Signal Engine Dashboard — Revenue Intelligence

🔒

Stalled Deal

The Break-Up Email

For deals gone quiet 14+ days. A permission-to-move-on message that paradoxically gets responses 60% of the time.

14+ days silentLate stage

💡

Stalled Deal

Re-anchor on Value

When a deal stalls after a proposal. Shifts the conversation from price back to the cost of inaction.

Post-proposalPrice objection

📋

Renewal Defense

60-Day Renewal Sequence

A 3-touch sequence starting 60 days before renewal. Surfaces value, handles objections early, and closes renewal before it becomes a risk.

60 days out3-touch

🛡

Renewal Defense

Competitive Renewal Defense

When a renewing customer is being courted by a competitor. A proactive value conversation that neutralizes the competing proposal.

Competitor presentAt-risk renewal

🛡

Churn Prevention

Silent Customer Recovery

For customers who've gone quiet — no tickets, no replies, no engagement. A check-in playbook that surfaces hidden frustrations before they become cancellations.

Gone quiet 30d+High churn risk

⚙️

Churn Prevention

Feature Gap Save

When a customer is leaving because of a missing feature. Buys time, provides a workaround, and keeps the relationship intact while the gap is addressed.

Feature requestCancellation risk

📞

Missed Call

Instant SMS Recovery

The exact SMS sequence to send within 5 minutes of a missed call. Captures the lead before they call a competitor. Converts 40%+ of missed calls into booked appointments.

Within 5 minSMS

📈

Expansion

Natural Upsell Conversation

For customers showing growth signals — new hires, usage limits, expanded scope. A conversation playbook that leads to an upsell without feeling like a sales call.

Growth signal detectedUsage at limit

🔄

Reactivation

Past Customer Win-Back

For customers who churned 3–12 months ago. A 2-touch sequence that re-opens the conversation without being desperate. Works best when something has changed.

3–12 months churned2-touch

+ Log a Revenue Signal

Description

Monthly Value ($)

Source

Total Revenue Identified

$0 / month identified

$0 annualized opportunity

ROI on Platform Cost

—

Payback Period

Revenue Signals Found

—

Last Signal Found

💸 Leakage Stopped

From Revenue Leakage

🛡️ Churn Prevented

From Churn Prediction

📈 Expansion Found

From Expansion Revenue

🎯 Pipeline Unlocked

From Pipeline Velocity

📡 Campaign ROI

From Campaign Optimizer

🏆 Win Rate Lift

From Win/Loss Analysis

Recovery by Category

Recovery Over Time

Revenue Signal Log

Date	Source Feature	Signal Found	Monthly Value	Annual Value	Status
💰 No revenue signals logged yet Use Revenue Leakage, Churn Prediction, Expansion Revenue, and Pipeline Velocity — every finding automatically logs here and adds to your running total.

AI ROI Report

Click "⚡ Generate ROI Report" to get an AI-written business case showing the exact dollar value Signal Engine has delivered — ready to share with your team or investors.

Welcome to Signal Engine

Here's your personalized quick start based on your profile

Pipeline at Risk

across 0 accounts

Avg Close Probability

—

across scored accounts

Hot Accounts

above 75% close probability

Actions Pending

prescriptive directives

Predictive Close Probability

—

close probability

Run analysis to generate prediction

Adaptive Behavioral Profile

Behavioral model will appear after analysis

Score Breakdown EXPLAINABLE AI

Score contributors will appear after analysis

Prescriptive Action Directives

Recommended actions will appear after analysis

AI Deep Analysis

Full predictive analysis and strategic recommendations will appear here…

Account Intelligence Watchlist 0 accounts tracked

Company	Close Prob	Momentum	Deal Value	Stage	Top Action	Added
⚡ No accounts analyzed yet Run your first intelligence analysis above. Every analyzed account saves here automatically for tracking.

☀ Morning Ministry Brief

Your congregation at a glance — updated daily

Click Generate to create your morning ministry brief with AI-powered insights about your congregation.

Recent Visitors

Drifting Members

Needs Follow-Up

Volunteer Opps

What do you need to do today?

Recent Congregation Activity

Add congregation members using the tools above to start tracking activity.

Plain English: This tool looks at everything you know about a first-time visitor — did they fill out a connection card, come back a second time, RSVP to an event — and gives them a readiness score so you know who to call first and what to say.

Visitor Information

Visitor Name

How they heard about you

Number of visits so far

Actions they've taken

Filled out connection card RSVP'd to newcomers event Joined or inquired about a small group Made a contribution Responded to follow-up contact

Life situation / context (optional)

Connection Readiness Report

Fill in visitor information and click Score to get a readiness assessment, recommended next steps, and exact outreach language.

Plain English: People don't usually announce when they're drifting away from a church. This tool flags the warning signs — declining attendance, reduced engagement, giving gaps — so you can reach out while the relationship can still be strengthened.

Member Information

Member Name

Years attending

Current attendance frequency

Change from their normal pattern

Other engagement signals

Still in a small group Still serving / volunteering Still giving regularly Responded to recent outreach

Any known context?

Pastoral Outreach Plan

Enter member information and click Assess to get a drift risk score, what's likely happening, and a personalized pastoral outreach message.

Plain English: A change in giving is almost never just about money — it usually signals something happening in a person's life or relationship with the church. This tool helps you notice those changes so you can respond as a pastor, not a fundraiser.

Giving Situation

Member / Family Name

How long have they given?

Current giving status

Any known life context?

Relationship with church leadership

Pastoral Response Plan

Enter the giving situation and click Generate. You'll get a pastoral assessment of what's likely happening and the right approach to reach out — focused on the relationship, not the funds.

Person's Journey

Name

Current stage

Time at current stage

Engagement signals

Growth Pathway Recommendations

Enter journey information and click Assess. You'll get the recommended next step for this person, what's likely holding them back, and how to have the conversation.

Member Profile

Member Name

How long attending?

Known gifts / skills / interests

Current involvement

Ministry areas that need volunteers

Ministry Match Recommendations

Enter member information and click Find Match. You'll get specific ministry recommendations, why they're a good fit, and how to approach the conversation.

💛

Lapsed Member Re-engagement

For members who've stopped attending. Warm, pastoral, no guilt.

🚪

First-Time Visitor Follow-Up

3-touch sequence. Warm, not pushy. Invites, doesn't pressure.

💝

Lapsed Giving Pastoral Check-In

Focused on the relationship. Never mentions the giving directly.

🙏

Grief & Crisis Pastoral Outreach

When someone is going through a hard season. Presence, not programs.

🤝

Inviting Someone to Serve

How to invite a member into ministry without it feeling like a recruitment pitch.

🕊

Conflict / Hurt Restoration

When someone left hurt. How to open the door to reconciliation humbly.

Plain English: This is not about pressuring people to give more. It's about understanding the financial health of your ministry so you can plan confidently, serve generously, and have honest conversations about stewardship as a spiritual discipline — not a fundraising pitch.

Total Givers

Avg Weekly Giving ($)

Weekly Attendance

Annual Budget ($)

Annual Giving Run Rate

—

Weekly avg × 52

Giving Participation Rate

—

% of attenders who give

Budget Coverage

—

Run rate vs annual budget

Stewardship Campaign Planner

Generate a complete stewardship sermon series or campaign plan — scripture-grounded, spiritually motivated, and practically structured.

Campaign goal or need

Congregation size & context

Timeline

Giving Growth Recommendations

Get AI-powered recommendations to strengthen your church's generosity culture — not fundraising tactics, but spiritual formation strategies that lead to sustainable giving.

Biggest stewardship challenge

What you've already tried

Financial Intelligence Output

Enter your giving data and run a campaign planner or growth analysis. The AI response will appear here — ready to copy into your planning documents or share with church leadership.

Plain English: Growth doesn't happen by accident. This tool helps you understand where your visitors are coming from, what's working in your outreach, and what specific strategies will help more people from your community find their way through your doors.

Visitor Source & Conversion Tracker

Track where visitors are coming from and how many convert to regular attendees. Enter your last 90 days of data.

Word of Mouth

Visitors

Stayed

—

Google / Online Search

Visitors

Stayed

—

Social Media

Visitors

Stayed

Community Events

Visitors

Stayed

—

Holiday Services

Visitors

Stayed

—

Best Channel

—

highest conversion rate

Growth Strategy Advisor

Get a customized outreach and growth strategy for your church — based on your community, your strengths, and your goals.

Church size & type

Your community

Current outreach efforts

Growth goal

Community Outreach Idea Generator

Generate specific, practical outreach ideas tailored to your community — events, service projects, partnerships, and digital strategies that actually work.

Your neighborhood / community type

Your church's greatest strengths

Budget range for outreach

Growth Intelligence Output

Run a growth strategy or outreach idea generator above. Output appears here ready to share with your leadership team or board.

Why churches invest in property: Many congregations are expanding their community footprint — buying adjacent buildings for food pantries, community centers, affordable housing, and childcare. Signal Engine helps you analyze opportunities, build an investment thesis, and evaluate whether a property fits your mission before you make an offer.

How to find properties: Search LoopNet, Crexi, Zillow, or your local MLS. Paste any listing below and Signal Engine will analyze it for mission fit, financial viability, and community impact.

Property Opportunity Analyzer

Paste a property listing or enter details below. Signal Engine will analyze mission fit, financial viability, and community impact potential.

Property Address or Description

Asking Price ($)

Church Annual Budget ($)

Down Payment Available ($)

Distance from Church

Intended Mission Use

Church's current facility situation

Financial Feasibility

Loan Needed

—

Est. Monthly Payment

—

at 6.5% / 20yr

% of Annual Budget

—

Feasibility Signal

—

AI Property Analysis

Enter property details and click Analyze. You'll get a mission fit score, financial feasibility assessment, community impact analysis, and specific recommendations — including whether to pursue, wait, or pass.

Community Investment Watchlist

Track properties and opportunities you're monitoring — log notes, set follow-up reminders, record your analysis

No properties on watchlist yet. Analyze a property above or click Add to Watchlist to start tracking opportunities.

Mission Investment Strategy Advisor

Not sure if your church should be investing in property at all? Get an honest assessment of whether real estate investment fits your church's mission, size, and financial position.

Church size

Cash reserves

Community need you want to meet

Strategic guidance will appear here.

Important disclaimer: Signal Engine provides educational information and AI-generated analysis for church stewardship planning purposes only. This is not financial advice. Always consult a qualified financial advisor before making investment decisions with church funds. Shepherding the generous donations of your congregation is an enormous responsibility.

Faith-Based ETF Reference Guide

Christian investment funds apply faith-based criteria when selecting holdings — screening out companies whose operations conflict with biblical values while pursuing market-competitive returns. These are the major options churches evaluate:

ETF / Fund	Ticker	Orientation	What it excludes	Best for
Inspire Global Hope ETF	BLES	Evangelical	Abortion, pornography, gambling, tobacco, alcohol, LGBT advocacy	Evangelical / non-denominational churches
Inspire Small/Mid Cap Impact	ISMD	Evangelical	Same screens as BLES, smaller company focus	Growth-oriented endowments
Guidestone Funds	Multiple	Southern Baptist	Abortion, pornography, gambling, alcohol, tobacco	Baptist churches, retirement funds
Timothy Plan ETFs	TPHD, TPHE	Broadly Christian	Abortion, pornography, anti-family entertainment, alcohol	Conservative Protestant churches
Praxis Mutual Funds	MMDEX	Anabaptist / Mennonite	Weapons, tobacco, alcohol, gambling; emphasizes labor & environment	Peace-oriented denominations
AGFinancial Investment Notes	N/A	Assemblies of God	Funds ministry within denomination; fixed-rate notes	AG churches, low-risk reserves

Church Investment Portfolio Tracker

Enter your current investment holdings to get a portfolio health assessment and AI recommendations.

Total Portfolio ($)

In Faith-Based ETFs ($)

In Cash / Savings ($)

In Property ($)

Portfolio Allocation

■ Faith ETFs: 0% ■ Cash/Savings: 0% ■ Property: 0% ■ Other: 0%

Investment Strategy Advisor

Get personalized investment strategy recommendations aligned with your church's mission, values, and financial position. Not financial advice — educational planning guidance.

Church denomination / tradition

Investment goal

Risk tolerance

Time horizon

Investment Strategy Output

Enter your church's denomination, investment goal, risk tolerance, and time horizon. Signal Engine will generate a faith-aligned investment strategy recommendation — including specific ETFs, allocation guidance, and next steps to take with a financial advisor.

