The problem

Eco Sheffield contacted us in February 2025. The company was in its infancy and already generating strong demand. This demand however caused an issue that couldn’t be solved by simply “working more”.

Every product installation meant being on-site, which is a tall ask for a small workforce. This in turn meant that sales calls were being handled on the road and whilst juggling various other tasks.

Nothing was wrong with the quality of leads or the sales proposition. Their sales process worked fine. It just needed replicating in such a way that manual input was drastically reduced.

Our Solution

After our initial audit session, we agreed that the current sales process was as efficient as it needed to be. Our solution was to replicate this, and all the questions asked along the way into seven automated sequences, all triggered by custom build CRM integrations.

These logic-based triggers ensure that customers receive the correct information at the right time, and aren’t bombarded by irrelevant information all at once.

Equally important is that these emails all look and sound like the Eco Sheffield brand. By using bespoke design and custom assets, we replicated the user experience of the website the customers used as their entry point, ensuring that a smooth experience was in place for each and every lead.