Marketing Intelligence Hub
Transform Market Data Into Actionable Intelligence - November 2025 Market Update
Comprehensive intelligence on $6.7B+ opportunity pipeline. Personalized insights for executives, sales leaders, branch managers, and sales representatives.
What's in the Model Today vs What's Coming
What's in the Model Today
6 core data sources powering current insights
Industrial Topline Forecast
Market size by state, category, service (2021-2028)
IIR Capital Projects
Project ID, TIV, timing, plant associations
Maintenance Spend
Plant-level maintenance $ by service type
Turnaround Calendar
Scheduled events with value and service mix
Branch Network
360+ locations with lat/long, region, area
Job Cost History
Revenue, cost, margin by customer & branch
What Will Make It More Actionable
6 proposed enhancements for deeper insights
Win Probability Scores
ML-based deal success prediction
Competitor Intelligence
Market share, win/loss rates by segment
Customer Health Scores
Churn risk, growth potential, engagement
Live Project Status
Real-time IIR/CC phase & timeline updates
Cross-Sell Flags
Auto-identify service expansion opportunities
Economic Indicators
Permits, rates, commodity prices
Executive: Strategic Direction & Portfolio Management
Stop making billion-dollar portfolio decisions on incomplete market data.
Today's Reality
Making billion-dollar portfolio decisions without market clarity.
• Manufacturing ISM at 49.1% (contraction) [Page 8]
• Construction starts declining (-9.7% Sept YoY) [Page 7]
• Commercial MFR growth forecast cut from +4.8% to +0.6% [Page 5]
• Board meetings filled with unvalidated assumptions about segment performance.
• Manufacturing ISM at 49.1% (contraction) [Page 8]
• Construction starts declining (-9.7% Sept YoY) [Page 7]
• Commercial MFR growth forecast cut from +4.8% to +0.6% [Page 5]
• Board meetings filled with unvalidated assumptions about segment performance.
Tomorrow's Advantage
$6.7B+ 2026 Opportunity with Data-Driven Allocation [Page 3, 22-23]
Rationale: Market Update identifies "2026 forecast: $6.7B+ new opportunities" [Page 3] with $4.2B industrial and $2.5B commercial. The narrowing landscape requires strategic focus: "2025 landscape narrowing but deepening - fewer projects, bigger scopes, longer durations" [Page 3].
High-Growth Targets:
• LNG: +16.6% growth [Page 23] - "Fourth wave projects advance after permitting pause" [Page 4]
• Pharma/Biotech: +10.5% growth [Page 23] - "Onshoring push and tariff risk expand project pipeline" [Page 4]
• Data Centers: +12.3% growth [Page 23] - "AI-driven hyperscale buildout accelerates" [Page 4]
Portfolio Rebalancing: "Margins in core markets will likely remain under pressure. Diversification into whitespace markets should continue, with push towards markets with high margins and large job sizes (LNG, pharma)" [Page 4]. Revenue-weighted growth is only 0.5% CAGR [Page 22] despite 1.2% topline, requiring shift to 2.4% commercial whitespace CAGR [Page 22].
Rationale: Market Update identifies "2026 forecast: $6.7B+ new opportunities" [Page 3] with $4.2B industrial and $2.5B commercial. The narrowing landscape requires strategic focus: "2025 landscape narrowing but deepening - fewer projects, bigger scopes, longer durations" [Page 3].
High-Growth Targets:
• LNG: +16.6% growth [Page 23] - "Fourth wave projects advance after permitting pause" [Page 4]
• Pharma/Biotech: +10.5% growth [Page 23] - "Onshoring push and tariff risk expand project pipeline" [Page 4]
• Data Centers: +12.3% growth [Page 23] - "AI-driven hyperscale buildout accelerates" [Page 4]
Portfolio Rebalancing: "Margins in core markets will likely remain under pressure. Diversification into whitespace markets should continue, with push towards markets with high margins and large job sizes (LNG, pharma)" [Page 4]. Revenue-weighted growth is only 0.5% CAGR [Page 22] despite 1.2% topline, requiring shift to 2.4% commercial whitespace CAGR [Page 22].
