Case Study

How Three Oaks Carbon Streamlined the Buyer Experience With Cloverly Catalyst

90%

Reduction in time spent preparing buyer materials

5X

Faster buyer response times

100%

Accuracy on pricing and inventory
challenge

Learn why Bioforestal left their fragmented custom setup for a modern commerce software

Scaling Urban Forest Protection

Three Oaks Carbon is a carbon project developer dedicated to protecting urban forests on the edges of fast-growing American cities. Working closely with small landowners, they help safeguard woodlands from development pressure while generating high-quality avoidance credits through City Forest Credits.

One example of Three Oaks Carbon’s impact is the Sharp Orchard and Woods Project, which protects 32.9 acres of mature forest and legacy orchard in a rapidly developing coastal corridor on the Mississippi coast. With new subdivisions and commercial growth encroaching on all sides, the site faced urgent pressure for residential conversion. Conserving this land safeguards watershed health, reduces flood risk, and preserves a culturally meaningful landscape.

With four active project sites and plans to bring 4–10 new projects online per year, the team is on track to scale to 50,000–100,000 credits annually, all while maintaining a development cycle of just a few months.

As they prepared to meet rising buyer demand, one need became clear: they needed a professional, accurate, real-time way to showcase their projects without spending their limited time writing proposals or maintaining custom web pages.

challenge

Delivering Professional Buyer Experiences With a Lean Team

Three Oaks Carbon’s growth ambitions were being constrained by three core challenges:

1. Presenting Projects Professionally With a Small Team

Three Oaks Carbon didn’t have the bandwidth to build polished project pages or tailor proposals for every buyer conversation. They needed something that looked professional from day one.

2. Eliminating Back-and-Forth to Share Basic Information

Buyers expect immediate access to core details like inventory, pricing, methodologies, and documentation. Before Catalyst, this meant multiple emails, calls, or time-consuming formatting work.

3. Avoiding Custom Proposals and Admin Work

The team wanted to focus on landowners and development, not generating PDFs or organizing project information for every prospective buyer. Three Oaks Carbon’s goal was simple: make the buyer experience seamless, trustworthy, and easy while keeping their team focused on impact.

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“Catalyst gives buyers the experience they deserve. It’s easy, it’s accurate, and it lets us focus on what matters, preserving urban forests.”
Joseph Mezner
CEO, Three Oaks Carbon
Solution

Implementing the Catalyst solution

Turning Complex Project Data Into a Clean, Credible Buyer Portal

Three Oaks Carbon selected Catalyst as their software platform for managing inventory, presenting project data, and streamlining sales conversations.

Catalyst Delivered a Source of Truth

All pricing, inventory levels, project descriptions, and supporting documents now live in one place. The entire team and every prospective buyer work from the same accurate, real-time information.

“Catalyst is our source of truth. It has made our team so much more efficient now that we can manage inventory, pricing, descriptions, and project documentation on one platform.”
- Joseph Mezner, CEO, Three Oaks Carbon

Professional, Polished Buyer Experience–Without Extra Work

The Catalyst Buyer Portal  automatically transforms project data into a clean, credible, easy-to-navigate buying experience, and Three Oaks Carbon is using it to shorten the path from interest to “let’s talk contract.” In a market where information is fragmented, the Buyer Portal shows buyers the quality and transparency Three Oaks Carbon is known for.

“Catalyst makes our sales process easy and professional. Buyers want something structured, clear, and reliable. That’s what Catalyst delivers.”
- Alastair Thompson, CMO, Three Oaks Carbon
Results

Adding to their success

A Scalable Foundation for Growth in the Carbon Markets

Catalyst has already reshaped the way Three Oaks Carbon operates and communicates with buyers:

  • 100% accuracy on pricing and inventory
  • 90% reduction in time spent preparing buyer materials
  • 5X faster buyer response times
  • Professional market presence and a foundation for scaling

Three Oaks Carbon demonstrates what’s possible when high-impact project work meets a great buyer experience. To see how Catalyst can support your next stage of growth, learn more here.

To learn more about Three Oaks Carbon, visit their website and follow them on linkedin. And to explore Three Oaks Carbon projects and purchase carbon credits, visit their Catalyst buyer portal.