Sales pipeline
Track prospects, proposal value, next actions, owners, and stage in one commercial view.
Carbon Workbench Enterprise
Turn carbon analysis into sales-ready conversations.
Give sales and marketing teams a shared workspace for lead-generating calculators, qualified carbon opportunities, branded proposals, and client-ready follow-up.
Leads
Proposals
Capture
Priority
What Enterprise Adds
Lead generation, qualification, and proposals around your tools.
Enterprise extends the calculator suite with the commercial layer teams need after someone engages: lead capture, opportunity scoring, sales pipeline visibility, branded proposals, and account support.
Lead qualification
Prioritise prospects using calculator inputs, estimated project value, readiness, risk, and follow-up urgency.
Proposal builder
Turn calculator outputs into branded proposal packs with assumptions, opportunity size, risks, and next steps.
Lead-generating embeds
Use embeddable calculators on campaigns and landing pages, then review completions, downloads, and high-intent enquiries.
Commercial team access
Give sales, marketing, analysts, and reviewers a shared workspace for handover from enquiry to proposal.
Priority support
Use Enterprise support for campaign setup, proposal workflows, reporting questions, and account configuration.
Workspace
A workspace for carbon sales and marketing teams.
Enterprise gives commercial teams a clear place to capture demand, qualify project opportunities, prepare branded proposals, and keep client follow-up consistent.
Overview
A commercial home screen for carbon opportunities.
See lead activity, pipeline value, proposal progress, and setup actions without digging through separate tools or exports.
Lead activity
Pipeline value
Proposal progress
Embed performance
Lead source mix
Where demand is coming fromCompare campaign, website, referral, and direct enquiry sources across the active pipeline.
Setup checklist
Prepare the workspace for sales follow-upBring lead capture, proposal templates, and reporting into line before sending client-facing outputs.
1
Add proposal brandingApply your logo, company name, and sales document identity.
2
Connect lead sourcesReview embedded calculators, campaign pages, and enquiry routes.
3
Generate first proposalCreate a structured sales pack for a qualified client opportunity.
Sales pipeline
Move from calculator interest to qualified opportunity.
Track who engaged, what they calculated, the likely project value, and the next action needed from sales, marketing, or technical review.
Opportunity table
Prospects ready for follow-upPrioritise high-intent enquiries from calculator embeds, proposal requests, and direct campaign responses.
| Prospect | Source | Stage | Est. value | Next action |
|---|---|---|---|---|
| Coastal landowner group | Blue carbon embed | Proposal | £1.8m | Send branded pack |
| Biochar project developer | Pricing calculator | Qualified | £940k | Technical review |
| Estate management firm | Campaign page | Discovery | £420k | Book call |
| Agri removals collective | Partner referral | Needs data | £680k | Request assumptions |
Portfolio
Qualified opportunities and active project work in one view.
Portfolio gives teams a shared place to track what has moved beyond early interest, what needs diligence, and where annual credit volume is concentrated.
Portfolio table
Qualified project snapshot| Project | Type | Status | Annual credits | Confidence |
|---|---|---|---|---|
| North Sea kelp basin | Blue carbon | Live | 42,000 | High |
| Northumberland biochar | Biochar | Review | 31,800 | Medium |
| Fen restoration block C | Peatland | Shared | 17,900 | High |
| Agri removals cluster | Agri removals | Risk review | 18,500 | Low |
Screening
Prioritise opportunities before they enter the portfolio.
Screening helps teams compare early-stage projects by volume, revenue, risk, confidence, and verification burden before committing deeper time.
Shortlist
High-potential opportunities ready for a fuller portfolio review.
8
Needs diligence
Projects with useful upside but incomplete assumptions or delivery questions.
5
Parked
Lower-priority ideas retained for later review without cluttering active work.
3
Proposals
Client-ready proposals from calculator outputs.
Create proposal packs, client follow-up notes, and investor summaries with the right audience, assumptions, commercial context, and branding in place before export.
Build proposal
Structured proposal setupChoose the audience, opportunity type, and brand treatment before export.
Proposal packs are formatted for external review with headline metrics, assumptions, risks, and recommended next steps.
Recent outputs
What the team has sentBlue carbon opportunity proposalClient PDF generated 24 Apr by Kieran.
Biochar revenue follow-upSales PDF generated 22 Apr by Analyst team.
Campaign lead summaryMarketing pack generated 18 Apr by Strategy team.
Branding
Manage the identity used across proposals.
Set the details that carry through proposals and shared materials so every output is consistent, recognisable, and ready to share.
