Project context
At International Drilling Equipment, I sold specialized equipment into Mid-Atlantic contractor applications and improved how equipment and project information moved through the sales process.
Application discovery
I asked about the contractor’s experience, current equipment, upcoming jobs, capacity, and what they would change about the rig they were already using. Geography, terrain, project specifications, and the available fleet all affected which equipment could fit the work.
Building the CRM structure
I expanded HubSpot with more than 250 fields covering equipment and application information. I developed a more structured record of specifications, inventory, project milestones, and customer requirements so that information collected during discovery could support the next decision.
Follow-up and rental workflows
The work included project milestones, reminders, and rental-inventory communications. I also automated reminders around certificates of insurance. These were practical handoffs: what had to happen, who needed to act, and what information was still missing.
Execution planning
My work notes covered quotations, customization, transport, insurance, and startup. I treated those requirements as part of qualifying the equipment opportunity rather than waiting until the machine was ready to move.
Professional contribution
I combined contractor discovery with a more structured equipment and project record. The CRM work supported quotation preparation, rental communication, project timing, and customer follow-through.
