Get Convai off spreadsheets and onto a connected pipeline in three months. Milestoned, so you see the value each month before we move on.
Convai deals ride inside Probe CX deals and disappear. No clean way to show traction.
No way to tell if the $300k performance budget is working. No baselines, no cost per lead, no cost per acquisition.
Enquiries generate an email and land in a spreadsheet. No routing, no lifecycle, no autoresponders.
The surface problems are real. Underneath them sit the three things a working CRM gives a leadership team. This is what "fit for purpose" means for Convai.
The team lives in the system, not visits it. Processes designed so there is no friction to using it.
Baselines, source attribution and cost per lead behind the $300k, so spend is a decision and not a guess.
Nurture, cross-sell and signal-based follow-up on pipeline that used to vanish. It comes quickly once the basics are set.
This is a modular onboarding, not a band-aid. Each month ends with something you can hold us to, and a gate you clear before we move on. Nothing gets built that your team can't use.
We run the scoping sessions and map the customer journey, then design and agree the deal architecture: the product catalogue (Oration Voice, Chat and Insights, with one-off and monthly fees and CS tiers) and the pipeline shape, with Direct / Reseller / Probe BPO as labels. In parallel we get the tactical basics live: forms plugged into HubSpot, lead routing and lifecycle stages set, autoresponders on, and the Convai site journey fixed (contact-us versus book-a-demo).
We build the pipeline, migrate deals off the spreadsheet and take the product catalogue live. Then we stand up source attribution behind the $300k: symposium, roundtable, cold-call, direct, plus last-click for paid.
Month-on-month delta reporting and 90-day stagnation alerts, the contacts and roles architecture, per-product revenue scheduling, and NPS automation. We also confirm and, if in scope, bring Tridents onto a Convai seat to close the data and compliance gap.
Nothing on your list was an impossibility. Here is where each lands, and how we have prioritised it against your own steer on the call.
| # | Ask | When | Priority |
|---|---|---|---|
| 1 | Product catalogue & pricingOration line items, one-off + transactional fees, CS tiers, contract terms. | Must-have | |
| 2 | Direct vs reseller dealsChannel classification by label, reseller + end-customer link, code-name confidentiality. | Must-have | |
| 3 | Parent-child with Probe BPOLink Convai deals to Probe master deals, keep Convai MRR isolated. | Nice-to-have | |
| 4 | Pipeline & forecastingPipeline shape first, then weighted forecasts split by revenue type + attribution. | Must-have | |
| 5 | Contacts & lifecycleAccount roles, cross-company links, job-change history, automated annual NPS. | Why you chose HubSpot | |
| 6 | Per-product revenue schedulingValue, start date and term tracked per product line item. | Becomes essential | |
| 7 | Delta & trend reporting30/90-day snapshots, MoM movement, 90-day stagnation alerts. | Most important |
We fix the boundary in the scoping sessions so nothing surprises anyone at month two. The right-hand column is periphery: real value, but we agree it in before it counts.
With you, Scott and Tridents, and an overlap with Beck. We map perfect-world, then ring-fence what actually moves the needle in three months. In-scope and out-of-scope, agreed in writing.
You approve the three months once. Each month ends with a drop and a gate. If a month does not land, we do not roll forward as if it did.
Continuity with the people already delivering next door on Probe CX. No re-briefing, no agency fatigue. Change management pitched at a team of three, not thirty.
A three-month engagement, billed monthly. Each release is tied to the drop clearing its gate, so investment tracks delivery.
Total: $44,000 + GST, across three monthly milestones. Pricing amounts and cadence can be adjusted, as long as the project is fully paid within three months of kickoff. Scope confirmed in the first sessions. Periphery items are quoted separately if they come into scope, so the core price stays clean.