Organisation branding
Used across proposals and shared viewsProposal preview
How branding appearsNS
North Sea Climate Advisory
Blue Carbon Opportunity Proposal
Applied to proposal covers, summary pages, headers, and future client-facing views.
Team
Team access for sales, marketing, and technical review.
Enterprise gives commercial and technical teams a shared place to coordinate lead follow-up, proposal preparation, portfolio review, and account setup.
| Member | Role | Access | Status |
|---|---|---|---|
| Kieran Simpson | Admin | Full workspace, billing, branding | Active |
| Analyst team | Member | Pipeline, screening, proposals | Active |
| Proposal reviewer | Viewer | Proposals and shared views | Invited |
Account
Plan, billing, and support in one place.
Keep subscription details, renewal information, support routes, and account setup visible in one professional settings area.
Plan snapshot
Carbon Workbench EnterpriseOnboarding supportStructured setup support for teams shaping pipeline, proposals, embeds, and shared workflow.
Billing managementSubscription and renewal information stays visible from the account area.
Priority helpSupport for account setup, proposal workflows, embed campaigns, and reporting questions.
Included
Enterprise package- Sales pipeline and opportunity screening workspace
- Branded proposals and client-ready materials
- Team access for commercial and technical handover
- Account-level embed visibility
- Priority support and onboarding
Embeds
Embeddable calculators built for lead generation.
Account-level access, usage, captured interest, and keys live in Enterprise. Detailed styling, display options, and calculator configuration remain in the Tools app.
Embed performance
Campaign-ready calculators- Carbon credit pricing calculator
- Project impact calculator
- Display tools and map embeds
- Lead capture, usage summary, and event counts
Lead signal
Know who is ready for follow-upUse calculator completions, saved results, download intent, and project-size inputs to identify warmer prospects for sales follow-up.
Enterprise helps commercial teams turn carbon calculator engagement into qualified opportunities and client-ready proposals.
It adds shared structure around the calculator suite so leads are easier to capture, prioritise, present, and follow up.
For sales leads
See which prospects are active, what they calculated, what the opportunity may be worth, and what needs to happen next.
For marketing teams
Use embedded calculators as campaign assets, then review completions, downloads, and high-intent enquiries.
For analysts
Move from calculator outputs to opportunity screening, assumptions review, and proposal-ready summaries faster.
For clients
Receive clearer, branded materials that make the opportunity, assumptions, and recommended next steps easier to understand.
Plan
Enterprise package for commercial carbon teams.
Enterprise is designed for teams that need lead-generating calculators, shared pipeline visibility, branded proposals, and account support. A walkthrough helps align campaigns, reporting, team access, and embed requirements before rollout.
Enterprise
Lead capture, pipeline, proposals, and account support.£299 / month
Book a walkthrough
- Sales pipeline and qualified opportunity tracking
- Lead-generating embeddable calculators
- Branded PDF proposals and client materials
- Team access for sales, marketing, and review workflows
- Priority support and onboarding
Setup path
How teams get from campaign interest to useful sales workspace.1
WalkthroughConfirm your sales process, campaign goals, team shape, proposal needs, and embed requirements.
2
Workspace setupAdd branding, lead sources, project types, proposal templates, and account preferences.
3
First proposalGenerate a polished client pack and align the follow-up format before wider rollout.
FAQ
Questions teams usually ask first.
The key details around access, branding, proposals, lead capture, embeds, and billing are set out clearly before setup begins.
Is Enterprise self-serve?
Enterprise is best introduced with a walkthrough so pipeline setup, branding, proposal needs, embed capture, and team access are aligned before rollout.
Can we manage or cancel the subscription?
Account and billing access is available from the Enterprise account area, with a clear route to manage the plan or contact support.
Are embeddable calculators included?
Embed access can be enabled for Enterprise accounts. The account area shows access, usage, and lead signal, while the Tools app remains the place for deeper calculator configuration.
What does branding affect?
Saved branding applies to proposal covers, summary pages, headers, and future client-facing views where a consistent presentation matters.
Who is Enterprise for?
Enterprise is for consultants, project developers, sales teams, and marketing teams using carbon calculators to generate, qualify, and progress client opportunities.
What happens to the calculators?
The calculator suite remains the engine. Enterprise adds lead capture, pipeline visibility, proposal surfaces, portfolio context, and account controls around it.
Bring lead capture, qualification, and proposals into one Enterprise workspace.
Use Enterprise when your team needs embeddable calculators, shared pipeline visibility, stronger screening decisions, and branded proposals that are ready for client follow-up.