With the foundations in place, we built three more proofs of concept to answer the questions the platform's clients were actually asking.
Which service opportunities were missed? A post-call engine reads each transcript for recurring customer problems, no previous maintenance and signs of dissatisfaction. It maps those signals to a service recommendation library covering maintenance agreements, seasonal tune-ups, installation upgrades and complementary services, then scores each opportunity so the business can see where a relevant recommendation went unmade.
What should clients expect from their marketing spend? A forecasting engine uses historical service-job data, seasonality, campaign type and close-rate history. Time-series forecasts give expected lead volume, qualified leads, revenue ranges and confidence scores. A budget recommendation model weighs return on advertising spend and channel performance, and suggests where to spend more or less.
Which campaigns need attention? An anomaly-detection engine watches call counts, qualified leads, cost per lead, job value and campaign performance. Seasonal adjustment tells an expected dip from a real problem, configurable severity thresholds decide what's worth an alert, and alerts go to the internal team to investigate.
Together with the prompt framework, these were four proofs of concept.