The second half of my job starts where the pipeline ends. Tasks arrive from the business as tickets with a goal and an economic rationale: 'find out why conversion dropped', 'assess demand for this programme', 'understand why existing customers call sales'.
I build the cut, validate the sample and deliver an answer that can be acted on: what is happening, what supports it, and what the data cannot show. Reports are discussed with department heads and top management; each has a stakeholder and a usefulness score.
case · sales and traffic
business request"Find the reasons behind the May conversion drop and the shift in plan mix"
Conversion fell somewhere else than expected
Every substantive conversation for a product line across three months: unanswered and empty calls were excluded from the base, not diluted into percentages. Dozens of features per deal — need, purchase readiness, plan, objections and how they were handled, competitors mentioned, rep behaviour, coverage of new pitch blocks.
The month-over-month view showed the problem was not the sales team: inbound traffic was cooling, the share of purchase-ready customers was falling, money objections were growing. Observations are separated from explanations — 'the share of hot leads fell' is a fact, 'therefore revenue dropped' is a hypothesis, labelled as one, with a note on how to test it.
→ decisions on traffic buying, script and pricing pitch.
case · product and pricing
business request"Reasons for refusal, and whether customers ask for further-education programmes"
"Too expensive" is not always about price
Records that did not pass through the service were excluded explicitly — with the loss stated in the report rather than quietly dropped. The sample is defined by a filter: conversations over five minutes on a specific product line. Reasons for no purchase are broken down on two levels: a top-level category first, then a second-level breakdown of the two largest groups.
The second level changes the decision. 'Cost' at the top looks like a discount request, but inside the group something else dominates — the customer cannot get instalment financing. That is not a pricing problem, it is a payment-instrument problem. Every category is backed by a customer quote, so the conclusion can be re-checked instead of taken on trust.
→ payment scenarios, handling financing rejections, and a separate demand assessment for programmes with a formal diploma.
case · operations and lost revenue
business request"Understand why existing customers contact sales and find growth points in the customer journey"
Part of the sales team's load is not sales
Every deal closed under the 'existing customer' reason across several months. The report states explicitly how many requests reached the calculation and what did not. Each request is classified by meaning and by owner: sales, refunds or support, plus a month-over-month view to tell a one-off spike from a persistent load.
Separately I looked for lost sales: cases where the customer actually wanted to buy something new, but the deal was closed as 'existing customer'. It also turned out that a significant part of the inbound flow is service questions and work with money already paid. That is not only load on the wrong team: while those requests sit in the denominator, the team's conversion rate is measured wrong.
→ routing requests between teams, returning lost deals to sales, and a correct conversion denominator.
in every report, without exception
- Sample control: how many records were included, how many were lost and why — before any percentages.
- A denominator for every share, and the same one when periods are compared.
- Observation and explanation are kept apart: a hypothesis is called a hypothesis and comes with a way to test it.
- Every category is backed by a customer quote, and a separate sheet lets the stakeholder verify the labelling by hand.
- A limitations section: what the data does not show and which conclusions it cannot support.
why this is fast
One chain from conversation to decision
I do not wait for an export from a neighbouring team. Feature extraction is part of the system I built myself, so I know where every field comes from, where the model errs most often and which sample can be trusted. A new business question usually means a new cut of already-labelled data, not a new project from scratch.
→ the same methodology on synthetic data, with code and tests