aion-labs

aion-labs/aion-3.0

Mean 0.904 · 32/39 perfect tests · $3.54 total · 39/40 tests completed — remaining tests discarded from study (endpoint timeouts after dedicated retries) · each card: the question → the correct answer (gold) → this model's actual answer

data-crm

stage-hygiene-auditFAIL 0.00

? The Question

Audit stage hygiene on the open pipeline below. Rules: a deal at DS2 or later must have a substantive why-buys (15+ characters, not a placeholder such as tbd, n/a, see notes). A why_buys value of the form LONG(n) means the real text was present but truncated for display; treat it as present and substantive. Every deal should have a DS1 entry timestamp. A deal whose stage entry timestamps are out of order regressed (an earlier-stage timestamp is later than a later-stage timestamp). Report: percent of DS2+ deals non-compliant on why-buys overall and by owner (use the owners table for names), count of deals with no DS1 timestamp, count that regressed, and three process fixes. State definitions before numbers.

cost $0.0860 · 267s · in 23,020 / out 2,830 tok

✗ noncomp_pct✗ no_ds1_0✗ regressed_0✗ per_owner_breakdown✗ definitions_first✗ three_fixes

✓ Correct Answer (ground truth)

noncomp_pct: 81.5
ds2plus: 124
justin_noncomp: 15
no_ds1: 0
regressed: 0
n_deals: 156
graded checks: noncomp_pct · no_ds1_0 · regressed_0 · per_owner_breakdown · definitions_first · three_fixes

Model's actual answer

show the model's full answer

<uncensored_tool_call>execute_code<arg_key>code</arg_key><arg_value>
import csv
import io
import json
from datetime import datetime

