Lead to revenue, governed end to end

Deals don't die in the pipeline.
They die at the handoff.

A lead changes hands four times before anyone signs anything, and every one of those seams is where a real deal quietly stops moving. Throughline makes each handoff an enforced contract: timed, gated on evidence, audited on both sides.

Live: volume entering the funnel, and what each stage gate removes.

The leak

Your system of record is a filing cabinet that argues with itself.

Most customer relationship management software is a database with forms on top. It is very good at recording what already happened, and completely indifferent to whether the right thing happens next. So a Marketing Qualified Lead sits untouched for three days. A Sales Development Representative throws a half-researched name over the wall and it comes back rejected with no reason anybody can learn from. A Solution Consultant is pulled into a demonstration for a deal that was never actually qualified.

None of that shows up as a number. It shows up eight weeks later as a quarter that missed, and nobody can point at the hour it went wrong.

  • 01

    The silent clock

    A lead goes cold while everyone assumes somebody else has it.

  • 02

    The unaccountable reject

    Work is bounced back with a shrug instead of a reason that compounds.

  • 03

    The premature pull

    Scarce technical people burned on deals that were never qualified.

  • 04

    The disagreeing report

    Two screens, one metric, two different answers, one long argument.

Every handoff is a contract,
not a courtesy.

That single idea is the whole product. Everything below is what it costs to actually mean it.

The gates

Nothing crosses a boundary on trust alone.

A stage change is not a dropdown. It is a check against what the next person actually needs in order to do their job, refused at the server when it is not there.

  1. Marketing to Inside Sales 60 minutes

    A Marketing Qualified Lead lands with a named owner and a running clock. First touch inside the hour, or it escalates. Not a reminder email. An escalation with a name on it.

  2. Inside Sales to the Account Executive Evidence required

    The Sales Accepted Lead is refused unless it carries discovery notes, budget, authority, need and timeline, a fit and intent score, a named Account Executive and a booked meeting. You cannot submit an empty shell and call it a handoff.

  3. The Account Executive decides One business day

    Accept or reject inside a business day. A rejection needs a reason code and notes, so the fifteen ways a lead can be wrong become data that Inside Sales can actually learn from, instead of a shrug.

  4. Into qualification Scored, not asserted

    An opportunity does not walk past Sales Qualified Lead until its qualification evidence clears a threshold you set. Metrics, economic buyer, decision criteria, decision process, identified pain, champion. Situation, pain, impact, critical event, decision.

  5. Pulling in Presales Structurally blocked

    Inside Sales cannot raise a presales request at all. Not discouraged in training. Refused in code. Only an Account Executive holding a qualified opportunity can spend a Solution Consultant's week.

  6. Out the door Reviewed and signed off

    A proposal passes an evidence-backed quality review before a customer sees it, and pricing above threshold clears two levels of approval with remarks recorded at each step.

Seven service level agreements ship configured on day one. Breaches land in a table, not in somebody's inbox where they go to die.

The intelligence

Eleven places the model helps. Not one where it decides.

Artificial intelligence in a revenue system is trivial to demonstrate and genuinely hard to trust. Every surface below runs through a single chat helper, so the provider, the timeout and the failure message are decided in exactly one place, and every answer comes back in a shape our own code validates before anyone sees it.

Proposal quality assurance engine

A full review of the document before a customer ever opens it. Six passes, each one producing findings tagged observed, derived or predicted, so a prediction is never dressed up as a fact. Document text is fenced as untrusted data, which means an instruction hidden inside a customer file is read as data and never as a command. Money is scaled whole numbers, never binary floating point.

