Customer Classification Framework Who We Sell To

Category Definition Priority Resource Posture Current Examples
IC — IMPEAIdeal Customer Institutional MF portfolios ≥1,000 units. Direct-metered, market-rate, electrification ambition, institutional mgmt, NY/CT/NJ. Highest Devote staff, hires, marketing dollars. Drive product roadmap. Fast decisions, repeatable ARR. FTERE, Franklin, Avalon Bay
SCStandard Customer Standalone MF coops, condos, rentals ~40+ units. Clear value prop but resource-intensive sales cycle. Low Cap internal resources. No marketing spend. Self-service or channel-delivered. One intro call max. Signed contract before any additional work. 2 Charlton, 960 Sterling, Parkhill
SDPStrategic Dev Partner Co-develop future capabilities. Must pay, provide real sites/data, and accelerate IC expansion. Medium Engineering-led GTM. Targeted spend (trade shows, memberships). Path to becoming IC. Northwell, L&M
PFCPotential Future Could be served later. Requires unbuilt functionality, unclear value, or unknown market frictions. Lowest Non-active. Does not drive engineering, justify hires, or trigger GTM. Hold / monitor only. Commercial offices, data centers, malls, campuses, sub-40 units
Key insight from Alex meeting: Every inbound opportunity must be classified against this framework immediately. The handwritten decision tree (Image 1) shows this in practice — two live deals evaluated against IC/SC criteria, with clear routing: bump to ICP, hold at SC, or park as PFC. This classification step should be the first automated gate in the BD-Hub.