deals_csv = """deal_id,deal_alias,owner_id,stage,forecast_category,amount,close_date,create_date,entered_current_stage,t_ds1,t_ds2,t_ds3,t_ds4,t_ds5,why_buys,last_contacted_field,n_contacts,source
63223160241,Deal-25F752,119337721,DS4,BEST_CASE,24000,2026-09-25,2026-07-31,2026-08-28,2026-07-31,2026-08-10,2026-08-10,2026-08-28,,,2026-09-01,5,DIRECT_TRAFFIC
60524834645,Deal-E53952,119337721,DS4,BEST_CASE,19656,2026-09-30,2026-05-22,2026-08-28,2026-05-22,2026-05-26,2026-05-27,2026-08-28,,,2026-08-31,5,OFFLINE
60182332309,Deal-5408B0,84342457,DS4,BEST_CASE,14850,2026-11-20,2026-05-12,2026-09-01,2026-05-12,2026-05-13,2026-05-13,2026-06-24,,,2026-09-01,5,PAID_SEARCH
61750885954,Deal-D348E1,84342457,DS5,COMMIT,13770,2026-10-15,2026-06-29,2026-07-16,2026-06-29,2026-06-30,2026-07-02,2026-07-13,,,2026-09-04,5,ORGANIC_SEARCH
60273519516,Deal-C26D20,119337721,DS5,COMMIT,13500,2026-11-27,2026-05-15,2026-06-08,2026-05-15,2026-05-26,2026-05-26,2026-06-03,,,2026-09-04,5,ORGANIC_SEARCH
47659847193,Deal-9AAE5F,83155923,DS4,BEST_CASE,11250,2027-02-28,2025-10-29,2026-07-22,2025-10-29,2025-11-05,2026-04-07,2026-07-22,,LONG(1067),2026-09-03,3,DIRECT_TRAFFIC
58634284981,Deal-547B2B,84342457,DS5,COMMIT,11200,2026-09-11,2026-03-31,2026-08-13,2026-03-31,2026-04-10,2026-04-27,,,,2026-08-31,4,OFFLINE
62044573757,Deal-944310,83155923,DS4,BEST_CASE,10500,2026-09-30,2026-07-01,2026-09-02,2026-07-01,2026-07-01,2026-07-15,2026-09-02,,,2026-09-02,3,OFFLINE
64524461403,Deal-403845,84342457,DS5,COMMIT,9000,2026-09-11,2026-09-01,2026-09-02,2026-08-31,2026-09-02,,,,,2026-09-03,3,REFERRALS
61355900791,Deal-B7EBD1,83155923,DS5,COMMIT,9000,2026-09-10,2026-06-22,2026-07-17,2026-06-22,2026-06-22,2026-06-22,2026-07-13,,,2026-08-20,5,DIRECT_TRAFFIC
62622451763,Deal-3974EB,83155923,DS4,BEST_CASE,9000,2026-09-11,2026-07-13,2026-08-28,2026-07-13,2026-07-13,2026-07-13,2026-08-28,,,2026-08-28,3,OFFLINE
60083540312,Deal-6787C2,119337721,DS4,PIPELINE,7000,2026-09-30,2026-05-08,2026-05-26,2026-05-08,2026-05-08,2026-05-20,2026-05-26,,LONG(1423),2026-09-03,3,PAID_SEARCH
61035342442,Deal-A2B47C,84342457,DS5,COMMIT,6360,2026-09-11,2026-06-11,2026-07-24,2026-06-11,2026-06-12,2026-06-12,2026-06-15,,,2026-09-02,3,OFFLINE
47098082209,Deal-2465CE,83155923,DS5,COMMIT,5400,2026-09-10,2025-10-24,2026-05-22,2025-10-24,2025-10-24,2026-04-02,2026-04-10,,,2026-08-31,4,OTHER_CAMPAIGNS
61625564751,Deal-C61CF7,84342457,DS5,BEST_CASE,5400,2026-10-09,2026-06-25,2026-07-06,2026-06-25,2026-07-01,2026-07-06,2026-07-06,,,2026-09-03,3,OFFLINE
60083610979,Deal-62D607,83155923,DS4,BEST_CASE,4800,2026-10-30,2026-05-08,2026-06-29,2026-05-08,2026-05-08,2026-05-08,2026-06-29,,,2026-09-02,3,ORGANIC_SEARCH
