SOEV
Build An Automated Revenue Generating Machine
Like other
successful business owners,
you want to
build a revenue generating and automated marketing machine…
A machine that for every pound or dollar you put in, many multiples pop out of the other end in client revenue.
Predictable, scalable, controllable…
This page outlines how we've done it before and how you too can build one.
“Stefan oversaw our marketing...
...Taking us from start-up to established company.
Would 100% recommend him.”
Amanda Rosewarne
CEO
The CPD Standards Office
Client Case Study: CPD Standards
About Our Client
CPD Standards is the industry-leading accreditation organisation for training programs in the professional development and healthcare space.
Challenge & Opportunity
The company was a ground-zero start-up with a higher quality service than the existing providers. Their goal to gain significant market share from a standing start.
Developments
- 2 ideal customer profiles
- A messaging document that outlined the audience's main issues, beliefs and how CPD Standards was uniquely placed to solve these issues

- A customer journey map from initial touch point, to nurturing the prospect through a series of stages including awareness, familiarity, building trust and credibility and close of sale
Solution & Result
We began with a series of strategy sessions and interviews with the Founder, resting on her deep knowledge of the market having worked in the market-leading standards provider.
The ideal platform was LinkedIn for this audience. We ran a series of ads targeting this profile and implanted a customer journey funnel which led the prospect from the initial landing page, a series of emails in an automated CRM.
The result was a campaign that has been tweaked and is still running today but has generated millions and was the foundation for the business to grow to being the market leader today.
CRM & Automation: The Linchpin Of Your Business Growth
Get an all in one portal for your business’ growth, centralising all marketing campaigns, streamlining operations and giving you as the business owner a central control panel to drive growth.
It is crucial to do a deep dive into your customer journey, from initial interaction with you through to close of sale.
The following outlines how SOEV can benefit from an advanced CRM Implementation.
Building an Automated Revenue-Generating Machine
How SOEV Solar Benefits from GoHighLevel Implementation
| Benefit | Impact |
|---|---|
| All-in-One CRM & Automation | Streamlined operations and lower software costs |
| Custom B2B Sales Pipelines | Shorter sales cycles and better lead management |
| Advanced Email & SMS Automation | More conversions with less manual effort |
| Integrated Appointment Scheduling | Increased consultation rates and fewer no-shows |
| Proposal Automation & E-Signatures | Faster deal closures and reduced paperwork |
| Real-Time Analytics | Data-driven decision making for campaigns |
Booking Automation: book leads and prospects to your calendar without lifting a finger. Use our campaign builder to create customised nurture conversations.
Artificial Intelligence: our software allows you to leverage AI (Artificial Intelligence) and Machine Learning to manage the conversation.
Customer Maintenance: our platform has everything that a business needs to manage clients, leads, websites, funnels, calendars and many other services to maintain a customer.
Collect Customer Payments: we integrate directly with Stripe so you can collect payments on websites, funnels, and even when someone books an appointment or you sell your services.
Lead Capture: a Full Suite Platform including a full featured Page Builder to capture leads. Create high-performing and captivating landing pages, surveys, capture forms and more.
Lead Nurturing: our multi-channel follow up campaigns allow you to automate engaging follow ups and capture responses from your leads.
Workflow & Pipeline Management Tools: with our built-in Management feature, you can keep track of where the leads are and what stage they are in the sales funnel.
Full Analytics Reports in One Place: our dashboard keeps an overview of where the leads are, and how much money has been generated on each phase.
Lead Management
With our CRM, you're not just capturing leads; you're unlocking the potential of every interaction, driving unparalleled growth for your clients.
Client Retention
By centralising your leads, you ensure consistent and personalized interactions. This not only enhances client satisfaction but also fosters long-term loyalty.
Business Growth
With all your leads in one place, scaling becomes a streamlined process. Our platform provides the foundation, allowing you to build and expand with confidence.
CRM Software
We recognise the pitfalls of fragmented lead management. That's why our CRM solution is tailored to integrate seamlessly, making it simpler than ever to oversee and nurture your leads.
MORE CLIENTS
Harness the power of unified lead management. With our CRM, you're not just capturing leads; you're unlocking the potential of every interaction, driving unparalleled growth for your clients.
KEEP YOUR CLIENTS LONGER
By centralising your leads, you ensure consistent and personalized interactions. This not only enhances client satisfaction but also fosters long-term loyalty.
SCALE YOUR BUSINESS
With all your leads in one place, scaling becomes a streamlined process. Our platform provides the foundation, allowing you to build and expand with confidence.
Skyrocket your business by unlocking the power of AI chatbot and text back.
7-Day Money-Back Guarantee! Dive in risk-free. We're confident in the value we offer.
Monitor, reply, and grow your business on the go with our mobile app.
Activate Google Chat and watch as it becomes a lead magnet for your business.
AI Appointment Setting Software
We recognise the intricacies of businesses driven by appointments. Navigating a fast-paced modern marketing landscape can be daunting, perplexing, and often time consuming.
Our AI-Driven SMS Scheduling system is a game-changer in this landscape. It operates 24/7 without fatigue, ensuring zero missed opportunities or double bookings. The software's intelligent algorithms can handle vast volumes of appointment requests simultaneously, adapting and learning from each interaction. This not only reduces the margin of error but also offers a level of scalability that human teams simply can't match. Moreover, by automating this crucial aspect of business operations, companies can redirect their resources and manpower to more strategic tasks, optimising productivity and profitability.
Stay Booked, Stay Busy: AI-Powered SMS Scheduling for Appointment Booking That Optimises Your Calendar.
This groundbreaking tool not only streamlines your appointment scheduling but also turbocharges your appointment management by filling up your calendar! Embrace the future of technology, discard the complications, and welcome a new era of seamless success all on auto pilot!
Get appointments from Website, Webchat, SMS, DMs, Facebook Messenger and more
Direct them to our ready-to-use AI Scheduling SMS platform, automating meeting bookings effortlessly! Ideal for both your existing customers and potential new leads.
Intelligent Rescheduling: The system detects conflicts and suggests alternative slots to customers in real-time.
Multi-Platform Integration: Seamlessly integrate with popular calendar apps and business management software.
Follow Up With Our Pre-Built SMS, and advertising campaigns
24/7 Automated Appointment Booking: Allow customers to book appointments any time of the day without waiting for business hours.
Automated Reminders: Send SMS reminders to clients about their upcoming appointments, reducing no-shows.
Start with your own customer database! Targeted marketing campaigns drive immediate sales. Reach existing customers for free through appointment booking. Add ads later for a constant flow of new leads.
