Marc (CRO) — Thematic Notes

A thematic restructuring of Marc Zuluaga's notes from Cadence OneFive's Discord (#sales-general and #strategy-huddle), exported May 12, 2026. Source threads are reorganized per-entity (account, partner, program, geography, product topic, etc.) so context for any one workstream lives in one file.

Accounts & Partners #

• bright-power.md — Bright Power "Predict" rebrand; whether to compete or partner; data sharing question.
• ephoca-innova.md — PTAC-replacement OEM; Brendan Casey/Paul Clark marathon meeting; transaction fee landed at 4%.
• daisy-chain.md — Submetering / rate-arbitrage as wedge into deeper electrification work.
• aeroseal.md — Duct-sealing vendor; transaction fee negotiation; Derick interview prep.
• first-service-energy.md — FSE subscription + transaction fee deal; ~800 building portfolio.
• related-companies.md — Renewal invoices for 36 condo + rental properties.
• uplight.md — Adrian Franco contact; potential downstream DR/decarb partnership.
• hpd.md — NYC HPD upsell: pushing past BYO-spec into transaction-fee bidding.

Programs & Geographies #

• boston.md — BERDO partnership work with City of Boston, IMT, BE+; Joe Chavez intro and "Boston Biting?" follow-up.
• dc-expansion.md — Molly Gionta / DSEU intro for potential DC market entry.
• coned-peak-cooling-rfi.md — Josh Eisenberg / Standard Potential / Urban American RFI response on peak summer cooling.
• dps-coned-steam.md — DPS / ConEd steam-grid analysis MVP for Peggie ($50k).
• utah-nyserda.md — NYSERDA / Cody / Bianca Howard collaboration; image data and market sizing.

GTM & Sales Motion #

• pipeline-and-gtm-coaching.md — TC's coaching memo, Emily Paine demo lessons, Akam top-10 prioritization, Aurora channel, Robin's J-51 segmentation.
• funnel-test-mid-sized-managers.md — Habitat Mag teaser videos sent to 6 mid-sized manager portfolios (1,400 buildings / 22k units).
• nyca-consultant-handoff.md — Open question on whether Marc should run consultant-style calls solo vs with NYCA case manager / consultant riding shotgun.

Product #

• product-vision-roadmap.md — Jason's product vision document & pillars (March 2-4).
• scope-over-time-charts.md — AI process to generate over-time decarb charts from Momentum outputs (for Akam).
• street-view-images.md — Street-view image data for outside-NYC expansion; Sean Hardesty Lewis VLM; CycloMedia / Mapillary alternatives.
• columbia-ai-projects.md — Bianca Howard / Ryan NYSERDA chatbot; consultant-disintermediation implications.
• product-feature-requests.md — Freemium scope sharing, Robin's metabase J-51 query, Magrann/Mitchell Lama address upload issues.

Strategy & Internal #

• q1-2026-priorities.md — Per-person 2026 charges; "win the fingers" etc.
• strategy-huddle-meta.md — Canceled / skipped huddle housekeeping threads.
• transaction-agreements.md — Standard subscription agreement / Jason at Nixon's draft transaction agreement.

Operations #

• ar-aging-and-invoicing.md — Sara's weekly AR updates (Mar 9, Mar 16, Mar 23, Apr 28) plus the May 6-8 Willdan/Zapier invoice issue.