$1.8B
Strategic Growth Opportunity
20%+
Win Rate Improvement Potential
3-5x
Faster Decision Making
63%
Industrial Opportunity Focus
The Executive Challenge: Market Visibility
Today's Reality
Decisions made with incomplete data
- ✗ Industrial core markets declining (-0.3% CAGR 2024-28)
- ✗ $4.2B industrial opportunity: 75% in 6 sectors, unclear allocation
- ✗ Commercial: Only +2.4% CAGR; MFR recovery forecast cut from +4.8% to +0.6%
- ✗ Labor costs up, project abandonment up 11.1% YoY
30%
Market Visibility
→
Tomorrow's Advantage
Every decision backed by market data
- ✓ Data Centers: $1.2B (whitespace leading growth source)
- ✓ LNG: $205M 2026 → $978M 2027 (140 MTPA projects permitted)
- ✓ Pharma: $234M confirmed, strong Northeast concentration
- ✓ Portfolio shift: $500M+ to +10% growth sectors vs -0.3% core
95%
Market Visibility
⚠️ Current State
Market Visibility
30%
Data Confidence
Low
Decision Velocity
Slow
Board Readiness
Assumptions
✓ Future State
Market Visibility
95%
Data Confidence
High
Decision Velocity
3-5x Faster
Board Readiness
Market Proof
Portfolio Clarity
Data-backed thesis for $6.7B TAM allocation
Market Insights
Segment-specific growth drivers and headwinds
Revenue Targets
Realistic 1.9% growth aligned with market
Strategic Conviction
Board-ready narratives backed by data
The $6.7B Opportunity Breakdown
| Segment | Total TAM | % of Total | Key Categories | Growth Rate |
|---|---|---|---|---|
| Industrial | $4.2B | 63% | Refining, Chemical, Data Centers, Power, LNG | +3.2% |
| Commercial | $2.5B | 37% | Office, Hotels, Hospitals, MFR, Education | +1.8% |
2026 Market Opportunity Timeline
Q1 2026
$1.4B
Turnaround Planning
Q2 2026
$1.9B
Peak Season
Q3 2026
$1.8B
Major Turnarounds
Q4 2026
$1.6B
Year-End Push
Regional Opportunity Heat Map by Segment
Region
Refining
Chemical
Data Centers
Pharma
Power
Gulf Coast
$1.2B
$890M
$180M
$320M
$410M
West
$280M
$120M
$680M
$290M
$190M
Northeast
$140M
$210M
$420M
$510M
$180M
Midwest
$220M
$340M
$260M
$180M
$380M
Southeast
$160M
$190M
$340M
$210M
$240M
<$200M
$200-350M
$350-500M
>$500M
20%+
Win Rate Opportunity
In data centers and advanced pharma through market-focused strategy
3-5x
Decision Velocity
Strategic decisions made faster with data-driven market intelligence
$1.8B+
Addressable Upside
Industrial segment opportunity for strategic expansion
Data-Driven Action Center
Leverage these market model data sources for strategic decisions
📊 Strategic
Industrial Topline Forecasts
Monthly market size forecasts by state, category, and service type through 2028.
6 Service Types
50 States
🏭 Pipeline
IIR Industrial Projects
Capital project pipeline with TIV, timing, and plant associations.
$4.2B TAM
Multi-Year
💰 Performance
Job Cost Consolidated
Actual revenue and cost data by customer, branch, and market segment.
Revenue/Cost
By Segment
🎯 Executive Action Recommendations
Portfolio Rebalancing
Increase Gulf Region investment allocation by 15-20%
Gulf represents 63% of refining/petrochemical TAM.
Growth Segment Focus
Prioritize Data Center capability buildout in West Region
Data centers showing 45%+ growth trajectory.
Turnaround Planning
Review Q2/Q3 2026 turnaround schedule for capacity alignment
Petroleum refining turnarounds represent $1.3B+ opportunity.
Service Mix Optimization
Expand Specialty Services offering in pharma/biotech
Pharma segment growing 38%+ with strong compliance requirements.
Executive Action Guide
Download the complete executive playbook with strategic portfolio actions and board-ready narratives.
