CRM Unlocked

1 source of truth, a team that uses it, 90%+ less time spent reporting.

Maya R. Chief Commercial Officer

Question: How many deals are marked as 80%+ confidence to close within the quarter?

Answer: 14 deals, $9.2M, are at 80%+ to close by Dec 31:

Largest: Harbor Point Energy, $1.8M, contract out for signature.

From the HubSpot deal pipeline

Luis T. Project Developer

Question: When did we last meet with Harbor Point Energy?

Answer: Sept 30, a quarterly review with two of their engineers. Notes say they want a pilot in Texas. Next step: proposal by Oct 21.

From HubSpot meeting notes

Q4 pipeline: climate infrastructure

Date range: This quarter Pipeline: Project development

Weighted pipelineAmount × stage probability

$14.6M12% vs. Q3

Deals at 80%+ to closeContracting and closed won

14$9.2M this quarter

Closed won vs. Q4 goal$7.4M of $10M

Deal stage funnelDeals, with stage-to-stage conversion

Pipeline by business unitTotal deal amount

Closed won, cumulativeQ4 by week, against the goal pace

Deals at 80%+ to close

Deal	Business unit	Stage	Amount	Close
Harbor Point Energy	Battery storage	Contracting	$1.8M	Dec 12
Mesa Verde Solar II	Utility-scale solar	Contracting	$1.4M	Dec 19
Cedar Flats Solar	Utility-scale solar	Closed won	$1.2M	Nov 4
Northgate Fleet Depot	EV charging	Contracting	$0.6M	Dec 22

How does the process work?

Scope scales from one team to every business unit.

Intake
We map your teams, pipelines and data.
Build
Your CRM set up to your use cases. We do the build.
Connect
Claude, ChatGPT or Copilot linked to HubSpot, within each person’s access.
Train
Live sessions, recordings and quick guides.

$0~~was $1,500~~ / ~~was $3,500~~

HubSpot onboarding fee, waived through our partner status. You save up to $3,500.

Right-sized

If desired, we can support subscription renewal to ensure you only pay for what you need.

A 45-minute call to discuss your technology stack and team needs. The scoping document can be sent afterward.