Case Study · Residential & Commercial Solar Installer · South Shore, MA
Quote-to-close time cut from 11 days to 4 for a solar installer
Proposal generation, document automation, and follow-up sequences turned a slow, manual sales process into the fastest quote in the market.
Package: Market Lock
11 → 4 days
Average quote-to-close time
~18 hrs/mo
Owner time saved on proposals and admin
2x
Proposals sent per week, same headcount
100%
Of leads receiving same-day first response
The Challenge
Solar sales are won on speed and professionalism. This installer was hand-building every proposal — site data, incentives, financing options — and taking eleven days on average from enquiry to signed contract. Competitors were getting there first.
What We Built
Market Lock system:
- Custom proposal-generation workflow: property data, system sizing inputs, and current incentive programs assembled into a branded proposal in minutes instead of days
- Document automation for contracts and interconnection paperwork
- Automated follow-up sequences at every stage of the pipeline — enquiry, proposal sent, decision pending
- Quarterly strategy reviews against a shared KPI dashboard
The Results
Average quote-to-close time fell from eleven days to four. The same team now sends twice as many proposals per week, every lead gets a same-day first response, and the owner has roughly eighteen hours a month back for site visits and hiring.
What’s Next
Extending the automation into post-install customer care — service reminders, referral requests, and review collection.
“In this business the first company back with a serious number usually wins. We're now first, every time, without hiring anyone.”
This case study uses illustrative figures representative of the engagement type while client permissions and verified metrics are finalized.