🔥 Actionable Today
- Portfolio Assessment: Evaluate current regional allocation against TAM. Industrial at 63% vs current investment
- Data Center Mandate: Identify investment/capability gaps in data center markets
- Regional Prioritization: Reallocate board focus toward Gulf (energy) and West (data centers)
- Budget Planning: Adjust 2026 revenue targets to 1.9% market-driven growth
- Competitive Analysis: Understand win rate vs competitors in each segment
✨ Actionable in Future State
- Strategic M&A: Data-backed thesis for acquisitions in high-growth segments
- Quarterly Reporting: Board communications anchored in market data, not internal metrics
- Dynamic Targeting: Real-time portfolio adjustment as market composition shifts quarterly
- Investor Confidence: Market-validated narratives increase confidence in strategy
- Margin Optimization: Shift portfolio mix toward higher-margin segments systematically
Sales Leadership: Strategy & Resource Allocation
Stop wasting top talent on declining segments while missing the biggest growth opportunities.
Today's Reality
Teams allocated to declining segments while missing growth opportunities.
• Industrial core declining -0.3% CAGR 2024-28 [Page 22]
• Missing LNG +16.6%, Pharma +10.5%, Data Centers +12.3% growth [Page 23]
• Refining turnarounds down 21% vs prior year [Page 30]
• Project abandonment rate elevated 11.1% YoY [Page 11]
• Industrial core declining -0.3% CAGR 2024-28 [Page 22]
• Missing LNG +16.6%, Pharma +10.5%, Data Centers +12.3% growth [Page 23]
• Refining turnarounds down 21% vs prior year [Page 30]
• Project abandonment rate elevated 11.1% YoY [Page 11]
Tomorrow's Advantage
Specialized Teams Aligned to $6.7B Opportunity [Page 3, 22-28]
Rationale: Market Update shows "Diversification into whitespace markets should continue, with push towards markets with high margins and large job sizes" [Page 4]. Commercial whitespace grows at 2.8% CAGR vs core 1.9%, industrial whitespace at 1.4% vs core -0.3% [Page 22].
Team Structure by Segment:
• LNG Team (Gulf-focused): $978M 2027 pipeline [Page 23] - "Fourth wave of LNG - largest in history - taking shape. ~$136B (139 MTPA) of projects fully permitted awaiting FID" [Page 5]
• Pharma Team (Northeast-concentrated): $816M 2027 pipeline [Page 23] - "Northeast dominates (85% of unconfirmed projects in NE)" [Page 4]
• Data Centers (Coast-agnostic): $1.8B 2027 pipeline [Page 23] - "All US regions showing growth" [Page 4]
Quarterly Deployment: Refining turnarounds peak Q2-Q3 2026 [Page 30], LNG acceleration post-2026 [Page 23]. Strategic resource rhythm maximizes capacity utilization and win rates.
Rationale: Market Update shows "Diversification into whitespace markets should continue, with push towards markets with high margins and large job sizes" [Page 4]. Commercial whitespace grows at 2.8% CAGR vs core 1.9%, industrial whitespace at 1.4% vs core -0.3% [Page 22].
Team Structure by Segment:
• LNG Team (Gulf-focused): $978M 2027 pipeline [Page 23] - "Fourth wave of LNG - largest in history - taking shape. ~$136B (139 MTPA) of projects fully permitted awaiting FID" [Page 5]
• Pharma Team (Northeast-concentrated): $816M 2027 pipeline [Page 23] - "Northeast dominates (85% of unconfirmed projects in NE)" [Page 4]
• Data Centers (Coast-agnostic): $1.8B 2027 pipeline [Page 23] - "All US regions showing growth" [Page 4]
Quarterly Deployment: Refining turnarounds peak Q2-Q3 2026 [Page 30], LNG acceleration post-2026 [Page 23]. Strategic resource rhythm maximizes capacity utilization and win rates.
