Results | Haines GTM & Revenue Systems

Claude implementation at a seed-stage home services company

Result: Post-call downtime cut from 20 minutes to under 5, unlocking two more appointments a day on each rep's calendar.
Situation: Reps spent the time after every call typing notes and follow-up emails instead of dialing.
Action: Used Claude to analyze hundreds of real sales calls to find the patterns, then built a skill that turned transcripts into the call notes, the follow-up email, and the CRM field updates in one pass.

Sales to deal desk at a public residential solar company

Result: Deal desk kickbacks fell from 25% to 5%. Cancellations down 11%, and the gate still processes tens of thousands of deals a quarter, ten years on.
Situation: Reps sent incomplete deal packages, ops kicked them back, the two sides blamed each other, and customers cancelled while their deals stalled.
Action: Built a dynamic checklist that works out the document set for each deal's permutation and serves the rep a complete customer checkout at the point of signature.

Appointment routing at a public residential solar company

Result: Appointment-to-sit conversion up 50% across 800 field reps.
Situation: A wide gap between the best and worst reps, and too many appointments were being spent on weak closers.
Action: Rebuilt the scheduler around each rep's rolling 90-day close rate, so the most appointments go to the best closer in every market, automatically.

HubSpot component at a seed-stage home services company

Result: Speed-to-referral up 50%. Reps now refer a contractor while the homeowner is still on the phone.
Situation: Matching a homeowner to a vetted contractor should have been a simple scope and territory match. Instead it was hand-built in HubSpot report filters after the call, slowly.
Action: Built a matching widget and embedded it in the call workflow, so reps update the inputs on the call and get contractor matches instantly.

Proposal generation at a private roofing and solar manufacturer

Result: Proposal turnaround automated from 48 hours to 20 minutes, lifting pitch rate 20% on a $XXM partner channel.
Situation: Channel partners weren't requesting proposals or pitching the product, because every request was keyed in by hand and then waited on an internal team.
Action: Automated proposal generation and connected it to a CRM-to-CRM API, so proposals were requested and delivered inside the rep's own workflow.

Quote-to-billing at a private roofing and solar manufacturer

Result: The complaints stopped. Change orders had been adding hundreds to thousands of untaxed dollars per deal, and partners only found out when billing sent the past-due notice.
Situation: Partners said they were being overcharged. Everyone had looked at the invoices, and nobody could say why.
Action: Walked the quote-to-billing process end to end with a cross-functional team and found tax was calculated once, on the first pass, and never on a change order. Pinpointed the recalculation points and fixed them.

Twenty minutes of notes after every call.