Energy · Sales & Revenue Operations

Samso Industry Demo · Updated May 2026

Sales & Revenue Operations for Energy

For an upper-mid Permian E&P, 'sales' is upstream commodity marketing - oil to refiners + midstream marketers, NGL to Mont Belvieu purchasers, and gas to interstate pipe + LNG feedgas - plus a 3-contract firm-transport book and a 60/40 oil + gas hedge layer. Samso runs the marketing-arrangement RFP motion, basis-differential modeling, and contract-renewal pipeline across 18 active commodity contracts. Q2 oil basis blew out to −$3.40 / Bbl vs −$2.00 target, with hedge book MTM up $8.4M to soften it.

Function KPIs · how the sales & revops org reads its own week

Active marketing contracts

18

+3 LTMOil 6 · NGL 4 · gas 5 · firm-transport 3

Realized oil basis (vs WTI)

−$3.40 / Bbl

vs −$2.00 targetPermian basin takeaway tightening · refiner slates filling slowly

Hedge book mark-to-market

+$8.4M

+$3.6M LTM60% oil swap @ $74 next-12-mo · 40% gas costless collars

Firm takeaway utilization

86%

+4pp LTM3 firm-transport contracts · 14% headroom on Cushing-bound capacity

Monthly volumes marketed by stream - last 12 months with cumulative net revenue overlay

MONTHLY · MBOE · STACKED BY STREAM · CUMULATIVE NET REV OVERLAY · MOCK DATA

0135270405540MBOE / MO48025836CUM REV · $MACTUALFORECASTJUNJULAUGSEPOCTNOVDECJANFEBMARAPRMAY

Commodity marketing by stream

Oil to refiners + midstream marketers (Cushing-bound + gulf-coast)NGL to Mont Belvieu purchasers (Y-grade + ethane + propane)Gas (BOE-eq) to interstate pipe + LNG feedgas

Firm transport + hedge layer

3 firm-transport contracts (Cushing-bound + gulf-coast) · 86% utilization · 60/40 oil + gas hedge book MTM +$8.4M

Twelve services · sized to energy

Each tile is what Samso runs in this function for a energy org.

01 · Service

Prospect Research Briefs

Pre-pitch briefs on refiner crude slate, midstream-marketer book, NGL purchaser at Mont Belvieu, and LNG offtaker takeaway - sales walks in informed every meeting.

Briefs / qtr

32

Coverage

18 / 18

02 · Service

Personalized Proposal Generation

Marketing-arrangement proposals tied to volume, basis-differential, and quality-bank terms - drafted in 24 hours for crude, NGL, gas, and firm-transport RFPs.

Proposals / qtr

26

Days to draft

1.0

03 · Service

Pricing & Quote Automation

Basis-differential models, NYMEX-vs-realized rate cards, and hedge-layering options across 3 streams - quotes and IO-ready packets in minutes for the marketing desk.

Rate cards

5

Refresh

Monthly

04 · Service

Sales Deck Builds

Per-stream pitch decks built from master narrative - oil refiner-direct, NGL Mont Belvieu, gas LNG-feed, and firm-transport refreshed quarterly with basis intel.

Deck variants

5

Refresh

Quarterly

05 · Service

Discovery Call Prep Packs

One-page brief per purchaser meeting - refiner slate, NGL Y-grade demand, midstream takeaway capacity, and competitor-operator angles - what lands the renewal.

Packs / qtr

32

→ Renewal

82%

06 · Service

Call Transcripts to CRM Notes & Follow-ups

Purchaser meeting recordings summarized into CRM fields, next steps, and follow-up emails - same day, with basis hooks and contract-renewal triggers captured.

Calls / qtr

180

Auto-CRM coverage

94%

07 · Service

Pipeline Hygiene Reports

Weekly hygiene flags stale RFPs, expiring marketing arrangements, and aged-out takeaway capacity - currently flagging Q2 oil basis at −$3.40 vs −$2.00 target.

Stale RFPs

8

Hygiene score

86%

08 · Service

Win/Loss Analysis Synthesis

Win-loss synthesis across closed marketing arrangements - themed by stream, purchaser tier, basin basis, and competing-operator pitch for the marketing team.

Deals analyzed / qtr

32

Top loss reason

Basis

09 · Service

Battle Card Generation

Live battle cards for 8 competing Permian operators + midstream marketers - refreshed bi-weekly from public production hires, AFE filings, and rate-card intel.

Cards live

8

Cadence

Bi-weekly

10 · Service

Territory & Account Segmentation

Tiered purchaser plan by reliability, realized price, and offtake commitment - top-30 refiners get senior marketer, mid-tier on programmatic, long tail on spot.

Active purchasers

32

Marketers

4 + 2

11 · Service

Commission Calculation Workbooks

Landman / marketer commission tied to realized price, basis captured, and renewal preservation - full audit trail with split-credit math across streams.

Marketers in plan

6

Rule sets

3

12 · Service

QBR Deck Automation

Per-purchaser QBR decks assembled from delivery, basis-realized, takeaway-utilization, and quality-bank outcomes - what marketers walk through every quarter for renewal.

QBRs / qtr

18

Days to draft

2

What you get · every week & every month

Concrete deliverables, not just dashboards.

Deliverable

Weekly marketing + hedge book report

Every Monday: live volumes-by-stream pace, RFP booking status, basis-realized vs target, hedge-layer MTM, and aged-out takeaway capacity flagged for the marketing lead.

Deliverable

Monthly takeaway / firm-transport posture

Status of all 3 firm-transport contracts, capacity-utilization trend, asks on the table (volume, term, basis), and walk-away analysis prepared for the COO + CFO.

Deliverable

Quarterly basis-differential + hedge review

Permian basis posture, hedge layer recommendations, swap-vs-collar mix, and competitive-operator marketing intel - for the CFO + Head of Marketing review.

Deliverable

Always-on purchaser scorecards

Live per-purchaser scorecard with delivery, basis-realized, takeaway-utilization, and quality-bank outcomes - refreshed daily for the marketing team and renewal motion.

Energy · Sales & Revenue Operations

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