25-30%
Capacity Efficiency Gain
2x
Win Rate Lift via Specialization
40%+
Pipeline Forecast Confidence
$4.2B
Industrial TAM to Focus On
⚠️ Current State
Capacity Allocation
Reactive
Market Context
20%
Team Specialization
Low
ROI Visibility
Limited
✓ Future State
Capacity Allocation
Strategic
Market Context
90%
Team Specialization
High
ROI Visibility
Clear
Strategic Capacity
Allocate top talent to highest TAM + win probability
Branch Ranking
Quantified opportunity sizing by region enables data-driven targeting
Team Specialization
Develop specialist squads for high-growth segments
Revenue Confidence
Market + pipeline triangulation enables realistic forecasting
2026 Resource Allocation by Segment
| Segment Focus | Q1 2026 | Q2 2026 | Q3 2026 | Q4 2026 |
|---|---|---|---|---|
| Data Centers | Ramp | Peak | Peak | Maintain |
| Refining Turnarounds | Plan | Peak | Peak | Plan |
| Pharma/Biotech | Build | Grow | Scale | Scale |
| Chemical Plants | Steady | Steady | Steady | Steady |
| Power Generation | Plan | Build | Peak | Maintain |
🔥 Actionable Today
- Audit Allocation: Compare sales team distribution vs segment TAM. Reallocate to data centers, energy, pharma
- Branch Targets: Set segment-specific targets for each region based on local market composition
- Specialist Teams: Create dedicated squads for high-growth segments
- Win Rate Benchmarking: Identify segments with above/below-market performance
- Forecast Alignment: Update 2026 pipeline targets to reflect market composition
✨ Actionable in Future State
- Dynamic Capacity: Real-time resource allocation based on live market shifts
- Predictive Pipeline: Forecast branch opportunity aligned with market changes
- Segment Strategy: Tailor sales motions and playbooks by segment
- Talent Development: Proactive upskilling in emerging high-growth segments
- ROI Optimization: Track sales investment ROI by segment and region
Sales Leadership Action Guide
Download the complete sales leadership playbook with resource allocation frameworks and team specialization strategies.
Branch Manager: Territory Performance & Accountability
Know your market opportunity vs. execution reality - defend your territory with data.
Today's Reality
Regional misalignment between team allocation and market opportunity.
• Gulf: Refining declining -0.6% vs $1.1B data center opportunity [Page 25]
• Northeast: Missing $1.0B opportunity with Pharma concentration [Page 25]
• Construction starts YTD mixed: Gulf +27.7%, Northeast -0.9%, West +14.2% [Page 17-20]
• No regional market timing or segment-specific targeting.
• Gulf: Refining declining -0.6% vs $1.1B data center opportunity [Page 25]
• Northeast: Missing $1.0B opportunity with Pharma concentration [Page 25]
• Construction starts YTD mixed: Gulf +27.7%, Northeast -0.9%, West +14.2% [Page 17-20]
• No regional market timing or segment-specific targeting.
Tomorrow's Advantage
Regional Strategy with Data-Driven Opportunity Focus [Page 25, 17-20]
Rationale: Market model breaks down $6.7B opportunity by region: Gulf $1.1B, Northeast $1.0B, West $772M, Southeast $725M [Page 25]. "Gulf Coast driven by three mega projects in Louisiana: Richland Parish Meta data center, Hut 8 AI data center, CP2 LNG" [Page 17]. Northeast shows growth in "civil, manufacturing, education offsetting declines in residential, healthcare, offices" [Page 18].
Regional Allocation & Timing:
• Gulf: $280M refining turnarounds (Q2-Q3 peak) [Page 30] + $200M LNG buildout starting 2027 [Page 23]. "Gulf and Canada dominate" LNG [Page 4]
• Northeast: $367M data centers + $225M pharma [Page 25]. "Northeast dominates (85% of unconfirmed projects in NE)" for pharma [Page 4]
• West: $221M data centers (second largest US hub) [Page 25]. "Virginia remains hub (136 projects)" [Page 4]
Accountability Framework: Branch manager targets include segment growth rates and regional market size benchmarks, making performance vs market variance transparent.
Rationale: Market model breaks down $6.7B opportunity by region: Gulf $1.1B, Northeast $1.0B, West $772M, Southeast $725M [Page 25]. "Gulf Coast driven by three mega projects in Louisiana: Richland Parish Meta data center, Hut 8 AI data center, CP2 LNG" [Page 17]. Northeast shows growth in "civil, manufacturing, education offsetting declines in residential, healthcare, offices" [Page 18].