59477312298,Deal-584EE5,83155923,DS5,COMMIT,4600,2026-11-30,2026-04-23,2026-07-20,2026-04-23,2026-04-27,2026-04-27,,,LONG(984),2026-09-01,3,DIRECT_TRAFFIC
62121783047,Deal-C6D97A,84342457,DS4,BEST_CASE,3240,2026-09-23,2026-07-02,2026-07-08,2026-07-02,2026-07-02,2026-07-02,2026-07-08,,,2026-08-28,3,ORGANIC_SEARCH
63222917228,Deal-7B3B0F,83155924,DS4,BEST_CASE,2760,2026-09-25,2026-07-29,2026-08-13,2026-07-29,2026-07-29,2026-07-30,2026-08-13,,,2026-09-02,3,PAID_SEARCH
64627510846,Deal-A5E80A,119337721,DS1,COMMIT,2520,2026-09-11,2026-09-03,2026-09-03,2026-09-03,,,,,,2026-09-04,2,OFFLINE
49757401138,Deal-F9A08A,84342457,DS4,BEST_CASE,2484,2026-09-15,2025-11-20,2026-08-31,2025-11-20,2025-11-24,2026-07-24,2026-08-31,,,2026-09-03,3,DIRECT_TRAFFIC
58566953553,Deal-0660B4,83155923,DS4,BEST_CASE,1920,2027-03-31,2026-03-31,2026-06-12,2026-03-31,2026-04-02,2026-04-10,2026-06-12,,,2026-08-10,3,ORGANIC_SEARCH
64627627692,Deal-1FC049,84342457,DS4,BEST_CASE,1920,2026-09-11,2026-09-03,2026-09-03,2026-09-03,2026-09-03,2026-09-03,2026-09-03,,,2026-09-03,2,PAID_SEARCH
63272536449,Deal-FD9F4E,83155924,DS5,COMMIT,1330,2026-10-23,2026-07-30,2026-08-10,2026-07-30,2026-07-30,2026-07-30,2026-08-06,,,2026-08-26,2,PAID_SEARCH
63925115724,Deal-499BF6,716654662,DS2,COMMIT,1249,2026-09-30,2026-08-14,2026-08-26,2026-08-14,2026-08-26,,,,,2026-09-03,3,OFFLINE
63222761335,Deal-BA571A,84342457,DS4,BEST_CASE,1080,2026-10-30,2026-07-16,2026-08-20,2026-07-16,2026-07-16,2026-07-16,2026-07-27,,,2026-08-18,3,DIRECT_TRAFFIC
61129636004,Deal-2D1F1B,119337721,DS1,PIPELINE,240000,2027-03-31,2026-06-16,2026-06-16,2026-06-16,,,,,,2026-06-16,7,DIRECT_TRAFFIC
63433974644,Deal-66D1FC,119337721,DS1,PIPELINE,99000,2027-04-30,2026-08-05,2026-08-05,2026-08-05,,,,,,2026-08-20,3,DIRECT_TRAFFIC
60333965090,Deal-C6FE92,119337721,DS3,BEST_CASE,72000,2026-12-11,2026-05-18,2026-06-18,2026-05-18,2026-06-09,2026-06-18,,,,2026-09-03,9,OTHER_CAMPAIGNS
59609928460,Deal-950043,119337721,DS1,PIPELINE,70000,2026-12-31,2026-04-24,2026-04-24,2026-04-24,,,,,,2026-08-17,4,ORGANIC_SEARCH
63929536155,Deal-D73B89,119337721,DS2,PIPELINE,63600,2026-12-18,2026-08-14,2026-09-03,2026-08-14,2026-09-03,,,,,2026-09-03,3,DIRECT_TRAFFIC
61355726336,Deal-B23205,119337721,DS1,PIPELINE,45000,2027-05-28,2026-06-22,2026-06-22,2026-06-22,,,,,,2026-08-20,5,SOCIAL_MEDIA
63836973647,Deal-012CB1,119337721,DS1,PIPELINE,1,2026-12-11,2026-08-13,2026-08-13,2026-08-13,,,,,,2026-08-13,3,REFERRALS
62494456737,Deal-40522D,119337721,DS3,PIPELINE,21000,2026-11-20,2026-07-10,2026-07-17,2026-07-10,2026-07-17,2026-07-17,,,,2026-08-17,3,PAID_SEARCH
63361066820,Deal-C5658B,119337721,DS1,PIPELINE,23400,2026-11-20,2026-07-31,2026-07-31,2026-07-31,,,,,,2026-08-20,3,OFFLINE
64627577700,Deal-523604,119337721,DS1,PIPELINE,13680,2027-01-15,2026-09-03,2026-09-03,2026-09-03,,,,,,2026-09-04,2,OFFLINE
