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Lead quality & fit
Best-fit accounts, qualification gaps, incomplete contacts, and whether targeting matches your ICP.
Find out why leads aren't converting and deals aren't moving. Outstellarr Super Intelligent Agent (SI) supports the review of your CRM and sales process, with findings checked by me and a practical plan to act on.
Start with a scoping conversation, not a CRM connection. Access, confidentiality, deliverables, fees, and timing are agreed before the audit begins.
For B2B SaaS teams with existing CRM history. The review follows the available evidence and calls out missing data rather than treating assumptions as facts.
Best-fit accounts, qualification gaps, incomplete contacts, and whether targeting matches your ICP.
Unassigned leads, unclear handoffs, and routing rules that may leave the right accounts without a responsible owner.
Recorded activity, response gaps, sequence structure, and messaging. Missing CRM activity is checked in context, not assumed to mean no work happened.
Stalled opportunities, outdated close dates, missing next steps, and gaps in stakeholder or stage information.
Duplicate records, inconsistent fields, stage definitions, and data quality issues that make pipeline reporting harder to trust.
Where leads and deals drop off, to the extent your history supports the analysis. Separate observable patterns from unproven causes.
A written findings report, a prioritised action plan, and a walkthrough with your team. Each recommendation explains the evidence, the limitations, and the action to consider.
An open opportunity has no recorded next step.
The next-step field, recent activity, and the owner's account of what happened.
Progress is harder to assess when the next action is not visible to the team.
Confirm the next action with the owner and record who is responsible and when it is due.
An empty field alone does not prove that follow-up was missed. The review distinguishes a recording gap from a process gap.
The audit stands on its own. Your team can use the recommendations without committing to implementation or an ongoing engagement.
Agree the questions, deliverables, timing, and fees. Sign confidentiality terms and, where required, a data processing agreement before access.
Use authorised read-only access where supported, or an approved, minimised export. Agree what may be sent to Claude.
SI supports the analysis. I review findings against the available records, flag uncertainty, and prioritise recommended actions.
Review the findings together, clarify the next steps, and decide whether to implement internally or work with me.
If you're starting without CRM history or already know what needs building, go straight to an implementation conversation.
SI is the AI-assisted analysis workflow behind your managed audit, not a self-service app or an autonomous CRM agent. It helps organise the approved data and surface patterns; I check the context and recommendations before you receive them. We review questions and uncertainties with your team rather than treating a flag as a finding of fault.
Organise the agreed records around lead handling, deal progression, and the questions your team needs answered.
Review potential gaps against your process. Distinguish missing data from missing action and identify what needs confirmation.
Explain what needs attention and why. Make the recommended action and its supporting evidence clear.
No autonomous changes to CRM records or outreach to your contacts. You decide what to implement after the walkthrough.
Outstellarr does not claim ownership of your CRM records. Claude supports analysis; it does not become the owner of your data. Outstellarr remains responsible for its own handling of your information.
We agree the audit scope and sign a confidentiality agreement or NDA. Where required, a data processing agreement defines our responsibilities. You authorise the access and confirm that the information may be provided for the agreed audit.
No. Access is limited to the records and fields needed for the agreed review, using read-only permissions where supported. An approved, minimised export can be used instead. Never send passwords or credentials through the booking form.
Only the minimum agreed information needed for the analysis. We agree which Claude service is used, what may be submitted, and the applicable processing arrangements before sharing client data. Unnecessary identifiers and sensitive information are excluded or redacted where practical.
Outstellarr does not use your audit data to train its own models. Anthropic's processing and training terms depend on the Claude service, settings, and applicable agreement; these are confirmed for the audit before submission. We do not make a blanket promise covering every Claude account type.
The engagement agreement specifies how long audit working files are retained, when they are returned or deleted, and any legally required exceptions. CRM access ends when the agreed work ends. Anthropic's retention rules are separate and depend on the service and configuration; zero retention is not assumed.
Not as part of the audit. Findings are advisory and human-reviewed. Implementation, CRM changes, or outreach require separate scope and authorisation. AI-assisted findings may still contain errors or reflect incomplete data, and no revenue or conversion outcome is guaranteed.
No. You receive the agreed report and action plan as a standalone deliverable. Your team can implement it, or you can discuss a separate system build or ongoing engagement. See our Privacy Policy and Terms of Service for more information.
Diagnosis is the starting point, not a forced upsell. Choose the level of help that fits your team.
Book a 30-minute scoping conversation. We'll discuss the problem, the available data, and whether an audit is the right starting point.
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