Surface unmet needs from delivery artefacts
Reads post-delivery notes and engagement records for one client to surface candidate gaps that map to an already-packaged service line the firm offers.
In / outDelivery notes + engagement records + service-line catalogue → shortlist of candidate gaps with matched service lines
You might say…
“The upsell was sitting in the delivery notes the whole time — I just didn't have a step that looked for it.”
What it does
Reads post-delivery notes, engagement records, and offhand problems raised during delivery for one client, and surfaces candidate gaps that map to an already-packaged service line the firm offers. Used when reviewing a current or recently-completed engagement with fresh eyes before deciding whether to raise anything.
Trigger: Use when reviewing a current or recently completed engagement with fresh eyes before deciding whether to raise an adjacent line.
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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