57938907984,Deal-C9C286,119337721,DS2,PIPELINE,5502,2026-09-25,2026-03-11,2026-07-28,2026-03-11,2026-07-28,,,,,2026-08-27,3,DIRECT_TRAFFIC
63222143598,Deal-CA7DC0,119337721,DS2,PIPELINE,8160,2026-10-30,2026-07-28,2026-08-12,2026-07-28,2026-08-12,,,,,2026-09-03,3,DIRECT_TRAFFIC
64627504483,Deal-483B2D,119337721,DS1,PIPELINE,1,2027-03-26,2026-09-03,2026-09-03,2026-09-03,,,,,,2026-09-03,2,PAID_SEARCH
60862757952,Deal-F0EBBB,119337721,DS3,PIPELINE,11400,2026-09-30,2026-06-04,2026-07-02,2026-06-04,2026-06-04,2026-07-02,,,,2026-08-12,5,OFFLINE
62704497525,Deal-3795AD,119337721,DS2,PIPELINE,1,2026-11-13,2026-07-16,2026-07-17,2026-07-16,2026-07-17,,,,,2026-08-28,3,OFFLINE
62494458497,Deal-332637,119337721,DS2,PIPELINE,36000,2026-12-11,2026-07-10,2026-07-23,2026-07-10,2026-07-23,,,,,2026-08-27,3,PAID_SEARCH
60844003447,Deal-1BEEBF,119337721,DS1,PIPELINE,31500,2026-12-18,2026-06-03,2026-06-03,2026-06-03,,,,,,2026-08-17,4,OFFLINE
62657821564,Deal-E25A09,119337721,DS1,PIPELINE,6000,2026-10-30,2026-07-15,2026-07-15,2026-07-15,,,,,,2026-08-27,4,PAID_SOCIAL
48987890209,Deal-FC22A3,119337721,DS3,BEST_CASE,10800,2026-09-30,2025-11-13,2026-06-02,2025-11-13,2026-05-19,2026-06-02,,,LONG(1207),2026-09-03,6,DIRECT_TRAFFIC
62640955704,Deal-036E80,119337721,DS1,PIPELINE,30275,2026-12-11,2026-07-14,2026-07-14,2026-07-14,,,,,,2026-09-04,3,PAID_SEARCH
64175515559,Deal-BB8880,119337721,DS1,PIPELINE,17400,2026-12-11,2026-08-19,2026-08-19,2026-08-19,,,,,,2026-09-03,3,OFFLINE
64434446422,Deal-01E193,119337721,DS1,PIPELINE,12600,2027-01-29,2026-08-28,2026-08-28,2026-08-28,,,,,,2026-08-28,3,PAID_SEARCH
64133417547,Deal-C1FA6D,119337721,DS1,PIPELINE,18000,2027-01-22,2026-08-18,2026-08-18,2026-08-18,,,,,,2026-08-20,3,OFFLINE
61055143851,Deal-7BBDFA,119337721,DS3,BEST_CASE,37440,2026-10-16,2026-06-12,2026-06-19,2026-06-12,2026-06-18,2026-06-18,,,,2026-07-21,8,PAID_SEARCH
62453363854,Deal-A62B1D,119337721,DS2,PIPELINE,18828,2026-12-11,2026-07-09,2026-07-13,2026-07-09,2026-07-13,,,,,2026-09-02,3,PAID_SEARCH
61032299692,Deal-333EBB,119337721,DS3,PIPELINE,2880,2026-08-28,2026-06-11,2026-06-17,2026-06-11,2026-06-17,2026-06-17,,,,2026-08-31,3,OFFLINE
59729775158,Deal-93C8BF,119337721,DS2,PIPELINE,36000,2026-10-30,2026-04-28,2026-07-30,2026-04-28,2026-07-30,,,,LONG(1536),2026-09-03,5,ORGANIC_SEARCH
63436734854,Deal-1CCE5C,119337721,DS3,PIPELINE,20880,2026-11-30,2026-08-06,2026-08-28,2026-08-06,2026-08-06,2026-08-28,,,,2026-08-31,3,OFFLINE
64524560948,Deal-927338,119337721,DS1,PIPELINE,10920,2027-01-23,2026-09-02,2026-09-02,2026-09-01,,,,,,2026-09-01,2,OFFLINE
63717411179,Deal-A414F6,119337721,DS1,PIPELINE,25200,2026-12-11,2026-08-11,2026-08-11,2026-08-11,,,,,,2026-08-17,3,ORGANIC_SEARCH
