The problem
In most MSPs, the pipeline is a list of names with stage labels — and the forecast is mostly gut.
That gut is usually right about the shape of the quarter and wrong about the timing. By the time a deal goes cold, the next quarter's hire decision is already made on the old picture — and the only person who knew the rep's cadence had drifted was the rep. The CRM has every signal needed to do better; what's missing is the reading layer.
What’s in the box
What this delivers.
- →Weighted MRR forecast, updated weekly
- →Cold-deal alerts surfaced within 48 hours of velocity drop
- →Deal-velocity tracking by stage and segment
- →Quarterly capacity plan based on weighted pipeline
- →Stage-conversion benchmarks vs. your historical median
- →Slack / Teams digest — weekly forecast movement
- →CRM write-back: forecast confidence on each deal
- →Monthly board-ready pipeline report
Spec sheet
The honest details.
What runs, where, on what data, with what latency. No black box.
The five modules
One operating layer · five workflows.
M.01
QBR Automation
Auto-generated QBRs from your stack.
M.02Churn Early Warning
Behavioral churn ranking, 60–90 days out.
M.03Proposal Generation
Margin-aware proposals, same-day.
M.04Pipeline Visibility
Weighted forecast you can plan a hire on.
● VIEWING
M.05Content & Authority Engine
Eight posts, two articles, one newsletter — monthly.