Pacific Energy sales case study

After Three Years of Missed Targets, Pacific Energy Closed $1.5M in 90 Days

April 28, 20263 min read

Smart team. Strong product. Three straight years short of plan. The fix had nothing to do with product knowledge.

Executive Summary: Pacific Energy had a capable team that knew the product cold and still missed its number three years running. After installing pipeline structure, deal inspection, manager coaching, and a forecasting rhythm, the team closed $1.5M in new business and built $30M in pipeline inside 90 days.

Results at a glance

  • $1.5M in new business closed in 90 days (brand-new logo, cold to sold, not expansion)

  • $30M in new pipeline built in the same window

  • Turnaround after three consecutive years of missed targets

  • Three changes: a daily conversion tracker, coaching-driven 1:1s, and multi-threaded deal management

Why did Pacific Energy miss for three straight years with a team that knew the product?

Pacific Energy's team knew the product cold and still could not hit quota. Three years of missed numbers will make any leader reach for sales training. They did the same, and we told them to hold off. The selling skill was already in the building. The gaps sat one level up, in how deals were run and managed:

  • No pipeline structure

  • No forecasting rhythm

  • No deal inspection

  • No coaching loop

What did Pacific Energy change?

This was a 90-day install, run week by week, day by day, with coaching all the way through. Three changes did the heavy lifting.

First, a dead-simple daily tracker. Each rep spent under a minute a day logging their numbers. For the first time the team had real conversion data at every stage of the process. The peer benchmarking did its own work: a rep would see a teammate converting higher at a given stage and start asking what they were doing differently.

Second, we rebuilt the one-on-one. It had been a transactional status check. We turned it into a coaching conversation, from how it opens to the form that guides it to how the manager coaches through it.

Third, real deal management and multi-threading. The team had been single-threading low-level contacts and stalling there. We coached them to manage complex deals across multiple stakeholders and get to power.

The throughline, in Marcus's words from the breakdown: systems lead to predictable results, reps rise to structure and coaching rather than to the occasion, and tracking drives accountability.

What did the team close in 90 days?

$1.5M in new business closed. $30M in pipeline generated. Both inside 90 days, against a backdrop of three years of misses.

What should a sales leader take from this?

When a team knows the product and still misses, more training rarely moves the number. Look at how deals are inspected, forecasted, and coached. That is usually where the revenue is leaking.

Frequently Asked Questions

Why is my sales team missing quota even though they know the product?

Product knowledge is rarely the gap. Pacific Energy's team knew the product cold and still missed for three straight years. The leak was in how deals were inspected, forecasted, and coached. Fixing that produced $1.5M closed in 90 days.

How do you fix an underperforming sales team?

Look at the operating system, not the skills. Pacific Energy installed a daily conversion tracker, coaching-driven one-on-ones, and multi-threaded deal management, and turned three years of misses into $1.5M closed in a single quarter.

Does sales training fix a team that keeps missing target?

Often not, if the team already knows how to sell. Pacific Energy asked for training and we declined. The selling skill was there. The structure around the deals was not. The fix was systems, and it closed $1.5M in 90 days.

How do you build sales pipeline discipline?

Make the leading indicators visible and coach to them. A daily tracker that took each rep under a minute gave Pacific Energy real conversion data at every stage and the peer benchmarking that made reps self-correct.

Want results like Pacific Energy's, a team that finally hits its number after years of misses? Book a free Executive Snapshot below.

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