--- title: "carbonfit: Sales Process, Channels & KPIs | Lockview" description: How Lockview reviewed carbonfit's sales process, opened new sales channels and set team KPIs, with live reporting in HubSpot. image: https://www.lockview.co.uk/hubfs/Blue%20on%20white%20logo%20landscape%20transparent-2.png --- [![Lockview Business Solutions](https://www.lockview.co.uk/hubfs/Blue%20on%20white%20logo%20landscape%20transparent-2.png)](https://www.lockview.co.uk/en/?hsLang=en) [Home](https://www.lockview.co.uk/en/?hsLang=en)Services [All services](https://www.lockview.co.uk/services?hsLang=en)[Business and sales consultancy](https://www.lockview.co.uk/sales-consultancy?hsLang=en)[HubSpot onboarding](https://www.lockview.co.uk/hubspot-onboarding?hsLang=en)[HubSpot optimisation](https://www.lockview.co.uk/hubspot-optimisation?hsLang=en) Case studies [All case studies](https://www.lockview.co.uk/case-studies?hsLang=en)[NI Chamber](https://www.lockview.co.uk/case-studies/ni-chamber?hsLang=en)[Vyta](https://www.lockview.co.uk/case-studies/vyta?hsLang=en)[Quadra Consulting](https://www.lockview.co.uk/case-studies/quadra-consulting?hsLang=en)[Todd’s Leap](https://www.lockview.co.uk/case-studies/todds-leap?hsLang=en)[Silotank](https://www.lockview.co.uk/case-studies/silotank?hsLang=en)[carbonfit](https://www.lockview.co.uk/case-studies/carbonfit?hsLang=en) [Blog](https://www.lockview.co.uk/blog?hsLang=en)[Contact](https://www.lockview.co.uk/contact?hsLang=en) [← All case studies](https://www.lockview.co.uk/case-studies?hsLang=en) ![carbonfit logo](https://www.lockview.co.uk/hubfs/CarbonFit%20Logo%20Colour.png) carbonfit · Sales process, channels and KPIs # A sharper sales process and new routes to market Lockview reviewed carbonfit's sales process and developed strategic, innovative sales channels. Reporting improved, teams got clear KPIs and targets, and the business moved to a more joined-up way of working. The starting point ### A sales process that needed focus Reporting lived in Excel and teams lacked clear targets. The fix ### Process, channels and KPIs A reviewed sales process, new sales channels and measurable targets. The result ### A joined-up business Live reporting, accountable teams and connected processes. The challenge ## Growing sales in a new market carbonfit is a net-zero technology business. It needed a sales approach that could find and win customers in a market that is still taking shape. Management reports were built in Excel. Teams did not have clear KPIs or targets. Sales, data and wider business processes were not as connected as they needed to be. ### What was getting in the way - A sales process that needed review. - Limited sales channels. - Excel-based management reporting. - No clear KPIs or targets for teams. - Business processes working in isolation. What we did ## Review, rethink, measure 1. 1 #### Review the sales process Adrian worked through how carbonfit found, qualified and closed opportunities. 2. 2 #### Develop new sales channels Strategic and innovative routes to market, tested through trial campaigns and reviewed together. 3. 3 #### Improve reporting From Excel reports to live information in HubSpot, with better data and forecasting. 4. 4 #### Set KPIs and targets Clear measures for each team, with training and support so the CRM was used properly. How carbonfit works today ## Sales, reporting and process in one place ### A defined sales process A clear, consistent route from first contact to closed deal. ### More sales channels New routes to market built from what the trial campaigns proved. ### Live reporting Management information in HubSpot instead of spreadsheets. ### KPIs and targets Every team knows what good looks like and how they are tracking. ### One source of truth Customer and sales information held in one place. ### Joined-up processes Sales connected to the wider business, not working on its own. The outcome ## A more accountable, connected sales operation carbonfit now has a reviewed sales process, more ways to reach customers and reporting it can act on. Management meetings run on live insight instead of heavy Excel reports. Forecasting is more accurate, the sales pipeline is bigger and the sales team is performing better. KPIs and targets give teams clear goals, and a more joined-up approach means sales, data and management decisions pull in the same direction. > “He has enabled Carbonfit through Hubspot and training of staff to have one single source of truth in terms of client management and sales. Adrian brings a depth of understanding to business pressures offering tangible solutions and advice… we couldn’t recommend Adrian highly enough.” Stephen Dunn, Director, carbonfit Where next ### Sales process stuck? Review how you sell and where you sell. [Business and sales consultancy →](https://www.lockview.co.uk/sales-consultancy?hsLang=en) ### Reports still in Excel? Move to live reporting in HubSpot. [HubSpot optimisation →](https://www.lockview.co.uk/hubspot-optimisation?hsLang=en) ### Ready for AI? See where AI fits into your sales process. [AI readiness →](https://www.lockview.co.uk/ai-readiness?hsLang=en) ## Want clearer targets and better reporting? Talk through your sales process, your channels and the numbers your teams need. [Book a conversation](https://www.lockview.co.uk/contact?hsLang=en) ### Lockview Business Solutions Business and sales consultancy, HubSpot onboarding and optimisation, and independent support for business owners. Based in Belfast, supporting businesses across Ireland and the UK. ### HubSpot Platinum Partner ![HubSpot Solutions Partner Program Platinum badge](https://www.lockview.co.uk/hs-fs/hubfs/SolutionPartnerTierBadges_FINAL_PLATINUM_TEAL.png?width=140&height=140&name=SolutionPartnerTierBadges_FINAL_PLATINUM_TEAL.png) ### Contact Lockview [028 9600 9275](tel:+442896009275) [Send an enquiry](https://www.lockview.co.uk/contact?hsLang=en) [Book a call with Adrian](https://meetings.hubspot.com/adrian327) [Read our HubSpot reviews](https://ecosystem.hubspot.com/marketplace/solutions/lockview) © 2026 Lockview Business Solutions Ltd.