Sales & CRM
HubSpot, Pipedrive, Salesforce, Capsule, the spreadsheet your sales lead actually uses instead of the CRM you bought.
We ingest everything your business already has. The Lightbulb Ai framework reads it. You get a dashboard of insights and actions, debriefed live — all inside a week. The long version, below.
Six categories of data, six places we'll plug in. Most clients have all six. We'll start with whichever is loudest.
HubSpot, Pipedrive, Salesforce, Capsule, the spreadsheet your sales lead actually uses instead of the CRM you bought.
Zendesk, Intercom, Front, Help Scout. The shared inbox at support@ that nobody's owned for two years.
Whatever you run — connected where possible, exported where not. Every transaction, every invoice line, every late-payment chase.
Linear, Asana, Monday, Notion, Jira, ClickUp. Plus timesheets if you keep them. We'll learn what a project actually costs.
Google Workspace, Microsoft 365. The last twelve months, read properly. It's where most of the answers actually live.
GA4, Plausible, Search Console, Meta Ads, LinkedIn Ads, your CMS. We tie ad spend to projects shipped — not just clicks.
Your data is read by the Lightbulb Ai framework — Claude or a similar large language model doing the heavy lifting. Nothing trains on it, and a specialist walks you through exactly how it works before anything starts.
Every invoice line, every email, every ticket gets a label. The categories are yours — services, clients, projects, friction points, recurring questions. Learned from your data, not from a template.
Which clients email you the most. What they pay. How long their projects actually take. Which services appear in invoices but never on the website. Which lead source wastes a Tuesday a week.
The patterns you wouldn't have spotted unless you'd read every email for a fortnight. Clients quietly costing money. Services nobody knows you offer. Complaints that map to one specific process.
This is what comes back — organised by function, every claim sourced. Below is a sample; the full interactive demo is one click away.
Sample data — Johnson & Co doesn't exist. And one honest caveat: the business functions available in your dashboard depend on your software setup and how much data we can access. We'll work that out together — what's readable and what isn't — before you commit to anything.
A specialist presents the dashboard and takes every question. What surprised you, what didn't, what to do first. This is the moment the diagnostic earns its money.
Every action comes with the how — what to change, where, and why it pays. We tell you exactly how to fix it; you and your team take it from there.
The dashboard and the action list are yours. When you're ready to measure what moved, re-run — quicker and cheaper the second time, because the pipes already exist.
Kickoff to debrief in about a week. The honest variable is access — if your IT provider has to approve every connection, add a few days for the back-and-forth.
It's a snapshot, not a subscription. Re-run in six or twelve months to measure what moved — quicker and cheaper, because the pipes are already built.
Tell us what's eating your week. A partner — not an SDR — replies inside a working day with two times you could talk.