This is not a hypothetical. This is not a "what if" scenario pulled from a marketing textbook. This is a real contractor, on video, telling you exactly what happened when PM Consulting installed a complete sales and marketing system for his business.

Kyle Wood owns Storefront Awning Inc. in Orillia, Ontario. He has been in the awning and shade industry for 20 years. He runs a tight operation serving residential and commercial clients across Central Ontario. Retractable awnings, stationary awnings, louvered pergolas, shade umbrellas. He knows his trade inside and out.

What he did not have was a system. And that gap was costing him deals he did not even know he was losing.

After PM Consulting installed our Zero Lead Loss framework, Kyle closed 22 deals directly attributed to the systems we put in place. Not "impressions." Not "reach." Not "engagement." Twenty-two signed contracts.

Here is the full breakdown of what we did, what changed, and why it matters for every contractor still running their business on Word documents and hope.

Case Study Video: Kyle Wood, Storefront Awning Inc.

The Results: 22 Deals Closed

Let us start with the number, because the number is the whole point.

22
Deals Closed
3x
Social Media Output
0
Leads Lost to Poor Follow-Up

Kyle told us on camera: "I think I've closed at least twenty-two deals."

Twenty-two deals that came through the CRM pipeline we built. Twenty-two deals that were tracked from first contact through to close. Twenty-two deals that, before our system, would have been scattered across Word documents, email inboxes, and sticky notes.

We are not going to pretend to know the exact dollar figure, because Kyle did not share that. But if you know what commercial and residential awning installations cost in Ontario, you can do the math. Twenty-two deals in a specialty trade is significant revenue.

The Problem: A 20-Year Pro Running His Sales on Word Documents

Kyle is not a beginner. He has been in the awning business since high school. He knows his customers. He knows his products. He knows how to close a deal face to face.

But here is what his lead management looked like before we got involved:

Before PM Consulting

  • Leads tracked on Microsoft Word documents
  • Manual follow-up (had to remind himself)
  • No system to organize or prioritize leads
  • Leads came in via Google, phone, referrals with zero tracking
  • Losing deals because of delayed or forgotten follow-up
  • 1-2 social media posts per week (maybe)
  • No trade show lead capture automation
  • No way to know how many deals he was actually closing versus losing

After PM Consulting

  • Full CRM with visual pipeline (New Lead, Contacted, Proposal Sent, Follow-Up, Meeting, Won/Lost)
  • Automated follow-up reminders and task notifications
  • Every lead organized, categorized, and tracked
  • Trade show QR code automation with instant SMS and email
  • Lead nurture sequences running automatically
  • 3+ social media posts per week, pre-scheduled
  • Clear visibility into pipeline value and close rates
  • 22 closed deals and counting

In Kyle's own words:

"The lead that came in two weeks ago, I'd always have to remind myself to follow up with that lead. Then I got a whole more bunch of leads that I am currently working with. So it's that consistent follow-up. I didn't have a system that organized those leads for me."

Kyle Wood, Owner, Storefront Awning Inc.

This is the reality for most contractors. Not a lack of skill. Not a lack of demand. A lack of systems. And it is silently costing them thousands of dollars every single month.

What We Installed: The Complete System

We did not hand Kyle a login and a PDF manual. We built and installed every piece of this system for his business. Here is exactly what went in:

1. Website Optimization

We modified the Storefront Awning website so the call-to-actions were clear and conversion-focused. We fixed location landing pages to target the service areas that matter. The website went from being a brochure to being a lead generation tool.

2. CRM Pipeline (GoHighLevel)

This was the backbone of the entire transformation. We built Kyle a full sales pipeline with stages he could see and manage:

Kyle described the pipeline this way:

"It makes things a lot easier to see visually. I put a notifier on there, a task that says remind me to follow up a week later. So then I get a notification, and I follow up with the client."

Kyle Wood, Owner, Storefront Awning Inc.

3. Trade Show QR Code Automation

Kyle does home shows and trade shows regularly. Before our system, he was capturing leads on paper and then manually entering them later. Some of those leads never got followed up on.

We built a QR code automation system specifically for his trade shows. Here is how it works:

  1. Prospect scans the QR code at the booth
  2. Their information goes directly into the CRM
  3. They immediately receive an automated SMS and email
  4. The lead is tagged and categorized by show
  5. Follow-up sequences trigger automatically
  6. Kyle can see every trade show lead in one place and track them through to close

The result? Kyle said it was "amazing."

"It made things a lot easier when you are dealing with a big batch of potential clients. Not physically texting them out individually. And it made securing the sales a lot easier too, because there is less time to acquire that client."

Kyle Wood, Owner, Storefront Awning Inc.

He closed four deals directly from one trade show alone using this automation. No pen and paper. No forgotten follow-ups. Just immediate, professional engagement.

4. Database Reactivation Campaign

We ran a database reactivation campaign to re-engage past leads and previous customers. Many contractors have gold sitting in old contact lists that they never touch again. We turned that dormant data into active conversations.

