Demo Midstream Co. A

Site profileExisting customer · demo CRM

Houston branch (demo CRM)

Risk – stalled proposalLast activity 50 days agoDemo CRM

Re-open the stalled negotiation with Demo Midstream Co. A ($780,000) — no activity for 50 days

Assigned to Avery Collins (demo rep)

Act Now

Business overview

AI agent analysis from web research plus our public records and CRM. Saved per company — refresh to re-run.

Searching the web for this company
Reading our public records and CRM
Matching needs to our catalog
Writing the overview with citations

First look at a new company takes up to 30 seconds — 0s so far. After that it opens instantly.

Record summary

Confidence: MediumUpdated 2026-10-16

Built directly from the public records below and the scoring rules — no AI. The live AI analysis is above.

In the fictional demo CRM, Demo Midstream Co. A is at the Negotiation stage with a $780,000.00 opportunity owned by rep-1; the last opportunity activity was 2026-08-27.

Rules-based score: 76 points. Confidence Medium — High: 2+ independent pieces of evidence and total >= 75. Low: total < 55. Otherwise Medium..

Next Best Action

Re-open the stalled negotiation with Demo Midstream Co. A ($780,000) — no activity for 50 days

Re-engage stalled deal

Was this helpful?

Account info

Segment: midstream terminal
Branch: Houston
Owner: rep-1
Stage: Negotiation
Opportunity: $780,000.00
Relationship: customer
Last touch: 2026-08-27
Last opp. activity: 2026-08-27

Demo CRM · updated 2026-10-16

Why this score

Score factors
Factor	Points
RecencyCRM-only action — no public record	0
Opportunity stageNegotiation (demo CRM)	20
Pack fitexisting Demo Flowline account (demo CRM)	10
TerritoryHouston branch (demo CRM)	15
CRM statusstalled — no opportunity activity for 50 days	18
Last touch50 days since last touch (demo CRM)	8
Your branchHouston — the rep's branch	5
Total	76

Confidence Medium: High: 2+ independent pieces of evidence and total >= 75. Low: total < 55. Otherwise Medium.

Guaranteed slot: existing customer

Urgency (Act Now): Deal stalled in the demo CRM. Act Now when bids close in 21 days or fewer, the public event is 10 days old or less, or the demo-CRM deal is stalled. Otherwise Act Next.

Driver: Existing customer → Risk (stalled proposal). Whitespace → Growth + the primary record's signal type. Bid due → Bid due (TxDOT plans held). Compliance → the enforcing source (EPA formal action or TCEQ notice).

Coach

Example output

What good looks like: Re-open with something new for them, not a status check.

“Has the turnaround or project timing moved?”
“Is anyone else quoting the remaining scope?”

BackStep 4 of 7 · Action detail · arrow keys �� P for notesNext

Daily Actions

Demo Midstream Co. A

Site profileExisting customer · demo CRM

Houston branch (demo CRM)

Risk – stalled proposalLast activity 50 days agoDemo CRM

Re-open the stalled negotiation with Demo Midstream Co. A ($780,000) — no activity for 50 days

Assigned to Avery Collins (demo rep)

Act Now

Business overview

AI agent analysis from web research plus our public records and CRM. Saved per company — refresh to re-run.

Searching the web for this company
Reading our public records and CRM
Matching needs to our catalog
Writing the overview with citations

First look at a new company takes up to 30 seconds — 0s so far. After that it opens instantly.

Record summary

Confidence: MediumUpdated 2026-10-16

Built directly from the public records below and the scoring rules — no AI. The live AI analysis is above.

In the fictional demo CRM, Demo Midstream Co. A is at the Negotiation stage with a $780,000.00 opportunity owned by rep-1; the last opportunity activity was 2026-08-27.

Rules-based score: 76 points. Confidence Medium — High: 2+ independent pieces of evidence and total >= 75. Low: total < 55. Otherwise Medium..

Next Best Action

Re-open the stalled negotiation with Demo Midstream Co. A ($780,000) — no activity for 50 days

Re-engage stalled deal

Was this helpful?

Account info

Segment: midstream terminal
Branch: Houston
Owner: rep-1
Stage: Negotiation
Opportunity: $780,000.00
Relationship: customer
Last touch: 2026-08-27
Last opp. activity: 2026-08-27

Demo CRM · updated 2026-10-16

Why this score

Score factors
Factor	Points
RecencyCRM-only action — no public record	0
Opportunity stageNegotiation (demo CRM)	20
Pack fitexisting Demo Flowline account (demo CRM)	10
TerritoryHouston branch (demo CRM)	15
CRM statusstalled — no opportunity activity for 50 days	18
Last touch50 days since last touch (demo CRM)	8
Your branchHouston — the rep's branch	5
Total	76

Confidence Medium: High: 2+ independent pieces of evidence and total >= 75. Low: total < 55. Otherwise Medium.

Guaranteed slot: existing customer

Urgency (Act Now): Deal stalled in the demo CRM. Act Now when bids close in 21 days or fewer, the public event is 10 days old or less, or the demo-CRM deal is stalled. Otherwise Act Next.

Coach

Example output

What good looks like: Re-open with something new for them, not a status check.

“Has the turnaround or project timing moved?”
“Is anyone else quoting the remaining scope?”