IdentifyOver 90 Days

Proactive Customer Experience Scale-Up

ID: 2160900-50

Potential Value

-$750,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

210

Client & Account

Client

Central Capital

City

Philadelphia

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

BTS

Competency

BTS - Private Tax

Global Service Code

Grant Management - Operations (40345)

People & Dates

Partner

Brown Helmut

Pursuit Leader

Peterson Miguel

Open Date

Oct 15, 2025

Anticipated Win Date

Jan 31, 2029

Close Date

N/A

Details

Description

Proactive Customer Experience Scale-Up

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

82.5%

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

-$420,109

Key Triage Drivers

Deal size
-0.801
Work type
+0.668
Service sub-line track record
+0.608

Win Probability Models

P(Pursue)

82.5%

Model A: Planning

67.9%

Model B: Early Signal

74.4%

Stated Probability

10%

Model A: Planning

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

Win Probability

67.9%

Key Drivers

Brand new pursuit (vs renewal)
+1.518
Time in current pipeline stage
-1.129
Deal age (days since open)
-1.016

Plain English

The model a: planning estimates a moderate probability of winning (68%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: time in current pipeline stage, deal age (days since open).

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

74.4%

Key Drivers

Brand new pursuit (vs renewal)
+0.986
Deal size vs service line median
-0.931
Deal size
-0.663

Plain English

The model b: early signal estimates a high probability of winning (74%). Factors working in favor: brand new pursuit (vs renewal). Factors working against: deal size vs service line median, deal size.