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Case study · Green Home Energy

11,000 contacts, 15 reps and 444 opportunities straight in the calendar in one month.

A subsidy window opened that was closing fast. Green Home Energy needed to reach their entire database in weeks, not months. Without a call centre and without overloading their field reps.

Home energy retrofits · SMS database warm-up · Zero extra hires

Results for August 2026
444 handed-over opportunities straight into rep calendars1,048 relevant enquiries extracted from the database30 meetings per rep without a single new hire
Results funnel

From 9,967 conversations down to 444 booked field meetings.

No estimated numbers: complete campaign flow from the first live month straight from Ninjabot CRM.

Conversion rate

38% of finished conversations had genuine interest and 42% of those were handed over to reps.

  1. Total conversations9 967
    27% completed in August
  2. Completed conversations2 736
    38% relevant enquiries
  3. Relevant enquiries1 048
    42% brought to booked slot
  4. Handed over to rep calendars444
Ready opportunities in calendars
444Ready opportunities in calendars
Relevant leads on record
1 048Relevant leads on record
First-touch response rate
~25 %First-touch response rate
Fully booked regional sales reps
15Fully booked regional sales reps

Data from an audited Ninjabot CRM export for August 2026. Messaging ran in a 7:00 to 19:00 window at up to 1,000 contacts a day.

Starting point & challenge

The issue was not the offer. The issue was capacity.

Retrofits with state zero-interest loans sell readily. But whoever calls three months late finds homeowners who already signed elsewhere.

01
11,000 idle contacts

The database held thousands of homeowners interested in energy grants. Spreading outreach over six months would have gifted those deals to faster rivals.

02
Field reps, not phone callers

15 reps spend their days on site surveys and closing deals in person. Cold calling would have stopped all active pipeline.

03
Why not an external call centre

Training dozens of outside agents on subsidy criteria is slow, costly and prone to brand-damaging errors, only to dismantle the team right after.

04
Cost of inaction: zero meetings

Before launch, activity on the database was zero. A fast, scalable mechanism was required to qualify interest and deliver booked appointments.

The brief was straightforward:Reach 11,000 homeowners in weeks, qualify real demand, and feed reps pre-screened meetings only.
Solution & custom build

An opportunity landing directly into the rep’s mobile calendar.

The Ninjabot AI rep in database warm-up mode took over all routine work: SMS outreach, instant subsidy QA, and geo-targeted routing.

Instant-reply SMS

SMS yields the highest consumer open rate. The agent replied in seconds, verifying retrofit interest and timelines.

Calendar event delivery

Confirmed call slots landed into the territory rep’s calendar with phone number and the full transcript attached.

Real-time territory management

A shared routing sheet enabled the client to reassign regions between 15 reps on the fly without developer involvement.

Real-world capacity test

Pace was dictated by sales team capacity, not technology.

We started at 1,000 contacts a day. Within days the client asked to dial down to 500: reps could not keep up with the volume of calls landing in their calendars. Mid-month messaging was even paused for 5 days so the team could work through backlog. Lead generation ceased being the bottleneck: sales rep handling capacity was.

Economics: Ninjabot vs external call centre vs in-house team.

Cost comparison for securing 444 qualified opportunities under specific subsidy rules.

External call centreNinjabot AI obchodník
Training on subsidy criteria€2,900 to €4,300, 4 weeks prepIncluded in setup, live in 14 days
Monthly operating cost€17,000 to €24,000 in call feesMonthly licence + SMS usage
Direct calendar handoverNo, batch spreadsheet exportsInstant calendar events with full history
Lasting value after campaignNone, process stays with agencyIn-house CRM & workflows stay yours

Given the deal size of home energy retrofits, closing just a handful of deals out of 444 covers the entire investment.

In the client’s words

Green Home Energy leadership feedback.

The thought of our 15 reps dialing 11,000 numbers in the evening was impossible. Ninjabot sent 444 ready prospects into our calendars in one month. We had to slow it down because our reps could not keep up with on-site surveys.

H
Head of Sales
Green Home Energy

The biggest relief for our field reps is opening their phone in the morning and seeing ready calls. Phone number, address, and the complete chat transcript are right there. They call someone who already expects them.

F
Field Sales Coordinator
Green Home Energy

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