Skip to content
Back to case studies

Custom WordPress plugin case study

Turning instant estimates into qualification-ready opportunities

A custom WordPress quote and qualification plugin designed around the gap between marketing conversion and sales readiness, where location, customer inputs and verified contact intent all influence the value of the resulting lead.

WordPress pluginQuote engineLead qualificationAddress validation

Context

Residential solar acquisition often rewards low-friction quote experiences.

Approach

The funnel was structured as a controlled sequence.

Outcome

The finished experience still gives visitors the immediacy expected from an online estimator, but the resulting submission carries substantially more context than a generic contact form.

Technical model

How the system carries the work from one boundary to the next

System operating model

Lead qualification model

  1. 01

    Serviceability

    Validate the opportunity

    • Address input
    • Geographic checks
    • Supported area
  2. 02

    Estimation

    Build useful scenarios

    • Bill input
    • Pricing logic
    • Solar estimate
  3. 03

    Verification

    Confirm lead intent

    • Email verification
    • Controlled progression
    • Valid submission
  4. 04

    Handoff

    Deliver qualified context

    • Estimate result
    • Lead record
    • Scenario details

The problem

The context and technical tension behind the work

Context

An instant quote is only useful if the resulting lead is actionable

Residential solar acquisition often rewards low-friction quote experiences. But a form completion by itself does not necessarily represent a useful sales opportunity.

Challenge

Add qualification without making the funnel feel like an application form

Every additional validation step can improve lead quality while also creating another opportunity for abandonment. The experience needed enough control to reject unsupported locations, constrain unrealistic bill inputs and verify contact intent, but it still needed to feel like an instant estimator rather than a lengthy qualification process.

The approach

Technical decisions that kept the work coherent

Decision 01

Serviceability is established first so unsupported opportunities do not travel unnecessarily through the rest of the process.

Decision 02

Qualified visitors then provide the small amount of information necessary to build the available estimate scenarios.

Decision 03

Contact verification happens as part of progression rather than as an unrelated follow-up mechanism, allowing the final lead to represent both usable project context and confirmed intent.

The solution

Implementation evidence and technical capability

Solution

An estimator that also functions as a lead-quality layer

The resulting custom plugin combines geographic eligibility, input validation, estimate calculation and contact verification inside one controlled customer journey. Monthly bill information feeds modeled quote scenarios, including alternative configurations where relevant.

Technical summary

  • Validate the opportunityAddress input · Geographic checks
  • Build useful scenariosBill input · Pricing logic
  • Confirm lead intentEmail verification · Controlled progression
  • Deliver qualified contextEstimate result · Lead record

Core capabilities

  • Service-area validation
  • Address input and verification
  • Bill-range validation
  • Scenario-based estimate logic
  • Solar / storage comparisons
  • One-time email verification
  • Controlled funnel progression
  • Verified lead capture

Outcome

A technical system with a clearer path forward

The calculator became part of qualification, not just acquisition

The finished experience still gives visitors the immediacy expected from an online estimator, but the resulting submission carries substantially more context than a generic contact form. Unsupported locations are filtered earlier, key inputs are constrained before calculation and contact intent is verified before the final lead enters the downstream process.

Built to fit into agency delivery

Your tools
Your process
Your client
Our team

The agency retains control of the client relationship, commercial scope and presentation while technical implementation, testing, documentation and handoff remain behind the scenes unless direct communication is explicitly requested.

Start with a bounded scope

Need senior technical support that fits behind your agency?

The engagement can start with a bounded technical task, a complete implementation or an existing codebase that needs stronger ownership.

Discuss a project