Find the Pattern You Felt But Never Had Time to Name
Your own history read weekly, with what changed surfaced as a finding rather than a dashboard.
It runs in the systems you already have
-
Salesforce -
Notion -
HubSpot -
Jira -
Pipedrive
Pipeline Pattern Analysis, once it is built.
You ask in your own words. It does the work in the systems that already hold it, and tells you what it changed.
Anything odd in the pipeline this week?
Three things moved against their own baseline:
- Deals from referrals closing 2.4× faster than inbound, up from 1.6×
- Stage-two stall rate up nine points, all in one segment
- Two accounts gone quiet that historically re-engage in week three
These are patterns, not decisions. Whether any of them means anything is yours.
Connect, describe, run.
The same three steps whatever the process is.
- 01
Connect
The agent is wired into the systems the work already lives in. Nothing moves and nobody learns a new tool.
- 02
Build
The rules are described rather than drawn, in the words you already use to make the call.
- 03
Run
It runs on its own and hands back the decisions that need a person. The handover is designed, not left over.
More of the work this frees up.
Stakeholder Briefings
Same underlying data, a different narrative for each audience, none of them written on Sunday night.
Go to use caseInbound Lead Triage
Every inbound read the moment it arrives, ranked by what it is worth, with the rest already moving.
Go to use casePublic Records Lead Sourcing
Maturing loans pulled out of the public record overnight, scored against what closed for you last year.
Go to use case
Questions