Case study · Commercial Energy Brokerage

Situational Energy: 22 utility bills sourced in 4 weeks

Focus: Electricity & gas procurement, deregulated US marketsEngagement: Internal ventureTeam: 3 dedicated SDRs

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The challenge

What the before-state was costing them.

Situational Energy is a commercial energy broker: businesses hand over a utility bill, and 30+ suppliers compete for the account. The whole funnel starts with that bill. Getting a facility operator to send one on the strength of a cold call is the hardest yard in the business, and every bill in hand is a live deal. The brokerage needed a team that could source bills at volume, week after week.

The approach

What Talento did about it.

Full disclosure: Situational Energy is one of our own ventures. Talento placed 3 dedicated SDRs on the campaign in 7 days, the same way we do for clients. We built lists of facility operators in deregulated markets: manufacturers, warehouses, retail chains, healthcare systems. The reps worked the phone with one low-friction ask: send the bill, get a rate comparison in two business days. The reps logged each bill and handed it to the brokerage team for supplier bidding.

What we did

The work, bullet by bullet.

Why this worked

The process behind the number.

The ask matched the offer. A bill costs the prospect two minutes and commits them to nothing, so the reps could win a yes on a first call. The lists targeted operators with real energy spend. And because this is our own venture, the campaign ran with our own money on the line: the same reps, dialer, and playbook we place with clients.

The results

Numbers from the campaign, not from memory.

22 utility bills sourced in the first 4 weeks: 8 live deals into the procurement funnel.

Each sourced bill is a business that asked for a quote, so the funnel it feeds converts at deal economics, not marketing economics.

Engagement

Internal venture campaign, run on the standard Talento playbook.

Ready when you are

Want a pipeline that shows up on schedule?

Talento places vetted, dedicated sales talent and runs the outbound motion end to end: lists, outreach, qualification, reporting. Placed in 7 days. A 30-day fit window, so if the fit is wrong we swap or replace.