Sales Intelligence, for sales and business unit leaders at large services firms
We interview the pursuit team after every large deal, send you an intelligence brief, and build a memory bank your team queries from Copilot, with the answers ready to import into your CRM and your RFP library.
Why did we lose the banking bid?
From your memory bank, in Copilot: The bank had hired a new CISO shortly before the RFP, and the evaluators asked us two security questions during the process. The team expected the evaluators to choose on price, and the evaluators chose on security. Next time, give the security expert more time in the finalist meeting. Source: the debrief with the account lead and the solution lead. (Illustrative example.)
How it works
Within two weeks of the decision, we talk to the account lead, the solution lead, the bid manager, the pricing lead and the marketing lead for 20 minutes each. Nobody has to write anything. People say in conversation what they never type into a CRM.
Once a month, we send you a document with your team's distilled insights: what surprised them, suggestions on what to do differently next time, how to make these ideas more actionable. We also file a five-line summary in your CRM for every deal.
Every insight goes into a memory bank your team queries from Copilot. A bid writer can ask "what's the best way to engage the CIO" or "what has resonated with telecom clients?"
What we find
What gets written in the CRM
What the team told us
What we put in the brief
"Pricing was a factor."
→
The evaluators compared first-year prices, because nobody showed them the cost over the full contract.
→
Change the conversation to Total Cost of Ownership, and ask the CFO's office to compare bids on that basis.
"The relationship could have been stronger."
→
Nobody had met the executive who owned the budget.
→
Ask a partner that already works with the client to co-host a lunch with that executive.
"Resourcing was tight."
→
The delivery lead we named was committed to another client.
→
Name a backup delivery lead, and have both managers confirm their time in writing.
15%
of loss reasons recorded in CRM systems matched what buyers said in interviews.
Clozd
85%
of employees said they had felt unable to raise an important issue with their boss.
Milliken, Morrison and Hewlin, 2003
9
people contribute to each RFP response on average, and each of them hears different things from the client.
Loopio, 2026
The examples are composites of pursuits people described to us.
The memory bank
We put every insight and every expert answer we capture into the memory bank, each with its source and date. We deliver it as a document you store in SharePoint, where Copilot can read it, or we connect it through an MCP connector, and we deliver the expert answers in your RFP library's import format.
"What have we learned on banking bids in the last two years?" The pursuit lead gets a one-page brief: why the last four were won or lost, which competitor showed up, and what procurement benchmarked price against.
"Who has delivered a phased S/4 cutover around a client's peak season?" The bid writer gets the solution lead's answer from a previous deal, with the name and date, instead of chasing an expert for three days.
"What did evaluators in this sector ask twice?" The team prepares answers to the questions the evaluators weighed most in the last bid.
When nobody has answered a question yet, we ask the right expert and add the answer, so your team has more answers every month.
Confidentiality
We write every finding in our own words, with no names and no quotes. Each person approves their own points before we use them.
The pilot
| Weeks | What happens |
|---|---|
| 1 | We agree the setup with your business unit leader: who we interview and where the outputs land (Copilot, your CRM, your RFP library). You pick the last three deals the unit responded to. |
| 2 to 4 | We interview five people per deal, 15 conversations in all. |
| 5 | We deliver the intelligence brief, the CRM summaries and the memory bank for Copilot. |
| 6 | We present the findings to your leadership, next to what the team recorded in the CRM for the same three deals. |
What you get
You receive a written brief on the three deals: why the team won or lost each one, what they would do differently next time, and a five-line summary per deal ready for your CRM.
You receive one file with every finding, each with its source and date, for Copilot to read from SharePoint or through an MCP connector.
We present the findings and the actions for the next pursuits to your leadership in a debrief session.
$25K
We run the first pilots at half price, $12,500, under one statement of work. After the pilot, we run the program every month for one business unit at $150K to $300K a year, sized to your deal volume.
Next step
Contact us