⚠️ For planning purposes only. Always consult a qualified financial advisor before investing church funds.

Good morning.

What would you like to do today?

📡

Revenue Pulse

Live risk · recoverable revenue · ranked actions

—

AT RISK

REVENUE AT RISK

—

RECOVERABLE

POTENTIAL RECOVERY

—

CHURN SIGNAL

ACCOUNTS AT RISK

—

LOW

DISPLACEMENT RISK

Loading revenue signals…

—

Accounts Scored

—

Leakage Found

—

At-Risk Accounts

—

Sequences Built

Recent Activity

No activity yet — run your first score or scan above.

🎯

What is Signal Scoring? Plain English

Think of it like a readiness meter for your customers and prospects. Signal Engine looks at dozens of clues — how recently they contacted you, whether they've been searching for what you sell, if they recently hired new staff or got funding — and gives them a score from 0 to 100.

80–100= Call them today — they're ready to buy

50–79= Warm — follow up this week

0–49= Cold — monitor and nurture

Account Input

Company Name

Industry

Employee Count

Annual Revenue (est.)

HQ Location

Tech Stack

Funding Stage

Quick Signal Checklist

Hiring AE / Sales roles Recent funding round New VP / C-suite hire Tech stack change Expanding to new market Competitor pain / complaint Engaged with our content G2 / review activity

Additional Signals / Intel

Signal Strength Preview

—

Buy-Readiness Score

📊

No account scored yet

Fill in the company details and signals on the left, then click Score Account.

Saved Accounts

Company	Score	Tier	Top Signal	ICP Fit	Updated	Action
📊 No accounts scored yet Score your first account using the form above. Results save here automatically.

Prospect Details

First Name

Last Name

Title

Company

Persona Type

Context / Signal

🧠

No prospect enriched yet

Fill in the prospect details and click Generate Enrichment.

Competitors Watched

Pricing Alerts

Battle Cards Generated

Displacement Analyses

Competitor Watchlist

💡 Add competitors you want to monitor. Signal Engine will watch for pricing changes, new features, G2 reviews, and job postings that signal strategic shifts.

No competitors watched yet — add one above to start monitoring.

Pricing Change Monitor

When a competitor raises prices, it's your best window to win deals. Log a pricing change to get an instant displacement brief.

Competitor

Old Price

New Price

Additional Context

📡 Competitor Pulse — Weakness Radar

MOAT

Enter any competitor. Signal Engine surfaces their live weaknesses — review complaints, pricing gaps, feature holes, and a ready-to-use displacement talk track.

Competitor Name

Your Prospect's Industry (optional — sharpens the analysis)

Known Pain Points (optional)

Competitor Weakness Report

Enter a competitor name and click Scan. You'll get: top customer complaints from reviews, pricing vulnerability analysis, feature gaps vs Signal Engine, and a word-for-word displacement talk track you can use immediately.

💰 True Cost Comparator

Any Competitor

Enter what any competitor actually charges — base plan plus add-ons, overages, and hidden fees. See the true all-in cost vs Signal Engine and get a copy-ready savings summary.

Competitor Name

Their Base Plan ($/mo)

Add-on / Overage Costs ($/mo)

Onboarding / Setup Fee ($)

Signal Engine Plan ($/mo)

Contract Length

Their Monthly

—

Their Total Cost

—

Signal Engine Total

—

You Save

—

Displacement Analysis

Prospect Company

Suspected Current Vendor

Known Pain Points or Signals

Your Product Strengths

Displacement Report

Displacement analysis or battle card will appear here. A battle card gives you the exact objection handlers, win themes, and competitive talk track for a specific competitor.

YOUR BUSINESS

Avg job value $

Missed calls/wk

Revenue Sitting Uncaptured

Seeded from your vertical benchmarks · edit any bucket to match your actuals

Total Monthly Recovery Opportunity

Based on your vertical benchmarks + inputs above

If you recover 25% $0

If you recover 50% $0

If you recover 75% $0

📵 Log a Missed Call

Enter a missed call — SE launches a 5-step recovery sequence automatically. SMS in 5 minutes, email, 24hr follow-up, owner alert if no response.

Customer Name (if known)

Phone Number

Estimated Job Value ($)

What they likely called about

Active Missed Call Recovery

0 active

No missed calls logged yet. Add one to launch a recovery sequence.

📬 Missed Call Recovery Sequence — What Fires Automatically

STEP 1 — 5 MIN

📱 SMS Sent

"Sorry we missed your call! We want to help — reply to this text or call us back at [#] and we will get you taken care of right away."

STEP 2 — 30 MIN

📧 Email Sent

"We missed your call and want to make sure you get the help you need. Click below to schedule a callback or reply with your availability."

STEP 3 — 24 HR

📱 SMS Follow-Up

"Still here and ready to help whenever you are. Just reply or call [#] — happy to get something scheduled."

STEP 4 — 72 HR

📧 Last Attempt

"Reaching out one last time — we want to earn your business. If timing isn't right, no worries at all. We are here when you are ready."

STEP 5 — 72 HR

🔔 Owner Alert

"No response after 4 contacts. Estimated job value: $[X]. Manual follow-up recommended — call directly."

📊 Industry benchmark: This 5-step sequence recovers 28–34% of missed calls that would otherwise be lost. At your avg ticket, each recovered call is worth $850.

How it works

IF [something happens in your business] → THEN [SE takes action] → AFTER [right delay]

Storm hits your zip code → text your past roofing customers 2 hours later.
Client misses Visit 4 at your chiro practice → fire a reactivation sequence at Day 10.
Tenant hasn't responded to renewal in 14 days → escalate to phone call prompt.
Every trigger is trade-specific. No generic CRM logic.

Active Workflows

Actions Fired (30d)

FILTER BY VERTICAL

Sequence Parameters

Prospect Name

Company

Trigger Signal

Tone

Steps

Your Value Prop (1-2 sentences)

📨

No sequence built yet

Fill in the sequence parameters and click Build Sequence.

TAM — Total Addressable Market

The entire universe of potential revenue if you captured 100% of your market. Theoretical ceiling — useful for investors and framing the opportunity.

SAM — Serviceable Addressable Market

The portion of TAM you can realistically reach with your current product, pricing, distribution, and geography. Your real planning number.

SOM — Serviceable Obtainable Market

The slice of SAM you can realistically win in the near term given your resources, team, and go-to-market. This is what you build a revenue plan around.

Step 1 — Define Your Market

Your Product / Service Category

Target Geography

Target Company Size

Target Industries

ICP Description

Step 2 — Pricing & Penetration

Annual Contract Value (ACV) — $4,800/yr

$500 $50k

SAM Filter — 20% of TAM reachable by you

1% 80%

SOM Win Rate — 5% of SAM capturable in 3 years

1% 50%

Market CAGR — 15%/yr growth rate

0% 50%

Companies in TAM

—

TAM

—

Total Addressable

SAM

—

Serviceable Available

SOM

—

Serviceable Obtainable

Year 5 SOM

—

At current CAGR

Market Funnel

TAM

SAM

SOM

SAM / TAM Ratio

—

Step 3 — Competitive Context (optional but improves AI analysis)

Main Competitors

Your Key Differentiators

GTM Channel Business Stage

AI Market Analysis

Fill in your market parameters above and click Generate Report. You'll get a validated TAM/SAM/SOM analysis with methodology, growth drivers, competitive constraints, and specific recommendations to expand your obtainable market.

📄 Formatted Report

          // Report generates after calculation — suitable for investor decks, business plans, and pitch documents.
        

🛡

What is Churn Prediction? Plain English

"Churn" just means a customer leaving or cancelling. This tool watches for warning signs before they go — things like not logging in, filing more complaints, or going quiet after years of regular contact. It gives you a chance to fix the problem before you lose the customer and the revenue.

💡 Example: A customer who called you every month stops calling for 3 months — that's a warning sign. This tool catches it automatically.

Customer Health Input

Customer Name

MRR ($)

Months as Customer

Contract Renewal Date

Risk Signal Weights (0–10)

Support Tickets

Champion Stability

Feature Adoption

NPS / Sentiment

Payment History

Recent Activity Signals

Live Risk Dashboard

Churn Risk Score

—

Enter signals to score

Signal Breakdown

MRR at Risk

—

Days to Renewal

—

AI Churn Analysis & Retention Playbook

Churn risk score, root cause analysis, and retention playbook will appear here…

Customer Watchlist

TechFlow Inc

82 — Healthy

DataVault Co

55 — At Risk

PulseApp

28 — Critical

Risk Distribution

Total Items

Needs Action

Missed Calls

Signal Alerts

Actioned

📬

Inbox is empty

Activity from calls, SMS, email, signals, and watchlist triggers will appear here.

Connect CRM

HubSpot

Not connected

Salesforce

Coming soon — request early access

Pipedrive

Not connected

Sync Rules

Minimum Score to Sync60

Sync Frequency

Default Pipeline Stage

Recent Sync Log

Account	CRM	Score	Status	Timestamp
TechFlow Inc	HubSpot	87	Synced	2 min ago
DataVault Co	HubSpot	61	Synced	14 min ago
LowScore LLC	HubSpot	38	Skipped	1 hr ago

Digest Settings

Delivery Channel

Webhook URL

💡 Get your webhook at api.slack.com/apps → Your App → Incoming Webhooks. Your URL is saved automatically after first use.

Send Time

Top N Accounts

Min Score Threshold — 55

Filter by Signal Type

Delivery Preview

ACCOUNTS

8:00

SEND TIME

55+

MIN SCORE

Weekly Delivery Schedule

Today's digest preview will appear here…

Digest Engagement Over Time

Signal Breakdown

Report Parameters

Prospect Company

Your Company Name

Industry

Company Size

Key Signals (one per line)

Buy-Readiness Score (0–100)

Deal Value ($)

Report Format

Buy-Readiness Index

—

Enter score and generate report

Signal Profile

AI Report Narrative

Generate a report to see the full visual analysis with charts and AI narrative…

Upload Contract or Deal Document

PDF DOCX TXT

📄

Drop your contract here

or click to browse — PDF, DOCX, or TXT

Analysis Mode

Contract Review

Legal risks, unfavorable clauses, missing protections

Deal Analysis

Deal value, terms quality, upsell signals, churn indicators

Renewal Intelligence

Renewal date, auto-renew clauses, price escalation, churn risk

Additional Context (optional)

📋

No contract uploaded yet

Upload a PDF, DOCX, or TXT file to get your contract intelligence report.

Contract History

Document	Mode	Risk Score	Deal Value	Renewal Date	Top Flag	Analyzed
📋 No contracts analyzed yet Upload your first contract above to start building your contract intelligence history.

💸

What is Revenue Leakage? Plain English

Revenue leakage is money your business should have earned but didn't — because of a missed call, a slow follow-up, a customer who quietly left, or a deal that went cold while you were busy. It's not money you never had. It's money that was right there and slipped away.

📞 Missed call — someone called, you were busy, they booked a competitor

🔄 Lapsed customer — a repeat customer stopped coming back and you didn't notice

💤 Stalled deal — a prospect went quiet after showing interest and no one followed up

🔄

Recurring Revenue Score

How much of your revenue is locked in vs. earned from scratch each month

LEAKAGE MULTIPLIER

—

Recurring Score

—

Missing/Month

—

LTV Multiplier

Vertical / Industry

Customers per Month

Maintenance Plan Membership / Loyalty Subscription / Plan Annual Contract Financing Options Extended Warranty

—

Est. Leakage / Mo ⓘ

Add an account below to see your number

—

At-Risk Deals ⓘ

Deals with no recent activity

—

Renewals Slipping ⓘ

Upcoming renewals with no response

—

Gone Dark (30d+) ⓘ

No contact in 30+ days

Add an At-Risk Account

💡 How it works: Enter any deal or customer you're worried about losing. The AI will diagnose the risk and give you a specific recovery action.

Company or Customer Name

Deal or Contract Value ($) — annual amount

Where are they in the process?

Days since you last heard from them

What happened last? optional

What's worrying you about this account? optional

Your monthly revenue from this customer ($) optional — helps calculate leakage

Leakage Diagnosis

Fill in the form and click "Diagnose & Add to Watchlist" — the AI will identify exactly where revenue is at risk and give you a step-by-step recovery plan.

Deal Slippage ⓘ

Deals that went quiet after a proposal or demo. The most common cause of lost revenue in B2B sales.

No deals added yet — add your first at-risk deal using the form above

Renewal Risk ⓘ

Upcoming renewals with no response. A customer who doesn't confirm renewal is 3× more likely to cancel.

