands unified
300+
active deals tracked
3
regional pipelines
01 / Baseline
The constraint before the work.
- Three acquired brands used different tools, qualification rules, and follow-up habits.
- Brochure requests, EV charging enquiries, and quote requests were all treated as deals.
- Homeowner follow-up lived across paper, spreadsheets, inboxes, and individual memory.
02 / Intervention
What changed in the operating system.
- Created a shared lead-to-customer lifecycle with qualification before deal creation.
- Built three regional pipelines with a central headquarters reporting layer.
- Connected WhatsApp to HubSpot for confirmations, quotes, and automated follow-up.
- Created a product library and pricing calculator for solar, storage, heating, and EV products.
03 / Verdict
The written verdict.
Regional teams kept local control while leadership gained a consolidated view. Three brands, three regional pipelines, more than 300 active deals, homeowner qualification, WhatsApp follow-up, and quoting were brought into one operating system.
04 / Confirmed
Confirmed in the source record
What the evidence supports.
The source record documents three brands unified, three regional pipelines connected to one headquarters view, and more than 300 active deals tracked.