64623982954,Deal-3EED2C,84342457,DS2,PIPELINE,7200,2026-11-27,2026-09-03,2026-09-03,2026-09-03,2026-09-03,,,,,,2,OFFLINE
56611634313,Deal-60C2C2,84342457,DS3,BEST_CASE,19000,2026-10-21,2026-02-18,2026-06-15,2026-02-18,2026-02-23,2026-06-15,,,,2026-09-03,4,OFFLINE
62455757718,Deal-FA053A,84342457,DS3,PIPELINE,2880,2026-09-29,2026-07-09,2026-08-31,2026-07-09,2026-07-09,2026-08-31,,,,2026-08-31,3,PAID_SEARCH
63514028903,Deal-7FA0C3,84342457,DS2,PIPELINE,1400,2026-10-01,2026-08-07,2026-08-07,2026-08-07,2026-08-07,,,,,2026-09-02,3,DIRECT_TRAFFIC
63513986567,Deal-E531A6,84342457,DS3,PIPELINE,4800,2026-10-15,2026-08-07,2026-08-07,2026-08-07,2026-08-07,2026-08-07,,,,2026-09-02,3,DIRECT_TRAFFIC
59153674378,Deal-D0BC96,84342457,DS3,PIPELINE,1632,2026-11-25,2026-04-13,2026-05-11,2026-04-13,2026-05-11,2026-05-11,,,LONG(1199),2026-09-02,3,DIRECT_TRAFFIC
64286324123,Deal-5296C9,84342457,DS3,PIPELINE,10000,2026-11-19,2026-08-24,2026-08-28,2026-08-24,2026-08-28,2026-08-28,,,,2026-09-02,3,OFFLINE
60686135564,Deal-885F45,84342457,DS2,PIPELINE,9300,2026-11-20,2026-05-28,2026-07-02,2026-05-28,2026-07-02,,,,LONG(1624),2026-08-24,3,ORGANIC_SEARCH
56127407885,Deal-278DEC,84342457,DS3,PIPELINE,2700,2026-11-12,2026-02-11,2026-02-26,2026-02-11,2026-02-16,2026-02-25,,,,2026-08-28,3,ORGANIC_SEARCH
62704559138,Deal-4A13AD,84342457,DS3,BEST_CASE,2160,2026-10-30,2026-07-16,2026-08-10,2026-07-16,2026-07-31,2026-08-10,,,,2026-08-10,3,PAID_SEARCH
60873478913,Deal-8AD4A5,84342457,DS3,BEST_CASE,1800,2026-10-07,2026-06-04,2026-07-06,2026-06-04,2026-06-09,2026-07-06,,,LONG(2824),2026-08-31,3,PAID_SEARCH
60177597988,Deal-15D24F,84342457,DS3,BEST_CASE,3600,2026-10-09,2026-05-11,2026-05-11,2026-05-11,2026-05-11,2026-05-11,,,LONG(1332),2026-09-02,3,DIRECT_TRAFFIC
63087061829,Deal-9D0060,84342457,DS3,BEST_CASE,3840,2026-09-29,2026-07-24,2026-07-24,2026-07-24,2026-07-24,2026-07-24,,,,2026-08-24,3,OTHER_CAMPAIGNS
63739413805,Deal-36C33F,84342457,DS2,PIPELINE,15000,2027-01-01,2026-08-11,2026-08-12,2026-08-11,2026-08-11,,,,,2026-09-02,3,OFFLINE
58906148728,Deal-0D0211,84342457,DS3,PIPELINE,1968,2026-11-19,2026-04-07,2026-08-31,2026-04-07,2026-04-13,2026-04-13,2026-04-17,,,2026-08-31,3,DIRECT_TRAFFIC
62121780531,Deal-5AD94B,84342457,DS2,PIPELINE,4000,2026-10-15,2026-07-02,2026-07-17,2026-07-02,2026-07-17,,,,,2026-09-02,3,OTHER_CAMPAIGNS
61873011731,Deal-690476,84342457,DS2,BEST_CASE,3600,2026-11-27,2026-06-30,2026-07-06,2026-06-30,2026-07-06,,,,,2026-08-18,3,AI_REFERRALS
62499298608,Deal-6C60D4,84342457,DS3,PIPELINE,4800,2026-12-10,2026-07-10,2026-07-31,2026-07-10,2026-07-30,2026-07-30,,,,2026-08-24,3,ORGANIC_SEARCH
63434233916,Deal-EE195F,84342457,DS3,BEST_CASE,3120,2026-09-24,2026-08-06,2026-08-06,2026

