Closing30-60 Days

Transformative Customer Experience Assessment - Phase 3

ID: 9430349-40

Potential Value

$10,000

Deal Value

$10,000

Stated Probability

100%

Days in Pipeline

468

Client & Account

Client

Pine Insurance Dynamics

City

Washington

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Assurance

Field of Play

Risk

Opportunity Sub-SL

Forensics

Competency

Incident Response & Resilience

Global Service Code

Mediation Services (94774)

People & Dates

Partner

Butler Sharon

Pursuit Leader

Allen Sandra

Open Date

Jan 30, 2025

Anticipated Win Date

Jun 5, 2026

Close Date

N/A

Details

Description

Transformative Customer Experience Assessment - Phase 3

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

56.3%

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

$1,498

Key Triage Drivers

Work type
+0.718
Service sub-line track record
-0.537
Opportunity business unit
+0.492

Win Probability Models

P(Pursue)

56.3%

Model A: Planning

26.6%

Model B: Early Signal

17.4%

Stated Probability

100%

Model A: Planning

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

Win Probability

26.6%

Key Drivers

Time in current pipeline stage
-1.732
Brand new pursuit (vs renewal)
-0.850
Lead sales credit %
-0.681

Plain English

The model a: planning estimates a low probability of winning (27%). Factors working against: time in current pipeline stage, brand new pursuit (vs renewal), lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

17.4%

Key Drivers

Service sub-line track record
-0.613
Currency (USD vs other)
-0.565
Brand new pursuit (vs renewal)
-0.474

Plain English

The model b: early signal estimates a low probability of winning (17%). Factors working against: service sub-line track record, currency (usd vs other), brand new pursuit (vs renewal).