One partnership that runs the advertising that brings in leads and the HubSpot system that nurtures and closes them, with both owned by the same team and measured against booked revenue.
For years, most of your leads came from a third-party lead company, which is a common way solar businesses grow. Those leads leaned heavily on the government funding being promoted at the time, and as that funding tightened through 2025 and 2026, the flow of workable leads tightened with it: by what the CRM shows, new deals fell from 47 in April into the single digits by June. Running your own Meta ads was the right instinct; ads just need tracking and follow-up behind them to convert, and that groundwork was not yet in place.
The leads you do get are landing in a CRM that was set up but never fully connected. Almost $2M in deals is sitting in a single stage with nothing following up, and more than 100 deals have gone untouched since April 2025. Nothing automates the follow-up, so it falls to one person doing it by hand, which no one can sustain at that volume.
Here is the good news: when a deal actually gets worked, you close about two of every three. The selling works. What is missing is a way to bring in your own leads and a system that follows up and closes them. That is what this plan builds.
Seven things we found, each framed as what it costs, not what's missing.
Full detail in the companion HubSpot Utilization Audit already delivered. Figures are a point-in-time snapshot from July 3, 2026.
Until now you have rented your leads, on someone else's funnel, under someone else's offer. This plan makes them yours.
The goal is a system that brings in people who want solar for the reasons solar sells itself: lower bills, energy independence, and backup power. When CEIP, Greener Homes, or the next program reopens, we switch it on as an extra angle to target, a bonus on top, never the thing the business depends on. And because it is your brand being seen, consistently, that visibility compounds: more branded searches, more referrals, and a company that is simply better known in your market.
Edmonton homeowners are cutting their power bills with a system sized to their roof. Get a free, no-pressure savings report.
Illustration of a branded landing page, built to convert and wired straight into HubSpot. The kind of first impression the bought-lead model never let you make.
Once a lead comes in, these run on their own, so follow-up no longer depends on one person remembering.
A multi-touch email and SMS sequence, roughly a dozen or more touches, that reopens the conversation with every dormant deal, starting with the ~$2M and 100-plus deals sitting untouched today.
Every new lead gets an instant reply and a structured multi-touch follow-up over the first weeks, so none go cold while the team catches up.
Automated tasks, emails, and texts fire after the solar report, the exact stage where deals stall now, until each one moves forward or is closed out.
Underneath, we rebuild the pipeline and reporting so you can finally see win rate, revenue, and cost per lead at a glance, and we add a financing-aware track that holds CEIP and Greener Homes buyers warm until their program reopens, instead of losing them.
One end-to-end engagement. We run the advertising that brings leads in and build the HubSpot system that nurtures and closes them, so generation and conversion are never split across two vendors pointing at each other. Everything is built inside your own accounts and handed off with documentation and training.
No long discovery. We already know the account, so work starts in week one.
Re-architect the pipeline, fix the reporting, clear out the dead data, and switch on the first follow-up automation. Set up your Meta and Google ad accounts and conversion tracking properly.
First campaigns launch from your accounts. Landing pages and forms feed straight into HubSpot, and the nurture and routing workflows start working every lead automatically.
Closed-deal data feeds back into the ads to sharpen targeting and creative. We layer in funding-based angles when they return, then add quoting, referrals, and reporting.
The retainer covers the build, the ad management, and ongoing maintenance. The per-deal fee keeps us accountable: we earn more only when we generate more sales for you, which is exactly the incentive you want on the team running your ads.
Covers building and maintaining every workflow and automation, plus the strategy, creative, and management of your Meta and Google advertising.
For every closed deal that traces back to the marketing we run: the ads, landing pages, nurture, and referral automations. Deals from your own word of mouth are yours, no fee.
Say a month brings 4 closed deals: 2 from your usual word of mouth and 2 from the marketing engine. The word-of-mouth deals carry no fee; the month totals $3,495 + (2 × $750) = $4,995. A month with no marketing-generated closes costs only the $3,495. Either way the math favors you: the $750 fee is a small fraction of the profit on a sale you would not have had otherwise.
We have already audited the account: 545 deals, a 15-stage pipeline, and every gap this proposal names.
Viere builds digital presence, ads, and automations end to end, so "more leads" and "close more leads" get solved by one partner, in one connected system.
Your foundation scored 7 out of 10. We're sharpening a working machine, not tearing it down, which means faster results and lower risk.
You are already winning two of every three deals you work. The fastest path to more revenue is putting more qualified leads in front of that closing ability and making sure none of them slip. This engagement does both, run by one accountable team.
Whenever you are ready to start, week one is agreeing the ad budget and locking a start date, then the first automation goes live inside the first two weeks. We already know the account, so there is no long discovery to sit through.