Regional Allocation & Timing:
• Gulf: $280M refining turnarounds (Q2-Q3 peak) [Page 30] + $200M LNG buildout starting 2027 [Page 23]. "Gulf and Canada dominate" LNG [Page 4]
• Northeast: $367M data centers + $225M pharma [Page 25]. "Northeast dominates (85% of unconfirmed projects in NE)" for pharma [Page 4]
• West: $221M data centers (second largest US hub) [Page 25]. "Virginia remains hub (136 projects)" [Page 4]
Accountability Framework: Branch manager targets include segment growth rates and regional market size benchmarks, making performance vs market variance transparent.
$2.8B+
Growth White Space
30-40%
Win Rate Improvement
2x
Market Visibility Gain
2-4%
Realistic Territory Growth
⚠️ Current State
Market Context
Unknown
Opportunity Visibility
25%
Performance Clarity
Ambiguous
Growth Planning
Historical
✓ Future State
Market Context
Clear
Opportunity Visibility
92%
Performance Clarity
Transparent
Growth Planning
Market-Aligned
Territory Sizing
Quantified market opportunity vs national benchmarks
Performance Distinction
Separate market impact from execution quality
White Space Visibility
Identify market share gaps and concentration risks
Proactive Strategy
Respond to market shifts before they impact performance
Territory Opportunity vs. Current Penetration
| Customer Type | TAM Size | Current Share | Win Rate | White Space | Priority |
|---|---|---|---|---|---|
| Large Industrial | $420M | 18% | 42% | $344M | HIGH |
| Mid-Market | $280M | 32% | 58% | $190M | HIGH |
| SMB Accounts | $160M | 45% | 52% | $88M | MEDIUM |
| New Prospects | $340M | 0% | 28% | $340M | HIGH |
| At-Risk | $120M | 38% | 22% | $74M | URGENT |
🔥 Actionable Today
- TAM Mapping: Quantify your territory's $6.7B TAM allocation by segment
- Portfolio Analysis: Map current customers to segments. Identify diversification targets
- Pipeline Audit: Compare pipeline composition to market TAM
- Win Rate Check: Analyze win rates by segment and competitive position
- Target Recalibration: Set 2026 targets at 2-4% growth, not historical rates
✨ Actionable in Future State
- Real-Time Dashboards: Live visibility into market composition shifts
- Automated Alerts: Detect when pipeline diverges from market
- Predictive Strategies: Early warning when segments face headwinds
- Segment-Specific Plays: Customized resources for each customer segment
- Market-Driven Hiring: Data-backed hiring plans tied to opportunity
Branch Manager Action Guide
Download the complete branch manager playbook with territory mapping, portfolio analysis, and growth calibration tools.
Sales Rep: Deal Prioritization & Pursuit Strategy
Stop chasing every deal. Focus on the 35% of opportunities that drive 80% of value.
Today's Reality
Reactive deal chasing without growth segment focus.
• 120 active projects with 12.5% abandon rate [Page 11]
• Refining turnarounds down 21% YoY (market headwind) [Page 30]
• Pursuing commercial deals +2.4% CAGR instead of LNG +16.6%, Pharma +10.5% [Page 22]
• No segment-specific win rate tracking or opportunity prioritization.
• 120 active projects with 12.5% abandon rate [Page 11]
• Refining turnarounds down 21% YoY (market headwind) [Page 30]
• Pursuing commercial deals +2.4% CAGR instead of LNG +16.6%, Pharma +10.5% [Page 22]
• No segment-specific win rate tracking or opportunity prioritization.
Tomorrow's Advantage
Smart Deal Prioritization Based on Market Growth & Win Probability [Page 23, 3]
Rationale: "2025 landscape narrowing but deepening - fewer projects, bigger scopes, longer durations" [Page 3] requires focus on highest-growth, highest-probability deals. Market shows: "LNG: +16.6%, Pharma +10.5%, Data Centers +12.3% growth" vs "Commercial +2.4%, Industrial core -0.3%" [Page 22-23].
Priority Deal Focus (70% of effort):
• Data Centers: $1.2B 2026 opportunity [Page 23], $2.4M avg TIV, high win rate. "All US regions showing growth" [Page 4]
• LNG: Ramp from $205M (2026) to $978M (2027) [Page 23]. "Fourth wave of LNG - largest in history - taking shape" [Page 39]
• Pharma: $234M confirmed 2026, $816M 2027 [Page 23]. "Onshoring push and tariff risk expand project pipeline" [Page 42]
Seasonal Timing: Refining turnarounds peak Q2-Q3 2026 ($461M spend forecast) [Page 30, 33]. Q1-Q2 strategy focuses Gulf refining turnarounds, then shifts to data center/LNG buildout acceleration.
