Flagship • 4-6 Weeks • $15,000 Fixed
Customer Intelligence Pilot
One workflow. 20–50 strategic accounts. 3–5 source systems. We build and run a human-reviewed intelligence pipeline on your data to prove value before you scale.
Offered at $15,000 for founding clients in exchange for feedback and permission to publish a measured case study.
Deliverables
One-Click Meeting Briefs
Pre-meeting context assembled across CRM, Zendesk, and Gong, formatted for quick reading.
Evidence-Backed Risk Signals
Alerts for churn risks (e.g. champion left, usage drop, negative sentiment) with direct links to the source data.
Weekly Portfolio Action Lists
A curated weekly digest for CS leaders highlighting the top 5 accounts requiring immediate intervention.
Qualification Criteria
To ensure the pilot is successful, we require:
- A specific, urgent business problem (e.g., high churn in a specific segment).
- Sponsorship from a VP or C-level executive.
- Commitment to provide API or export access to 3-5 data systems within Week 1.
- A 30-60 day evaluation window.