Turn your existing sales team into a pre-RFP revenue engine

    A 7-day, expert-led diagnostic that maps how your sales team actually sells today—and shows exactly how AquaIntel fits into your revenue workflow.

    Built for water & wastewater vendors
    Sales-workflow first (not dashboards)
    Ends with a concrete adoption plan

    No cost • 2–3 working sessions • No generic demo

    Why sales intelligence tools often fail in practice

    Most water vendors don't fail because of bad products.They fail because intelligence doesn't fit how their teams actually sell.

    Reality

    Sales is reactive

    • RFPs define timing
    • Relationships drive access
    • Reps chase visible demand
    Tension

    Intelligence stays unused

    • Reports look good but don't drive action
    • No clear "when to call" trigger
    • Data lives outside CRM workflows
    Outcome

    Revenue leakage

    • Late entry into deals
    • Missed funding windows
    • Poor account prioritization

    Most vendors don't need more data.
    They need clarity on how to operationalize it.

    What We Analyze

    • 1How deals originate today
    • 2How reps prioritize utilities
    • 3How CRM is actually used
    • 4Where regulatory & funding signals break
    • 5Where pre-RFP opportunities are missed

    What You Get

    • A clear map of your real sales motion
    • Identified workflow gaps AquaIntel solves
    • Rep-level operating recommendations
    • A customized adoption plan (not a demo)

    A structured 7-day diagnostic

    Built for busy sales teams

    Day 0–1

    Pre-work

    • Short workflow questionnaire
    • CRM access (read-only)
    • Recent deal examples
    Call #1 (60 min)

    Sales Motion Deep Dive

    • How deals really start
    • What triggers outreach
    • Where reps spend time
    Call #2 (60 min)

    Systems & Process Review

    • CRM workflows
    • Data handoffs
    • Intelligence blind spots
    Call #3 (45 min)

    Readout & Recommendations

    • Findings summary
    • AquaIntel fit map
    • Adoption roadmap

    What you receive at the end

    Sales Workflow Map

    Before → After view of your sales motion

    AquaIntel Fit Matrix

    Where Funding, Regulatory, Replacement, Permit intelligence plugs in

    Rep-Level Weekly Workflow

    Exactly how reps use intelligence week-to-week

    90-Day Adoption Plan

    Pilot → metrics → rollout sequence

    Who this is for

    Good Fit

    • Sell to U.S. utilities
    • Have an active sales team
    • Want to engage before RFPs
    • Already use (or plan to use) CRM

    Not a Fit

    • Looking for lead lists
    • Want "AI magic" without process change
    • Unwilling to involve sales team

    Hard Truth

    This assessment is intentionally structured. If you're not ready to examine how sales really works, this won't help.

    Start with clarity.
    Then scale with confidence.

    Start Your Free Sales Diagnostic

    Complete this questionnaire to help us prepare for your diagnostic sessions.

    1Contact Information

    2Current Challenges

    Select all the challenges your sales team currently faces:

    We often enter deals too late (after RFP release)
    We lack early signals for utility buying intent
    Our sales process is mostly reactive
    CRM adoption or data quality is poor
    We have intelligence tools but reps don't use them
    Reps struggle to prioritize which utilities to target
    We miss funding windows (SRF, ARPA, grants)
    We don't track regulatory triggers effectively
    Sales cycles are too long / unpredictable
    Other (please describe)

    3Pre-work & Data Request

    To make the diagnostic effective, we suggest being prepared with the following before our first call:

    CRM Setup Overview

    An overview of your CRM setup including pipelines, stages, how your sales team actually uses it day-to-day, and any challenges they face.

    Recent Deal Examples

    2-3 examples of recently won and lost deals, including timeline and key decision points.

    Rep Workflow Overview

    Brief description of how reps currently find, qualify, and engage with utility prospects.

    Don't worry about having everything perfect

    We'll work with what you have and guide you through providing the right access during our prep call.

    Include timeline, outcome, and any notable challenges.

    No cost • No obligation • Your data is kept confidential