Automated Lead Enrichment from Calculators and Wizards
All lead capture points across the platform — the Project Economics Calculator, Income Qualification Wizard, and resource downloads — now feed directly into Klaviyo for automated email nurturing.
How It Works
- Calculator leads include project metadata: project type, system size, state, ITC rate, and total estimated credit amount
- Qualification wizard leads include entity type, tax liability bracket, income sources, and recommended pathway
- Automatic audience segmentation — leads are tagged by source and enriched with deal-relevant data for targeted follow-up
- CRM sync — every lead also creates a ProjectContact record in DealStar for the sales team
This means qualified prospects who engage with educational tools automatically enter the right nurture sequence based on their profile and interests.