Graphio.ai auto-generates playbooks across roles from actual execution, tracks where teams drift from the plan, and flags issues before they hit revenue.
YOUR DATA IS PROTECTED
- SOC 2 Type II Compliant
- ISO 27001 Pending
- HIPAA Compliant (Type I)
YOU’RE LOOSING OVER $20M PER YEAR IN CROSS-TEAM BREAKDOWNS
Trusted by the best:
Flow
Up To 30% Of Revenue Is Lost Between Teams
Revenue loss shows up as missed quotas, longer sales cycles, and unexpected churn? But actual reasons
are:
–23% of your high-value leads are sitting untouched by Sales
–31% of your closed deals have incomplete CS handoffs
–$2.4M in preventable revenue leakage per your $50M ARR
Revenue doesn’t vanish. It bleeds out in cross-team misalignment
Cross-Team Execution Intelligence
The result: coordination breakdowns get caught and fixed before they cost you millions.
Launches in less than two days. SOC 2 Type 2, HIPAA compliant.
Step 1: Connect Your Apps
Link your HR, CRM, PM, Code management, Marketing and communication systems. Graphio
analyzes metadata
only
– never content. Privacy-first, with SOC 2 Type 2 and HIPAA compliance.
Check the list of supported apps HERE
Step 2: Discover Success Patterns
Leadership refines them, teaching the system your standards.
Step 3: See What Breakdowns Cost
Graphio calculates what breakdowns cost based on your data. You see what's broken and what it costs if left unfixed.
Step 4: Catch Drift Before Revenue Impact
Step 5: Guide Teams Back on Track
When drift happens, Graphio sends targeted nudges showing which handoff failed, what pattern to follow, and who needs to act.
Step 6: AI Agents Auto-Fix the Repetitive Stuff Coming soon
Graphio identifies which handoffs fail most often and, with leadership approval,
assigns AI agents to
handle them automatically.
Agents route tasks, notify owners, and ensure follow-ups happen on time so
coordination moves faster and revenue stays protected. Leadership controls which steps get automated,
maintaining oversight while eliminating repetitive breakdowns.
Step 7: Benchmark Against Peers Coming soon
Graphio compares your execution to similar companies, showing where you outperform and where gaps exist.
Security & Setup
SOC 2 Type 2 Certified
HIPAA Compliant (Type I)
No content is analyzed - only metadata
Setting up the platform and data uploading takes up to several days
No developers. No coding. No integration required
Graphio can track dozens of revenue-impacting cases
Graphio highlights where day-to-day execution drifts from the plan – across teams, tools, and roles. All tracked without reading content. Only patterns, signals, and behavioral data.
No Follow‑Up After Demo
Inbound Leads Ignored
Expansion Play Dropped
Campaign Launch Without Sales Alignment
High‑Value Deal, No Multi‑Threading
Sales Forecast Mismatch
Pricing Discount Too High
No Pre-Sales Validation
Ticket Volume Increased After Product Release but CS is not reacting
AI SDR Sending Offers with Wrong Pricing
Legal – Procurement: Approval Backlog
Suspicious communication and access patterns
Weekly Team Sync Disappears
Broken Handoff After Deal Close
Approval Steps Skipped
Engineering > QA Handoff Missed
Engineering Misprioritization
Escalation Overload
No Handoff After Release
Customer Success – Product: Silent Client Escalation
CSM Not Responding to Escalation
Deal Review Meeting Missed
Onboarding Not Completed in Time
CRM Hygiene Drop
No Renewal Outreach
Account Coverage Gaps
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Amaris McComas
TruBridge, Chief People Officer
“TruBridge is committed to measurable outcomes for hospitals and providers. Partnership with Graphio.ai brings execution transparency, keeping strategies aligned and results delivered faster.
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Tristan Thompson
Central Bank, Chief CBS&P Officer
“Data-driven insights from Graphio empower teams to fix inefficiencies early and protect vital revenue streams.
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Dinesh Damodharan
Mastercard, SVP of Engineering
“Graphio turns disjointed data into meaningful steps that enhance revenue potential and efficiency.
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James S. Goldfinger
Customertimes Corp,
CCO and Partner
“Graphio amplifies data transparency, ensuring managers catch and resolve bottlenecks early.
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Alex Chudnovsky
SAP SE, Former Global VP
“Graphio empowers teams to focus on innovation by eliminating unproductive processes and reducing churn.
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Abhijit Chaudhary
Pagaya, Chief Product Officer
“Graphio’s innovative approach to workforce analytics and tailored coaching is a game-changer.
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Jeff Ruby
Deel, Director of Sales
“Graphio offers an innovative platform that delivers personalized, predictive insights to preempt behavioral and process inefficiencies.
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Sue Sampson Laws
Vencora, Group COO
“Graphio is redefining leadership by turning workplace data into meaningful insights, empowering managers to inspire growth, retain talent, and build exceptional teams—all while keeping privacy at the core. Thrilled to be part of this journey.
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Mohamed Siraj
Seacoast Bank, Head of Products
“Witness accelerated performance as Graphio illuminates operational inefficiencies that hamper revenue.
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Ali Khan
Experian Consumer Services,
SVP, Chief Data Officer
“Graphio amplifies data transparency, ensuring managers catch and resolve bottlenecks early.
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Joseph Shankey
Medidata, Head of Customer Success
“Graphio facilitates robust growth by drawing attention to patterns that undermine business objectives.
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Steven Segall
Timex Group,
Head of Strategy, Corp Dev and Transformation
“Identifying and addressing hidden pitfalls is effortless when Graphio aggregates vital metrics in one place.
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Drew Naukam
Gorilla Logic, CEO
“Graphio gives us an intelligent, non-intrusive way to ensure our playbooks are being followed across geographies and roles - helping us sustain delivery excellence and increase operational leverage.
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Anisha Shastri
Intense Technologies, Executive Director
“Their innovative approach to transforming metadata into actionable intelligence perfectly complements our mission to help enterprises build meaningful customer connections across both digital and physical channels. This partnership strengthens our ability to deliver improved operational performance to our global clientele.
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Nichole Moser
Trilogy, VP of Operations
“Our partnership with Graphio exemplifies our commitment to pioneering AI deployment across our organization. By harnessing metadata-driven analytics in our M&A processes, we're uncovering insights that traditional methods miss, giving us a decisive competitive edge. This isn't just about optimization - it's about reimagining what's possible when AI is executed with vision and precision. We're not just adapting to the future; we're actively creating it.
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Debbie McGrath
HR.com, Chief Instigator and CEO
“Evaluating individual and team performance has always been subjective - until NOW. For the first time, leaders can access all key data points that measure productivity and performance. Leadership has long needed a smarter, scalable solution. With this technology, we’re making operational excellence and employee alignment measurable and manageable for organizations of any size.
You Built the Plan
Graphio Structures It And Tells You If It's Working
