Executive report

Closing the gaps between NEWT IQ and 3,000 customers.

NEWT IQ is defined and priced, and the raw material already exists: call recordings captured off the legacy PBX platform. Data capture is not the constraint. What stands between the offering and recurring revenue across the installed base is a missing insight layer, an unmapped addressable base, and a demo that depends on one person's prior knowledge of each customer's business. This report defines those gaps and what it takes to close them.

Prepared for
Leadership
Source
Working session with Mike Brown
Baseline offering
newtiq.mosaic.site
Objective
Annuity revenue, existing base
The position in three numbers

The hard part is already done.

The call data already exists — recordings are being captured today off the legacy PBX platform. What remains is presentation and targeting.

3,000
Existing customers

Every one already runs Layer 01. NEWT IQ bolts on with no forklift, no number change, no new hardware in the general case.

5
Gaps to close

Two are blockers: no insight dashboard, and no data access to build one. Three are targeting gaps that determine who we call first.

0 unknown
Customers segmented by recording status

We currently prospect off ACD. The qualifying signal is call recording. That list does not exist yet.

Definition

What we mean by an insight.

Every gap below is measured against this definition. It is the acceptance criterion for the dashboard, the demo, and the product roadmap.

An insight is bubbled-up data that gives an owner or operator intelligence about their business they did not have — or that confirms a suspicion they already held but could not verify on their own.

Test one — Revelation

The owner learns something about the current state of their business that they did not know. If they could have told us the answer before the meeting, it is not an insight.

Test two — Verification

The owner suspected something and now has proof. Value here is not novelty; it is certainty that justifies a decision they were already circling.

Digestible

Understood in seconds, without a guide narrating it. Summation, not enumeration.

Dynamic

Live to their own call stream, changing as their business changes — not a point-in-time export.

Visual

Shape, pattern and outlier carried by the graphic. Charts do the reading; the operator does the deciding.

Current sales motion

Where the sale breaks down today.

The failure is not in the demo skill or the data quality. It is structural: the burden of producing the insight sits on the rep in the room, in real time, and it does not scale past one person.

01

Data is captured

Calls, transcripts, sentiment, outcomes. Accurate and well organized.

02

No summation layer

Nothing rolls it up into a visual answer. The output is a set of records.

03

Rep must know the business

Success depends on Mike already knowing what matters to that customer — for example, missed calls in the evening.

Failure point
04

Live data mining

He then has to go into the data and pull the finding out mid-meeting. Near impossible without prior discovery.

Failure point
05

No proof, no close

Value is never illustrated. Long sales cycles, and customers who do not follow up.

Failure point

The compounding cost: this motion cannot be handed to another seller. Any revenue plan that assumes sellers beyond Mike Brown is currently unfundable, because the demo asset does not exist independently of him.

Gap register

Five gaps between the platform and the revenue.

Ordered by what unblocks what. G-01 and G-03 are hard blockers — nothing downstream moves until data access is granted and the dashboard is built. The last two, G-04 and G-05, resolve into a single missing list, which the second half of this section defines.

G-01

No insight layer on top of Newt Insights

Blocker

The product delivers organized data, not summarized intelligence.

What is missing
A dashboard that converts the existing data set into a visual summation an owner or operator can consume unaided — ranked findings, patterns, outliers and trend, not records.
Business impact
The value is never delivered, only described. Insights+ at $300/month is sold on a promise the customer cannot see, which is why deals stall after the demo.
Fix
Build it in house. Capability exists internally; the dependency is G-03, not skill or budget. Acceptance criterion is the definition above — see the sample dashboard.
G-02

The demo depends on the rep's prior knowledge of the customer

Blocker

Presentation success is a function of what Mike already knows about that business.

