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GTM AI Systems/CS Operations/2 systems

Your board sees NRR every quarter. Make sure it tells the right story.

Most health scores describe the past. This domain is about the signals that arrive early enough for someone to do something about them, on read-only access to your CRM and product data until you say otherwise.

The operational problem

A health score that goes green right up to the churn.

A health score built on logins and ticket counts goes green right up to the churn. The renewal conversation starts when the renewal date arrives, which is too late to change the outcome.

CSMs run on instinct because the platform tells them what happened rather than what is about to. The fix is to name the signals that actually precede a loss, and to escalate on them rather than on the calendar.

42 hrsmedian first reply to an inbound lead
$1.6Maverage revenue leaked per company each year (Artemis GTM, 127 audits)
42%of paid tool capability actually gets used
The retention engine

Retention is a loop, not a date in the calendar.

Every system in this domain sits on one of these stages. The audit names which one is costing you the most.

The retention engine: customer signals in, usage and support, risk detection, escalation, redirected, renewed or expanded
01Customer signals in
02Usage and support
03Risk detection
04Escalation
05Redirected
06Renewed or expanded
How it is proved

Nothing here goes live until it passes on your data.

Each system is graded against about twenty real accounts from your own history, including the ones that churned, run twice, before it flags anything. Its freedom widens only while the numbers hold.

85%pass mark

Below it, or on any unsafe action, it does not ship, and we tell you exactly why. You get the score as a document. The fee buys the truth, not a pass.

Read-only until you say soGraded on accounts you already lostAutonomy earned in writing
The Revenue Leak Report: measurement modules on a rail
Where everyone starts

Start with the Revenue Leak Report.

Three weeks on read-only access to your Salesforce or HubSpot. It ends with artefacts, not a deck, and every finding states the assumption behind it so your team can argue with the method.

  • Every leak in dollars, not in adjectives
  • An Operating Map, naming which system fixes what
  • A prioritised sequence, with the assumption behind each call
  • Yours to keep, whether or not you build with us
Start with the diagnosis

Which of the two first?

The Revenue Leak Report answers that. Three weeks on read-only access, every leak quantified in dollars, and the one system that stops the biggest one named. Yours to keep either way.

Forward-deployed, not advisoryNo pressure, just clarityBuilt for scale from day one
  • Three weeks, fixed scope
  • Read-only Salesforce or HubSpot
  • An Operating Map you keep

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