The Revenue Flow Snapshot

A complimentary, practitioner led, 48 hour preview of your commercial system.

Native CRM connectivity. Three findings. One readout. A clear next decision. Not a demo. Not a sales call. A credentialed analytical exercise.

Complimentary48 hoursRead only CRM accessResponse within one business day

How It Works

Four steps. Forty eight hours.

You request the Snapshot

Submit the form. A practitioner responds within one business day to schedule a 30 minute scoping conversation.

CRM connection

Read only API authorization to your CRM. Minutes, not hours. No IT setup, no consultant labor. Sandbox or test instances supported.

48 hour analytical cycle

The deterministic platform runs the analysis. A senior practitioner reviews the findings and prepares the readout.

Executive readout

A 30 minute readout conversation, plus a PDF readout document you keep regardless of what happens next.

What You Receive

Three findings, calibrated to what matters most.

The Snapshot is not a comprehensive audit. It is a high precision diagnostic that surfaces the three most consequential findings in your commercial system: the ones that, if addressed, would materially improve forecast accuracy, pipeline integrity, or capacity execution.

Where your pipeline is leaking valueQuantified with specific dollar magnitude and stage by stage flow.

Which stages are creating frictionMeasured, with calibration against benchmark conversion patterns.

Where your forecast confidence is unjustifiedFlagged at the deal and segment level, with the architectural reasons.

What we need from you

Three things, none of them onerous.

Read only API authorization to your CRM. Done in minutes, as easy as logging into your current system from inside the Inselligence platform.
A 30 minute scoping conversation with the senior practitioner who will lead your Snapshot, to understand the commercial context and calibrate scope.
A 30 minute readout conversation at the end of the 48 hour cycle.

That is the entire commitment. No internal preparation. No data export. No consultant readiness assessment.

Data handling

Read only. Time bound. Hosted on AWS.

The CRM connection is strictly read only. We do not write to your CRM, modify any data, or maintain ongoing access after the Snapshot concludes. Data retrieved for analysis is held in time bound storage on AWS infrastructure. Analysis is performed by the deterministic platform; the senior practitioner reviews outputs but does not handle raw client data directly.

You can request immediate deletion at the end of the 48 hour cycle. By default, the analytical record is retained for 30 days to support follow up questions, then permanently deleted.

Snapshot Questions

What leaders ask before they start.

Is the Revenue Flow Snapshot really free?

Yes. The Snapshot is complimentary and carries no obligation. It is the credentialed entry point that earns the right to a deeper conversation, or gives both sides a clear path away.

Which CRMs does the Snapshot connect to?

The platform connects natively to the major CRMs, Salesforce and HubSpot foremost. The connection is a read only authorization that takes minutes, with no IT project and no data export. Sandbox and test instances are supported.

What happens to our data?

The connection is strictly read only and ends when the Snapshot concludes. Data is held in time bound storage on AWS infrastructure. You can request immediate deletion at the end of the 48 hour cycle; by default the analytical record is retained for 30 days for follow up questions, then permanently deleted.

What do we receive at the end?

Three findings: where your pipeline is leaking value, which stages are creating friction, and where your forecast confidence is unjustified. You receive them in a 30 minute readout with a senior practitioner and a PDF readout document you keep.

What happens after the Snapshot?

If the findings are material, the natural next step is the Diagnostic, a two week architectural assessment. If they are not, we will say so.

Submit the Request

A practitioner will respond within one business day.

If the Snapshot is not the right fit, neither is the rest. If the 48 hour exercise does not surface findings you find material, deeper engagements are unlikely to either. The Snapshot gives both sides a clear path forward, or a clear path away.