No renewals tracked yet — add a "Renewal Due" account above

Silent Churn ⓘ

Customers still paying but going quiet. They've mentally decided to leave — you just don't know it yet.

No silent churn signals yet

Revenue at Risk by Stage

How much is at risk in each stage of your pipeline

Add accounts to see stage breakdown

Risk Level Breakdown

Distribution of critical, high, and medium risk accounts

Add accounts to see risk breakdown

Days Silent Distribution

How long accounts have been unresponsive

Add accounts to see silence duration

Revenue Leakage Watchlist

Every account you're tracking — with AI recovery recommendations

Account	Deal Value	Stage	Days Silent	Leakage Type	Risk Level	Action
💸 No accounts on your watchlist yet Add your first at-risk deal or customer using the form above. The AI will diagnose the risk and tell you exactly what to do to recover the revenue.

Revenue Recovery Ledger

Track every dollar saved, recovered, or protected by Signal Engine

Revenue Recovered

Churn Prevented

Expansion Found

Missed Calls Recovered

Date	Account	Recovery Type	Amount	How Signal Engine Helped	Action
💰 No recoveries logged yet Every time Signal Engine helps you close a deal, prevent a churn, or recover a missed call — log it here. This becomes your ROI proof.

Solo

Starter

$49/mo

Signal scoring (50 accounts/mo)
AI enrichment
Sequence builder
Market sizer
CRM sync
Daily digest
API access

TeamMost Popular

Growth

$149/mo · per seat

Everything in Starter
Unlimited accounts
CRM sync (HubSpot + Salesforce)
Daily Slack / Teams digest
Churn prediction
Branded signal reports
API access

API / Agency

Scale

$297/mo

Everything in Growth
Full API access
White-label reports
Custom signal sources
Priority support
Multi-workspace
SLA + uptime guarantee

Revenue Calculator

Starter Seats

Growth Seats

Scale Seats

$2,927

MRR

$35,124

ARR

Total Seats

Ready to Scale?

Unlock full API access, white-label reports, multi-workspace for PE portfolios, custom signal sources, and a dedicated SLA — all in the Scale plan at $297/mo.

✓ Full API access ✓ White-label ✓ Multi-workspace ✓ PE portfolio deploy ✓ Dedicated SLA

Compare all plans →

Expansion Opps

Est. Expansion ARR

Ready to Pitch

Avg MRR Uplift

Customer Account

Company Name

Current MRR ($)

Months as Customer

Current Plan / Product

Team Size

Usage Signals

Products / Tiers Not Yet Using

Opportunity Signals (0–10)

Usage Ceiling Hit

Team Growth Rate

Untapped Features

Champion Advocacy

Expansion Analysis

Expansion Score

—

Est. Expansion MRR

—

Opportunity Type Breakdown

Expansion opportunities, upsell angle, and suggested talk track will appear here…

ARR Expansion Projection

Expansion by Type

Expansion Pipeline

Account	Current MRR	Expansion Type	Est. Uplift	Signal Strength	Action
📈 No expansion opportunities yet Add an existing customer above to identify upsell and cross-sell opportunities.

Wins Logged

Losses Logged

—

Win Rate

—

Top Loss Reason

Deal Details

Company

Outcome

Deal Value ($)

Sales Cycle (days)

Competitor(s)

Deal Stage Reached

What Happened (your notes)

Buyer Persona

Deal Analysis

Root cause analysis, pattern match, and what to do differently will appear here…

Win / Loss Ratio

Loss Reasons

Avg Deal Value by Outcome

Deal History

Company	Outcome	Value	Cycle	Competitor	Primary Reason
🏆 No deals logged yet Log your first won, lost, or stalled deal above. Patterns and charts build automatically as you add more.

Active Deals

Pipeline Value

Avg Days in Stage

Stalled Deals

Velocity ($/day)

Add Deal to Pipeline

Company

Deal Value ($)

Current Stage

Days in Current Stage

Expected Close Date

Win Probability (%)

Blockers / Risk Notes

Velocity Analysis

Stage benchmarks, stall diagnosis, and acceleration recommendations will appear here…

📈 Pipeline Forecast

Projected revenue based on current deals, win probabilities, and signal scores

Weighted Pipeline

—

Value × win probability

Likely to Close (30d)

—

Deals closing this month

Likely to Close (90d)

—

Deals closing this quarter

At-Risk Value

—

Stalled or low-prob deals

Revenue Probability Curve

Deal-by-Deal Forecast

Add deals to see forecast breakdown

Stage Distribution & Velocity

Deals by Stage

Pipeline Value by Stage ($)

Company	Value	Stage	Days in Stage	Win Prob	Weighted Value	Status
⚡ No pipeline deals yet Add your first deal using the form above. Velocity metrics and stage charts update automatically.

Accounts Scored

Healthy (70+)

At Risk (40–69)

Critical (<40)

Score an Account

Company Name

Signal Inputs (0–10 each)

Buy-Readiness Score

Email Engagement

Session Behavior

Return Visit Frequency

Churn Risk (10=low risk)

Product Usage Depth

Expansion Signal

Champion Strength

Additional Context

Health Score Output

—

Enter signals above

Composite health score, signal breakdown, and recommended actions will appear here…

Score Distribution

Health Trend (30 days)

Health Score Board

Account	Health Score	Buy Signal	Churn Risk	Expansion	Trend	Action
❤️ No accounts scored yet Score your first account using the form above.

Avg Engagement Rate

—

Best Posting Time

—

Top Platform

Avg CTR

Campaign / Content Input

Business / Product

Target Audience

Primary Platform

Content Type

Current Engagement Data (optional)

Best Time to Post

Engagement by Hour (platform benchmark)

Platform Engagement Benchmark

Social Intelligence Report

Insights · Best times · Content recommendations · Scaling strategy will appear here…

Content Mix Optimizer

Platform	Views	Shares	CTR	Engagement	Best Time	Status
📡 No social channels tracked yet Run an analysis above to start tracking engagement signals.

Contact	Missed At	Follow-up Sent	Response	Status
📱 No SMS activity yet Send your first SMS campaign above to start tracking responses and conversions.

Lead	Score	Category	Top Signal	Recommended Action	Priority
🎯 No leads scored yet Score your first lead using the form above. Hot leads appear at the top automatically.

Campaign	Channel	Engagement	Conversion	CPL	Decision	Action
🔧 No campaigns logged yet Add a campaign above to get scale vs. stop recommendations and optimization suggestions.

Company	Signal	Channel	Signal Date	Close Date	Cycle	Value	Outcome
No closed deals logged yet

Account	Assigned To	Priority	Score	Note	Due	Status
No accounts assigned yet

Company	ARR	Close Rate	vs Benchmark	Churn	NRR	Score
TechFlow Inc	$840K	38%	+7pts ↑	1.8%	118%	92
DataVault Co	$320K	22%	−9pts ↓	4.2%	94%	61
BuildFast	$180K	18%	−13pts ↓	6.1%	87%	44

Trigger Name	Condition	Action	Fired	Status
Score 80+ → Slack	Signal Score ≥ 80	Slack alert	0	Active
Health Critical → Flag	Health Score < 40	Flag leakage	0	Active

Categories

—

Last Saved

Plain English: Instead of manually checking on every account and client, you set a rule once — "if a member goes 14 days without activity, send this message" — and Signal Engine watches for it and executes. You focus on delivery. The platform handles the follow-through.

Active Rules

Fired This Month

Total Actions Run

Create New Automation Rule

Rule Name

IF this condition is met…

THEN do this…

Message / Context (optional — included in alert)

Automation Activity Log

No automation activity yet. Create your first rule and click Test to verify it fires correctly.

Active Automation Rules

Rule Name	Condition	Action	Fired	Status	Controls
No rules yet — create your first above.

Connected Sources

Signals Auto-Detected

—

Last Signal Pulled

Available Integrations

LinkedIn Company Monitor

Track job postings, headcount changes, exec hires

Crunchbase / Funding Alerts

Auto-detect funding rounds at target accounts

G2 Review Monitor

Alert when competitor gets negative reviews

BuiltWith Tech Stack

Detect when a prospect changes their tech stack

News & Press Monitor

Track company announcements and executive moves

Job Board Scraper

Detect hiring spikes — AE roles = buying signal

Manual Signal Import

Company

Signal Source

Signal Description

Signal Feed — Auto & Manual

Company	Source	Signal	Detected	Score Impact	Action
TechFlow Inc	LinkedIn	Posted 3 AE roles in 7 days	Today	+12 pts
DataVault Co	Crunchbase	Series A — $8M raised	2 days ago	+18 pts

🔍 Scan a Company URL

Company Website URL

Scan Depth

Try an example:

Digest Settings

Your Name

Send Time

Top Accounts to Show

Delivery Method

Include Sections

Top Hot Accounts Follow-up Queue Revenue Leakage Alert Benchmark Snapshot Team Activity Summary

Phone Preview

9:41●●●

Signal Engine <[email protected]>

Generate a digest preview to see how it looks on mobile…

HTML Email Source

HTML email code will appear here — ready to paste into your email service provider.

25+

Our Features

$149

Our Price/Seat

~$15K

ZoomInfo Avg/Year

10x

Price Advantage

Feature Matrix — Signal Engine vs Top 5 Competitors

Capability	Signal Engine	ZoomInfo	Apollo.io	Cognism	Gong	6sense
Intelligence
AI Signal Scoring (0-100)	Full	Partial	Partial	No	Partial	Full
AI Enrichment (persona-aware)	Full	Full	Partial	Partial	No	Partial
Contact Database (pre-built)	Gap	200M+	265M+	EMEA	No	Partial
Automation and Campaigns
Email Automation (3-state)	Full	Partial	Full	Partial	Full	No
SMS Campaign Automation	Full	No	No	No	No	No
Signal-Triggered Automation	Full	Partial	Partial	No	Partial	Full
Revenue Intelligence
Revenue Leakage Detection	Full	No	No	No	Partial	Partial
Churn Prediction	Full	No	No	No	Partial	Full
Closed-Loop Attribution	Full	No	No	No	Partial	Partial
Platform and Pricing
Account Intelligence Memory	Full	Partial	No	No	Partial	Partial
Multi-Language (5 languages)	Full	Partial	Partial	EMEA	Partial	Partial
Transparent Public Pricing	Yes	Quote only	Yes	Quote only	Quote only	Quote only
Starting Price per Month	$49	$1,250+	$49	$800+	$1,400+	$2,000+
Month-to-Month (No Contract)	Yes	Annual lock-in	Yes	Annual lock-in	Annual lock-in	Annual lock-in

Where Signal Engine Wins

10x cheaper than ZoomInfo — ZoomInfo averages $15-30K/year with annual contracts. We are $49-$149/month with no lock-in. For SMB and mid-market this wins the deal before features are even discussed.

All-in-one vs multi-tool stack — Competitors require Apollo for sequences plus Gong for revenue intel plus 6sense for intent plus another tool for SMS. We replace all four in one platform at a fraction of the cost.

Revenue leakage and expansion uniquely ours — None of the top 5 offer combined leakage detection plus expansion revenue plus churn prediction at this price. This is our clearest white space.

Account Intelligence Memory — Compounding moat. The longer a customer uses it the harder it is to leave. No competitor under $500/month offers this.

Transparent pricing, no annual contract — ZoomInfo, Cognism, Gong, and 6sense all hide pricing behind a sales call. We publish ours. This converts SMB buyers who will not enter a sales process just to see a price.

Honest Gaps vs Competitors

No pre-built contact database — ZoomInfo has 200M+ contacts. Apollo has 265M+. We have zero. Users must bring their own data. Biggest single gap. Fix post-launch via Hunter.io or Clearbit integration.

No call recording or conversation intelligence — Gong's core product is recording and analyzing sales calls. We have no call recording layer. This is a Gong-specific gap, not universal.

💡 Tip: Use Manual Signal Import on the right to add signals instantly. Automated integrations connect via the buttons above.

Opportunity not a gap — No competitor offers all-in-one AI revenue intelligence plus campaign automation plus leakage detection plus multi-language plus benchmarks at SMB pricing. That combination is uniquely ours.

AI Battle Card Generator

Target Competitor

Deal Context

Prospect Details (optional)

AI-generated battle card with positioning, objection handling, and talk track will appear here.

