Sunrock Balconies

Home improvement marketing case study

Sunrock Balconies is a glass balcony manufacturer and installer based in Cheshire.

We have worked with Sunrock Balconies for a couple of years. In the beginning, we helped develop their awareness and online presence.


As the business gained more leads (around 200 per month), we discovered that automation was the next step to keep up with the flow of leads. The sales team was spending many hours and in some cases, days to create a quotation for new enquiries.

The sales team was using outdated technology that proved clunky when the lead flow increased. Telephone leads were recorded on A4 sheet lead forms. There was no CRM or lead follow processes in place for quotation estimates that were not converted into sales.


Working closely with the Director of Sales we developed a CRM, which previously was built in a word excel document, and a system to deliver estimates that would allow the sales team to have more time and become more productive.

The CRM we delivered was Infusionsoft by Keap.

Learn more of how Tim Walters at Sunrock Balconies saw productivity increase plus sales and had the opportunity to take a break while the system supported the business. Click play on the video below.

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After taking the client through our discovery process. We implemented a new tech stack that was integrated with the client’s website and the CRM. We worked closely with the Director of Sales to build a sales pipeline.

In between the pipeline stages, we implemented digital automation so leads that needed more time to decide or were seeking alternative estimate quotes, were softly nurtured.

This kept the brand top of mind and helped increase conversions.


We eliminated the excel spreadsheet, implemented a CRM resulting hours of time saved. We addressed the process of sending manual email estimates into an automated campaign. The key factor here being that we developed a process of knowing what the recipient did or didn’t do with the estimate and what the next action should be in this instance.

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