  • Extraction
  • Solution fit
  • Legal terms
  • Bill of quantities
  • Value-add coverage
  • Adjudication and challenge
proposalQa.service.ts

Natural-language query

Ask in plain language. The model never writes the query: it returns a structured filter validated against a schema catalogue, which our code compiles into parameterised Structured Query Language.

intelligence.service.ts

MEDDIC scoring and the advance gate

Metrics, economic buyer, decision criteria, decision process, identified pain, champion, scored zero to one hundred with the reasons attached. Below the threshold an opportunity does not advance.

ai.service.ts

SPICED scoring and the advance gate

Situation, pain, impact, critical event, decision, each scored zero to three. A disqualify verdict always blocks advancement, whatever the total says.

ai.service.ts

Opportunity insight

A short written read on where a deal actually stands, generated from the fields on the record rather than from the mood of the last call report.

ai.service.ts

Account enrichment and lead qualification

A legal name and a domain hint come back as a structured company profile, and an inbound lead arrives pre-read against your ideal customer profile.

ai.service.ts

Natural-language assistant

Deterministic rules answer first and the model is only consulted when no rule matches with confidence. Cheaper, faster, and predictable on the questions people actually repeat.

assistant.service.ts

Activity-note authenticity check

Logged activity is read before it is saved. A note that says nothing does not count as a touch, so the activity record stays worth reporting on.

activityValidator.ts

Executive ask

The model picks a key performance indicator code and a period from a fixed list. It does not compute and it does not invent values. Our resolvers compute, and the answer quotes them back verbatim.

execAsk.ts

Proposal evaluation and deal value

A second, lighter read of the proposal that recovers the commercial value of the deal from the document itself, so the review knows how aggressive it needs to be.

proposalEval.service.ts

Scanned-document text recovery

A proposal that arrives as images instead of text is read by optical character recognition so the review still runs. If that is not available it reports no extractable text rather than guessing.

ocr.ts

Your model, your tenancy, your region

All eleven surfaces sit behind one helper, so switching providers is a block of environment variables rather than a migration. Mistral out of the box, with an administrator holding the key. Point the endpoint at Azure OpenAI and every surface follows, with no database change and no redeploy of the application code.

The model produces evidence. It never produces authority.

Three rules make every one of those surfaces checkable by a human who is about to stake a quarter on the answer.

It does not write the query

The model translates a question into a structured filter validated against a known schema, and our code compiles that into a parameterised query. It never touches the database and never invents a column. When it is unsure it asks a clarifying question instead of guessing confidently.

Every claim is labelled

Each finding is marked observed, derived or predicted. Something read from a document is never dressed up as something calculated, and a forecast is never presented as a fact. When the reference data is too thin it says so and asks for a human rather than filling the gap with a fluent sentence.

Price cannot see budget

The price estimator takes no budget input. Not ignored at runtime: structurally unable to receive it, with a test that smuggles a budget in at three different magnitudes and asserts the output is identical down to the byte. A price that is suspiciously low is reported as a risk, never as a win.

The numbers

One definition. Every screen. No exceptions.

The quickest way to lose a room is to have the forecast page and the board deck disagree about the word "commit". It happens because the arithmetic gets reimplemented in four places by four people over two years.

Here there is one semantic layer. Every key performance indicator is one function with one definition. The executive dashboard, the forecast page, the Monday digest, the weekly Sales Performance review and the natural-language question all call the same code. The calculation never reaches the browser, so it cannot drift.

Every number comes back carrying where it came from, when it was last computed, and how much data stands behind it. Enough to defend it in a quarterly business review without a spreadsheet archaeology dig.

weighted_pipeline
value
4,820,000
currency
United States Dollars
formula
metrics/weighted.v3
computed
02:14 today
sample
184 open deals

The provenance travels with the number. Always.

The platform

Built to be handed to somebody else.

Your name on it, not ours

Product name, logo, tagline, accent colour, legal entity. All of it is configuration an administrator edits, live, with no rebuild and no fork. The entire colour system derives from one value.

Read wide, write home

An executive with access across several business units reads across all of them. Writes never widen: everyone creates records only in the unit they belong to, enforced in the query layer rather than remembered by a developer.

Roles are a boundary

Nine roles, each guarded on the server and again in the browser, with the navigation composed per person. Not a preference that hides menu items from someone who can still reach the endpoint.

It explains itself

Scores come back with the reasons that produced them. Deal health is a set of weighted factors you can argue with, not an opaque number between one and a hundred.

If your funnel leaks at the seams, the seams are the product.

Throughline is a working platform, not a prototype. Bring a real funnel and a real quarter, and we will walk it end to end with you.