Tuesday 19 May

Improvements

How the work gets better month-on-month. Two tracks: behavioural patterns the team has taught the system, and cross-team analytical signal the system has spotted that no one rep would catch alone.

What the team has taught the system

Behavioural patterns captured from how each rep actually works. The system respects them — no need to re-teach.

  • John signs off proposals above £6k/mo personally. Smaller ones route direct to the contact — autopilot keeps the slack in his calendar.
  • Jamie's outbound skips Tuesdays — open rates in his accounts run 18% lower than Wed/Thu. Default scheduling shifted to match.
  • Laurence opens charity-sector first-touches with a specific supporter-pack reference, never the generic 3PL hook. Default templates re-shaped.
  • When a prospect contact is a CFO, unit economics surface first; when it's a Head of Ops, fulfilment cost-per-unit comes first. The pre-meeting brief reorders automatically.
  • Laurence's wellness-brand discovery calls book a 35-minute slot, not the default 30 — they don't compress well. Default duration adjusted for that sector.
  • Yodel routes excluded by default from SE-postcode volume on premium-subs brand customers. The pattern surfaced from three brand customers' review clusters before it was a written rule.

What the system has spotted

Cross-team analytical signal — patterns no one rep would catch alone, surfaced for action.

  • Proposals that referenced a specific Trustpilot complaint of the prospect's incumbent closed 2.3× more often than proposals that didn't. Worth a structured prompt before every proposal.
  • Discovery calls booked within 6 days of the inbound converted to proposal 3× more often than calls booked 10+ days out. Latency is the cost — chase aggressively.
  • Drinks-sector deals where the FD attended the discovery call closed in 41 days on average; Founder-only attendance took 63 days. The 'invite the FD' ask should move earlier in the cycle.
  • Subscription-cohort retention drops 7.6pp when first-three-box despatch slips even once. One late delivery in week one costs more than the brand's monthly retention budget.
  • Across the last 12 won deals, average time from first LinkedIn engagement to signed contract was 47 days. Four open proposals are now past that mark — a focused close push is overdue.
  • Pip's Pantry Trustpilot drops 0.3 stars in any month where Yodel exceeds 24% of their volume. The threshold flags automatically once breached — three of the last six months would have triggered it.

The six-month picture

By month six the system gets quieter, not louder.

The patterns above accumulate — every proposal, every call, every published post adds context. By month six the morning briefing has fewer things “for review” and more “handled”, the content drafts arrive in your voice without needing edits, and Service Health flags interventions before brand customers even ask about them.