ClosingPast Due

Cross-Functional Customer Experience Diagnostic

ID: 6817436-30

Potential Value

$150,000

Deal Value

$0

Stated Probability

25%

Days in Pipeline

125

Client & Account

Client

Beacon Regulatory Services

City

Denver

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - Tax Policy & Controversy

Global Service Code

Public Sector Advisory - Advisory (95700)

People & Dates

Partner

Aguilar Jean-Paul

Pursuit Leader

Nguyen Olivia

Open Date

Jan 8, 2026

Anticipated Win Date

Feb 27, 2026

Close Date

N/A

Details

Description

Cross-Functional Customer Experience Diagnostic

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

60.8%

Expected Value (EV = P(Pursue) × P(Win) × Value)

$22,876

Key Triage Drivers

Opportunity business unit
+0.613
Work type
+0.610
Market segment
-0.435

Win Probability Models

P(Pursue)

60.8%

Model A: Planning

25.1%

Model B: Early Signal

5.2%

Stated Probability

25%

Model A: Planning

Includes deal age and timeline factors. Best for active pipeline management.

Win Probability

25.1%

Key Drivers

Brand new pursuit (vs renewal)
-1.183
Deal age (days since open)
-0.794
Lead sales credit %
-0.719

Plain English

The model a: planning estimates a low probability of winning (25%). Factors working against: brand new pursuit (vs renewal), deal age (days since open), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

5.2%

Key Drivers

Brand new pursuit (vs renewal)
-0.838
Sub-sector track record
-0.591
Market segment
-0.563

Plain English

The model b: early signal estimates a low probability of winning (5%). Factors working against: brand new pursuit (vs renewal), sub-sector track record, market segment.