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Case study · Energy Consulting

Energy consultancy scales sales without hiring more salespeople

An energy efficiency consultancy built a system where 3 salespeople close 60% of deals without relying on the director.

0.6x

ROI in 6 months

$0.5M

Visible pipeline (MXN)

0%

Closes without director

The client

The situation before De Marketing

An energy efficiency consultancy with an average deal size of $250k MXN. A 5-person sales team where the director closed most deals. No CRM, no formal sales process, manual Excel reports every month.

The director was the only one closing consistently — a total bottleneck

No CRM — invisible pipeline, nonexistent forecast

Manual Excel reports with outdated information

Sales team without tools or process for effective follow-up

Client profile

Industry

Energy efficiency consulting and industrial audits

Revenue

~$25M MXN/year

Team

5-person sales team

Tier implemented

AI Growth Partnership

The challenge

We need to scale sales without hiring more people. The director can't keep being the only one who closes.

What we built

The system implemented

Month 1

Full setup

Professional website. Google Ads + Meta Ads. GoHighLevel CRM with pipelines by project type. GA4 + Looker Studio + Coupler.io for automated reporting.

Month 3

Pipeline & coaching

Visible and functional pipeline. Follow-up automations. Weekly AI reports. Sales call coaching to train the team.

Month 6

Autonomous system

3 salespeople closing independently. Reliable monthly forecast. System operating without director dependency for every deal.

Tools implemented

Google AdsMeta AdsGoHighLevel CRMGA4Looker StudioCoupler.ioAI Reports
Results

The numbers speak

Qualified leads/month

Before8
After22

2.7x more opportunities

Visible pipeline

Before$0
After$4.5M MXN

In active opportunities

Closes without director

Before0%
After60%

Autonomous salespeople

Sales cycle

Before45 days
After28 days

38% faster

Attributable new revenue

$3.2M MXN

Total investment: $420k MXN

ROI

7.6x

And growing with variable

Results dashboard

The numbers speak

Results Dashboard

Visible pipeline

$4.5M

From $0 to $4.5M

Closes without director

60%

Autonomous salespeople

Deals/salesperson

7/month

+133% vs before

ROI

7.6x

In 6 months

Leads & Revenue — Last 6 months

LeadsRevenue

Month 1

Month 2

Month 3

Month 4

Month 5

Month 6

Progression

Month-by-month evolution

Month 1

Growth partnership + CRM activated

Complete

Month 2

Pipeline visible for the first time

$500K

Month 3

Follow-up automation active

0%

Month 4

Salespeople closing without director

45%

Month 6

Full system mature

7.6x
ROI Calculator

What if you had similar results?

What if you had similar results?

CPL achieved: $120Close rate: 3000%
$30,000
$5,000$200,000
$250,000
$1,000$500,000

Est. leads/month

250

New clients/month

7500

Additional monthly revenue

$1,875,000,000

Estimated ROI

6249900%

Based on real results from the Energy consultancy scales sales without hiring more salespeople case. Results may vary.

Key insight

This case proves that the problem isn't always generating more leads — sometimes it's building the system so the existing team can close. Sales call coaching during the first 3 months was crucial: we didn't just configure tools, we taught the team to sell with a process. The variable compensation model aligned incentives: our success depends on theirs. When the director stopped being the bottleneck, the company went from linear to exponential growth.

Does your company depend on one person to close sales?

We build marketing and sales systems that scale without headcount.

The data presented is based on real results from De Marketing clients. Identifying names and details have been omitted for confidentiality. Individual results may vary depending on industry, budget, and market conditions.