About REPS
REPS is an ambitious startup in the renewable energy sector. Their business is built on identifying and developing energy projects, which involves a multi-stage process of pitching to site owners, conducting detailed technical analyses, and securing commercial agreements.
The Challenge
As REPS prepared to scale their sales force, they recognized that their early-stage tool stack needed to evolve to support a more structured, project-based workflow.
Right-Sizing the Tech Stack: While HubSpot is a powerful tool, the team found it to be rigid and misaligned with their agile, project-focused needs. They sought a flexible solution that could mirror their unique sales cycle without the administrative heaviness of a traditional enterprise CRM.
Centralizing Operational Data: Critical project details were split between documentation in Notion and their CRM. To scale effectively, they needed to bridge this gap and create a single source of truth where project context and deal status lived together.
Standardizing Communication: The team wanted to move away from manual ad-hoc emails to a systematic approach. They needed a system that offered standardized templates for pitches and analysis to ensure consistency and speed up their outreach as the team grew.
Our Approach
We built a new Attio workspace from the ground up, designed to be their first true CRM and the central foundation for their entire GTM motion.
Methodology: We consolidated their scattered data into a single, structured pipeline in Attio that precisely tracks opportunities from the initial pitch through to the signed LOI and finalized agreement.
The Stack: We utilized Attio as the core platform to replace both Notion and HubSpot, building a dedicated Partners List and Deals Pipeline to manage their relationships and projects.
Data & Automation: We implemented a robust set of standardized email templates for every stage of the funnel (pitch, analysis, follow-up) to ensure consistent communication. We also built automated reminders to alert the team if a deal hadn't been touched in 14 days, ensuring no opportunity slipped through the cracks.
The Results
REPS now has a professional, streamlined CRM that provides the structure they were missing in their previous setup.
A Unified Source of Truth: All project and client data is now centralized in one place, eliminating the confusion of switching between Notion and HubSpot.
Streamlined Communication: The suite of standardized email templates has significantly reduced the time spent writing routine updates, allowing the team to focus on high-value conversations.
Data-Driven Visibility: Leadership now has real-time dashboards tracking the sales funnel and the value of signed commercial agreements, replacing manual tracking.
Why It Matters
For an early-stage startup, relying on "overwhelming" enterprise tools can actually slow down growth. By building a dedicated, custom CRM in Attio from day one, REPS established a professional foundation that supports their specific workflow and allows them to scale with confidence.
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