your demo comes back to this email within 24 hours
$1,700/mo retained
building materials wholesale, 23 people
from the chat — anonymized
which regular clients changed how they buy from us over the last two months? anyone slipping away?
Orders from a long-time client dropped 40% over two months while their payments stayed on time. The same pattern had shown up before two earlier client losses. The team called the same week — a competitor had made an offer.
This finding needs CRM + bank connected. Slipping clients show up when order flow and payment flow can be compared month over month.
not today? fine
real findings: what leaked, what it cost, how it got caught. see what the AI catches before you connect anything.
subscribe to the channel