Optimizing Climate Control Sales and Infrastructure for Setpoint

12 Months

Campaign Duration

Outbound

Campaign Type

2

No of SDRs

Key Performance Indicators

$1.8M

$ value of pipeline generated

Meetings Scheduled

130

No. of Meetings Scheduled

Estimated SQL ROI

14X

Estimated Return On Investment

Revenue Growth Realized

$364K

Estimated Revenue Generated

Series B

Funding Stage

51-200

Headcount

United States

HQ location

Hotels and Senior Living

Target Industry

United States

Target Location

Building Operators, Facility Managers, and Real Estate Owners

Target Persona

Table Of Content

Overview

Challenges Faced

Our Solution

Results Achieved

Future Outlook

Setpoint is an AI-powered climate automation platform designed for multi-room commercial buildings, such as hotels and senior living facilities. They partnered with Whistle to analyze the US market and establish a scalable sales infrastructure. Over a 3-year engagement, Whistle helped Setpoint pivot its business model by identifying channel partners and managing national outbound outreach.

‍

Challenges Faced

  • Sustaining momentum over a long-term sales cycle inherent in large-scale climate control projects.
  • Identifying the most effective outreach techniques in a competitive commercial real estate market.

‍

Our Solution

  • Executed a high-volume outbound strategy including cold calling and cold emailing.
  • Implemented and configured HubSpot to serve as the foundation for their marketing and sales infrastructure.
  • Designed and ran integrated marketing campaigns to support the SDR function.

‍

Results Achieved

  • 91 new business opportunities created.
  • Successfully transformed the company's entire business structure through the introduction of a robust channel partner network.
  • Scaled outreach and brand awareness across the United States.
  • Established a repeatable and data-driven sales process within HubSpot.

Future Outlook

Key Learning

Infrastructure and Data Management

A foundational CRM setup (HubSpot) is essential for tracking long-term outreach performance and managing multi-channel campaigns.

Market-Specific Experimentation

Experimenting with various techniques is necessary when entering a complex market like commercial climate control.r

Strategic Business Transitions

Transitioning to a channel partner model can be a "game-changer" for a company’s operational structure and scalability.

Proven success with companies
in your industry

Real world results from companies that partnered with Whistle to generate qualified pipeline faster.
View More

Not Sure Which Service Is Right for You?

Let’s figure it out together. Book a quick call and we’ll walk you through the best-fit options based on your goals, team structure, and current setup.