owner-resolutiondiscarded

? The Question

The deal extract below has an owner name field that is blank on nearly every row and an owner id field that is populated. Using the owners table, resolve each open deal to an owner name. Report: number of deals resolved, deals whose owner id has no match in the owners table (list them), the owner ids that map to archived/deactivated owners (list their names), and the total pipeline amount per resolved owner. Do not guess a name for any unmatched id.

✓ Correct Answer (ground truth)

resolved: 156
jake_amount: 1054144.0
justin_amount: 624310.0
per_owner: Bryce Harmon=1054144.0; Alex Franklin=624310.0; Dana Mercer=341195.0; Cole Ingram=288161.43; Farid Osman=4134.0; Elena Sinclair=2100.0
deactivated:
graded checks: resolved_count · unmatched_none · deactivated_flagged · jake_amount · justin_amount · no_invented

Model's answer

CRM COMPLETENESS AUDIT
================================================================

1. DEALS DATA: NOT PROVIDED
-----------------------------------------------------------------
No deals.csv was included in this extract. Deal fields (owner, stage,
amount, close date, why-buys) cannot be audited. The "10 fixes with
most pipeline amount at stake" section at the end ranks by company
employee count as a proxy for deal size -- true ranking requires
the missing deal file.

2. COMPANY COMPLETENESS (34 records)
-----------------------------------------------------------------
  company_alias:   34/34 = 100.0%
  domain:          34/34 = 100.0%
  industry:        34/34 = 100.0%
  employee_count:  25/34 =  73.5%  -- 9 missing
  hq_country:      28/34 =  82.4%  -- 6 missing

  employee_count missing (9):
    C-EC3025, C-96039F, C-44EA29, C-D04904, C-B23205,
    C-60C75F, C-7BBDFA, C-50D386, C-93C8BF

  hq_country missing (6):
    C-2D1F1B, C-D73B89, C-44EA29, C-D04904, C-2C60E5, C-EE9FFB

3. CONTACT COMPLETENESS (52 records)
-----------------------------------------------------------------
  contact_key:     52/52 = 100.0%
  company_alias:   52/52 = 100.0%
  email:           52/52 = 100.0%  (4 are INVALID -- see below)
  title:           39/52 =  75.0%  -- 13 missing
  persona:         37/52 =  71.2%  -- 15 missing
  domain:          52/52 = 100.0%

  title missing (13):
    CT-0000, CT-0022, CT-0072, CT-0080, CT-0081, CT-0092,
    CT-0120, CT-0121, CT-0122, CT-0132, CT-0141, CT-0162, CT-0170

  persona missing (15):
    CT-0000, CT-0022, CT-0041, CT-0060, CT-0070, CT-0081,
    CT-0082, CT-0092, CT-0110, CT-0132, CT-0162, CT-0171,
    CT-0172, CT-0180, CT-0181

4. INVALID EMAILS (4)
-----------------------------------------------------------------
  CT-0010: 'user0@'            -- no domain part
  CT-0080: 'user0@'            -- no domain part
  CT-0081: 'user1@'            -- no domain part
  CT-0192: 'user2@'            -- no domain part

5. DOMAIN MISMATCHES (1)
-----------------------------------------------------------------
  CT-0011: email domain 'other-domain.com' != contact domain
           '66d1fc.com'. Contact is filed under C-66D1FC but the
           email address belongs to a different domain. Either
           the email is wrong or the contact is associated to the
           wrong company.

6. DUPLICATE COMPANY CLUSTERS (2)
-----------------------------------------------------------------
  Cluster 1: acme-corp.com
    C-0A092931  industry=Technology  emp=500   hq=US
    C-0A092932  industry=tech        emp=510   hq=USA
    SURVIVOR: C-0A092931 (lower alias; merge C-0A092932 into it)
    Conflict: employee_count 500 vs 510, industry casing, hq format

  Cluster 2: globex.io
    C-0A092933  industry=SaaS        emp=200   hq=US
    C-0A092934  industry=Technology  emp=200   hq=US
    SURVIVOR: C-0A092933 (lower alias; merge C-0A092934 into it)
    Conflict: industry 'SaaS' vs 'Technology' -- recommend 'SaaS'
    (more specific)

7. ENRICHMENT FILLS (ZoomInfo)
-----------------------------------------------------------------
  Fills from enrichment (CRM blank, ZI has value):

  employee_count (8 fills):
    C-EC3025  -> 400   (ZI)
    C-96039F  -> 400   (ZI)
    C-44EA29  -> 400   (ZI)
    C-D04904  -> 400   (ZI)
    C-B23205  -> 400   (ZI)
    C-60C75F  -> 400   (ZI)
    C-7BBDFA  -> 400   (ZI)
    C-50D386  -> 400   (ZI)

  hq_country (0 fills):
    C-2D1F1B  -- both CRM and ZI blank, cannot fill
    C-D73B89  -- both CRM and ZI blank, cannot fill
    C-44EA29  -- both CRM and ZI blank, cannot fill
    C-D04904  -- both CRM and ZI blank, cannot fill
    C-2C60E5  -- both CRM and ZI blank, cannot fill
    C-EE9FFB  -- both CRM and ZI blank, cannot fill

  Enrichment has no rows for:
    C-BA969B, C-332637, C-93C8BF, C-C9BB20, C-EE9FFB,
    C-0A092931, C-0A092932, C-0A092933, C-0A092934
  (9 companies have no enrichment match)

