Who it's for

Businesses that make the same call hundreds of times.

The shape matters more than the sector. A decision made over and over, record by record, a rule that sets it, and a history of how it turned out. Four kinds of business carry that shape most often. If yours has the shape and is not listed, it still fits.

Direct marketing and fundraising

A file, a cadence, and a depth somebody set.

Nonprofit fundraising programs, catalog mailers, membership drives, and anyone mailing or emailing a house file. You know your cost per piece to the cent. Your mailing depth was set years ago and has stayed put since.

Decisions made by habit

How deep to mail, and which names cost more in postage than they give back
Who gets the premium package or the second touch
When a lapsed name is still worth a letter

Where to start

The Scored Decision on mailing depth. If your program has several rules like this, start with the Rules Review and let the money pick the first one.

Scored Decisions ›

Public dataset. No engagement took place.

$6,366 more net on one drop, from the names the habit kept mailingRead the case›

Wholesale distributors and small manufacturers

An ERP full of history, and a desk that runs on memory.

Distributors and small manufacturers with an ERP that records every order and a team that still keys in emailed POs. Reorder points were set a few years ago. The credit hold list gets worked by feel every morning.

Decisions made by habit

Where the reorder point sits, item by item
Which held orders get released and which wait
Which manual workflow to automate first, chosen on a guess about what it costs

Where to start

The operations teardown if the desk is the bottleneck, because it puts a timed dollar figure on each workflow. The Scored Decision if the reorder points are the worry.

Operations Automation ›

Illustrative engagementComposite figures. Shows the shape of the work, not a client result.

Six workflows timed: $388,600 a year where the room estimates $229,500Read the case›

Illustrative engagementComposite figures. Shows the shape of the work, not a client result.

Reorder points reset by item, replayed against 2025: 36% fewer short lines and $450,000 less stockRead the case›

Independent insurance agencies

Renewal calls chosen by premium, not by risk.

Independent agencies of roughly 10 to 100 staff, mostly commercial lines, running on an agency management system. The biggest premiums get a call, and every other renewal gets the same letter at the same number of days out.

Decisions made by habit

Which renewals get a human call and which get the letter
Which accounts are likely to leave before anyone hears about it
Where service time goes first on a busy Monday

Where to start

The Scored Decision on the renewal touch. The agency system already holds who renewed, who left, and when.

Scored Decisions ›

Illustrative engagementComposite figures. Shows the shape of the work, not a client result.

The same 480 calls, aimed at the renewals most at risk, reach 74% more of the commission that leavesRead the case›

DTC and specialty retail

Discounts sent to everyone, markdowns set on instinct.

Brands selling direct, subscription businesses, and specialty retailers running a catalog beside a website. You hold years of order history. The win-back offer goes to every lapsed customer, and Monday's markdowns come from a report with forty tabs.