How Legacy Electrical Transformed Its Operations With Smart CRM, Automation & Marketing Support

The Problem: Growth Without Scalable Systems

Legacy Electrical is a team of highly trusted master electricians, offering 24/7 residential and commercial services Auckland-wide. Their reputation is built on:

• Upfront pricing
• Lifetime workmanship warranties
• Emergency support
• End-to-end service offerings, including lighting, EV chargers, data, switchboards, fault finding & more

Despite their exceptional service, Legacy was being held back by outdated systems. They were juggling spreadsheets, a website that didn’t convert, and siloed tools across admin, sales, and marketing.

“We were delivering excellent service in the field but behind the scenes, we had no way to scale properly or track performance.” — Legacy Electrical Team

The Solution: A Fully Integrated CRM & Marketing System

 1. Juicy CRM Migration & Contact Management

We migrated all existing data to Juicy CRM, eliminating duplicates and centralizing contact management.

We then developed standard procedures for entering and updating customer info so that automations could run accurately and consistently.

 Visual 1:

• “Standard Fields” for segmentation (Name, Address, Service Type)
• “Activity Timeline” tracking outreach, jobs, and quotes

“All customer contacts now flow through Juicy CRM with structured fields and tracked activities for full visibility.” 

2. Automation Setup & Workflow Alignment

Legacy’s admin team was manually following up with leads and cold calls — which was unsustainable. We built automations for:

• Lead follow-up sequences (email + SMS)
• Cold outreach tracking
• Internal reminders for overdue tasks
• Cold call outcome logging (auto-tracked in CRM)

Visual 2:

• “Trigger: New Contact Added to Outreach List”
• “Step: Send Cold Email #1 → Wait 2 Days → Send Follow-Up”

“Automated email sequences now handle cold outreach and reminders, improving consistency and reducing manual follow-up.”

3. Website Update & Landing Pages

We redesigned Legacy’s website to better reflect their services and professional reputation. In addition, we built dedicated landing pages for service categories like:

• EV charger installs
• Emergency callouts
• Switchboard upgrades
• Commercial service packages

Visual 3:Website & Landing Page Overhaul

• “Mobile-Responsive Layout”
• “CTA Buttons linked to automation”
• “Clear value props (Lifetime Warranty, 24/7 Service, etc.)”

Legacy Electrical’s new homepage was redesigned to be mobile-responsive, SEO-friendly, and conversion-optimized. Clear CTAs, trust-building imagery, and customer-centric messaging drive lead generation.

4. Internal SOP Integration

We aligned CRM functions with internal ClickUp workflows to ensure that tasks like contact entry, job notes, and invoicing were standardized.

Key Processes Referenced:

• “Add New Contacts in Juicy”
• “Proofread Work Notes Before Invoicing”
• “ClickUp → SimPro Sync for Job Billing”

 Visual 4:

Source: Page 1 of Guru export – “FAQs for Legacy”

• “Steps for entering new customers”
• “Checklist before marking jobs ‘Ready for Invoicing’”
  Caption: “Internal SOPs ensure accuracy across billing, CRM records, and job status updates between teams.”

5. Email Marketing, EDMs & Outreach

We launched monthly newsletters, branded content, and cold email campaigns tied directly into CRM segments—built from the cleaned data in Juicy.

Visual 5:

• “Dynamic fields: [First Name]”
• “CTA: Book a Free Quote → Linked to Landing Page”
  “Legacy Electrical now runs consistent email campaigns, from seasonal updates to project announcements — all fully managed in a central platform for better outreach and brand visibility.”

Results: Efficiency, Visibility, and Scalable Growth

“Our systems finally reflect the professionalism we deliver to our clients. Everything just flows better.”
— Legacy Electrical Team

What’s Next

Legacy Electrical stopped “juggling spreadsheets” and started growing with confidence. We specialize in building the backend systems that let you focus on your master electrical work while the marketing and admin run in the background.

Book a Free Strategy Call: Let’s discuss how we can transform your manual processes into a scalable growth engine.