Pipeline read you can trust
Assess every clause against defined criteria rather than optimistic self-reporting.
— Sales & Growth
Upload one account export with a row per customer and a column recording what happened at renewal (e.g. 'Renewal outcome' = Renewed/Churned, blank for accounts not yet up).
1–2 weeks → ~15 minutes
For a full population, not a sample
No coding required
— USE CASES
Assess every clause against defined criteria rather than optimistic self-reporting.
See what repeats across the contract portfolio instead of the loudest recent deal.
Each finding lands with a recommended next move and the evidence behind it.
— HOW IT BEHAVES
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Each row of your export is processed on the same basis, so no clause is skipped however long the table is.
Findings on the contract portfolio are written up as a document that reads like professional output, with each claim tied back to a clause.
Detail rows are summarised into the grouped view of the contract portfolio without losing the underlying clauses.
Reading the contract portfolio usually depends on what reps put in the CRM and what a leader remembers from calls. Pipeline read you can trust is the typical trigger — assess every clause against defined criteria rather than optimistic self-reporting. Get it right and the conclusion holds up in the room; get it rushed and it gets picked apart. Either way it costs roughly 1–2 weeks of experienced attention.
Here the same job runs as a Skill. Your material goes in; a scored view of each clause with reasons shown comes out, alongside a prioritised action list for the team. The judgement is built in — how items are broken up, what standard they are held to, and where the run stops for a human review. Net effect: 1–2 weeks down to ~15 minutes, no drift between runs, and every conclusion traceable back to the evidence behind it.
Customer churn & renewal risk exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.
Upsell propensity map
Upload a purchase-history export with a row per account and a column recording whether they expanded (e.g. 'Expanded' = Yes/No).
Campaign response predictor
Upload a campaign export with a row per contact, lead or send, and a column recording the result (e.g. 'Converted' = Yes/No).
Deal win-likelihood scorer
Upload one CRM export with a row per opportunity and a column recording the result (e.g. 'Outcome' = Won/Lost, blank for open deals).