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 a new company preparing to scale, REPS was struggling with a setup that felt disjointed and heavy.

• HubSpot Was Overwhelming: The team found HubSpot to be overly complex and "overwhelming" for their stage of growth. It "over-exceeded" their needs, creating a cluttered environment rather than a helpful tool.

• Fragmented Data: Critical project information was scattered between manual Notion pages and their free HubSpot account, creating confusion and a lack of visibility.

• Inefficient Admin Work: Without a unified system, the team relied on manual tracking and drafting emails from scratch, creating unnecessary friction for a lean team.

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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