PULLING LIVE DATA FROM: Win/Loss · Pipeline Velocity · Churn · Expansion · Account Health · Campaign Optimizer

Team Signal Score

—

From live dashboard data

Pipeline Value

—

From Pipeline Velocity

Win Rate

—

From Win/Loss Analyzer

Deals at Risk

—

Stalled 7+ days

Rep Performance Scoreboard

Live Signal Source Breakdown

Win / Loss Split

Wins 0 Losses 0

Account Health Distribution

Campaign + Churn Signal

MRR at Churn Risk

—

from Churn Prediction

Expansion Opps

—

from Expansion Revenue

Campaigns Scaling

—

from Campaign Optimizer

Stalled Deals

—

from Pipeline Velocity

AI Coaching Signals

Click "Generate" to get AI coaching recommendations built from your live Win/Loss, Pipeline, Churn, and Campaign data.

Rep Activity Detail

Rep	Signal Score	High-Intent Worked	Sequences Launched	Avg Response	Competitive Losses	Status
👥 No rep data yet Add reps above to start tracking performance.

Active

Stripe Status

Standby

Paddle Status

Stripe

Active Processor

Failovers This Month

Processor Configuration

Stripe

PRIMARY PROCESSOR

Active

2.9% plus $0.30 per transaction. Best developer experience. Handles US, UK, EU, CA by default. You handle VAT registration manually.

Stripe Publishable Key

Paddle

FALLBACK AND MERCHANT OF RECORD

Standby

5% plus $0.50 per transaction. Handles global VAT and GST automatically. Acts as Merchant of Record. Best for EU customers and MENA/APAC where Paddle has higher regional authorization rates.

Paddle Vendor ID

Smart Routing Rules

RULE 1 DEFAULT

All transactions go to Stripe

RULE 2 EU VAT OPTIMIZATION

EU billing address detected: route to Paddle which auto-handles VAT

RULE 3 STRIPE FAILOVER

Stripe 5xx or timeout: auto-retry on Paddle within 2 seconds

RULE 4 MENA AND APAC

UAE, Saudi Arabia, India billing: route to Paddle for better regional authorization rates

Manual Override

Stripe vs Paddle Quick Reference

Factor	Stripe Primary	Paddle Fallback and EU	Recommendation
Transaction fee	2.9% plus $0.30	5% plus $0.50	Stripe cheaper at scale
EU VAT compliance	Manual, your responsibility	Automatic, Paddle remits	Paddle for EU customers
Developer experience	Best-in-class docs and SDKs	Good but more limited	Stripe for integrations
Merchant of Record	No, you are the merchant	Yes, Paddle is legal seller	Paddle for EU liability
MENA and APAC auth rates	Lower due to US-centric routing	Higher with regional gateways	Paddle for MENA and APAC

Platform Concerns, Gaps and Suggestions

IMPORTANT: localStorage is not a real database

Account Memory, Lead Scoring, Attribution, and Team Workspace data disappears on incognito, cache clear, or different device. Supabase persistence required before any paying customer uses these seriously.

IMPORTANT: Exchange rates are hardcoded and stale

Update after deploy via frankfurter.app or open.er-api.com. Both are free APIs requiring no key.

IMPORTANT: No contact database, biggest feature gap vs competitors

ZoomInfo has 200M plus contacts. Apollo has 265M plus. We have zero pre-built data. Phase 2 after revenue: integrate Hunter.io at $49/month for email finding or Clearbit for enrichment.

Your Dashboard Profile

No profile set yet — take the setup quiz to personalize your dashboard.

—

Local Data (KB)

Records Stored

Browser

Storage Location

None

Server-Side Data

Where Your Data Lives Right Now

💻

Browser localStorage — Your Machine Only

CURRENT STATE

All data you enter into Signal Engine — account memory events, lead scores, attribution deals, campaign history, team workspace assignments, and signal scores — is stored in your browser's localStorage. This data never leaves your device. Signal Engine has zero access to it. There is no database on our servers containing your business data.

Data stored: Account Memory · Lead Board · Attribution Deals · Team Workspace · Signal History · Campaign Data · Onboarding Progress · Rate Limit Counters · Language & Currency Preferences

☁

Anthropic API — Transient Processing Only

AI QUERIES

When you run an AI feature, your prompt is sent to Anthropic's servers for processing and the response is returned. Anthropic does not use your inputs to train AI models under their enterprise data policy. The prompt is not permanently stored by us. Once the response is delivered, the transaction is complete.

⚡

Cloud Backend — Supabase

FUTURE STATE (post-deployment)

Once the Supabase backend is deployed, data will persist to a cloud database hosted on AWS infrastructure. This enables multi-device access, team collaboration, and data that survives browser cache clears. Row Level Security (RLS) will enforce that users can only ever access their own data. Column-level encryption will be added for sensitive fields. You will retain the right to export and delete all your data at any time.

Export Your Data

Download a complete copy of all data stored in your browser as a structured JSON file. This is your right under GDPR Article 20 (data portability), CCPA, DPDPA, and PDPL. The export includes every record Signal Engine has stored locally.

Export will include

✓ Account Memory events

✓ Lead Scoring board

✓ Attribution deals

✓ Team Workspace

✓ Campaign history

✓ Signal Trigger rules

✓ Feedback & flags

✓ App preferences

Export Format

Export is generated locally — no data is sent to any server during this process.

Delete Your Data

Permanently delete all data Signal Engine has stored on your device. This is your right under GDPR Article 17 (right to erasure), CCPA, DPDPA, and PDPL. This action is irreversible.

Deletion will permanently remove

✕ All account memory

✕ All lead scores

✕ All attribution data

✕ All team assignments

✕ All campaigns

✕ All trigger rules

✕ All feedback logs

✕ All preferences

Type DELETE to confirm

After the Supabase backend is deployed — a deletion request will also remove all server-side records within 30 days as required by GDPR, CCPA, DPDPA, and PDPL. Contact [email protected] to request server-side deletion.

Your Data Rights by Jurisdiction

Jurisdiction	Law	Right to Access	Right to Delete	Right to Export	Response Time
United States (general)	CAN-SPAM / FTC	Yes	Yes	Yes	Reasonable time
California	CCPA / CPRA	Yes	Yes	Yes	45 days
European Union	GDPR	Yes	Yes (Art. 17)	Yes (Art. 20)	30 days
United Kingdom	UK GDPR + DUAA	Yes	Yes	Yes	30 days
India	DPDPA 2023	Yes	Yes	Yes	90 days
Saudi Arabia	PDPL	Yes	Yes	Yes	30 days
United Arab Emirates	UAE PDPL	Yes	Yes	Yes	30 days
Canada	PIPEDA / Bill C-27	Yes	Yes	Yes	30 days

To exercise any of these rights for data processed server-side (after Supabase deployment), contact [email protected]. Include your account email and jurisdiction. We respond within the timeframe required by your applicable law. For current browser-stored data, use the Export and Delete functions above — no request needed.

Cancel Subscription

Cancel your Signal Engine subscription. Your plan will remain active until the end of your current billing period, after which your account will revert to the free tier. Your data will not be deleted.

What happens when you cancel

✓ Access continues until end of billing period

✓ Your data is preserved — nothing is deleted

✓ You can resubscribe at any time

✕ AI features will be limited to free tier after period ends

✕ CRM sync, Smart Triggers, and daily digest will pause

Data Processing Agreement (DPA)

For enterprise customers, regulated industries, or users who require a signed DPA for GDPR Article 28 compliance or PDPL controller-processor documentation, download or request our standard DPA.

View DPA in Legal Docs

⚡ Revenue Intelligence — live signals from your pipeline

—

REVENUE AT RISK

accounts showing decay

—

RECOVERABLE

revenue you can still save

—

CHURN SIGNALS

accounts at risk of leaving

PLAYBOOKS READY

click to launch a recovery plan

Plain English: This mode turns Signal Engine into a business intelligence layer for wellness educators, health coaches, yoga instructors, allied health practitioners, district wellness leads, and educator associations. It focuses on three things: keeping clients/members engaged, optimizing your revenue streams, and growing your program sustainably — without clinical diagnosis, student data, or surveillance-style tracking.

$89–$119

Annual Membership Range

$3–$6

District PEPM Pricing

80–90%

Digital Product Margin

49 hrs/wk

Avg Educator Work Week

🧠 Educator Wellness Scan

A 60-second intake that surfaces stress patterns, recovery gaps, and the highest-leverage wellness actions for your context. Non-diagnostic — focused on routines, revenue, and resilience.

Your Location (optional — sharpens local context)

Role / Context

Primary stress pattern right now

School year phase

Additional context (optional)

Wellness Scan Output

Fill in your role, stress pattern, and school year phase — Signal Engine will generate a personalized wellness scan with recovery priorities, quick-win routines, and the revenue/engagement actions most likely to reduce your burden right now.

📋 Recovery Playbook Generator

Get a week-by-week recovery plan designed around your stress pattern, role, and school year calendar. Practical actions, not generic advice.

Recovery focus

Time available daily (realistic)

Any constraints or preferences

Playbook will appear here.

👥 Client & Member Retention Analyzer

Diagnose why clients or members are drifting — and get a recovery outreach plan for each pattern. Works for wellness practitioners, coaches, and membership site owners.

Business / program type

Churn / drift pattern you're seeing

What you've tried

Retention analysis will appear here.

🛍️ Holistics Storefront Advisor

Design your digital wellness storefront — product ideas, pricing, bundling strategy, and the highest-margin SKUs for your audience. Digital goods first; physical kits in Phase 2.

Holistics Store focus: Digital guides, printable planners, audio reset sessions, seasonal challenge kits, educator-made resources — 70–90% gross margin, no shipping, instant delivery.

Your audience

What you already create or know well

Revenue target for storefront

Storefront strategy will appear here — product ideas, pricing tiers, seasonal bundle calendar, and platform recommendations.

💳 Membership Pricing Optimizer

Model your membership revenue, find the right price points, and build a tiered offer stack that converts free trials into paying annual members.

Current membership / program setup

Buyer type (primary)

Biggest pricing challenge

Pricing strategy and revenue model will appear here.

🏫 District / Association Dashboard Planner

Build the business case for a district or association wellness program. Get aggregate KPI recommendations, pilot structure, and a procurement-ready summary — privacy-safe, EEOC-aligned.

Privacy note: All organizational reporting uses aggregate-only data. No individual employee wellness data is exposed to employers — this is Signal Engine policy and EEOC best practice.

Organization type & size

Current wellness program status

Primary goal for the organization

Org wellness brief will appear here — KPIs, pilot structure, pricing model, and procurement-ready summary.

🤝 Partnership & Sponsorship Strategist

Find the right association partners, wellness brand sponsors, and PD co-brands for your program. Contextual sponsorship only — no surveillance targeting, no health-data-driven ads.

Your program / business description

Partnership type you want

Current audience size & engagement

Partnership and sponsorship strategy will appear here.

🌿 Wellness Intelligence Output

All Wellness Intelligence outputs consolidate here for easy copy and export.

🏠 Roofing Revenue Intelligence

—

EST. LOCAL STORM JOBS

this month in your market

—

AVG INSURANCE JOB

ACV + supplement avg

—

SUPPLEMENT RATE

% of jobs that supplement

—

SEASON STATUS

storm + demand cycle

—

Avg ACV (Your Market)

—

Avg Supplement Add

—

Crew Utilization Target

—

Avg Claim Cycle Days

📋 Insurance Claim Intelligence Engine

Enter a job — get ACV estimate, supplement opportunities, line items commonly missed, adjuster strategy, and total claim value projection.

Customer Zip / Market

Damage Type

Roof Size (squares) & Material

Insurance Company (if known)

Claim Intelligence Output

Enter job details and run Claim Intelligence. You get: ACV estimate, supplement line items most adjusters miss, total claim value projection, adjuster negotiation strategy, and what to document before the adjuster arrives.

💰 Supplement Strategy Engine

The difference between a $12K job and an $18K job is what you supplement. Tell SE what the adjuster approved — find what they missed.

Adjuster-Approved Scope (paste or describe)

Roof Details

Supplement Analysis Output

Paste the adjuster scope and run the engine. You get: every commonly missed line item, dollar value of each gap, how to write the supplement request, and which items adjusters typically approve vs fight on.

🌩️ Storm Demand Radar

Where is the roofing demand in your market right now? Which neighborhoods, what job types, and how to position before competitors saturate post-storm areas.

Your Service Area

Current Month / Season

🧮 Job Pricing & Margin Calculator

Enter your job details. Get fair market price range, material cost estimate, labor allocation, and margin projection.

