Pipeline analysis
We pull your deal and communication data and find out why deals stall, rather than guessing.
Our process
We look at communication data, not just CRM fields. The analysis ends in a build.
Data extraction
Pull deal and communication data.
Stakeholder mapping
Who is actually in each conversation.
Velocity analysis
Where deals sit longest.
Engagement scoring
Message depth per deal.
Gap identification
Find where the process breaks.
Build the fix
Prompting and automation for the gap.
What is included
Data extraction
Deal records and communication history pulled out of the CRM and mail system for analysis, rather than read one deal at a time.
Stakeholder analysis
How many people from the buying side were actually engaged on each deal, and how that correlates with outcome.
Engagement depth
Messages sent and received per person per deal. Deals running on a single thin thread behave very differently from deals with real engagement.
Velocity analysis
How long deals sit at each stage, and at what point a deal that has not moved has effectively died.
Gap identification
Where the process breaks: stages nothing passes, follow-ups that never happen, deals with one contact and no second stakeholder.
The fix built
Prompting, sequences and automation aimed at the specific gap found. The output is a working change, not a report.
Want to know if this is the right starting point? Tell us what is not working and we will say whether this is where we would begin, or somewhere else.
Ask usProblems we have solved
Described by the problem rather than by the client.
Deals dying on a single contact
What we found
Analysis showed that deals with only one engaged stakeholder almost never closed, and a large share of the open pipeline looked exactly like that.
What we built
Prompting inside the CRM when a deal passed a value threshold without a second stakeholder engaged, plus a follow-up sequence aimed at widening the conversation.
What changed
The problem became visible while deals were still live rather than at the post-mortem.
A stage where everything stopped
What we found
Velocity analysis found deals sitting at one stage far longer than any other, with a large share never leaving it.
What we built
The stage turned out to be waiting on an internal approval nobody was tracking. We built the tracking and the escalation.
What changed
The bottleneck was an internal process problem, which no amount of sales activity would have solved.
Often runs with
Talk to us about pipeline analysis
Thirty minutes, no deck. If this is not what you need we will say so.