How an Automated SMS Campaign Drove $5.2M+ in Revenue for Current Home
Executive Summary
Current Home’s rapid growth strained its marketing and sales team, making it difficult to manage lead follow-ups and customer engagement. With limited manpower, response times lagged, and high-value opportunities were lost.
To solve this, Current Home implemented an automated SMS campaign to streamline communication, nurture leads, and drive conversions—without adding staff. This strategy:
Increased response rates with instant outreach.
Recovered lost opportunities through automated follow-ups.
Reduced manual workload, freeing the team for high-impact tasks.
The result? $5.2M in revenue generated. This case study explores how SMS automation turned a manpower challenge into a seven-figure success story.
Client Background
Current Home is a leading residential solar provider operating in Southern California and Central Florida, helping homeowners reduce energy costs and embrace sustainable living. The company primarily generates new business through paid lead generation and field marketing, leveraging a mix of digital advertising and in-person outreach to connect with potential customers. To support these efforts, Current Home maintains an internal call center, responsible for nurturing leads, scheduling consultations, and driving sales. However, despite a strong acquisition strategy, there was a major gap in how the company engaged and followed up with prospects efficiently.
Before implementing SMS marketing, Current Home had little to no text-based outreach, relying heavily on phone calls and emails to engage leads. This approach led to slower response times, missed opportunities, and a heavy workload for the call center team. With increasing competition in the solar industry, the company needed a way to enhance lead engagement, improve conversion rates, and support its sales team without dramatically increasing manpower. The solution? A strategic SMS automation campaign designed to streamline communication, re-engage leads, and drive faster decision-making—ultimately transforming the way Current Home connects with customers.
Strategy & Implementation
To implement SMS automation at Current Home, I collaborated with our Salesforce admin to fully customize and integrate Mogli, a native SMS platform within Salesforce. I designed a brand-new automated SMS outreach cadence targeting new leads, aiming to set up appointments with homeowners. When prospects responded, our internal call center team—already experienced in lead qualification and scheduling—handled the conversations, ensuring a seamless transition from text to phone call. This approach immediately improved engagement rates and accelerated the appointment-setting process, proving that SMS was a highly effective addition to our sales funnel.
After initial success, we noticed a dip in call center production, leading us to explore a more scalable solution for managing SMS engagement. We partnered with Verse.ai, an AI-powered SMS platform, to automate the entire lead conversation process—from the first outreach text to appointment scheduling. I managed the integration between Verse and Salesforce, ensuring that all appointments set through SMS were seamlessly transferred to our system for agents to qualify and assign to sales reps. Once the new system was live, our SMS campaigns scaled significantly, generating more appointments with less manual effort and ultimately driving higher conversion rates and revenue growth.
Key Metrics and Results
The implementation of SMS automation at Current Home led to significant improvements in lead engagement and revenue generation. With the initial Mogli campaign, response rates increased, allowing the call center to convert more leads into appointments efficiently. After integrating Verse.ai, automation further streamlined the process, resulting in higher appointment booking rates and reduced manual workload. The impact was clear—monthly revenue saw steady growth, culminating in $5.2 million in total revenue generated through SMS-driven appointments. By optimizing outreach and automating lead conversion, Current Home transformed SMS into a high-performing revenue channel that continues to scale.
Lessons Learned & Best Practices
A key takeaway from implementing SMS automation at Current Home was the importance of balancing automation with human interaction. While AI-driven conversations through Verse.ai streamlined lead conversion, ensuring a seamless handoff to sales reps was crucial for maintaining quality. Timing and personalization also proved essential—sending texts at optimal moments and tailoring messages increased engagement. Additionally, continuous monitoring and optimization allowed us to refine messaging and AI workflows, maximizing performance. By leveraging automation strategically, Current Home scaled lead management efficiently and transformed SMS into a high-performing revenue channel.