Utility Account Playbooks

Turn Regulatory Filings Into Pipeline

Haystack builds a custom AI workflow around your product portfolio, utilities you want to target, and generates opportunity maps with recommended action plans.

Stage 1
Industry Websites
Stage 2
Dockets
Stage 3
Documents
MATCH
MATCH
MATCH
P1
P2
P3
Stage 4
Opportunity Map & Action Plan

Utilities expect you to show up informed.

Rate cases, IRPs, and grid plans contain the exact problems utilities need help solving. But finding those signals is painful.

Filings are massive

A single rate case can span thousands of pages of testimony, exhibits, and appendices. Nobody has time to read them all.

Signal is buried

The information that maps to your solutions is scattered across documents that are hard to find and harder to interpret.

Research takes too long

By the time your team manually reviews filings, the window for early engagement has already closed.

From your product portfolio to a prioritized action plan.

We combine proprietary AI processes with expert human review to deliver intelligence you can trust and act on.

We learn your portfolio

We build a custom intelligence process configured around your products, services, and the problems they solve.

We shortlist what matters

Proprietary processes and purpose-built agents identify the specific documents within regulatory filings that contain signals relevant to you.

AI maps opportunities

Your custom workflow analyzes the shortlisted documents and maps insights directly to products and services in your portfolio.

Experts verify quality

Every report is reviewed by our human analysts before delivery. We check accuracy, relevance, and completeness so you can trust what you read.

A playbook your sales team can act on immediately.

Each Utility Account Playbook is custom to your portfolio and a specific utility.

Opportunity-to-Product Mapping

Opportunities identified in regulatory filings mapped directly to specific products and services in your portfolio, with recommended next steps so reps know exactly what to lead with.

Source Document References

Every insight links back to the original filing document with direct references, so your team can verify claims and go deeper.

Contextual Analysis

Not just data extraction. Each insight includes an explanation of why it matters, how it connects to your value proposition, and a recommended action plan.

Recommended Contacts

Suggested people to target at the utility based on the opportunities identified, so reps can start outreach right away.

Higher quality than DIY. Faster than manual research.

Most teams either skip filing research entirely or try to brute-force it with generic AI tools. Neither works well.

Proprietary Document Shortlisting

We don't throw entire filings into an LLM. Our process identifies the specific documents that matter, so quality stays high and noise stays out.

Expert Human Review

Every report is checked by analysts who understand utility regulatory filings before it reaches your team. AI does the heavy lifting; humans ensure the quality.

Custom Workflow Per Client

Your workflow is built around your specific product portfolio. It doesn't just find opportunities — it maps them to what you actually sell, with recommended actions for each.

Sales leaders at companies that sell into utilities.

If your team sells products or services to electric, gas, or water utilities in North America, this is for you.

Utility
OEMs
Software Vendors
Engineering & EPC
Construction
IT / OT Services
Grid Modernization
Cloud & Infrastructure

We analyze the regulatory filings that contain the most actionable intelligence for vendors.

Rate Cases

Integrated Resource Plans

Distribution System Plans

DSM Plans

Wildfire Mitigation Plans

Storm Protection Plans

"After 15 years in sales and business development roles, I saw the same pattern repeat: vendors lacked visibility into the problems utilities actually needed help solving. I founded Haystack to bring clarity to the market."

Reece Thompson, Founder & CEO

See It In Action.
First Playbook Is On Us.

We'll build a complete Utility Account Playbook for one utility of your choice, free. No commitment. See the quality for yourself.

Free proof of concept · One full playbook · One utility of your choice
Book a 30-Minute Call →