A solar installer generating 2,400 leads per month was closing 4%.
SunBridge Residential had cracked the awareness problem. Google, referrals, door-to-door — leads were never the issue. But the pipeline looked like a leaky bucket, and nobody on the team could explain where the water was going.
"We had more leads than our sales team could handle. What we didn't have was a process that turned conversations into contracts."
— Marcus Delgado, COO, SunBridge Residential
The Diagnosis
Three weeks of pipeline audits revealed the same pattern: sales reps were pitching product specs to homeowners who hadn't yet decided to go solar at all. The top-of-funnel qualification was broken — leads weren't being scored by intent, just by whether they picked up the phone.
The Fix
We rebuilt the intake sequence. A 4-question pre-qualification filter — bill size, ownership status, roof age, decision timeline — ran before any sales conversation. Leads below the threshold went into a 60-day nurture track. Leads above it got a 15-minute "energy audit" call instead of a full pitch.
The second change was the proposal format. We replaced the 22-slide deck with a one-page savings summary showing the homeowner's specific bill, their estimated annual savings, and the break-even date. No more drowning in panel efficiency ratings.
Pipeline Metrics · Before → After
Close Rate
Before
After 90 days
Avg. Sales Cycle
Before
After
Monthly Revenue Impact
+$380Kincremental / month
Engagement Timeline
Editor's note
The pre-qual filter alone accounts for ~70% of the close rate improvement. Most installers skip this step because they fear losing leads. They're losing something more expensive: sales rep hours.