Surface candidate new service lines from demand signals
Packaged know-how that tells an agent how to do a job well.
You might say…
“I keep hearing the same request from clients that we can't currently serve — I need to know if that's a real pattern or just recency bias before I commit to building a new line.”
What it does
Reviews recent lost deals, client requests, and adjacent-need patterns to propose candidate new service lines worth adding to the portfolio.
Trigger: Use during portfolio review to test whether the firm is missing a service line the market is asking for.
I/O: Lost-deal notes, client request log, and adjacent-need patterns → candidate new service lines with supporting demand signals
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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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