New Year Sales Checklist – MyProtel Capex Project Reports (Q1 2026)

As Q1 2026 begins, many suppliers of capital equipment and machinery are starting a new financial year.

Now is the moment to reset priorities, tighten processes and focus commercial effort on the opportunities and clients most likely to generate revenue this year. Protel’s capex project leads – delivered directly through MyProtel – give your sales teams the verified contacts, equipment scope details and schedule dates they need to engage confidently with live projects.

Use the new year sales checklist below to start the year with clarity and purpose.

1. Audit your active and recent project leads

• Review all the capex projects assigned to your team in MyProtel from the past 12 months. You can use the in-built MyCRM for this.
• Flag projects that remain live, those whose schedules have moved and those that are completed or cancelled.
• Outcome: a clean, prioritised master list that removes stale opportunities and allows a focus on live leads.

2. Verify and enrich contact data

• Use the contact details in each Capex Project Report to confirm decision-maker names, titles and contact channels.
• Update your internal CRM or database with verified contacts and add notes about the best outreach method/timing, depending on where the project is in its’ lifecycle.
• Outcome: fewer dead ends and higher-quality sales conversations.

3. Prioritise by scope, value and schedule

• Score projects by estimated capex budgets, project stage (feasibility → design → construction etc) and imminent decision dates (procurement, planning approval).
• Focus immediate outbound activity on high-value projects in late design or procurement stages.
• Outcome: sales resource concentrated where it can most quickly convert into orders to impact this year.

4. Plan a targeted outreach cadence

• For each priority project, define a concise outreach plan (who contacts whom, when, and with what objective).
• Use MyProtel reports to tailor messaging to scope and schedule, consider referencing how your product or service can solve challenges relevant to the project in question.
• Outcome: personalised, evidence and solutions-based approaches that shorten sales cycles.

5. Align resource deployment with market opportunity

• Review your geographic and sector coverage against the projects in MyProtel. Where are clusters of live opportunities?
• Reassign field personnel, distributor activity or inside-sales focus to match those hotspots for the year ahead. Consider expanding your access to help target new sectors or regions.
• Outcome: better match between market opportunity and internal resources.

6. Integrate CapexData reports into your forecasting and pipeline reviews

• Incorporate Protel data into monthly forecasting sessions: attach report summaries to pipeline items and mark confidence levels. You can use our new CapexData system to produce such reports easily.
• Use graphs and charts from CapexData to model expected growth areas and potential revenue hotspots for the fiscal year.
• Outcome: forecasts grounded in verified project timelines, not guesswork.

7. Produce board-quality summaries and strategic documentation

• Export concise project summaries from MyProtel, combine with charts from CapexData to produce board packs and content for strategy meetings (export capex project searches from MyProtel that target potential growth areas identified by CapexData trends).
• Produce a short “pipeline spotlight” document each month that highlights projects moving to procurement or construction, use saved search alerts to target specific manufacturers.
• Outcome: senior stakeholders receive clear, actionable evidence to approve resource or investment decisions.

8. Establish data hygiene and feedback loops

• Require each won or lost opportunity to be logged back into your CRM with outcome details and lessons learned.
• Schedule a quarterly review of your sales effectiveness, note any recurring gaps in what you targeted or found and feed these back to your account manager to book in a training call.
• Outcome: continual improvement of project targeting and higher confidence in the methods you rely on to target the project intelligence.

9. Set measurable commercial objectives tied to report-driven actions

• Define a small set of KPIs for the year with the support of your account manager (e.g., number of qualified project contacts approached per month, conversion rate from report to meeting, pipeline value by stage etc).
• Consider linking incentives or performance reviews to these KPIs so the organisation treats capex project intel as a source of revenue-generating activity and users maximise their effectiveness.
• Outcome: alignment between tools, user behaviour and commercial outcomes.

Why use Capex Project Intelligence from Protel right now?

Capex project reports supply the verified contact data, project scope and schedule dates your team needs to prioritise commercial outreach and win work. Delivered through MyProtel, reports are easy to search, integrate into CRM processes and incorporate into board reporting, making them a practical foundation for your commercial plan. Further supported by CapexData, many of our associates are using the full toolkit to turbocharge their commercial teams in 2026.

If you would like a sample report or a short walkthrough of how to integrate MyProtel reports with your CRM and forecasting process, contact your Protel account manager or request a demo through MyProtel.

Starting the financial year with accurate, detailed and live capex project leads will amplify your team’s productivity and focus your resources where they will have the greatest impact in the year ahead.

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If you’ve not used capex intelligence before, get in touch today and see how we can help you.