Squares

Material Cost/Sq ($)

Labor Cost/Sq ($)

Overhead/Sq ($)

Total Cost

$5,096

Retail Price (35%)

$7,840

Gross Profit

$2,744

Margin %

35%

Storm Demand Radar Output

Enter your service area and scan for storm demand. You get: current hot zones, top job types by volume, what competitors are charging post-storm, canvassing strategy, and the single best opportunity to capture more storm work in the next 30 days.

📈 90-Day Roofing Growth Plan

Get a specific, sequenced growth plan for your roofing business — based on your market, season, and crew size

Market / Area

Crew Size

Current Monthly Revenue

Enter your details and generate a 90-day plan. You get: a week-by-week action sequence, the highest-ROI moves for your market and season, how to build a storm pipeline, supplement revenue targets, and crew scaling triggers.

🔴 Revenue Leakage Finder

Tell SE about your current operation — find every dollar you are leaving on the table

Describe your current operation (jobs/month, crew count, insurance vs retail mix, supplement process, follow-up system)

Describe your operation and run the leakage finder. You get a ranked list of every revenue gap with dollar estimates — supplement misses, pricing gaps, crew idle time, lead follow-up failures, and retention leaks.

⚡ Electrician Revenue Intelligence

—

PERMITS PULLED

your market this month

—

AVG COMMERCIAL JOB

your market estimate

—

NEC UPGRADE DEMAND

active in your area

—

TECH UTILIZATION GAP

vs 82% target

⚡ Job Intel Engine

Enter a job — get diagnosis, parts list, labor estimate, fair price range, and what to upsell while on site.

Customer Location / Zip

Job Type

Property Details (optional)

What customer described

Job Intel Output

Enter job details and run Job Intel. You get: likely diagnosis, parts list with costs, labor estimate, fair price range for your market, upsell opportunities while on site, and red flags to check.

🏢 Commercial Bid Intelligence

Enter a commercial opportunity — get scope breakdown, materials estimate, labor hours, competitive price range, and the decision factors that win this type of bid.

Project Type

Project Size & Location

Known Scope (if any)

Bid Intelligence Output

Enter project details and run Bid Intelligence. You get: full scope breakdown, material and labor estimate, competitive price range, what GCs look for in this bid type, and how to win against lower bids without discounting.

🧮 Technician Utilization Calculator

Model your current tech utilization. See exactly what closing the idle capacity gap is worth.

Number of Techs

Avg Billing Rate ($/hr)

Current Utilization %

Target Utilization %

Monthly Revenue

$83,200

At Target Util.

$106,600

Monthly Gap

$23,400

Annual Gap

$280,800

🔌 NEC 2023 Upgrade Demand Radar

What NEC 2023 code changes are driving demand in your market right now — and how to position yourself as the go-to contractor for each upgrade category.

Your Service Area

Your Focus (residential / commercial / both)

Get: top NEC 2023 upgrade types driving calls in your market, average ticket per upgrade type, homeowner objections and how to handle them, and how to build a proactive NEC upgrade marketing campaign.

📈 90-Day Electrician Growth Plan

Sequenced growth plan based on your market, tech count, and current commercial vs residential mix

Market / Area

Tech Count & Mix

Monthly Revenue

Get a 90-day plan with week-by-week actions, highest-ROI moves for your market, commercial pipeline strategy, NEC upgrade marketing, and tech utilization targets.

⚖️ PI Law Revenue Intelligence

22%

AVG INTAKE CONVERSION

industry avg — you can beat this

$94K

AVG TRUCKING FEE

highest-value case type

180d

AVG CASE CYCLE

intake to closing

38%

INTAKE RESPONSE IMPACT

faster response = +38% retention

📥 Case Intake Evaluator

Enter a new lead — get a rapid case viability score, estimated fee range, intake priority, and the key questions to ask on the first call to maximize retainer sign rate.

Case Type

What the Lead Described

Liability Indicators (what you know so far)

Case Evaluation Output

Enter lead details and evaluate. You get: case viability score (A/B/C/D), estimated attorney fee range, intake priority (sign now / needs investigation / decline), the 5 questions to ask on the first call, key evidence to request immediately, and red flags that could sink the case.

📊 Settlement Probability Engine

Enter an active case — get a realistic settlement range, probability of trial vs settlement, optimal demand letter timing, and negotiation strategy.

Case Type & Current Stage

Medical Specials (total bills)

Liability Strength

Insurance Company & Policy Limits (if known)

Settlement Analysis Output

Enter case details and run analysis. You get: realistic settlement value range, probability of trial vs pre-suit settlement, optimal demand letter timing, opening demand recommendation, counter-offer strategy, and what to do if the insurer low-balls.

🧮 Intake Funnel Revenue Calculator

Model your intake funnel. See exactly what improving conversion and response time is worth annually.

Monthly Leads

Current Conversion %

Avg Attorney Fee ($)

Avg Case Months

Retainers/Month

Annual Fee Revenue

$3.9M

At 35% Conversion

$6.3M

Annual Opportunity

+$2.4M

🔗 Lien Management Strategy

Enter a case with lien exposure — get a negotiation strategy, realistic reduction range, and priority sequence for each lienholder.

Settlement Amount

Lien Holders & Amounts

Attorney Fee % & Costs

Get: net-to-client calculation, realistic lien reduction for each holder, negotiation script per lienholder type, statutory reduction arguments, and priority order for negotiations.

📈 90-Day PI Firm Growth Plan

Intake optimization, referral source development, case mix strategy — sequenced for your firm size and market

Market / State

Firm Size & Focus

Monthly Lead Volume

Get a 90-day growth plan with intake conversion improvements, referral source development (chiropractors, body shops, ERs), case mix optimization, and specific marketing channels ranked by ROI for your market.

🏢 Property Management Intelligence

—

OCCUPANCY TARGET

covenant threshold

—

RENEWAL RATE TARGET

industry best practice

—

AVG DAYS TO FILL

pre-leasing drops to 11

—

REACTIVE MAINT. COST

vs proactive multiplier

🔴 Unit Renewal Risk Scorer

Enter a unit's details — get a multi-factor renewal risk score, the specific signals driving churn probability, and the right renewal offer to send.

Unit & Tenant Profile

Days Until Lease Expiration

Rent vs Market Rate

Maintenance & Contact History

Renewal Risk Output

Enter unit details and score. You get: multi-factor risk score (Low/Med/High/Critical), the specific signals driving the risk, whether to offer a rent correction or hold firm, the exact renewal offer to send today, and the conversation script for a phone call if needed.

🌊 Vacancy Cascade Analyzer

Enter your upcoming lease expirations — detect cascade scenarios that threaten your occupancy covenant before they happen.

Total Units in Portfolio

Occupancy Covenant / Financing Threshold %

Upcoming Lease Expirations (list units & dates)

Enter your lease stack and get: cascade scenario modeling, occupancy threshold calculation, which combination of vacancies breaches your covenant, and a staggered renewal outreach plan to prevent simultaneous vacancies.

🧮 NOI & Rent Gap Calculator

Model your below-market rent gap. See the annual NOI impact and how to correct it without triggering turnover.

Units Below Market

Avg Rent Gap ($/mo)

Avg Days Vacant

Avg Unit Rent ($/mo)

Rent Gap / Year

$50,160

Vacancy Cost / Year

$6,160

Total NOI Drag

$56,320

NOI at Correction

+$50,160

🔧 Maintenance Spiral Detector

Describe a unit with elevated maintenance — get the break-even analysis for proactive vs reactive repair and a capital improvement recommendation.

Unit & Maintenance History

Unit Age & Current Rent

Get: 12-month reactive cost projection, proactive capital repair estimate, break-even analysis, recommended capital improvements ranked by ROI, and whether the tenant risk justifies the investment.

📈 90-Day Portfolio Growth Plan

Get a sequenced growth plan for your property management business — NOI improvement, vacancy reduction, rent correction strategy.

Portfolio Size & Location

Current Occupancy & NOI

Biggest Current Problem

Get a 90-day plan: NOI improvement actions, rent correction schedule, vacancy reduction system, maintenance cost controls, and tenant retention moves — sequenced by priority.

💉 Med Spa Revenue Intelligence

90d

LAPSE WINDOW

after 90d: 28% return rate

38%

PACKAGE ATTACH TARGET

industry benchmark

90d

BOTOX RETURN WINDOW

filler: 9–12mo · CoolSculpt: 6mo

$4,200

AVG VIP CLIENT LTV/YR

losing 1 = losing this

💎 VIP Client Reactivation Engine

Enter a lapsed high-value client — get a reactivation sequence timed to their specific treatment window with the exact message copy.

Client Profile & LTV

Primary Treatment(s)

Days Since Last Visit

Last Interaction Note (optional)

Reactivation Output

Enter client details and generate a reactivation sequence. You get: treatment-window-aware timing (Botox: 90d, filler: 9-12mo, CoolSculpt: 6mo), 3-touch sequence with exact message copy for each, objection handling, and whether an offer is appropriate at this lapse stage.

💉 Treatment Pricing & Menu Optimizer

Enter your current treatment menu and market — get competitive pricing analysis, margin optimization, and which treatments to promote vs deprioritize.

Practice Location & Market

Current Treatment Menu & Prices

Biggest Revenue Problem

Treatment Menu Output

📦 Package Attach & Membership Strategy

Enter your current attach rate and client volume — get a specific package and membership program design with pricing, scripts, and conversion targets.

Current Package Attach Rate %

Active Client Base

Top 3 Services by Volume

Get: 3 specific package designs with pricing and margin, a membership tier structure with monthly and annual pricing, checkout upsell script by treatment type, and a realistic attach rate target with a 90-day path to hit it.

🧮 Package Attach Revenue Calculator

Model the revenue impact of improving your package attach rate. Every point is worth real money at your client volume.

Monthly Clients

Avg Service Ticket ($)

Current Attach Rate %

Avg Package Value ($)

Current Monthly Pkg Rev

$29,568

At 38% Attach (Target)

$50,976

Monthly Gain

+$21,408

Annual Gain

+$256K

📅 Seasonal Demand & Campaign Planner

Get a month-by-month demand forecast for your market and treatment mix — with specific campaign timing, offer design, and revenue targets for each peak window.

Your Market & Location

Your Top 3 Revenue Treatments

Slow Season Problem (if any)

Get: month-by-month demand index for your treatments, specific campaign launch timing (pre-summer body treatments: 6 weeks out; pre-fall injectable refresh: late August), offer design for each peak, and a slow-season fill strategy.

👩‍⚕️ Provider Utilization Optimizer

Describe your provider roster and utilization issue — get a specific capacity optimization plan with cross-promotion strategy and idle slot fill tactics.

Provider Roster & Current Utilization

Biggest Utilization Problem

Get: cross-promotion opportunities between providers (injectable clients → esthetician add-ons), specific bundle offers to fill idle capacity, optimal scheduling density by provider type, and a checkout upsell script for each service pairing.

📈 90-Day Med Spa Growth Plan

Client retention, revenue per visit, membership conversion, and new client acquisition — sequenced for your practice size and market

Market & Location

Active Clients & Monthly Rev

Biggest Revenue Gap

Get a 90-day plan: VIP retention actions, package attach improvement, membership launch or optimization, seasonal campaign calendar, new client acquisition channels ranked by ROI for your market, and revenue target at Day 90.

🧠 Chiropractic Revenue Intelligence

62%

DROPOUT AT V4/V8/V16

industry churn gates

74%

REACTIVATION <30 DAYS

vs 7% at 180+ days

40%

HIGHER LTV: CASH PAY

vs insurance patients

—

AVG PLAN VALUE

your market estimate

📉 Visit Decay Risk Scorer

Enter a patient's care plan details. Get their exact dropout probability at each visit milestone and the optimal outreach timing to prevent it.

Complaint / Injury Type

Payer Type

Current Visit # in Plan

Days Since Last Visit

Decay Risk Output

Enter patient details and score their dropout risk. You get: probability of dropout at Visit 4, 8, and 16 milestones, days until the critical intervention window closes, the exact outreach message to send today, and what to say at the next visit to lock in compliance.

🔄 Patient Reactivation Engine

A lapsed patient is not a lost patient — until 90 days. Enter their profile and get the exact reactivation sequence with the highest probability of return.

Days Since Last Visit

Original Complaint

Plan Completion % When They Lapsed

Last Interaction Note (optional)

Generate a 3-touch reactivation sequence with exact timing, message copy, and objection handling for this specific patient profile.

💳 Payer Mix Revenue Optimizer

Model your current insurance vs cash-pay mix. See the exact margin impact of shifting new patient intake toward cash-pay.

