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Content Experience
Migration & Implementation

Environmental commodities trading platform

Building the revenue engine and data infrastructure for a next-generation carbon trading exchange

10,000+ enriched contacts and a fully optimised CRM powering a scalable go-to-market launch

Technology

The impact

10000

Contacts Synced

Clean, segmented and ready for outreach after comprehensive data enrichment.

6

Lifecycle Stages

From Prospect to Evangelist. Creating full funnel visibility for tracking and forecasting.

1

Unified CRM

Fully optimised HubSpot environment powering automation, nurturing, and deal tracking.

Project overview

Environmental commodities trading platform

This fast-growing European startup set out to revolutionise emissions trading by removing intermediaries and offering direct, low-cost access to carbon markets. With its flagship exchange, it enables industrial organisations to buy and sell emissions allowances seamlessly and transparently.

The challenge

As a newly funded startup, the company needed to move fast to prove traction before its next investment round. However, its database of 13,000 organisations lacked usable contact data, its sales process was manual, and marketing automation was non-existent. Leadership needed a clean, functioning CRM, a go-to-market strategy, and the operational tools to generate and track sales opportunities quickly.

Data enrichment & CRM foundation

Data enrichment & CRM foundation

The project began by transforming a raw dataset of 13,000 organisations into a fully usable CRM. Using Clay.io and Wiza, we sourced missing contact information;  including full names, job titles, emails, phone numbers, and LinkedIn URLs, while cleaning and validating domains to ensure quality data.

 

The goal

Create a segmented, accurate database of priority contacts to kickstart outreach.

The outcome

Over 10,000 records were successfully enriched and migrated into HubSpot, forming the foundation of all future sales and marketing activity.

HubSpot implementation & RevOps

HubSpot implementation & RevOps

A full HubSpot deployment established the backbone for sales, marketing, and reporting. We implemented lifecycle stages, deal pipelines, and the BANT (Budget, Authority, Need, Timing) qualification framework to standardise how leads move through the funnel.

 

The goal

Build a scalable CRM system that supports growth and predictive revenue tracking.

The outcome

A unified sales environment was created, automating lead management and giving leadership full visibility on pipeline progression.

Go-to-market strategy & sales enablement

Go-to-market strategy & sales enablement

We designed a phased GTM framework focusing on quick wins and long-term scalability. This included mapping the outreach process, building multi-touch sequences, and crafting eight-step nurture emails tailored to industry pain points and value propositions.

 

The goal

Launch a sales engine capable of generating meaningful engagement and qualified leads.

The outcome

The sales team gained a defined, data-backed strategy for outreach, with improved lead quality, consistent nurturing, and measurable conversion tracking.

Content & messaging strategy

Content & messaging strategy

With limited awareness and content assets, the engagement also focused on defining voice, positioning, and immediate “green bike” content deliverables; small, high-impact assets such as sales decks, one-pagers, and nurture email kits to support sales conversion.

 

The goal

Clarify brand messaging and arm the sales team with content that accelerates conversations.

The outcome

A clear content roadmap was established, aligning the company’s market message with its growth vision and investor expectations.

Building data-driven foundations

With 13,000 organisations in their dataset, the enrichment process had to be re-engineered to avoid system crashes. By segmenting data into four key categories; Trading, Holding, Personal, and Operators, the team ensured stability and precision. The approach delivered over 10,000 usable records while maintaining compliance and data quality.

  • 13,000+ organisations cleaned and categorised
  • $1,000 allocated to targeted enrichment
  • 4 defined dataset segments for scalable processing

Want to learn more?

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