Revenue loop

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1. 01ListenMarlowe & Finch Accounting — Donnie Azoff, 30 turns, 5:34.

   Jordan Belfort 0:00
   Donnie Azoff, Jordan Belfort from Eleno. I've heard Marlowe & Finch Accounting is the calmest thirty-four-person practice in Hawthorn, so tell me, who is actually carrying month-end in there?

   Donnie Azoff 0:11
   I'm Donnie, the CFO, and month-end is not calm at all. Client reporting and engagement letters are eating the team alive.

   Recorded demo callTranscript →
2. 02Remember10 fields written to CRM with 90–100% confidence.

   ContactDonnie Azoff · CFO100%

   Deal stageDiscovery95%

   Value$48,600100%

   Recorded demo callExtracted fields →
3. 03RespondThe dated next step is kept. 4 promises checked against the transcript, 0 dropped and 1 repaired.

   Next step kept: Send proposal and statement of work by 5pm on 11 September 2026 to donnie@marlowefinch.example for review with managing partner.

   4 promises checked · 0 dropped · 1 repaired

   Recorded demo callFollow-up draft →
4. 04Learn14 calls and 2 emails · 12 wins · 4 patterns.

   Calls analysed

   14

   Won deals

   12

   Patterns

   4

   Live · ICP v2Intelligence →
5. 05Focus10 won industries · 25-80 staff · Managing Partner, Head of Credit Operations, Practice Manager.

   12 won deals → Quantitative investment research boutique, Non-bank commercial lender · 25-80 staff · Managing Partner

   Northstar LabsKestrel LendingFairfield Wealth Partners

   Live · ICP v2ICP profile →
6. 06FindBrief generated from the won-deal profile · 10 companies found · similarity 39–51.

   Summit Financial Partners51

   Harbour Wealth Advisors51

   Capital Bridge Funds50

   Live · ICP v2Leads →
7. 07Execute10 prospects queued · 3 approved · 0 sent.

   10 queued · 3 approved · 0 sentNothing is sent

   Live guardrailLeads →

In numbers, illustrative · 80 min a day · +1 deal a month · +2 replies

Illustrative: 10 minutes of CRM admin and follow-up per call, 8 calls a day. Illustrative: 40 opportunities a month, 20% to 22.5% win rate, 8 to 9 wins. Illustrative: 200 prospects, 5% to 6% reply rate, 10 to 12 replies. Scenarios from these assumptions, not measured results.

Production API · openrouter mistralai/mistral-medium-3.1 · text-embedding-3-small · rev 8dad6d9 · storage memory · Origami not connected (leads labelled fictional) · delivery off, nothing is sent