YOUR DATA IS PROTECTED

SOC 2 Type 2 Compliant
ISO 27001 Pending
HIPAA Compliant

YOU’RE LOSING OVER $20M PER YEAR IN CROSS-TEAM BREAKDOWNS

We'll show you exactly where revenue falls through the cracks between your teams before your next board meeting.

Trusted by the best:

PROBLEM

Up To 30% Of Revenue Is Lost Between Teams info

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

Solution in seven simple steps

Cross-Team Execution Intelligence

Graphio analyzes metadata from your systems (no content reading) to auto-generate live workflows from your best performers' patterns.
These step-driven workflows let us track exactly where deviations happen, pinpointing the broken handoff 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. Privacy-first, with SOC 2 Type 2 and HIPAA compliance.

Check the list of supported apps HERE

Step 2: Discover Success Patterns

Graphio learns how your best teams collaborate: which handoffs work, when coordination happens, what drives results. We auto-generate live workflows that train the AI on what "right" looks like in your company.

You can refine where needed, or trust Graphio's patterns.

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 execution against your live workflows and flags early warning signs before they 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 calculates what breakdowns cost based on your data. You see what's broken and what it costs if left unfixed.

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 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.

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

Inbound Lead Response Failure (Sales & Marketing)

flag

Expected: Marketing generates leads → Sales contacts within 24h.

Leads qualified or disqualified with feedback.

Reality: Leads sit in "New Lead" for 2-3 days.

No contact, Sales focuses on existing pipeline.

arrow_downward

Impact: 23% high-value leads never contacted.

~40% lower conversion, up to $850K/quarter lost.

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Solution: Auto-trigger task assignment on lead creation.

24h SLA with escalation + track "time-to-first-contact" KPI.

Lead Quality Mismatch (Sales & Marketing)

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Expected: Marketing scores MQLs → Sales accepts/rejects with feedback.

Marketing refines campaigns.

Reality: 60% of ~200 monthly MQLs rejected as "not ready".

No clear reasons, same campaigns continue.

arrow_downward

Impact: ~$45K/month wasted on rejected leads.

55% conversion vs 78% sales-sourced, trust erodes.

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Solution: Require structured rejection reasons.

Auto-analyze patterns to refine scoring + give Marketing campaign visibility.

Webinar-to-Pipeline Breakdown (Marketing & CS & Sales)

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Expected: Contact participants within 48 h.

Follow-ups convert interest to pipeline.

Reality: High registration, zero outreach

Momentum lost.

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Impact: Marketing ROI drops, pipeline stays flat.

68% digital projects fail from poor alignment.

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Solution: Trigger follow-up tasks from attendance logs.

Automate workflows to convert interest.

Closed-Won Silence (Sales & CS)

flag

Expected: First CS check-in within 1 week.

Smooth onboarding, day-one support.

Reality: Deal closes, CS goes quiet.

No kickoff, customer waiting.

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Impact: Onboarding stalls, frustration builds.

Churn risk spikes (80% value experience = product).

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Solution: Trigger CS workflow at Closed-Won.

Auto-alerts + kickoff scheduling = consistent follow-through

Renewal Silence Risk (Sales & CS)

flag

Expected: Consistent CS touchpoints 90 days before renewal.

Risks and expansion identified ahead.

Reality: CS silent for months pre-renewal.

No value reinforcement, no expansion discussions.

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Impact: Renewal risk spikes, forecast unreliable.

Lost renewals and missed upsells hurt ARR.

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Solution: Automate renewal playbook with regular check-ins.

Use usage/support signals to prioritize outreach.

Feature Launch Support Overload (Marketing & Support)

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Expected: Coordinate launches with docs and training.

Support ready, smooth query handling.

Reality: Marketing launches, Support unprepared.

Missing docs, ticket spike, overwhelmed team.

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Impact: Support overload = poor satisfaction.

Example: Athenahealth saw 2,800 fewer tickets/month after alignment.

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Solution: Joint planning between Marketing and Support.

Advance training + documentation.

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.