THE PIPELINE RECORD

A decade of notes on why business was won and why it was not

Pipeline stages, call summaries, objections logged, lost-deal reasons and the running internal commentary attached to each. A CRM that has been used properly for years is one of the densest reasoning records a firm holds.

Check your data Six questions, roughly two minutes.
Outcomes attached to every judgementYears of objections and how they were met$100K to $2M paid to the company

WHAT ABOUT OUR CONTACTS

The contact list is not the asset here

  1. 01

    Scope first

    Six questions establish what systems exist. Nothing is accessed and nothing moves at this stage.

  2. 02

    Reasoning, not a contact list

    What carries value is the commentary and judgement. A table of names and emails is not what the labs need.

  3. 03

    Anonymized in preparation

    Identifying fields are stripped as part of preparing the data, ahead of anything being shared onward.

  4. 04

    Paid on completion

    Typically $100K to $2M, Net 30 to 60, once the data has been approved, shared, and anonymized.

SPEAK WITH A MANAGING PARTNER

Price a decade of commercial judgement

Six questions and one short conversation. Nothing you tell us leaves Polyshares.

Check your data