Sales & Marketing Intelligence

Scale what's working.
Fix what's not.
Know the difference.

Product mix Pricing Distribution Rep performance Ad spend Campaigns Events Content Accounts

Each one has a report. None of them are connected. You need the full picture to know what's actually driving revenue — and exactly what to do about it.

4–6 wks
From data handoff to live intelligence
9
Revenue drivers — analyzed and connected
1 quarter
Potential payback on full engagement
3
Ranked actions with revenue impact & playbook
The disconnect

Every team sees a different picture.
Nobody sees the whole one.

When revenue stalls, everyone has a theory. Each theory is built from a different data source — and nobody's connecting them.

Your CMO says
"Open rates are up. CTR is strong. We're sending leads — marketing is doing its job."
But are those leads actually converting to revenue?
Your VP Sales says
"Top of funnel is light. We need more qualified leads before we can hit the number."
But one rep is closing at 71% on the same pipeline.
Your CFO says
"Revenue is flat and spend is up. I need to see the ROI across every channel before we commit more budget."
But the data already has the answer — it's just not connected.

The data to answer all of this already exists in your systems. It's just sitting in separate feeds — CRM, email, ad accounts, order history — unconnected and unanalyzed. We synthesize it all and surface exactly what's moving the needle.

What we do

We show you what's working, what isn't — and exactly what to do.

We synthesize your data feeds — CRM, email, ad accounts, pipeline, order history — and analyze every driver of revenue. For each driver we surface the rationale, an example insight from a real engagement, and the specific action that follows. Not a dashboard to interpret. A decision, ready to make.

Driver
Example insight
Action
People
Who's closing and who isn't — ranked against team average with lost-reason breakdown per rep.
◆ Example
Rep A closes at 71%. Rep G closes at 11%. The gap is measurable — and traceable to specific deal stages and lost reasons.
Action
Address Rep G's performance. Document Rep A's workflow and replicate it across the bottom half of the team.
People
Pipeline
Which quotes are aging past recovery and where the real leak is hiding in your pipeline.
◆ Example
Win rate drops from 72% to 17% when first follow-up slips past 7 days. Same-day response is the single highest-leverage process change.
Action
Same-day first-touch rule. Automate a 3/7/14-day sequence for any quote with no response.
Process
Ads & Content
Which campaigns and content are actually influencing closed revenue — not just clicks or impressions.
◆ Example
Campaign A delivers 6.1× ROAS on $42K/mo. Campaign E delivers 0.9× on $94K/mo — below breakeven, untouched for six months.
Action
Pause Campaign E. Shift budget to Campaign A. Add content support to the two highest-loss products with zero promotional coverage.
Reallocate
Pricing
Why large deals are being lost on price — and whether reps have the tools to respond.
◆ Example
Price-lost deals average 48% larger than other losses. Reps are winning small and losing big — with no discount tiers or objection framework.
Action
Build a pricing playbook: defined discount authority tiers, competitive comp sheets, and objection scripts for large-deal reps.
Pricing
Distribution
Where availability gaps are costing deals — identifying which SKUs and which periods drive out-of-stock losses.
◆ Example
Buyers were ready — stock wasn't. A single quarter saw $1.9M in losses to out-of-stock conditions, driven by a recurring peak-demand gap.
Action
Build forward inventory on the top 3 out-of-stock SKUs ahead of Q4. Flag timing-lost quotes for a 30-day follow-up sequence.
Inventory
Product Mix
Which SKUs are actually winning — and whether reps are focused on the right products or just the high-volume ones.
◆ Example
5 SKUs are already winning at 52–64%. Reps are chasing the top 2 by volume — which close at under 40%.
Action
Realign rep focus and content investment toward proven high-win SKUs. Set quarterly mix targets alongside revenue metrics.
Mix
How it works

From your data to a live intelligence layer in 4–6 weeks.

We work with the data feeds you already have. No new tools. No long implementations. No changes to how your team works.

01
Share your data feeds
CRM, email, ad accounts, order history. We synthesize and analyze what you already have.
Week 1–2
02
Surface the drivers
We analyze every dimension — reps, pipeline, ads, pricing, distribution, product mix, events, content, and accounts.
Week 3–4
03
Rank the actions
Every finding becomes a ranked action with a revenue impact estimate, a three-step playbook, and clear ownership.
Week 5–6
04
Activate & track
Quarterly intelligence layer updated as you execute. The picture gets sharper every cycle.
Ongoing
Illustrative case

They knew revenue was leaking. They didn't know exactly where — or what to do.

A B2B supply company. Strong product line, active sales team, full marketing calendar. Win rates declining for two quarters. Nobody agreed on why.

◆ For example — what we found

One rep was driving the majority of recoverable losses. Two high-volume products had zero promotional support. Their best ad channel was underfunded while a sub-1× ROAS campaign ran untouched for six months. All of this was in their data. None of it was connected.

$6.1M
Recoverable revenue identified
+19%
Win rate lift · 90 days
1 quarter
Potential payback
◆ People
One rep had an 11% win rate across 1,000+ quotes — 3× the loss rate of team average. The data made the case. The conversation followed.
◆ Promotion
The two products with zero content support accounted for the largest share of lost revenue. Products with content won at 64%. Without it: 40%.
◆ Ad Spend
Their highest-ROAS channel was running at $42K/mo. Their lowest at $94K/mo. Budget arbitrage hiding in plain sight.
Let's talk

Ready to see the full picture?

In 30 minutes we'll walk through what we'd analyze in your business, which drivers we'd prioritize, and what the intelligence layer looks like in practice. No prototype needed — the conversation is the demo.

Book a discovery call hotcognition.ai · 30 minutes · No obligation