Service · Operations intelligence

Growth and demand intelligence

Read the signals in your sales and customer data before your competitors do.

Relevant to Service businesses, Education, Growing businesses

The problem

You have the signals; nobody reads them. Which customers are drifting away, which products are about to take off, where the next enquiry will come from.

Sales, CRM, enquiries and seasonality are already recorded. The question is which three numbers to put in front of the owner every Monday.

What it costs today

Typical: revenue lost to churn that was visible months earlier, and pricing decisions made on a single large customer's feedback.

This is for you if
  • More regular customers or enquiries than one person can track by feel.
  • At least two years of invoices, even if the CRM is patchy.
  • An owner or sales head who will read a Monday report if it is short.
What we build
  • Demand forecasts by product, region or channel that planning and sales both use.
  • Early warning on customers whose behaviour is changing.
  • Lead quality scoring so your sales team calls the right enquiry first.
  • A short Monday report with the three numbers that matter and why they moved.
How we build itIn this order
  1. 01

    Build the customer history from invoices

    Invoices are the one record every business keeps properly. We rebuild each customer's and product's history from them, and add the CRM where it is usable.

  2. 02

    Define drifting with your sales team

    Fewer orders, smaller orders, later orders, a product dropped. The definition is agreed in words before any model, so the alerts mean something to the people who get them.

  3. 03

    Forecast at the grain sales uses

    Product and month, region and quarter, channel and week. Accuracy is published alongside the number every cycle.

  4. 04

    Score enquiries on what actually converted

    Past enquiries and their outcomes train a scoring that ranks the day's calls. The sales team sees why an enquiry scored high.

  5. 05

    Write the Monday report

    Three numbers, what moved them, and the five customers to call this week. One page, every week, in the owner's inbox.

Data you already haveThis is usually enough to start
  • Sales and invoice history
  • CRM records, enquiries and call logs
  • Website and campaign data where it exists
  • Seasonality from your own past years
In practice

Illustrative example

Recovered 14% of stalled admissions enquiries in one intake season

Tens of thousands of enquiries arrived each season. Counsellors worked them in the order they came in, and a large share stalled silently after the second contact.

Read the case study
Typical engagement
Duration2-week assessment, then 6 to 8 week pilot
TeamEngineering lead, data engineer, analyst
You receiveForecasts and alerts in the owner's and sales head's hands, with a measured accuracy
PriceFixed price, quoted after the readiness assessment
What you own at the end
  • The pipelines, forecasts and alerts, running on your infrastructure.
  • The Monday report and the dashboard behind it.
  • The definitions of drift and lead score, documented and adjustable.

Everything runs in your environment and is handed over with documentation. Nothing stops working if we part ways.

Questions we are usually asked

Our CRM is badly maintained.

Most are. Invoices and enquiries are usually enough to start; the assessment tells us how much of the CRM is usable.

Is this marketing analytics?

Only where marketing data exists. The focus is operational: what to produce, whom to call, what to stock.

Can we see an example report?

Yes, a redacted sample is shared on the first call.

What if the forecast is wrong?

We publish its accuracy every cycle alongside the number. A forecast you can audit is more useful than one that is occasionally right.

Can an assistant answer our enquiries too?

Yes, and the two fit together: the assistant handles the routine questions and the scoring tells your team which enquiries to call. See AI assistants for operations.

Often combined with

Further reading

Not sure if your data is ready?

Take the free 20-minute readiness check. You get a short scorecard and a plain answer about what, if anything, is worth doing next.

Start the readiness checkTalk to us