Monthly Active Patients

Cash Pay % (current)

Avg Cash Visit Value ($)

Avg Insurance Visit ($)

Current Monthly Rev

$8,526

At 50% Cash Mix

$9,150

Monthly Gain

+$624

Annual Gain

+$7,488

📅 No-Show Pattern Analyzer

Describe your no-show pattern and get a targeted reduction strategy — which slots to protect, which patients to double-confirm, and what scripts convert reschedules.

Your No-Show Rate %

Avg Visit Value ($)

Weekly Appointment Volume

Get: dollar cost of your no-show rate, highest-risk slot patterns, dual-channel reminder script, and a fill-the-slot system for same-day cancellations.

📈 90-Day Practice Growth Plan

Get a sequenced, specific growth plan for your chiropractic practice — based on your current patient volume, payer mix, and market.

Practice Location / Market

Active Patients & Provider Count

Biggest Current Challenge

Get a 90-day plan with week-by-week actions, the highest-leverage retention moves for your size practice, cash-pay conversion strategy, and new patient acquisition by channel.

🔥 Restoration Revenue Intelligence

2hr

SLA WIN WINDOW

sub-2hr = +34% win rate

3.2×

REBUILD MULTIPLIER

rebuild vs mitigation rev

$18K

AVG UNBILLED/JOB

missed Xactimate items

47d

AVG CLAIM CYCLE

mitigation to paid

📋 Xactimate Line Item Auditor

Paste the adjuster scope or describe the job. Get every commonly missed billable line item with dollar values — before you submit.

Job Type

Adjuster Scope / What Was Approved (paste or describe)

Job Size & Details

Xactimate Audit Output

Enter your scope and job details. You get: every commonly missed Xactimate line item for this job type, estimated dollar value of each, how to document them, and which items adjusters typically approve vs challenge — with the counter-argument for each.

🤝 Adjuster Strategy Engine

Tell SE who you are dealing with. Get a tailored negotiation strategy, documentation checklist, and follow-up timing based on that adjuster's known patterns.

Insurance Company

Claim Type & Phase

Current Status / Problem

Get: this insurer's known approval patterns, the right escalation sequence, what documentation to send, appeal letter talking points, and whether to involve a public adjuster on this file.

⏱️ SLA Response Revenue Calculator

Model your current response time against the win-rate data. See exactly what faster response is worth annually.

Emergency Calls/Month

Avg Job Value ($)

Current Avg Response (hr)

Current Win Rate %

Current Monthly Rev

$130,560

At Sub-2hr Response

$175,152

Monthly Gain

+$44,592

Annual Gain

+$535K

🏗️ Rebuild Upsell Converter

62% of homeowners choose a different contractor for rebuild unless you have a structured handoff. Generate your rebuild conversion pitch for any active mitigation job.

Mitigation Job Type & Scope

Insurance Situation

Homeowner Relationship Note

Get a complete rebuild conversion conversation — what to say, when to say it, how to handle "we want to get other bids," and a proposal framing that positions you as the trusted choice without discounting.

📈 90-Day Restoration Growth Plan

Get a sequenced growth plan for your restoration company — based on your market, crew size, and current mix of mitigation vs rebuild.

Market / Service Area

Current Operation

Biggest Revenue Gap

Get a 90-day action plan with the highest-ROI moves for your market — SLA improvement, adjuster relationship building, rebuild conversion rate targets, and storm demand positioning.

⚡ Revenue Intelligence — live signals from your pipeline

—

REVENUE AT RISK

accounts showing decay

—

RECOVERABLE

revenue you can still save

—

CHURN SIGNALS

accounts at risk of leaving

PLAYBOOKS READY

click to launch a recovery plan

—

Est. Local Jobs/Mo

—

Avg Ticket (Your Area)

—

Season Status

—

Local Demand

⚡ Job Intel Engine

A customer calls. Tell Signal Engine what they described — get instant parts list, labor estimate, and fair price range for your market.

Customer's Location / Zip Code

Job Type

System Age & Details (optional)

What customer described

Job Report

Enter job details and click Get Job Intel. You'll get: likely diagnosis, parts needed with quantities, labor time estimate, fair price range for your area, and what to upsell while on site.

🔄

Are you earning recurring revenue?

Most HVAC businesses with a maintenance agreement earn $2,000–$4,000/mo in guaranteed monthly revenue. Find out what you're missing.

🔄

Are you earning recurring revenue?

Most Plumbing businesses with a service plan earn $1,500–$3,000/mo in guaranteed monthly revenue. Find out what you're missing.

📡 Local Demand Radar

See what HVAC jobs are being searched and requested in your service area right now

Your Service Area

Current Month

Enter your service area and click Scan to see current demand signals, trending job types, and competitor activity in your market.

💰 Ad Spend Advisor

Where to advertise, how much to spend, and what ROI to expect for an HVAC business in your market.

Monthly ad budget available

Current advertising (what you're doing now)

Biggest growth goal right now

📈 Business Growth Advisor

Recommendations to grow, expand, and improve your HVAC business — pricing strategy, service expansion, and operational improvements.

Business size & years operating

Current annual revenue (approx)

Biggest business challenge

HVAC Intelligence Output

Ad strategy or growth plan output will appear here.

⚡ Revenue Intelligence — live signals from your pipeline

—

REVENUE AT RISK

accounts showing decay

—

RECOVERABLE

revenue you can still save

—

CHURN SIGNALS

accounts at risk of leaving

PLAYBOOKS READY

click to launch a recovery plan

—

Est. Local Jobs/Mo

—

Avg Ticket (Your Area)

—

Emergency Call %

—

Local Demand

⚡ Job Intel Engine

Customer calls in. Describe the job — get instant parts list, labor time, fair price range for your market, and what to upsell while on site.

Customer's Location / Zip Code

Job Type

Property type & age

What customer described

Job Report

Enter job details and click Get Job Intel. You'll get: likely diagnosis, parts needed with quantities and sizes, labor time estimate, fair price range for your area, and upsell opportunities while on site.

📡 Local Demand Radar

Current plumbing job demand, trending issues, and competitor activity in your service area

Your Service Area

Season / Current Month

Enter your service area and click Scan for current demand signals and trending job types in your market.

💰 Ad Spend Advisor

Where and how to advertise your plumbing business to get more calls, higher-value jobs, and better customers.

Monthly ad budget

What you're doing now

Primary growth goal

📈 Business Growth Advisor

Specific growth strategies, pricing improvements, and expansion opportunities for your plumbing business.

Business size & experience

Annual revenue (approx)

Biggest challenge

Plumbing Intelligence Output

Ad strategy or growth plan output will appear here.

🚨 Emergency Call Revenue Maximizer

Emergency calls are your highest-margin jobs. Enter the situation — get the right diagnostic approach, emergency premium pricing justification, and upsell opportunities specific to an urgent call.

Emergency Type

Time of Call & Property Details

Get: emergency assessment approach, after-hours premium pricing justification, scope expansion signals to check for (damage that requires additional work), and the complete upsell sequence while on an emergency call.

🔄 Service Agreement Revenue Builder

Service agreements convert one-time customers into predictable monthly revenue. Design the right plan for your market and get the exact sales script to offer it on every service call.

Your Market & Business Size

Current Monthly Revenue

Get: service agreement tier design (what to include, what to charge), the on-site sales script to offer it during any service call, objection handling, and the revenue projection if you convert 20% of your monthly calls to agreements.

🧮 Job Profitability Calculator

Know your true margin on every job type. Most plumbers underprice based on parts cost and forget overhead, callbacks, and drive time.

Parts Cost ($)

Labor Hours

Labor Rate ($/hr)

Overhead/Overhead %

Total Cost

$224

Min Price (30% margin)

$320

Target Price (40%)

$373

Premium Price (50%)

$448

🔍 Pipe Diagnostic & Upsell Intelligence

You are on site for a drain clog. What else should you inspect? What upsells are natural for this property type and age? Get a systematic inspection checklist with upsell dollar values.

Property Age & Type

Primary Job Being Done

Get: a systematic inspection checklist for this property profile, the 3 most likely upsells while on site, the talking points for each, and the dollar value range to quote for each additional service.

Signal Engine AI

Online — ready to help

Hi! I'm your Signal Engine support assistant. I can help you understand any AI output, walk you through features, or troubleshoot an issue.

What can I help you with?

Signal score help

Revenue leakage

Email campaigns

Lead scoring

Getting Started

Welcome to Signal Engine

Complete these 4 steps to get your first real signal from the platform.

0 of 4 complete

Step 1 of 4

Score your first account

Signal Scoring is the core of the platform. Enter any company you're currently pursuing and see their buy-readiness index. This is the fastest way to understand what the AI is doing.

✓

Go to Signal Scoring

Find it in the Intelligence section of the left nav

✓

Enter a real account from your pipeline

Company name, industry, size, and any signals you know about them

✓

Review your score and recommended action

Scores 76+ are hot — take action today. 40–75 are warm — nurture.

Step 2 of 4

Run your revenue leakage scan

Find out how much money is slipping through your pipeline right now. Enter your top at-risk deal — the one that's gone quiet — and get a recovery playbook.

✓

Open Revenue Leakage (Business section)

Bottom of the left nav under Business

✓

Enter your most at-risk deal

Deal value, current stage, days since last contact, and any risk signals you know

✓

Read the recovery playbook

The AI will give you 3 specific actions with timing to recover the deal

Step 3 of 4

Build your first outreach sequence

The Sequence Builder generates multi-step email + LinkedIn + call cadences triggered by the signal you just found. This is what turns a score into an action.

✓

Go to Sequence Builder (Automation section)

Under the Automation tier in the nav

✓

Select a trigger signal and build a 3-step sequence

Use the account you scored in Step 1 as your target

✓

Copy your Day 1 email and send it today

The fastest path to ROI is acting on your first signal immediately

Step 4 of 4

AI features are ready — no setup needed

AI features require an AI access key. It takes 2 minutes to get one and connects all 22 AI features immediately. Without it the platform shows demo outputs only.

✓

AI features are pre-configured

Your AI is ready to use — no setup needed

✓

AI is powered by Signal Engine servers

No API key needed — all AI runs through our secure proxy

✓

Start using AI features right away

All AI features are active — just enter a company or account to begin

Flag This Output

Help us improve. Tell us what's wrong with this AI result.

Issue Type

Details (optional)

Help Center

Getting Started

Quick Start Guide New

Get your first revenue signal in 5 minutes — no setup required

How Signal Engine AI Works

Where to get it, how to add it, and what it unlocks

Understanding Plan Limits

What each plan includes and how query limits work

Intelligence Features

How Signal Scoring Works

What goes into the 0–100 score and how to act on it

AI Enrichment — Persona Guide

Getting the best output for VP Sales vs. CFO vs. Founder personas

Competitive Intel & Displacement

How to identify switching opportunities and position against incumbents

Win / Loss Analyzer

Getting pattern-based insights from deal outcomes

Campaign & Retention

Building Your First Sequence

Signal-triggered cadences that actually get replies

Email Automation & Follow-up Logic

How the 3-state automation works (not opened / opened / replied)

4-Layer Cookie Tracking Explained

Click, session, UTM, and return visit tracking — what each does

SMS Campaigns & TCPA Compliance Important

Legal requirements before sending any marketing SMS

Revenue Intelligence

Revenue Leakage Detection Guide

The 5 leakage types and how to recover each one

Churn Prediction & Health Scores

How to use health scores before renewal conversations

Finding Expansion Revenue

Identifying seat expansion and upgrade opportunities in your customer base

Troubleshooting

AI Output Looks Wrong — What to Do

How to improve results and when to flag an output

API Key Errors & Fixes

Common error messages and how to resolve them

Contact Support

How to reach the team for issues the AI can't solve

⚡ Revenue Intelligence — live signals from your pipeline

—

REVENUE AT RISK

accounts showing decay

—

RECOVERABLE

revenue you can still save

—

CHURN SIGNALS

accounts at risk of leaving

PLAYBOOKS READY

click to launch a recovery plan

Avg Table Turn

Labor % Revenue

Food Cost %

Local Demand

🔄

Are you earning recurring revenue?

Most Restaurant businesses with a loyalty membership earn $1,000–$2,500/mo in guaranteed monthly revenue. Find out what you're missing.

⚡ Situation Intel Engine

Describe the job or situation — get AI-powered intel, pricing, and recommendations for your market.

Location / Zip Code

Job / Situation Type

Details

Job / Situation Report

Enter details above and click Get Intel for a full analysis — pricing, recommendations, and upsell opportunities.

🎯 Revenue Leakage & Pain Points

The most common ways Restaurant & Food Service businesses lose revenue — and how to plug each leak.