Commercial Selectivity: Focus only on mixed-use projects (larger scopes) vs declining office space: "CBRE: In 2025, estimated 23.3M sq ft of office space will be demolished or converted (>70% to multifamily)" [Page 45].
Rationale: "2025 landscape narrowing but deepening - fewer projects, bigger scopes, longer durations" [Page 3] requires focus on highest-growth, highest-probability deals. Market shows: "LNG: +16.6%, Pharma +10.5%, Data Centers +12.3% growth" vs "Commercial +2.4%, Industrial core -0.3%" [Page 22-23].
Priority Deal Focus (70% of effort):
• Data Centers: $1.2B 2026 opportunity [Page 23], $2.4M avg TIV, high win rate. "All US regions showing growth" [Page 4]
• LNG: Ramp from $205M (2026) to $978M (2027) [Page 23]. "Fourth wave of LNG - largest in history - taking shape" [Page 39]
• Pharma: $234M confirmed 2026, $816M 2027 [Page 23]. "Onshoring push and tariff risk expand project pipeline" [Page 42]
Seasonal Timing: Refining turnarounds peak Q2-Q3 2026 ($461M spend forecast) [Page 30, 33]. Q1-Q2 strategy focuses Gulf refining turnarounds, then shifts to data center/LNG buildout acceleration.
Commercial Selectivity: Focus only on mixed-use projects (larger scopes) vs declining office space: "CBRE: In 2025, estimated 23.3M sq ft of office space will be demolished or converted (>70% to multifamily)" [Page 45].
40-50%
Win Rate Improvement
3-5x
Pursuit Efficiency
25%+
Pipeline Quality Lift
35%
High-Growth Opportunity Share
⚠️ Current State
Deal Prioritization
Reactive
Market Context
15%
Win Rate Focus
Random
Pursuit Efficiency
Scattered
✓ Future State
Deal Prioritization
Strategic
Market Context
88%
Win Rate Focus
Optimized
Pursuit Efficiency
Focused
Smart Prioritization
Rank deals by TIV x market attractiveness x win probability
Early Detection
Identify opportunities before competitors see them
Targeted Messaging
Segment-specific value propositions
Win Rate Optimization
Focus on segments where win probability is highest
Deal Prioritization Matrix: TIV x Win Probability
| Deal Type | Avg TIV | Win Rate | Competition | Score | Action |
|---|---|---|---|---|---|
| Data Center New | $2.4M | 48% | Medium | 92 | PURSUE |
| Refinery T/A | $1.8M | 62% | High | 88 | PURSUE |
| Pharma Expansion | $980K | 52% | Low | 76 | TARGET |
| Chemical Maint. | $420K | 68% | Medium | 65 | STEADY |
| Commercial Small | $85K | 35% | High | 28 | DEPRIORITIZE |
Q1 2026 Pipeline Milestones
Week 1-2
12
Deals to Qualify
Week 3-4
8
Proposals Due
Week 5-8
$4.2M
Expected Closes
Week 9-13
15%
Win Rate Target
🔥 Actionable Today
- Deal Assessment: Score all current opportunities on TIV x win probability matrix
- Pursuit Focus: Allocate 70% of time to "Pursue" and "Target" deals
- Messaging Alignment: Develop segment-specific value propositions
- Competitive Intel: Research competitors in high-priority segments
- Pipeline Quality: Eliminate low-probability deals from pipeline
✨ Actionable in Future State
- Smart Routing: CRM automatically routes deals to right rep based on specialty
- Segment Playbooks: Customized sales plays for each market segment
- Win Rate Analytics: Real-time visibility into personal and team win rates
- Early Alerts: Notifications when high-value deals enter market
- Success Coaching: AI-powered coaching on high-probability deal strategies
Sales Rep Action Guide
Download the complete sales rep playbook with deal scoring matrices, segment-specific plays, and win rate optimization strategies.