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Client Success Story — Willdan

FullFunnel exceeds goal by 368% for Willdan

How FullFunnel built Willdan a scalable outbound prospecting strategy from scratch — implementing HubSpot, testing personas, and taking ownership of pipeline operations.
Client profile
Willdan
IndustryEnergy performance & efficiency
AudienceBuilding owners & operators (NEO)
ProgramOutbound prospecting & pipeline ops
ChannelsPhone, email, social prospecting
ToolsHubSpot Sales Professional
Duration4 months
Results
Outbound prospecting program · 4 months
380%

To goal on qualified meetings

6-meeting October goal exceeded

3.5hrs

To generate a meeting

Down from a 6.8-hour goal

$100K+

Pipeline generated

In 4 months

The Company

Energy performance for complex building portfolios.

Willdan Group, Inc. is a publicly-traded company specializing in energy performance for utilities, government and public sector, K-12 and higher education, healthcare, hospitality, data center, commercial and industrial, and multifamily housing markets. Founded in 1964, Willdan generated approximately $391 million in 2021. In 2019, Willdan acquired the Weidt Group, an energy analysis and consulting firm.
The Challenge

Engineers, not salespeople, trying to sell a technical product.

At the time of contacting FullFunnel, Willdan had not yet built a sustainable demand generation program, hampering its ability to scale toward ambitious 2022 revenue goals. Willdan's Net Energy Optimizer (NEO) product helps organizations balance energy-efficient and cost-effective energy modeling for buildings. The Willdan team consisted primarily of seasoned subject-matter experts and engineers with limited sales experience, and was unsure how to best approach its target audience or keep stakeholders engaged through the buying process.
The Approach

HubSpot, persona testing, and hands-on pipeline ownership.

FullFunnel began by implementing a CRM and sales enablement tool to allow for scaled outreach and full data visibility.
Layer 1

HubSpot implementation

Within the first week, FullFunnel implemented HubSpot Sales Professional and trained the Willdan team on usage.

Layer 2

Persona testing

Within the first two weeks, FullFunnel's Sales Analysts began testing outreach strategies across channels. After seeing little engagement from Willdan's assumed primary audience in engineering and architecture, FullFunnel pivoted to a new audience and tested new industries — immediately successful, leading to higher connect and conversion rates.

Layer 3

Phone, email & social prospecting

Outreach ran across multiple channels to find where the new audience responded best.

Layer 4

Sales process definition & execution

FullFunnel took over lead qualification and held training sessions with the Willdan team to create an efficient sales funnel and ensure deals progressed with ease.

Why It Works · FullFunnel's Role

Test the audience before you scale the outreach.

FullFunnel builds and runs demand generation programs for technical teams that have deep subject-matter expertise but limited sales experience. The Willdan engagement is a proof point: the assumed audience wasn't the right one, and finding that out early is what unlocked the pipeline. Persona testing paired with hands-on pipeline ownership is what turned a new CRM into a scalable, efficient demand generation program.
Client Perspective
FullFunnel has been amazing to work with. They have helped us build a pipeline, improve our demos, and begin closing deals…
JS
Jason Steinbock
Director of Business Development, Willdan

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