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How Wisconsin Carports Scaled From $100k/mo to $665k/mo with data driven sales
In the Midwest
revenue increase
of closed deals from nurture
About Wisconsin Carports
Wisconsin Carports is a leading dealer of carports and steel buildings based in the Midwest. In a highly competitive and fragmented market, Wisconsin Carports set its sights on becoming the number one dealer in the region by building a more data-driven, accountable sales and marketing engine.
The Problem
Wisconsin Carports recognized they needed a competitive edge to dominate their market. Although they had a capable sales team, they lacked a unified system for managing leads, nurturing prospects, and measuring performance.
Key challenges included:
- No consistent method to track rep activity or enforce accountability
- Leads were being generated primarily through paid advertising, with no nurture systems in place to maximize older lead conversion
- Sales processes varied across reps, leading to inconsistent performance
- Disconnected technology systems made it difficult to automate communications across email, phone, SMS, and more
The leadership team knew that leveraging CRM data would be essential—not just to manage current operations but to fuel sustainable, scalable growth.
Why They Chose Blu Mountain
Blu Mountain was brought in based on a recommendation from another startup. What stood out to Wisconsin Carports was Blu Mountain’s ability to work at speed without sacrificing depth. “They met us where we were,” said Sarah Bernard, COO at Inclusively. “We were under pressure, moving fast, and they simplified everything.”
The Process
Blu Mountain led a hands-on engagement that included:
Deep Discovery
Gaining a full understanding of Wisconsin Carports' sales motion, lead sources, and market dynamics.
Strategic Implementation
Deploying a tailored tech stack centered around HubSpot to match real-world workflows.
Training & Documentation
Partnering with leadership to ensure adoption through training sessions and detailed process documentation.
Ongoing Insights & Analysis
Helping the team identify areas for continuous improvement through data review and strategic check-ins.
Key system builds included:
Inbound Lead Flow
Built an integrated process to intake leads from digital sources like organic search and Facebook Ads. Leads are routed to sales assistants for qualification, with qualified leads handed off to sales reps for closing—enabling faster engagement and higher conversion rates.
Sales Process
Implemented a detailed sales framework that guided reps through effective lead engagement and conversion strategies, resulting in significant improvements in conversion rates.
Nurture Process
Developed a structured campaign process to engage older, dormant leads, helping to drive additional revenue and improve return on ad spend (ROAS).
Detailed Tracking and Accountability
Created a system centered on activity goals and KPIs. Sales meetings are now fully data-driven, leading to more targeted coaching and better performance management.
The Results
With Blu Mountain’s support, Wisconsin Carports achieved transformational results:
The team evolved into a disciplined, insight-led growth engine, built for long-term success.
#1 Dealer
In the Midwest
Record Revenue Growth
Monthly revenue grew from $100K to $665K in under a year, with plans to surpass $10M in annual revenue.
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Market Leadership
Became the number one dealer in the Midwest.
Full Team Accountability
Every sales team member consistently hit minimum activity goals based on transparent KPI tracking.
Improved Lead Recovery
Over 40% of closed deals were sourced from nurtured, previously dormant leads.
Data-Driven Operations
Wisconsin Carports transitioned from an ad-hoc, intuition-driven business to a fully data-driven operation. Weekly and monthly meetings now revolve around live metrics, helping leadership and reps make smarter, faster decisions—and laying a foundation for continued scale.
What the client is saying
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"Without the systems Blu Mountain put in place, our business would look completely different today. It’s the cornerstone of how we operate every single day now.’’
Noa Valadez
GENERAL MANAGER
Wisconsin Carports & Steel Buildings
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