AI GTM SYSTEMS YOU OWN

Custom AI Sales Systems for

ESG Revenue Teams

ESG Revenue Teams

ESG Revenue Teams

We build custom AI sales systems for teams selling ESG, sustainability, and climate solutions—connecting your data, public buyer signals, and Claude’s reasoning so your team can focus on the accounts most likely to move.

Pipeline is feast or famine. Referrals are inconsistent. And the signals that tell you a company is actually ready to buy are usually buried across public sources, not sitting neatly in a standard sales tool. We build the system around those signals—then hand it over so your team owns it.

Why traditional sales tech falls short

Why traditional sales tech falls short

Generic sales tools were not built for complex sustainability buying cycles

Generic sales tools were not built for complex sustainability buying cycles

Companies buying ESG, reporting, climate, or operational sustainability solutions often make decisions through a cross-functional committee, and the signals that show real readiness are scattered across hiring, reporting, operations, and public commitments.

The right buyer is not always obvious.

The right buyer is not always obvious.

Generic data tools miss highly specific buying signals.

Your team spends too much timeresearching instead of selling.

AI email writers make your reps sound likerobots.

We bring more than 20 years of experience selling complex ESG and sustainability solutions, advising buyers, and identifying the patterns that separate surface interest from real buyer alignment.

We bring more than 20 years of experience selling complex ESG and sustainability solutions, advising buyers, and identifying the patterns that separate surface interest from real buyer alignment.

Method over gimmicks

Human strategy, powered by Claude intelligence

Anyone can open an AI tool and ask it to write an email. But raw AI does not know you buyers, your market, or the signals that actually indicate readiness.

What matters is knowing how to guide the system to separate real buyer movement from surface-level noise—so your team can spend less time guessing and more time selling.

We bring more than 20 years of experience selling sustainability solutions, advising buyers, and identifying the patterns that separate general interest from real buyer alignment.

What we build

A custom AI-powered prospecting system
built around your ICP

A custom system built around your ICP, your buying signals, and your tools—not a generic platform you have to force-fit to your market.

01

Discovery & intelligence design

We start by understanding your buyer, your solution, and what “ready to buy” looks like in yourspecific market. Then we define the signals that should shape the system.

01

Discovery & intelligence design

We start by understanding your buyer, your solution, and what “ready to buy” looks like in yourspecific market. Then we define the signals that should shape the system.

02

Account lists & research

We create a target account list tailored to your ICP, connect to tools like Apollo where needed, andenrich the list with research pulled from public sources and interpreted through your valueproposition.

02

Account lists & research

We create a target account list tailored to your ICP, connect to tools like Apollo where needed, andenrich the list with research pulled from public sources and interpreted through your valueproposition.

03

Scoring & messaging

We prioritize the accounts showing meaningful signs of fit and readiness, then develop messagingangles your team can use across email, LinkedIn, and calls.

03

Scoring & messaging

We prioritize the accounts showing meaningful signs of fit and readiness, then develop messagingangles your team can use across email, LinkedIn, and calls.

04

Outreach workflows & handoff

We integrate the intelligence directly into your secure Anthropic environment—whether your teamuses Claude Chat for account research, Claude Cowork for recurring analysis, or Claude Code toconnect workflows to your CRM. Then we test it, document it, train your team, and hand it over soyou own the system long term.

04

Outreach workflows & handoff

We integrate the intelligence directly into your secure Anthropic environment—whether your teamuses Claude Chat for account research, Claude Cowork for recurring analysis, or Claude Code toconnect workflows to your CRM. Then we test it, document it, train your team, and hand it over soyou own the system long term.

The intelligence layer

Meet PennyOS: Your ESGSales Intelligence Operating System

PennyOS is the proprietary operating system layer based on 20+ years of selling sustainability solutions. Penny maps the signals, buyer logic, and messaging priorities specific to your company into a working intelligence system your team can actually use.

It is calibrated to your team’s communication style so

outreach sounds human, relevant, and specific to the

buyer.

Maps buyer-readiness signals to your exact offer

Surfaces stronger-fit accounts before your team wastes time

Shapes messaging around what a prospect is likely ready to hear

Helps Claude reason inside your market, not just across generic sales prompts

Built in your environment

Integrated into your secure Anthropic workflow

We integrate the system directly into your secure Anthropic environment—whether your team uses Claude Chat for account research, Claude Cowork for recurring analysis, or Claude Code to connect workflows to your CRM. Then we test it, document it, train your team, and hand it over so you own the system long term.

Claude Chat

For daily account research and personalized messaging.

Claude Cowork

For recurring team-wide data analysis

and scoring.

For recurring team-wide data analysis and scoring.

Claude Code

To connect intelligent workflows

directly to your CRM.

From first call to handoff

A structured process from first conversation to full handoff

A structured process from first conversation to full handoff, so your team owns

the system and can run it long after we are done.

A structured process from first conversation to full handoff, so your team owns the system and can run it long after we are done.

1

Diagnose

Define your ICP, your solution, and whatbuyer readiness looks like.

1

Diagnose

Define your ICP, your solution, and whatbuyer readiness looks like.

2

Build

Create the signals, scoring, research logic, and messaging workflows directly inside your secure Claude workspace.

3

Test

Validate the logic through small-batch outreach.

3

Test

Validate the logic through small-batch outreach.

4

Run

Launch the live system to generate prioritized accounts and personalized messaging.

5

Refine

Improve what is working and cut what is not.

5

Refine

Improve what is working and cut what is not.

6

Train

Hand the system over, train your team, and make sure your team owns the intelligence.

Who this is for

We work best with companies ready to build a repeatable pipeline system

We work best with companies that have a proven solution and are ready to build a repeatable pipeline system.

Yes, if:

You sell sustainability consulting, ESG SaaS, climate technology, or other sustainability solutions with deal sizes of $10K or more.

Your team is good at selling but loses time to account research, qualification, and message tailoring.

You want an outreach system built around your market’s real buying signals, not generic intent data.

Probably not, if:

You are still figuring out your ICP, pricing, or coreoffer.

You want a one-month blast campaign or a quick list.

You want to hand everything off and never touch it again.

Build the system, own the system

The planet can't wait. Neither can your pipeline.

We build custom systems that help ESG, sustainability, and climate revenue teams identify the buyers most likely to convert—and give your team the intelligence to reach them with the right message.

© 2026 Upside Systems. All rights reserved.

The planet can't wait. Neither can your pipeline.

Upside Systems operates on the ancestral homeland of the Schaghticoke, Paugussett, and Mohican peoples, who have stewarded this

land since time immemorial. We honor their enduring presence and continued connection to this place.

© 2026 Upside Systems. All rights reserved.

The planet can't wait. Neither can your pipeline.

Upside Systems operates on the ancestral homeland of the Schaghticoke, Paugussett, and Mohican peoples, who have stewarded this land since time immemorial. We honor their enduring presence and continued connection to this place.