Customers order once and never return

No loyalty program, no follow-up after the meal — they have no reason to come back.

Delivery margin is negative after fees

Third-party apps (DoorDash, UberEats) take 15–30%. Most restaurants lose money on every delivery order.

Tables sit empty during off-peak hours

Dead 2–5pm and 9pm+ hours represent 20–40% of potential daily revenue that goes completely uncaptured.

Staff no-shows cost you double

When a server or cook no-shows, you scramble, service suffers, and customers leave and never return.

Gift cards and deposits go unredeemed

Most restaurants have 10–15% of gift cards that never get used — that is earned revenue sitting uncaptured.

📡 Local Demand + Ad Strategy

Current demand in your area and the most effective way to spend your ad budget.

Service Area

Monthly Ad Budget

Primary Goal

📈 Business Growth Plan

Business Size

Annual Revenue

Biggest Challenge

Run demand analysis or growth plan above. Output appears here — copy-ready for your planning.

Avg Repair Ticket

Bay Utilization

Return Rate

Local Demand

🔄

Are you earning recurring revenue?

Most Auto Repair businesses with a maintenance plan earn $1,200–$2,800/mo in guaranteed monthly revenue. Find out what you're missing.

⚡ Repair Intel Engine

Describe the job or situation — get AI-powered intel, pricing, and recommendations for your market.

Location / Zip Code

Job / Situation Type

Details

Job / Situation Report

Enter details above and click Get Intel for a full analysis — pricing, recommendations, and upsell opportunities.

🎯 Revenue Leakage & Pain Points

The most common ways Auto Repair & Mechanic businesses lose revenue — and how to plug each leak.

Customers never come back after one visit

No follow-up, no reminder system — they go wherever is convenient next time.

Estimates go cold — customers shop around

You quote a job, they say they need to think about it. You never hear back. Someone else got the job.

Diagnostic fees not captured correctly

Free diagnostics = wasted tech time. Most shops undercharge for diagnosis and expertise.

Parts markup erosion

Customers show up with their own parts, or argue about OEM vs aftermarket. Margin disappears.

Warranty comebacks kill profitability

Jobs that come back under warranty cost you twice — the original labor + the redo time.

📡 Local Demand + Ad Strategy

Current demand in your area and the most effective way to spend your ad budget.

Service Area

Monthly Ad Budget

Primary Goal

📈 Business Growth Plan

Business Size

Annual Revenue

Biggest Challenge

Run demand analysis or growth plan above. Output appears here — copy-ready for your planning.

⚡ Revenue Intelligence — live signals from your pipeline

—

REVENUE AT RISK

accounts showing decay

—

RECOVERABLE

revenue you can still save

—

CHURN SIGNALS

accounts at risk of leaving

PLAYBOOKS READY

click to launch a recovery plan

Avg Ticket

Chair Utilization

Rebooking Rate

No-Show Rate

🔄

Are you earning recurring revenue?

Most Salon/Barber businesses with a monthly membership earn $1,500–$3,500/mo in guaranteed monthly revenue. Find out what you're missing.

⚡ Service Intel Engine

Describe the job or situation — get AI-powered intel, pricing, and recommendations for your market.

Location / Zip Code

Job / Situation Type

Details

Job / Situation Report

Enter details above and click Get Intel for a full analysis — pricing, recommendations, and upsell opportunities.

🎯 Revenue Leakage & Pain Points

The most common ways Salon & Barber Shop businesses lose revenue — and how to plug each leak.

Clients book once and don't come back

No rebooking system, no follow-up, no loyalty incentive. The relationship ends when they walk out.

No-shows kill daily revenue

A $65 no-show with a 30-minute slot means $130/hour of chair time gone. At 3 no-shows/week = $10K+/year lost.

Product sales are nearly zero

Most salons capture 0–3% of revenue from retail. Industry benchmark is 15–20%. Huge uncaptured revenue.

Walk-ins are lost when chairs are full

No waitlist system, no call-back when a spot opens. The walk-in goes down the street.

Stylists leave and take their clients

When a stylist leaves, so does their book. No system to retain those clients at the salon level.

📡 Local Demand + Ad Strategy

Current demand in your area and the most effective way to spend your ad budget.

Service Area

Monthly Ad Budget

Primary Goal

📈 Business Growth Plan

Business Size

Annual Revenue

Biggest Challenge

Run demand analysis or growth plan above. Output appears here — copy-ready for your planning.

⚡ Revenue Intelligence — live signals from your pipeline

—

REVENUE AT RISK

accounts showing decay

—

RECOVERABLE

revenue you can still save

—

CHURN SIGNALS

accounts at risk of leaving

PLAYBOOKS READY

click to launch a recovery plan

Avg Treatment Value

Schedule Fill Rate

Treatment Acceptance

Reactivation Rate

🔄

Are you earning recurring revenue?

Most Dental businesses with a in-house membership plan earn $2,500–$6,000/mo in guaranteed monthly revenue. Find out what you're missing.

⚡ Patient Situation Intel Engine

Describe the job or situation — get AI-powered intel, pricing, and recommendations for your market.

Location / Zip Code

Job / Situation Type

Details

Job / Situation Report

Enter details above and click Get Intel for a full analysis — pricing, recommendations, and upsell opportunities.

🎯 Revenue Leakage & Pain Points

The most common ways Dental & Medical Practice businesses lose revenue — and how to plug each leak.

Patients don't return for recommended treatment

They leave with a treatment plan and never call back. 30–50% of unscheduled treatment is never completed.

Recall system is broken

Patients due for a 6-month cleaning fall through the cracks. Each inactive patient = $200–$400/year in lost hygiene revenue.

No-shows waste prime appointment slots

A 60-minute no-show that can't be filled last-minute = $200–$600 in direct lost production.

Insurance write-offs are too high

Improper coding, missing pre-auths, and untimely filing cost the average practice $40,000+/year in preventable write-offs.

New patient flow depends entirely on word of mouth

No systematic referral program, no online review strategy — growth is random and unpredictable.

📡 Local Demand + Ad Strategy

Current demand in your area and the most effective way to spend your ad budget.

Service Area

Monthly Ad Budget

Primary Goal

📈 Business Growth Plan

Business Size

Annual Revenue

Biggest Challenge

Run demand analysis or growth plan above. Output appears here — copy-ready for your planning.

⚡ Revenue Intelligence — live signals from your pipeline

—

REVENUE AT RISK

accounts showing decay

—

RECOVERABLE

revenue you can still save

—

CHURN SIGNALS

accounts at risk of leaving

PLAYBOOKS READY

click to launch a recovery plan

Avg Job Revenue

Recurring Client %

Client Churn Rate

Local Demand

🔄

Are you earning recurring revenue?

Most Cleaning businesses with a recurring service contract earn $3,000–$8,000/mo in guaranteed monthly revenue. Find out what you're missing.

⚡ Job Intel Engine

Describe the job or situation — get AI-powered intel, pricing, and recommendations for your market.

Location / Zip Code

Job / Situation Type

Details

Job / Situation Report

Enter details above and click Get Intel for a full analysis — pricing, recommendations, and upsell opportunities.

🎯 Revenue Leakage & Pain Points

The most common ways Cleaning Service businesses lose revenue — and how to plug each leak.

One-time clients never become recurring

The hardest and most expensive client to get — a new client — comes once and never books again. No follow-up system.

Pricing is too low to be profitable

Most cleaning businesses underprice, especially recurring services. Low prices attract the worst clients and burn out the team.

Clients cancel without warning

A text cancel the morning of costs you 2–3 hours of revenue plus the drive time. No cancellation policy = constant revenue holes.

Supply costs eating margin

Cleaning supplies and equipment replacement are often untracked. Most businesses spend 8–12% of revenue on supplies with no visibility.

No system for upselling additional services

A client getting bi-weekly cleaning could also book deep cleans, window cleaning, and move-out cleans. Most businesses never ask.

📡 Local Demand + Ad Strategy

Current demand in your area and the most effective way to spend your ad budget.

Service Area

Monthly Ad Budget

Primary Goal

📈 Business Growth Plan

Business Size

Annual Revenue

Biggest Challenge

Run demand analysis or growth plan above. Output appears here — copy-ready for your planning.

🗺️ Route Density & Revenue Calculator

Every minute your crew spends driving is a minute they're not billing. Model your route efficiency and see exactly what tighter routes are worth.

Number of Crews

Billing Rate ($/hr)

Avg Drive Time (min)

Jobs Per Day / Crew

Weekly Drive Cost

$1,320

Annual Drive Waste

$68,640

At 12-Min Target

Save $39K/yr

Extra Jobs Possible

+3/wk

🔄 One-Time to Recurring Conversion Engine

A one-time clean that converts to recurring is worth 3.4× more over 12 months. Get a complete conversion sequence for your post-job follow-up.

Job Just Completed

What You Know About Them

Get: a 3-touch follow-up sequence with exact message copy, the right recurring offer to make and how to frame it, objection handling for "I'll think about it" and "it's too expensive," and the revenue projection if you convert this client to biweekly service.

📉 Client Churn Predictor

Enter a client showing warning signs — get a churn probability score, the specific signal that's most predictive, and the right intervention to send this week.

Client Profile & Warning Signs

Client Monthly Value ($)

Get: churn probability %, the primary signal driving the risk, what to send this week (exact message copy), whether to offer a loyalty incentive, and what it costs to replace this client vs the cost of the retention offer.

🏢 Commercial Account Scout

Commercial accounts in your existing residential zip clusters cost near-zero in incremental drive time and pay 2.8× more per stop. Get a prospecting strategy for your specific area.

Your Current Service Area

Current Business Type & Crew Size

Get: commercial account types to target in your zip clusters (medical offices, small retail, professional suites), cold outreach script that works for commercial cleaning, pricing strategy for your first commercial bid, and how to structure the proposal.

⚡ Revenue Intelligence — live signals from your pipeline

—

REVENUE AT RISK

accounts showing decay

—

RECOVERABLE

revenue you can still save

—

CHURN SIGNALS

accounts at risk of leaving

PLAYBOOKS READY

click to launch a recovery plan

🔄

Are you earning recurring revenue?

Most Logistics businesses with a contract carrier agreement earn $3,000–$8,000/mo in guaranteed monthly revenue. Find out what you're missing.

SELECT YOUR OPERATION TYPE

🚛

Asset Carrier

Own trucks/drivers

📋

Freight Broker

No assets, margin-based

🏭

3PL / Warehouse

Fulfillment & storage

📦

Last-Mile / Courier

Local delivery & DSP

⚡

Hotshot / Expedite

Flatbed, time-critical

👤

Owner-Operator

1–2 trucks, solo

$2.45

Avg Rate/Mile

18%

Empty Miles %

$1.82

True Cost/Mile

72%

Fleet Utilization

⛽ Fuel Cost Intelligence Engine

Route-Based · State Prices · Auto-Fill

Enter your vehicle, origin, and destination. Signal Engine calculates your MPG, maps which states you pass through, estimates fuel cost per state, recommends optimal fill-up stops, and auto-fills the fuel CPM fields below.

VEHICLE

Vehicle Type

Actual MPG Override (leave blank to use vehicle average)

Tank Size (gallons)

Fuel Type

ROUTE

Origin City / State

Destination City / State

Intermediate Stops (optional)

Load Type / Weight

Terrain / Route Type

TOLLS

Toll Pass / Account Type

Known Toll Roads on This Route (optional — AI will identify if blank)

Estimated Toll Budget (leave blank for AI estimate)

FUEL PRICE OVERRIDE (optional — AI uses current estimates if blank)

Enter prices you've seen recently for higher accuracy. Leave blank and the AI will use current regional averages.

Southeast avg ($/gal)

Midwest avg ($/gal)

Northeast avg ($/gal)

Southwest avg ($/gal)

West avg ($/gal)

Mountain avg ($/gal)

Select your vehicle, enter your route, and click Calculate. You'll get: estimated MPG for your vehicle and load, states you pass through with miles in each state, fuel cost per state segment, toll breakdown by road and plaza, optimal fill-up stop recommendations, total fuel + toll cost, combined cost per mile, and IFTA mileage by state.

⚠ Fuel prices are AI-estimated based on regional averages and recent trends. Actual prices vary daily. Enter known prices above for higher accuracy. Always verify at pumps or EIA.gov before budgeting a load.

💀 Dead Miles / Empty Miles Leak

Revenue Leak

Every mile driven without a load is pure cost. Calculate your monthly dead miles loss and what fixing it is worth annually.

