Case study · Green Solar Technologies
Running a residential solar pipeline.
$720K
Revenue contributed
150%
Of monthly quota
100+
Active opportunities
The context.
Green Solar sold residential solar systems to homeowners. The sale depends on trust: a homeowner has to understand financing, savings, and system options before committing to a long-term decision about their house.
The work.
100+
Active opportunities organized in Velocify
I ran full-cycle consultative sales on both self-generated and assigned leads: prospecting, qualifying, a needs assessment, a tailored presentation, and the close. I kept more than 100 active opportunities organized in Velocify CRM and reported weekly to leadership on outreach, conversion rates, and revenue.
Prospect
Qualify
Assess needs
Present
Close
The result.
I contributed $720,000 in revenue in nine months and consistently reached 150% of my monthly quota. The role ended in April 2020, when COVID-related layoffs hit the company.
$720K
Revenue in nine months
150%
Of monthly quota, consistently
100+
Active opportunities in Velocify
What I learned.
A clear explanation sells better than a clever one. Most of my best conversations were about financing, not panels.