5. Lead Nurture Sequences

Not every lead is ready to buy today. The nurture sequences we built keep Storefront Awning top of mind for prospects who are interested but not yet ready to commit. Automated emails and SMS go out on a schedule, warming leads until they are ready to move forward.

6. Social Media Scheduling

Before our system, Kyle was posting once or twice a week on Facebook and Instagram. Now he is posting three or more times per week, with content pre-scheduled in bulk.

"I posted more now than I ever have, just because they're continuously coming out. More and more people are viewing my content. Which is what you want: more eyeballs on you."

Kyle Wood, Owner, Storefront Awning Inc.

The Real Insight: Kyle Did Not Know What He Was Losing

This is the part that should make every contractor reading this stop and think.

Kyle thought he was closing most of his deals. He thought he had a handle on his pipeline. He was wrong. Here is what he said:

"The numbers that I've been putting in this thing are a lot more opening for me because I thought I was closing a lot more than I was, but now realizing I am not. So it shows the bigger picture. It shows you more realistic targets."

Kyle Wood, Owner, Storefront Awning Inc.

Read that again. A contractor with 20 years of experience thought he was closing more deals than he actually was. Without a system to track it, he had no way to know. And that is exactly the problem the Zero Lead Loss system solves.

If you cannot tell someone exactly how many leads came in last month, how many you followed up with, and how many you closed, you do not have a handle on your business. You have a guess. And guesses cost money.

Why This Matters More Than Any Marketing Theory

There are thousands of articles online about contractor marketing. Most of them are written by people who have never installed a system for a real contractor. They talk about "brand awareness" and "content strategy" and "multi-channel attribution." Those articles are written for marketers, not for contractors.

This case study is different because it is real. We have the video. We have the results. We have a contractor sitting on camera telling you what happened.

Here is what Kyle would tell a contractor who says they get all their work from word of mouth:

"Give it a shot because it'll make probably their lives a lot easier and allow that contractor to grow. You can be able to take on more when you can see the bigger picture of what is outstanding or what you've quoted."

Kyle Wood, Owner, Storefront Awning Inc.

And here is what he would tell a contractor on the fence about investing in marketing systems:

"It is a large investment. But in the long term, things will be a lot easier for that contractor. You'd be able to close more deals this way because now you are going to be a lot more organized."

Kyle Wood, Owner, Storefront Awning Inc.

What Kyle Said About Working With PM Consulting

We will let Kyle speak for himself:

"Working with you Paul has been awesome. You've been able to now, I think, already have seen the company can grow a lot more than it has. You've just been so easy to work with. Friendly, great communicator, very knowledgeable in the product. It's been invaluable."

Kyle Wood, Owner, Storefront Awning Inc.

Kyle came to PM Consulting through a referral from another client, Rick Harris of Work Boot Consulting. From the very first Zoom call, Kyle said Paul was "very knowledgeable about the product and just the service." He mentioned being able to text questions at any time and getting answers. When spam calls were hitting his business line, Paul helped him sort that out too.

That is what working with PM Consulting looks like. Not a faceless dashboard. Not a monthly PDF report you never read. A real person who picks up the phone, knows your business, and builds systems that actually produce results.

The System Keeps Growing

Kyle is already planning his next steps with the platform:

This is the difference between a one-time marketing campaign and a system that compounds. Every month, the system gets smarter. Every trade show, the automation gets tighter. Every lead, the pipeline gets more organized. The 22 deals Kyle closed are just the beginning.

What Contractors Should Take Away From This

If you are a contractor reading this, here are the hard truths from Kyle's experience:

  1. You are probably losing leads you do not even know about. If your follow-up system is "I'll get to it when I can," you are leaving money on the table. Period.
  2. Word of mouth is not a growth strategy. It is a survival strategy. You cannot scale on referrals alone, and even referral leads need organized follow-up.
  3. You do not know your real close rate. Kyle thought he was doing well. The data showed him the truth. And that truth helped him close more.
  4. Trade shows without automation are a waste of effort. If you are collecting leads on paper at a home show, you are losing half of them before you even get back to the office.
  5. The system pays for itself. Twenty-two closed deals in a specialty trade covers the investment many times over. This is not a cost. It is infrastructure.

About Storefront Awning Inc.

Storefront Awning Inc. is based in Orillia, Ontario, serving residential and commercial clients across Central Ontario including Barrie, Midland, Wasaga Beach, Severn, and surrounding communities. They specialize in retractable awnings, stationary awnings, louvered pergolas, and shade umbrellas. Kyle Wood has been in the awning and shade industry for over 20 years and has operated Storefront Awning Inc. for 6 years. Learn more at storefrontawning.ca.

Get the Same System Kyle Has

This is not a "premium enterprise solution" locked behind a six-month contract. This is the same system we install for contractors across Ontario. Website optimization. CRM pipeline. Trade show automation. Lead nurture sequences. Social media scheduling. Reputation management. All of it, built for your business.

If you want to stop guessing and start tracking, stop losing and start closing, we should talk.

Call or text (705) 491-2627. Email paul@pmconsulting.ca. Or book a free consultation right now.

Twenty-two deals. On video. That is proof.