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Lemon EnergiaCustomer story

How Lemon doubled its sales service capacity without needing an SDR team

Prospecting, qualification and customer service on one platform, with AI handling half of the qualification.

  • 50%of the qualification process handled by AI
  • 2xmore service capacity per sales rep
  • 58%of leads arrive at night or on weekends and get an instant reply
About Lemon

Clean energy with a 100% digital sales operation

Lemon is a distributed energy cleantech that connects small and mid-sized businesses to clean, renewable solar power plants. With a model focused on sustainability and savings, the company runs digital acquisition channels to attract, qualify and convert customers at scale.

The inside sales team, led by Camila Souza, runs every digital channel together with marketing.

Challenge

Marketing and sales on different pages

Lemon's biggest challenge was getting every sales front on the same page: connecting marketing and inside sales so they speak the same language, internally and with customers, and matching the team with the right tools.

With the previous tool, the daily routine meant jumping from screen to screen: campaigns in one place, template approval in another, sends done by hand. Every manual step slowed down the operation's response time.

Our biggest challenge was getting everything on the same page: marketing and inside sales speaking the same language, internally and with customers, and the team matched with the tools, in a direct chain to convert customers and win new users.

Camila SouzaInside Sales Coordinator at Lemon
Solution

How Nuvia brought prospecting, qualification and customer service into one place

After the first tests, Lemon chose Nuvia as its biggest bet for 2026. The platform now organizes the operation's two funnels in one place:

  1. 01InboundLeads generated by digital campaigns, arriving with purchase intent.
  2. 02Active prospectingMulti-step WhatsApp campaigns that open conversations with new customers, so no sales rep is ever idle.

Reps work both funnels within the same platform.

Nuvia is our biggest bet for 2026. In the first tests we found a lot of value in the tool: it lowers our CAC and makes the team more productive.

— Camila Souza

AI handles 50% of the qualification process

Nuvia's AI now qualifies incoming customers and covers half of the qualification process. As a result, Lemon doesn't need a team dedicated only to this step (SDRs): it saves on customer acquisition cost, invests more in media and makes room to pay closers better.

Data enrichment: every list becomes an opportunity

A lead without a phone number or email is a stalled opportunity. With Nuvia's data enrichment, the team completes the contact in one click and the lead goes straight into the cadence. Lists that used to be half empty now generate conversations, with no manual research and without leaving the platform.

The whole operation in the Pipeline

From first contact to close, every lead shows up in Nuvia's Pipeline at its current stage, with an AI conversation summary, owner and status. Inbound and active prospecting sit side by side, and reps know exactly where to act without opening spreadsheets or switching tools.

AI as an accelerator, not a replacement

At first, the team worried that AI would take people's jobs. Camila showed that automation speeds up the process and doesn't replace the sales rep: AI handles qualification and repetitive tasks, and the team focuses on closing.

AI set up by the team itself, no developer needed

Handing customer service over to AI raised a natural question: will customers feel they're talking to a robot? On Nuvia, the team itself defines what the AI says, adjusts replies and creates rules right on the screen, without any programming.

Bringing AI into customer service broke a taboo. I define what the AI says myself, I write it on the screen, adjust replies and create rules, without programming anything. With other tools, that depended on a developer.

— Camila Souza
Lead journey

From ad to proposal, with AI at every step

Leads arrive through ads that open a WhatsApp conversation, at any time of day. The Smart Funnel leads the conversation until it hands the sales rep a customer ready for a proposal:

  1. 01Instant replyThe AI replies right away, day, night or weekend, introduces Lemon and understands what the lead is looking for.
  2. 02Automated quoteQualification and quoteThe AI confirms that Lemon serves the region and shows, right in the conversation, how much the lead will save on the electricity bill.
  3. 03Bill readingBill readingThe lead sends a photo or PDF of the bill and Nuvia reads the document and fills in the record on its own.
  4. 04A rep with full contextThe conversation reaches the inside sales team with the bill and the data ready. The rep goes straight to the proposal.

Bill reading: the electricity bill becomes a record, no typing

Photo or PDF, Nuvia reads the document right in the conversation, checks that it really is an energy bill and fills in the contact fields. The rep gets everything ready to validate.

AI agentI just need a photo of your latest electricity bill to confirm your savings. Can you send it here?
TranscriptUtility: CPFL PaulistaTotal due: R$ 312.40Address: Rua das Acácias, 120Campinas - SP - ZIP 13010-000
Fields filled in
Utility
CPFL Paulista
Bill amount
R$ 312.40
City
Campinas - SP
ZIP code
13010-000
Bill received
Yes
Illustration with fictitious data.
Impact

Twice the service capacity per sales rep

With qualification, quoting and bill reading handled by AI, each rep can serve twice as many customers and spend their time on what only a person does well: negotiating and closing. And since pay follows the volume served, the productivity gain reaches the team too.

With AI doing the qualification, I can double my team's service capacity.

— Camila Souza

Smart campaigns with multi-step cadences

Active prospecting is no longer a manual job. Lemon builds WhatsApp campaigns with multi-step cadences: when the lead replies, AI takes over the conversation and the rep only steps in to close.

Features used

The Nuvia building blocks in Lemon's operation

  • 01

    Smart Funnel

    The AI agent replies at any hour, qualifies, builds the quote and reads the bill the lead sends.

  • 02

    Campaigns

    Multi-step WhatsApp cadences for active prospecting, with AI taking over when the lead replies.

  • 03

    Pipeline and Dashboards

    Every lead in the Pipeline at its current stage, with inbound and active prospecting side by side and Dashboards showing each campaign's results.

  • 04

    Conversations

    A shared inbox for the team, with an owner and history on every conversation, so no customer goes unanswered.

Your leads also arrive at night and on weekends. Who's answering them?

In a 30-minute demo, we'll show you how the Smart Funnel replies, qualifies and hands your team only the leads ready to close, just like it does at Lemon.

Book my demo
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