Lead-to-install sales system for a residential solar installer
Lead-to-install pipelines, a GoHighLevel to HubSpot move and coaching dashboards.
- sales pipelines
- 3
- lifecycle stages
- 6
- GoHighLevel to HubSpot migration
- 1
- workstreams delivered
- 6
The problem
A residential solar installer was running on GoHighLevel, with pipeline stages the sales team ignored and follow-ups buried in the owner's inbox.
What we built
We mapped the lead-to-installation journey with the operations director, then rebuilt it in HubSpot: lead stages that mirror how a solar job moves from enquiry to site survey to install, three pipelines with stage-duration reminders, a meetings link so homeowners book their own site survey, and a full GoHighLevel migration with email and calendar synced.
The result
Activity and deal-velocity dashboards for sales coaching, and segmented email follow-ups driven by lead scoring.
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