What is missing
A repeatable demo asset that produces the customer-specific finding before the meeting — automatically, from that customer's own data, without pre-discovery.
Business impact
Sales capacity is capped at one person. Long cycles and low follow-up, because the customer leaves without a finding they can act on or forward internally.
Fix
A pre-generated account snapshot from the G-01 dashboard, produced for every target account ahead of the call and left with the customer afterward.
G-03

No direct access to the underlying data

Blocker

We can build the dashboard. We cannot currently reach the data it runs on.

What is missing
A defined, permissioned path to the call, transcript, outcome and recording data — read access, schema documentation, and a refresh cadence that supports a live dashboard.
Business impact
This is the single dependency holding G-01. Every week without it is a week the entire installed-base motion cannot start.
Fix
A leadership authorization this cycle. It is an authorization question, not an engineering one.
G-04

The addressable base is unmapped — we target ACD, not recording

High

No recording means no transcripts, which means no insight to demonstrate.

What is missing
A master list of every customer with call recording activated, with volume, and a matching list of every customer without it. Today we work from the ACD list, which is the wrong denominator.
Business impact
We are calling the wrong accounts first and cannot size the opportunity.
Fix
Build the full recording-enabled list, activate everyone who can be activated, and sort the base into the four buckets defined below.
G-05

No reason code for customers without recording

High

We do not know who needs a hardware upgrade versus a toggle.

What is missing
For every non-recording account, the reason it is off — and whether we can fix it remotely or it needs a funded project.
Business impact
A toggle is a same-day conversion. A hardware upgrade is a funded project with its own margin. Treating them as one bucket loses the easy revenue and mis-scopes the hard revenue.
Fix
Assign every non-recording account a reason code, then run the enable-only accounts as a campaign before anything else.
Closing G-04 and G-05

Let's identify the entire list of who has call recording enabled, activate the rest, and create buckets.

One list, refreshed monthly. It becomes the target list for sales and the input to the dashboard — and it sorts all 3,000 accounts into four buckets, each with one play.

Widths shown equal — structure only; real counts come from the list.

A — Recording and producing

Flag on, media in storage, sustained volume. Fully qualified for NEWT IQ today.

Play: lead with the dashboard snapshot

B — Configured, not producing

Flag on but little or no media. Something silently failed, or nobody ever used it.

Play: fix and reactivate, then sell

C — Capable, not enabled

Platform and endpoints support it; recording was simply never turned on.

Play: enable, then sell — fastest revenue

D — Blocked

Hardware, firmware, platform version, licensing or customer policy stands in the way.

Play: classify, quote the upgrade
What we need

Six actions, in dependency order.

Items one and two are leadership decisions and gate everything else. The rest is execution we can run ourselves.

ActionOwnerUnblocks
01

Grant read access to the underlying data

The one decision that gates the entire programme.

Leadership
G-03 → G-01
02

Build the recording-enabled list

Produce the full list of accounts with call recording enabled, then sort the remainder into the four buckets and publish the counts.

Platform / Data
G-04, G-05
03

Build the insight dashboard

In house. Ranked findings, visual summation, live to the customer's own call stream. A working sample is attached to this report.

Product
G-01
04

Auto-generate the pre-call account snapshot

Every target account gets its findings produced before the meeting and left behind after it. Removes the rep-knowledge dependency.

Product with Mike Brown
G-02
05

Campaign the enable-only buckets

Buckets B and C — accounts we can activate ourselves. Fastest revenue in the plan and it needs no new build.

Sales / Support
Near-term revenue
06

Classify and quote bucket D

Quote the hardware and migration paths as funded projects rather than chasing them.

Sales Engineering
Hardware and migration
The ask

One decision unlocks the rest.

NEWT IQ does not need to be re-invented, re-priced or re-positioned. It needs a layer that shows an owner something true about their own business in the first thirty seconds, and a list of who is ready to see it. Both are inexpensive relative to what has already been built, and neither can start until data access is granted.

Decision
Authorize data accessNamed owner, defined scope, this cycle.
Deliverable
The recording-enabled listFour buckets, real counts, monthly refresh.
Outcome
A demo that sells itselfRepeatable by any rep, across 3,000 accounts.