Sales-led & B2B services
See what turns a first visit into a signed client, and what keeps them coming back.
Example tags
What you can learn
- Viewed pricing twice, then booked a demo
- Invited 3 teammates during the trial
- Finished setup after a support call
- No login for 14 days before renewal
- Open ticket and missed review call
- Used the same feature on 5 days
Built from recorded events, using the rules we agree with you.
See the steps behind your outcome.
SaaS
Join website visits, sales calls and product use to see who is ready to buy or needs a hand.
Website + CRM + Product events
Professional services
Connect the first enquiry, the signed work and the next project in one client story.
Website + CRM + Bookings
Agencies
See which enquiries turn into retainers, and which client relationships need attention.
Website + CRM + Project records
Start with a question that matters.
Find trials ready for a call
Join pricing visits, trial setup and CRM activity to find people who took the next steps.
Follow enquiries to paid work
Join the enquiry, consultation, proposal and payment to see the full path.
See the path to a retainer
Join the case study, brief, pitch and first retainer payment.
Bring the records you already have.
- Website
- CRM
- Product events
- Support
- Bookings
- Project & billing records
- Project records
- Billing
We agree the sources and connection routes with you. Records join through your warehouse, API or the connections set up in your build.
Describe the outcome. We’ll join the data.
Bring one question about your business. We’ll find the data, show the formula and build it with you.
A dedicated team builds the connections, rules and destinations with you.