Case Study: 60HertzEnergy achieves better lead tracking and sales visibility with monday.com

60HertzEnergy - Customer Case Study

60hertzenergy, a microgrid investment startup, struggled to keep track of business development leads gathered in frequent small‑world encounters across Alaska. With team members working long hours, action items and conversation status were easily forgotten, leaving the company reliant on a physical whiteboard and a small notebook.

They implemented a customized monday.com CRM template, refining columns and color cues and sharing the board with the CEO, COO, a junior BD associate, and an intern. The result is a remote, searchable “living” whiteboard that makes opportunities visible at a glance, improves sales tracking, and prevents contacts and follow‑ups from slipping through the cracks.

60HertzEnergy

Piper Foster Wilder

60HertzEnergy