YOUR DATA IS PROTECTED

SOC 2 Type 2 Compliant
ISO 27001 Pending
HIPAA Compliant

BROKEN HANDOFFS ARE KILLING OVER $20M IN GROWTH AND EBITDA

We'll show and fix where execution breaks down across GTM, Legal, Product, Finance, and Support before your next board meeting.

Trusted by the best:

PROBLEM

Up To 30% Of Revenue Is Lost In Cracks Between Teams info

–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

Cross-team execution breaks down, slowing deals and burning resources while no one sees it until it's too late.

Solution in seven simple steps

Cross-Team Execution Intelligence

Graphio analyzes metadata from your systems (no content reading) to find every handoff, successful and broken, then builds intelligence on why some succeed while others fail.

You get visibility into execution breakdowns that kill revenue velocity and margin, days 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.

Check the list of supported apps HERE

Step 2: Discover Success Patterns

From years of your execution data, Graphio identifies proven patterns: which handoffs consistently succeed (Marketing→Sales, Sales→CS, Support→Engineering, Product→Legal) and the criteria that make them work - what happens, who does it, when.

Leadership can refine them, teaching the system your standards.

Marketing to Sales Lead Handoff

What Happens: Top marketing campaigns generate leads that Sales contacts within 6 hours
Graphio Learns: Speed matters more than lead score for conversion
Impact: 3x higher conversion rate when contacted same day vs. next week

Customer Success Escalation Pattern

What Happens: Best CS reps loop account executives into renewals 45 days before contract end
Graphio Learns: Early AE involvement prevents last-minute discount requests
Impact: 28% higher renewal rates without price concessions

Step 3: Catch Drift Before Revenue Impact

Graphio monitors live execution against your proven patterns, flagging when current handoffs deviate from what historically succeeds. You catch breakdowns before they slow deals and cascade into revenue loss.

Support Ticket Surge

What Happens: Product releases update causing 200% spike in support tickets
Graphio Detects: Support volume triples but CS outreach stays flat
Alert Sent: "Critical: 47 accounts with multiple tickets received zero proactive CS contact. Churn risk escalating."
Result: CS reaches out within 4 hours, prevents mass churn event

Stalled Enterprise Deal

What Happens: $400K enterprise deal sits in legal review for 28 days
Graphio Detects: Live SOP says legal reviews over 10 days kill 73% of deals
Alert Sent: "Deal at critical risk. Competitor likely engaged. Escalate to VP Legal immediately."
Result: Legal prioritizes review, deal closes within 5 days

Step 4: See What Breakdowns Cost

Graphio shows WHY each handoff breaks, what should have happened instead, and the financial consequence in dollars and days lost.

Delayed Product Launch

What Happens: Product launches new feature without coordinating release with Marketing
Graphio Shows: "Marketing campaigns miss launch window, costing $180K in wasted ad spend and 6-week adoption delay"
Impact: Future launches now sync Marketing 3 weeks before go-live

Finance Bottleneck

What Happens: Sales closes deals but Finance takes 12 days to generate contracts
Graphio Shows: "Contract delays cost $89K per quarter in lost deals where buyers choose faster competitors"
Impact: Finance implements 48-hour contract SLA for active opportunities

Step 5: Guide Teams Back on Track

When execution drifts, Graphio surfaces the proven pattern - your own best practice - showing teams exactly what to do next and who needs to act to restore velocity.

Step 6: AI Agents Auto-Fix the Repetitive Stuff New Feature

Graphio identifies which handoffs fail most often and, with leadership approval, assigns AI agents to handle them automatically .

For each broken handoff, AI agents show the repair plan and execute with human approval or run fully automated. Leadership has complete oversight either way, while eliminating repetitive breakdowns completely.

Automated CS Handoff

What Breaks: Sales closes deals but forgets to brief CS on customer goals
AI Agent Fixes: Automatically creates CS ticket with deal details, schedules kickoff call, and notifies CS manager if not completed in 48 hours
Impact: 100% handoff completion, 41% higher customer retention

Auto-Routed Escalations

What Breaks: Support escalates tickets but they sit unassigned in CS queue
AI Agent Fixes: Routes escalations to appropriate CS rep based on account tier and expertise, sends Slack notification, escalates to manager if no response in 2 hours
Impact: 94% reduction in missed escalations, 67% faster resolution time

Step 7: Benchmark Against Peers Coming soon

Graphio compares your execution to similar companies, showing where you outperform and where gaps exist.

Product Demo Involvement

Your Performance: Product teams join 30% of enterprise sales demos
Peer Benchmark: Top SaaS companies have Product in 75% of enterprise demos and close 2.1x faster
Gap Identified: Missing technical validation in 70% of opportunities
Action: Require Product attendance for all deals over $150K

Time to First Value

Your Performance: New customers see first value in 38 days on average
Peer Benchmark: Best-in-class companies deliver value in 14 days, seeing 67% better retention at 12 months
Gap Identified: 24-day delay creating early churn risk
Action: Redesign onboarding to front-load quick wins

Security & Setup

• SOC 2 Type 2 Compliant

• HIPAA Compliant

• 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

Contract Redline Bottleneck (Sales & Legal)

flag

Expected: Contract request has an owner and moves fast.

