Bare Energy – Solar Company Supporting Sales with Smarter Automation

The challenges our client faced

Bare Energy’s sales team was having strong conversations with potential customers, but many weren’t ready to commit right away. Common reasons included waiting for finance, still renovating, not yet moved in, or simply needing more time. Without a structured follow-up process, too many of these opportunities were going cold.

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Bare Energy wanted a system that allowed their sales team to capture why a deal didn’t progress, and then automatically keep the conversation alive with tailored, relevant messaging that would bring those leads back into the pipeline when the time was right.

What Drum Digital Did

UNDERSTANDING

The Big Smoke - LANDSCAPE - Conducted a full review of Bare Energy’s sales process, deal stages, and customer pain points to pinpoint where opportunities were being lost.

The Big Smoke - AUDIENCE- Partnered closely with the sales team to identify the most common reasons for hesitation, building a content framework that addressed issues such as finance, rebates, home improvements, and moving house.

Drum Digital - MARKETING - Designed the HubSpot automation strategy to bring this work to life — ensuring prospects were nurtured with timely, personalised content that kept them engaged until ready to buy.

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IMPLEMENTATION

STRUCTURE - Customised HubSpot deal cards and workflows so sales reps could record the reason a lead wasn’t ready, automatically triggering a tailored nurture sequence.

CONTENT - Built out more than 20 dynamic, personalised email templates covering scenarios such as Waiting for Finance, Rebate Pending, or Home Renovations Underway, plus re-engagement campaigns for “lost” or “stalled” deals.

AUTOMATION - Developed six complete workflow streams, including:

• Sales nurture sequences (reason-based follow-ups)
• After-installation care (thank-you packs, referral program, review requests)
• Re-engagement workflows (checking in on cold or lost leads)
• Newsletter tagging and list management

EFFICIENCY - Integrated lead scoring and automated notifications to alert the sales team when prospects re-engaged, so reps could focus their energy on the hottest opportunities.

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The results Drum Digital delivered

With the new HubSpot automation in place, Bare Energy now has:

• A structured sales support system that captures deal reasons and automatically re-engages prospects.
• Personalised nurture journeys that speak to each customer’s hesitation, keeping Bare Energy top of mind.
• Sales team efficiency, with automated alerts that allow reps to focus on warm opportunities instead of chasing cold leads.
• A complete aftercare and referral workflow, turning happy customers into repeat advocates.

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This partnership with The Big Smoke and Drum Digital means Bare Energy’s sales team can focus on what they do best — closing deals — while HubSpot automation ensures no opportunity slips through the cracks.