Signals and opportunities

Inferred from authorized communications using transparent rules. Each signal shows its evidence, contradicting messages and how confident the evidence is. Signals never produce churn probabilities.

What confidence means

Confidence describes how strong the textual evidence is, not a statistical probability. High: three or more relevant messages across at least two threads, recent (within 30 days), with no newer contradicting message. Medium: two or more messages, or one explicit recent statement. Low: a single or older mention, or evidence contradicted by newer messages.

Opportunities come from expansion interest in client messages, matched to the service catalog. Values are manual estimates by a person and are never added to revenue, forecasts or cash.

Copperline Logistics: Analytics & reporting dashboards

Ready: account health 91/100; client mentioned budget or timing.

ready

“We'd love to talk about a customer analytics dashboard for our operations team next quarter.”

Owner Sofia AlvarezStatus openValue $120,000 Manual estimateby Sofia Alvarez

Next step: Run analytics scoping session week of Oct 12

Lisa Moreno (client), 2026-10-02: “We're also interested in lifecycle email automation for our shippers.”
Raj Patel (client), 2026-09-30: “We'd love to talk about a customer analytics dashboard for our operations team next quarter.”

Underlying signal →

Northwind Cycles: Website design & build

Developing: account health 97/100.

developing

“We'd love to talk about a new website after this phase.”

Owner Hannah BrooksStatus openValue not estimated

Next step: Qualify need, budget, timing and decision-maker.

Nora Quinn (client), 2026-09-25: “We'd love to talk about a new website after this phase.”

Underlying signal →