Legal assigned + SLA visible.

Reality: Redlines stall with unclear ownership.

No owner, no timeline, deal stuck.

arrow_downward

Impact: Deal cycles stretch and close dates slip.

Velocity drops, forecast breaks.

check

Solution: Enforce handoff rules from request to approval.

Owner + SLA + escalation.

Bug Escalation SLA Miss (Support & Engineering)

flag

Expected: Critical issues get triaged quickly.

Owner assigned + status updated.

Reality: Tickets sit unassigned or stuck.

No triage, no movement.

arrow_downward

Impact: Escalations spike and CSAT drops.

Churn risk increases.

check

Solution: Enforce triage SLA for P1/P0.

Priority + owner + escalation.

New Deal Handoff Breakdown (Sales & Customer Success)

flag

Expected: Closed-Won triggers CS onboarding steps.

CSM assigned + kickoff scheduled.

Reality: Deal closes, onboarding starts late.

No kickoff, customer waiting.

arrow_downward

Impact: Time-to-value slows, churn risk rises.

Bad first 30 days.

check

Solution: Require handoff proof within SLA.

Handoff artifact + kickoff within 48h.

Compliance Evidence Missing (Engineering & GRC/Compliance)

flag

Expected: High-risk releases include required approvals.

Evidence attached before deploy.

Reality: Approvals/evidence come after release.

No proof, audit risk.

arrow_downward

Impact: Enterprise deals and audits get blocked.

Procurement delays + legal risk.

check

Solution: Gate releases on evidence completion.

Approvals required + escalation.

Renewal Risk Signals Ignored (Customer Success & Sales)

flag

Expected: Risk signals trigger a joint action plan.

Next step scheduled fast.

Reality: Signals appear, follow-up does not happen.

Silence until it is too late.

arrow_downward

Impact: Renewals slip and expansions disappear.

ARR loss + forecast instability.

check

Solution: Auto-trigger outreach and escalation.

Risk → owner → meeting/task.

Feature Request Black Hole (Customer Success & Product)

flag

Expected: Requests land in backlog with clear ownership.

Ticket created + triage in 48h.

Reality: Requests scatter across tools and duplicates grow.

No triage, no decision.

arrow_downward

Impact: Expansion leverage and trust decline.

Lost upsell momentum.

check

Solution: Standardize intake and tracking.

Create → link → assign → decide.

Revenue Terms Approval Drift (Sales & Finance)

flag

Expected: Non-standard terms get approved quickly.

Discount approved before stage moves.

Reality: Terms change without final approval.

Approval missing, deal progresses anyway.

arrow_downward

Impact: Margin leakage and policy risk.

Revenue risk + delayed closes.

check

Solution: Gate progression on approvals.

Approval required + auto-escalation.

Release Readiness Gap (Product/Marketing & Support)

flag

Expected: Support is ready before launch.

Docs + training done in advance.

Reality: Launch happens, Support is unprepared.

Missing docs, ticket spike.

arrow_downward

Impact: Support overload and customer frustration.

CSAT down, costs up.

check

Solution: Launch handoff checklist with SLAs.

Readiness rules + alerts.

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.
Tristan Thompson

Central Bank, Chief CBS&P Officer

“
Data-driven insights from Graphio empower teams to fix inefficiencies early and protect vital revenue streams.
Dinesh Damodharan

Mastercard, SVP of Engineering

“
Graphio turns disjointed data into meaningful steps that enhance revenue potential and efficiency.
James S. Goldfinger

Customertimes Corp,
CCO and Partner

“
Graphio amplifies data transparency, ensuring managers catch and resolve bottlenecks early.
Alex Chudnovsky

SAP SE, Former Global VP

“
Graphio empowers teams to focus on innovation by eliminating unproductive processes and reducing churn.
Abhijit Chaudhary

Pagaya, Chief Product Officer

“
Graphio’s innovative approach to workforce analytics and tailored coaching is a game-changer.
Jeff Ruby

Deel, Director of Sales

“
Graphio offers an innovative platform that delivers personalized, predictive insights to preempt behavioral and process inefficiencies.
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.
Mohamed Siraj

Seacoast Bank, Head of Products

“
Witness accelerated performance as Graphio illuminates operational inefficiencies that hamper revenue.
Ali Khan

Experian Consumer Services,
SVP, Chief Data Officer

“
Graphio amplifies data transparency, ensuring managers catch and resolve bottlenecks early.
Joseph Shankey

Medidata, Head of Customer Success

“
Graphio facilitates robust growth by drawing attention to patterns that undermine business objectives.
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.
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.
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.
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.
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.