Onward Climate Battle Card | Sales Trigger & Pipeline Playbook

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🚀 Battle Card: Onward Climate

Quick trigger:

👤 Decision Maker in the News

Amanda Mortlock, President · 🔗 [LinkedIn](https://www.linkedin.com/company/onward-climate)

💡 Why It Matters

A dedicated entity for utility customer acquisition signals fresh budgets for growth-focused Product/Eng investments. → Source

🎯 Core Pain Point

Accelerating customer enrollment for load flexibility programs

Building scalable acquisition tech for rapid growth

💰 What to Pitch

Primary: CRM & Marketing Automation → Streamlined utility program enrollment and lead nurturing

Expansion: Product Analytics & In-App Guides → Data-driven optimizations and higher customer adoption

Leverage the Onward Climate sales trigger to pitch how rapid Product/Eng investments unlock immediate revenue.

🗺️ Quick Context

HQ: San Francisco, CA

Employees: ≈ 50

Rev: ≈ $5 M

Website: [onwardclimate.com](https://onwardclimate.com/)

🤼 Competitive Intel

*Which other vendors you’ll probably face to win Onward Climate’s business.*

Salesforce — CRM / Engagement

Unique edge: Broad ecosystem & customizability
Evaluated by VP Sales for scalability

HubSpot — Marketing Automation / CRM

Unique edge: Easy onboarding & free tiers
Evaluated by Dir. Marketing for GTM speed

Pendo — Product Analytics / In-App Guides

Unique edge: Native user adoption tools
Evaluated by Product Lead for retention insights

✅ Do-Now Checklist

Connect with all decision makers on LinkedIn (links above) and reference the Onward Climate sales trigger in your first touch

Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch

Schedule follow-ups in CRM (Day 3 & Day 10)

Next Step

Get more Onward Climate sales trigger intel daily—no fluff, all pipeline. Subscribe to NewsletterForLeads

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑CRM & marketing automation for utility program enrollments❑
PROOF_METRIC  = ❑30% enrollment boost❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Amanda
COMPANY     = Onward Climate
DEPT        = Product/Eng
SIZE        = ≈ 50
BOTTLENECK  = accelerating customer enrollment for load flexibility programs
EVENT       = spin off of Utility Partnerships business unit
DETAIL      = spin off Utility Partnerships unit
PAIN        = accelerating customer enrollment for load flexibility programs
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251001142913&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 50
REV_EST     = ≈ $5M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 50-person Product/Eng

Amanda—noticed your Product/Eng team is ≈ 50.

That’s when accelerating customer enrollment for load flexibility programs slows growth.

We helped ≈ TBD fix this with CRM & marketing automation for utility program enrollments.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about spin off Utility Partnerships unit — accelerating customer enrollment for load flexibility programs.  
CRM & marketing automation for utility program enrollments. 30% enrollment boost.  
Quick chat?