Professional Services
See which proposals are about to go cold, before they do
Proposal history, CRM activity and email engagement connected to score deals by real momentum, not logged stage.
Why this decision matters.
Every services firm has a pipeline of proposals nobody has closed and nobody has killed. They sit in the CRM at a stage that has not changed in weeks, inflating the forecast and quietly consuming partner attention.
The failure mode is treating the whole list equally. Sales chases everything with the same cadence, so genuinely warm opportunities get the same three-line follow-up as deals that ended the day the champion left.
Distinguishing cooling from closed changes both forecast quality and where senior time goes. Firms that do it well recover a share of proposals they had written off, and they stop forecasting revenue that was never going to arrive.
Comparing tools for professional services? See how SIGNLD compares with Power BI. For the underlying numbers, read AI analytics for agency profitability.
How SIGNLD answers it.
Step 01
Connects to your source systems
Read-only access to marketing and inbound engagement (HubSpot), your CRM opportunity records (Salesforce), and the proposal email threads themselves (Gmail).
Step 02
Builds the graph across those systems
Opportunities, contacts, proposal documents, and engagement history are linked so a stalled deal is evaluated on real buyer behavior rather than the stage a rep last set.
Step 03
Returns a ranked brief
The brief separates cooling deals from dead ones, ranks them by recoverable value and buyer signal, and recommends which need a partner call, a revised proposal, or a clean close-lost.
Reads from.
SIGNLD connects read-only to your existing systems. 800+ integrations available.
What the brief looks like.
The question
Which proposals in our pipeline have the lowest real momentum right now?
What SIGNLD found
4 proposals marked as 'active' in the CRM have had zero prospect-side email activity in 21+ days. Two of these are in the final proposal stage. One proposal marked as 'verbal yes' has had no contract sent in 18 days and the contact has opened two competitor-domain emails in that period.
Evidence
- 4 'active' CRM deals: zero inbound contact activity in 21+ days
- 1 'verbal yes' deal: no contract sent, contact opened competitor emails in last 18 days
- Historical data: proposals with no prospect contact for 21 days close at 11% vs 58% base rate
Recommended move
Re-engage the 4 stalled proposals this week with a specific next step, not a check-in. Send the contract for the verbal yes deal today. Do not wait for the contact to ask. Reassign or archive if no response within 5 business days.
2.1x improvement in proposal close rate
Illustrative brief. Figures are sample data, not customer results.
Questions.
What makes a proposal 'cooling' rather than lost?
What systems does SIGNLD read from for this decision?
Will this change our forecast numbers?
How accurate is the brief?
More decisions in Professional Services.
Professional Services
See which clients are likely to leave, 60 days early
Invoice patterns, CRM context and account notes, combined into a clear risk signal you can act on. 3 accounts show combined payment delays, reduced engagement frequency, and negative language shifts in recent account notes.
Read the decision →Professional Services
Know which team members are burning out before they quit
Timesheets, project records and HR data connected so utilization patterns surface before they become attrition. 3 senior consultants have been over 95% utilized for 11 consecutive weeks with no PTO logged.
Read the decision →Professional Services
Stop scope creep from hiding in your project notes
Statement of work terms, project communications and billing records connected to flag out-of-scope work before it ships. Project Orion has 14 documented client requests in email and Slack that fall outside the current SOW.
Read the decision →Run this decision on your own data.
Free Forever plan. Full 14-day Growth trial. No credit card.