Total Miles/Month

Loaded Miles/Month

Revenue Per Loaded Mile

Fuel Cost Per Mile (total)

📊 True Rate Per Mile Analyzer

Profitability

Know exactly whether each load is profitable. Enter a load's details and see true net per mile after all costs.

Gross Load Revenue

Load Miles

Fuel Cost (this load)

Driver Pay (this load)

Tolls / Lumper / Other

Insurance Allocation/Mile

⚙️ True Cost Per Mile Breakdown

Cost Intel

Most operators underestimate true CPM by 15–20% because fixed costs aren't allocated per mile. Get your real number.

FIXED COSTS (monthly)

Truck Payment(s)

Insurance (monthly)

Permits / IFTA / Plates

Trailer Payment / Lease

VARIABLE COSTS

Fuel Cost/Mile

Driver Pay/Mile (or % rev)

Maintenance/Mile (est.)

Monthly Miles Driven

👤 Driver Turnover Cost Calculator

Hidden Cost

The trucking industry averages 90%+ annual driver turnover. Replacing one driver costs $8,000–$12,000. See what this is costing your operation annually.

Number of Drivers

Annual Turnover Rate %

Recruiting Cost / Driver

Training Cost / Driver

Lost Revenue / Idle Truck/Day

Avg Days Truck Sits Idle

🗺️ Lane Profitability Map

Growth Intel

Which lanes make money, which break even, which lose money. Add up to 5 lanes and rank them by true profitability.

LANE 1

Origin → Dest

Gross Revenue

Total Cost

LANE 2

Origin → Dest

Gross Revenue

Total Cost

LANE 3

Origin → Dest

Gross Revenue

Total Cost

📈 Capacity Expansion Modeler

Growth

When does adding a truck make financial sense? Model the break-even point and payback period before committing.

Current # of Trucks

Avg Revenue Per Truck/Mo

New Truck Monthly Payment

Insurance Cost / New Truck

Driver Pay / New Truck (mo)

Other Fixed Costs / Truck

⏱️ Detention Revenue Recovery

Unbilled Money

Detention fees are chronically underbilled. Calculate what you're owed and generate talking points to recover it.

Loads Per Month

% Loads With Detention

Avg Detention Hours/Load

Your Detention Rate ($/hr)

% Detention You Actually Bill

🛡️ Compliance & Authority Risk

Risk

One lapsed authority or insurance gap can shut down your operation. Track critical compliance dates and understand what a shutdown costs per day.

MC/DOT Authority Status

Insurance Expiry (months out)

UCR Registration Status

Daily Revenue (for downtime calc)

Open CSA Violations

HOS Violations (last 12 mo)

🚛 Full Operation Intelligence Report

Operation Size

Monthly Gross Revenue

Biggest Challenge

Enter your operation details above for a complete revenue leak audit, cost benchmarking, growth opportunities, and 90-day action plan.

📦 Lane Profitability Analyzer

Not all lanes are equal. Enter a lane you're running — get true net profit after fuel, tolls, driver pay, and deadhead, plus whether this lane is worth keeping in your rotation.

Lane Details

Rate & Load Details

Your Cost Per Mile

Get: true net per mile after all costs including deadhead, weekly net profit on this lane, how it ranks vs industry benchmarks for this lane type, whether to keep / negotiate / drop it, and what rate you need to hit your margin target.

🧮 Load Pricing & Rate Negotiation Calculator

Know your floor before you negotiate. Model any load to find your minimum acceptable rate and your target rate.

Miles (loaded)

Deadhead Miles

Cost Per Mile ($)

Target Margin %

Total Cost

$941

Floor Rate (break-even)

$1.96/mi

Target Rate

$2.39/mi

Net at Target

$207

👤 Driver Retention Intelligence

Replacing a driver costs $8,000–$12,000 in recruiting, onboarding, and lost productivity. Get a retention strategy and a specific intervention for a driver showing warning signs.

Driver Situation

Get: churn probability assessment, the specific signal that most predicts departure for this profile, what to say in a 1:1 this week, whether a schedule change vs pay adjustment vs route change is the right lever, and the cost-benefit of each retention move.

📈 90-Day Fleet Growth Plan

Get a sequenced growth plan for your carrier, brokerage, or fleet operation — specific to your equipment type, lane mix, and current biggest constraint.

Operation Type & Size

Biggest Constraint Right Now

Get a 90-day plan: empty mile reduction strategy, lane mix optimization, shipper direct outreach, driver retention actions, and the single highest-ROI move for your operation right now.

⚡ Revenue Intelligence — live signals from your pipeline

—

REVENUE AT RISK

accounts showing decay

—

RECOVERABLE

revenue you can still save

—

CHURN SIGNALS

accounts at risk of leaving

PLAYBOOKS READY

click to launch a recovery plan

🔄

Are you earning recurring revenue?

Most Landscaping businesses with a annual maintenance contract earn $2,000–$5,000/mo in guaranteed monthly revenue. Find out what you're missing.

SEASONAL INTELLIGENCE

CURRENT SEASON

🌿 Peak Growing Season

DEMAND LEVEL

Very High

TOP UPSELL NOW

Aeration, Mulch, Irrigation

PRIORITY ACTION

Upsell existing clients

📈 Seasonal Revenue Forecaster

Project your revenue by season, identify your weakest months, and build a bridge strategy to smooth income year-round.

Monthly revenue (peak season avg)

Monthly revenue (winter avg)

Primary services offered

Service area / region

Enter your revenue data above. Signal Engine will project your annual revenue curve, identify your highest-risk months, and recommend specific services to add to smooth your income year-round.

💰 Service Profitability Ranker

Rank your services by true margin per crew hour — not just revenue. Find out where your real profit lives and what to sell more of.

Hourly labor cost (per crew)

Fuel cost per job avg

Services & avg price each

Enter your costs and service pricing. Signal Engine will rank each service by true profit per hour and tell you which ones to push hardest in your marketing.

🎯 Upsell Opportunity Detector

Active Season

Identify your mowing-only customers who are prime candidates for aeration, overseeding, mulch, fertilization, or irrigation upsells right now.

Customer description / typical profile

Current month / season

Describe your typical customer. Signal Engine will identify the highest-probability upsells for this time of year, with pitch scripts for each service.

⛽ Fuel & Crew Efficiency Analyzer

Calculate your true cost per job, identify routing waste, and find how much you could save by optimizing your daily schedule.

Jobs per day

Daily miles driven (avg)

Crew size & hourly rate

Enter your daily operations data. Signal Engine will calculate your cost per job, identify your biggest efficiency leaks, and estimate how much route optimization could save you per month.

❄️ Off-Season Revenue Generator

Stop losing income every winter. Get a custom plan to generate revenue year-round from your existing equipment, crew, and customer base.

Your location / climate zone

Equipment you own

Crew available in winter

Current winter revenue

Enter your situation. Signal Engine will build a specific off-season revenue plan — with services, pricing, and marketing tactics matched to your equipment, climate, and customer base.

🌦️ Weather Revenue Impact Tool

Exclusive to Landscaping

Model how upcoming weather — drought, excessive rain, heat waves, early frost — will impact your monthly revenue and what to do about it.

Your location

Current or upcoming weather concern

Enter your location and weather situation. Signal Engine will estimate the revenue impact and give you specific mitigation tactics — alternative services, client communication, and schedule adjustments.

🔍 Competitor & Pricing Intelligence

Find out if you're underpriced, identify local competitor weaknesses, and calculate how much a price increase would add to your annual revenue.

Your current mowing price (standard lot)

Your market / area

Competitor names (optional)

Number of active recurring clients

Enter your pricing and market info. Signal Engine will benchmark you against local market rates, identify gaps, and calculate the exact dollar impact of a 10–15% price increase across your client base.

📋 Proposal Generator

Exclusive to Landscaping

Generate a professional, itemized quote for any residential or commercial property — with 3 service tiers and upsell bundle options included.

Property type & size

Services requested

Customer name (optional)

Your business name

Enter the property details and requested services. Signal Engine will generate a professional 3-tier proposal with Good / Better / Best pricing and strategic upsell bundles — ready to send or present.

🚀 Landscaping Growth Plan

Get a 90-day revenue growth plan built for your specific business size, service mix, and market.

Current annual revenue (est.)

Biggest business challenge right now

Team size

Revenue goal (12 months)

Enter your business details. Signal Engine will generate a specific 90-day growth plan with actions ranked by revenue impact — including pricing, upsell, marketing, and retention moves you can execute this week.

🔄

Why recurring revenue matters Plain English

Without recurring revenue, every month starts at zero. You spend money finding new customers just to replace revenue that should have renewed automatically. Businesses with strong recurring models earn 3–5x more per customer over their lifetime — and sleep better knowing next month is already partially funded.

📋 Maintenance plan — guaranteed return visits, higher LTV

🏆 Membership — priority customers who stay longer and spend more

💳 Financing — removes the biggest objection to larger jobs

Your Recurring Revenue Profile

Industry / Vertical

Customers / Month

Avg Job Value ($)

Which recurring models do you currently have?

Maintenance plan or service agreement Membership or loyalty program Subscription or recurring billing Annual contract or retainer Financing or payment plan options Extended warranty or protection plan

Recurring Revenue Score

—

Enter your info to calculate

—

Missing/Month

—

LTV Multiplier

—

Current LTV

—

Potential LTV

Industry Benchmarks — What Top Performers Use

Industry	Common Recurring Model	Avg Plan Price	Typical Enrollment Rate	LTV Lift
HVAC	Maintenance agreement (2x/year tune-up)	$149–$249/yr	25–40% of customers	3–4x
Plumbing	Service plan (annual inspection + priority)	$99–$199/yr	15–25% of customers	2–3x
Cleaning	Recurring bi-weekly or monthly service	$120–$250/mo	60–80% of customers	5–8x
Landscaping	Annual lawn care contract	$1,200–$3,600/yr	30–50% of customers	4–6x
Auto Repair	Maintenance plan + oil change subscription	$29–$79/mo	10–20% of customers	2–3x
Dental	In-house membership plan (no insurance)	$299–$599/yr	15–30% of uninsured	3–5x
Salon / Barber	Monthly membership (unlimited cuts)	$39–$79/mo	20–35% of regulars	4–6x

AI Settings

Recovery Playbooks

Revenue Recovery Dashboard

Signal Intelligence Engine

✝ Ministry Intelligence

✝ Visitor Follow-Up Intelligence

✝ Member Drift Detection

✝ Giving Health Monitor

✝ Growth Journey Tracker

✝ Volunteer Opportunity Finder

✝ Re-engagement Playbooks

✝ Stewardship & Financial Intelligence

✝ Visitor Growth & Outreach Intelligence

✝ Community Investment Radar

✝ Faith-Based Investment Monitor

Signal Scoring

AI Enrichment

Competitive Intel & Monitoring

💰 Revenue Recovery Scheduler

⚡ Workflow Automation Studio

Sequence Builder

Market Sizer

Churn Prediction

Activity Inbox

CRM Sync

Daily Digest

Signal Reports

Contract Intelligence

Revenue Leakage & Recovery

Pricing Tiers

Expansion Revenue

Win / Loss Analyzer

Pipeline Velocity

Account Health Score

Social Media Intelligence

Email Campaign Automation

SMS & Call Follow-up System

Lead Scoring & Prioritization

Campaign Optimizer

AI Strategy Engine

Pitch Deck Generator

API Cost Estimator

Account Intelligence Memory

Closed-Loop Attribution

Team Workspace

Unit Economics

Benchmark Intelligence

Signal Triggers

📋 My Playbook

⚡ Signal Automation

Integrations

URL Intelligence NEW

Mobile Digest

Competitive Analysis

Team Performance Intelligence

Payment System

Your Data & Privacy

🌿 Educator Wellness Intelligence

🏠 Roofing Intelligence Mode

⚡ Electrician Intelligence Mode

⚖️ Personal Injury Law Intelligence Mode

🏢 Property Management Intelligence Mode

💉 Med Spa Intelligence Mode

🧠 Chiropractic Intelligence Mode

🔥 Restoration Intelligence Mode

❄️ HVAC Intelligence Mode

🔧 Plumbing Intelligence Mode

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Welcome to Signal Engine

What's your biggest challenge right now?

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🍽️ Restaurant & Food Service Intelligence Mode

🚗 Auto Repair & Mechanic Intelligence Mode

✂️ Salon & Barber Shop Intelligence Mode

🦷 Dental & Medical Practice Intelligence Mode

🏠 Real Estate Intelligence Mode

🧹 Cleaning Service Intelligence Mode