Solar · CRM Build · Marketing Automation
A complete lead-to-install growth system for a solar company.
Windfree Solar had the reputation. 600+ installs since 2009, NABCEP certified, featured on ABC7 and Fox32. What they didn’t have was a system to capture, nurture, and convert leads automatically. So I built one from scratch in GoHighLevel: funnel, CRM, calendars, automations, email, and reporting, fully connected.
01 — Overview
The whole system, in two minutes.
Here’s a short walkthrough of the complete build, every page, workflow, and automation working together inside GoHighLevel.
How the pieces connect
Every lead that enters the funnel is captured, tagged, scored by pipeline stage, nurtured by email, and surfaced on a live reporting dashboard, with zero manual data entry.
02 — What I built
One connected system, nine moving parts.
This wasn’t a landing page. It was a full revenue operation, designed so a lead can go from first click to booked consultation to signed contract without anything falling through the cracks.
Landing page funnel
Conversion-focused “Get a Free Quote” lead magnet, hand-coded and embedded.
Solar savings calculator
Interactive multi-step estimator as a standalone lead entry point.
2 booking calendars
Online consultation + in-person site survey, with reminders and Zoom links.
4 forms & surveys
Quote request, savings calculator, post-consult NPS survey, and internal site-survey checklist.
8-stage sales pipeline
From New Lead to Closed Won, with custom fields, tags, and smart lists.
14 email templates
Branded, responsive HTML: transactional, nurture, follow-up, and internal alerts.
6 automation workflows
Lead intake, nurture, reminders, no-show recovery, quote follow-up, post-sale.
Reporting dashboard
Live KPIs: leads, conversion rate, pipeline value, show rate, email performance.
Also built but not shown here: a post-consultation NPS survey and an internal site-survey checklist form, both part of the deferred-launch phase.
The shift
Before a system vs. after.
- —Leads arrived by phone and email with no central record
- —Follow-up depended on someone remembering to call
- —No visibility into where deals stalled
- —Consultations booked manually, back-and-forth over email
- —No nurture, cold leads went quiet and were lost
- —No reporting on what was working
- ✓Every lead captured automatically into a CRM
- ✓Instant SMS + email response within 1 minute
- ✓8-stage pipeline shows exactly where every deal sits
- ✓Self-service calendar booking with auto-reminders
- ✓7-email nurture sequence runs on autopilot
- ✓Live dashboard tracks every KPI that matters
03 — Funnel pages
Pages built to convert, not just to look good.
I designed and hand-coded the funnel around Windfree’s strongest asset, credibility. Media features, certifications, and 600+ installs lead the page, with a low-friction quote form and a thank-you page that books the consultation immediately.
04 — Email system
14 branded emails that do the following-up for you.
I built a master branded HTML email template, then cloned it into a full library, every email responsive, on-brand, and tested across clients. Below is the complete set, organized by purpose. Click any email to view it full size.
← slide to see all 7 →
← slide to see all 4 →
← slide to see all 3 →
All 14 templates, plus the internal team alert emails, are cloned from one master template, so every send is perfectly on-brand. Built mobile-responsive and inbox-tested.
05 — Automations
Six workflows that run the business while no one’s watching.
This is the engine. Each workflow triggers on a real action, a form submit, a booking, a pipeline move, and handles the response automatically: SMS, email, task creation, pipeline updates, and reminders.
Instant SMS + welcome email, creates the opportunity, tags the contact, alerts the rep, and starts the nurture sequence.
Educational drip over 21 days. Auto-stops the moment a consultation is booked.
Confirmation email + Zoom link, then 24-hour and 1-hour reminders to cut no-shows.
Recovery SMS + email with a reschedule link, plus a rep follow-up task.
3-touch follow-up over 14 days, keeps stalled $20k+ deals alive without nagging.
Thank-you, install-timeline updates, referral request, and Google review ask.
06 — CRM & pipeline
A pipeline shaped around how solar actually sells.
Solar is a considered, multi-week purchase. I designed an 8-stage pipeline that separates “consultation scheduled” from “consultation completed,” and isolates the quote-follow-up phase where most solar deals stall, so the team always knows the real status of every deal.
Backed by custom fields (property type, monthly bill, system size, financing type), a structured tag taxonomy, and saved smart lists for hot leads, calculator leads, and NPS promoters.
07 — Reporting dashboard
Every number that matters, on one screen.
The final layer: a live growth dashboard. Leadership can see lead volume, conversion rate, pipeline value by stage, show rate, and email performance at a glance, including a custom-built lead-to-consultation conversion metric.
08 — Results
A system that pays for itself.
Measured against a representative month of pipeline activity, the system turns scattered inbound interest into a predictable, trackable revenue operation.
The real outcome isn’t any single number, it’s that Windfree now has a repeatable system. Every lead gets the same fast response, the same nurture, the same follow-up. Nothing depends on someone remembering to do it.
Want a system like this for your business?
I design and build complete growth systems in GoHighLevel, funnels, CRM, automation, and reporting, so your leads never fall through the cracks. If you’re a solar company, agency, or service business that wants this kind of operation, let’s talk.