WinSight

WinSight is a simple portal built for trades businesses — plumbers, HVAC companies, electricians, and roofers — to submit their quoted job pipelines for win-loss analysis. Most of our work focuses on understanding lost jobs, because that's where the clearest opportunities to improve usually hide.

Instead of guessing why estimates don't close, you'll get direct feedback on what prospects say, how your pricing compares, and where your sales process can improve. We also run win surveys to capture what's already working, so you can double down on the strengths that close deals.

All your data is organized in one place, protected by role-based access, and reviewed only by your analyst.