The Playbook That Took a Solar Brand From Layoffs to a Fully Booked Calendar

We stepped in to create a structured, data-driven lead generation system.

The approach included:

✅ Market Research & Audience Strategy

Identified high-intent solar customers in Bermuda

✅ Structured Ad Campaigns

Launched & optimized across Meta, Google, and YouTube

✅ Lead Tracking & CRM Guidance

Advised the client on the importance of CRM adoption (though implementation was handled by another provider)

✅ Data-Driven Optimization

Tracked key KPIs, including Unique Outbound Click Through Rate, Leads, Cost per Lead, Engagement Metrics, and Deals Closed

✅ Sales Team Collaboration

Integrated sales feedback into ad strategy to refine audience targeting and improve lead quality

✅ On-Platform Lead Forms

Introduced lead generation forms on Meta into our strategy, significantly increasing lead capture rates

🏆 Breakdown of Our Winning Strategy

Testing & Refining Ad Creative

📌 Identified top-performing angles & messaging based on audience behavior

📌 Shifted budget toward the lowest CPL/ highest conversion ads based on CRM data

Smart Budget Scaling & Cross-Platform Advertising

📌 Expanded from just Meta to Google & YouTube, creating a multi-platform presence

📌 Improved click-through rates by 69%, proving our ads were more engaging

Client Education & CRM Advocacy

📌 While we didn’t implement their CRM, we advised heavily on its necessity

📌 Encouraged lead status tracking & pipeline visibility for long-term growth