Lead Gen & Sales
See how a fast-growing home remodel company scaled their sales with a streamlined and automated quiz recovering 80+ lost leads per month.
The Opportunity
Scaling Smarter
More leads should mean more projects—not more lost opportunities.
A home remodeling company we worked with had a lead generation quiz designed to give homeowners an instant estimate for their remodel. The problem? It was built on an outdated WordPress app that required the team to manually collect and enter submissions into their CRM.
With delays in follow-ups, potential clients lost interest or went with competitors. On average, they were losing 80 leads a month—over $100K in potential projects—just from slow response times.
They didn’t need more leads; they needed a smarter system. By automating their lead capture, follow-ups, and CRM integration, they could respond instantly, qualify homeowners effortlessly, and convert more inquiries into booked jobs—without lifting a finger.
That’s where we stepped in.
The Solution
Eliminating Friction
We rebuilt their lead generation quiz in Tally Forms, giving them full control over the content—no more relying on outdated tech or developers for small updates.
Then, we automated the entire workflow:
→ Every new submission was instantly added to their Notion sales CRM
→ Leads received an immediate follow-up
→ The sales team could act fast and start the sales process immediately
By eliminating manual data entry and follow-up delays, they closed more deals and increased cold sales by 20%—all without increasing their ad spend.
