Pipedrive reports you’ve been trying to build yourself.
Which customers have gone quiet, what each one was worth, and what your reps actually did last week. Built from your Pipedrive data, in your inbox every Monday, without anyone logging anything extra.
£2,000 fixed. Live in two weeks.
This is the Monday report. Two pages, per rep and across the team. Open the full sample.
- 1
You export, or we connect.
A CSV export from Pipedrive is enough to start. If you would rather we connect directly, it is a read only API key and about an hour of your IT person’s time. Nothing gets installed.
- 2
Every account is measured against its own pattern.
Not an average. A customer who used to order monthly and has gone three months quiet gets flagged, with the revenue behind it. Every number is calculated from your data. AI writes the summary. It never writes the numbers.
- 3
It runs every Monday on its own.
First report in two weeks. After that it lands at 6am Monday, every week, with nobody building it.
- Live inside two weeks
- Builds the automation and keeps the monthly report landing, running costs included
- You own the code and the prompts. No licences, no lock-in
- If it ever stops working, I fix it. That is not billable
- New things you want adding later are a separate conversation
- If the maths don’t work, I’ll tell you before you pay
Not ready for a call? Send the export instead.
Export two years of deals or orders from Pipedrive and send it over. Within two working days you get back your ten quietest accounts and what they were worth. Free. No call needed unless you want one.
47% of their customers hadn’t ordered in six months.
Nobody had noticed.
That was Rush PCB, a UK circuit board maker. I found it in their own order history, along with the other half of the picture: 67% of their revenue was coming from the third of customers who did keep coming back.
Incredible work on this, bud. I was genuinely impressed by the level of detail you went into, and the explainer videos were extremely helpful in understanding both the findings and the reasoning behind the recommendations.
Dylan FernandesRush PCB
Fawad Bhatti
Ell Advisory, PeterboroughI have spent twelve years building sales and data products, most of it for field teams. At Hilti I ran sales AI across more than 30 markets. Before that I co-founded PageBreak.ai, which was acquired. You get me on the work, not an account manager.
Let’s get on a call for thirty minutes.
We can work out whether this makes sense for your business. If it doesn’t, I’ll tell you that on the call and we both save the afternoon.
Thirty minutes, and I’ll tell you on the call if it isn’t worth doing.