Your engagement pipeline lives in partners’ heads. That’s not a strategy.
Engagement pipeline, relationship health, and expansion signals — surfaced from partner conversations and your CRM automatically. Configured to how your firm tracks new business, not a generic sales dashboard.
Whether you’re tracking new business or expanding existing engagements.- Pipeline health signals for every active opportunity
- Expansion signals surfaced from existing engagement calls
- Relationship health flags before a client goes quiet
Your CRM shows what got logged. Not what’s actually moving.
The signals are in your partner calls and client conversations. Nothing’s running to surface them before an opportunity goes quiet.
“Good meeting with the CFO, they’re interested.”
CFO mentioned budget freeze twice, asked about phased delivery — classic buy signal. Follow-up sent, no response in 12 days.
12 active opportunities.
4 haven’t had a logged conversation in 30+ days. One had a verbal yes in the last call — no proposal sent.
“Client is happy, monthly check-in went well.”
Client mentioned a new initiative three times across the last two calls. No expansion proposal in the pipeline. Opportunity going untracked.
Audit. Build. Run.
Three phases. You see value in the first one.
We analyze your partner calls and show you what you’re missing
We take 20–30 of your recorded client and business development calls and your CRM data, process them, and deliver a report: stalled opportunities, expansion signals in existing engagements, and relationships that have gone quiet.
We configure the system on your stack
We connect your call recordings and CRM, configure engagement pipeline logic, relationship health tracking, and expansion signal detection, and set up Slack and email delivery. Partners get pipeline visibility automatically.
Intelligence delivered every week, automatically
The system processes new calls and CRM data weekly. Partners get pipeline health signals. Firm leadership gets BD visibility. We maintain the system and meet monthly to review what’s working.
Audit engagements typically start at $3–5K. Build and run pricing scoped on the discovery call. For context: off-the-shelf platforms run $100–150/user/month with an annual lock-in. Our engagements typically cost less for a 10–20 person team — and you own the system.
Who we work with.
Pipeline lives in your inbox
You carry a book of business and track it in your head. You need that surfaced into the CRM automatically, so nothing goes cold without you knowing.
Visibility into what’s actually moving
You want to know which relationships are progressing and which are stalling — without having to chase partners for updates every week.
BD shouldn’t live in spreadsheets
You’re responsible for new business but the pipeline data is scattered. You need a single view of where things actually stand, updated from real conversations.
Expansion starts with current clients
Your best new revenue is from satisfied clients who mentioned a new need. You need that surfaced before they call a competitor.
Book a discovery call.
We’ll map out what your engagement pipeline data is hiding. 30 minutes. No commitment.
We analyze your actual partner calls and CRM — you see which opportunities are stalling and which relationships are warming. Low commitment, high signal.
The audit is self-contained. If it doesn’t surface something useful, you walk away with the report and owe nothing else.