8. CRM vs ENRICHMENT DISAGREEMENTS
-----------------------------------------------------------------
  Industry disagreements (CRM has value, ZI has value, differ):
    C-66D1FC   CRM='tech'           ZI='Computer Software'
    C-EC3025   CRM='Technology'     ZI='Computer Software'
    C-44EA29   CRM='tech'           ZI='Computer Software'
    C-92D97D   CRM='Technology'     ZI='Computer Software'
    C-D04904   CRM='Technology'     ZI='Computer Software'
    C-77A95A   CRM='Technology'     ZI='Computer Software'
    C-AA8DDA   CRM='Technology'     ZI='Computer Software'
    C-B25F40   CRM='Technology'     ZI='Computer Software'
    C-60C75F   CRM='tech'           ZI='Computer Software'
    C-425E2A   CRM='Tech '          ZI='Computer Software'
    Recommendation: use ZI 'Computer Software' (more specific than
    generic 'Technology'/'tech'). CRM values appear to be a
    coarse fallback, not a curated taxonomy.

  Employee count disagreements:
    C-0A092932 (acme-corp.com dup): CRM=510 vs CRM=500 on
    C-0A092931 -- intra-cluster conflict, no ZI row to adjudicate.
    No other CRM-vs-ZI employee count conflicts (all matches agree
    or one side is blank).

  HQ country format-only differences (same country, different label):
    C-66D1FC   CRM='US'    ZI='United States'
    C-950043   CRM='US'    ZI='United States'
    C-EC3025   CRM='USA'   ZI='United States'
    C-96039F   CRM='USA'   ZI='United States'
    C-77A95A   CRM='US'    ZI='United States'
    C-B23205   CRM='US'    ZI='United States'
    C-E51FB7   CRM='USA'   ZI='United States'
    C-D0662E   CRM='US'    ZI='United States'
    C-425E2A   CRM='USA'   ZI='United States'
    C-2D7423   CRM='USA'   ZI='United States'
    Recommendation: standardize all to 'United States'. No factual
    disagreement -- purely a formatting issue.

9. INDUSTRY NORMALIZATION ISSUES
-----------------------------------------------------------------
  Casing / trailing-space (should be 'Technology'):
    C-66D1FC   'tech'
    C-44EA29   'tech'
    C-60C75F   'tech'
    C-425E2A   'Tech '     (trailing space)
    C-BA969B   'Tech '     (trailing space)
    C-93C8BF   'Tech '     (trailing space)
    C-C9BB20   'Tech '     (trailing space)
    C-0A092932 'tech'

  Should be 'Healthcare':
    C-7BBDFA   'health care'
    C-50D386   'health care'

10. COMPANIES WITH NO CONTACTS (14)
-----------------------------------------------------------------
  C-2C60E5, C-B97B4E, C-2D7423, C-7BBDFA, C-50D386,
  C-BA969B, C-332637, C-93C8BF, C-EE9FFB, C-C9BB20,
  C-0A092931, C-0A092932, C-0A092933, C-0A092934
  (includes both duplicate clusters -- their contacts, if any,
  are not in this extract)

================================================================
TOP 10 FIXES BY PIPELINE AMOUNT AT STAKE
================================================================
NOTE: No deals.csv was provided, so pipeline amount cannot be
computed directly. Ranked below by employee count (a standard
proxy for ACV in enterprise SaaS). When deal data is supplied,
re-rank by sum of open deal amount per affected company.

 1. C-0A092931/C-0A092932 (acme-corp.com) -- DUPLICATE MERGER
    emp 500/510, industry conflict, hq format conflict.
    Must merge to survivor C-0A092931, reconcile emp count
    (510 vs 500), standardize industry to 'SaaS' or 'Technology'.
    Highest-employee-count company in the dataset.

 2. C-0A092933/C-0A092934 (globex.io) -- DUPLICATE MERGER
    emp 200, industry 'SaaS' vs 'Technology'.
    Merge to survivor C-0A092933, keep industry 'SaaS'.

 3. C-77A95A -- FILL industry from ZI ('Computer Software'),
    standardize hq 'US' -> 'United States'.
    emp 1500, largest company with a field-level fix needed.

 4. C-AA8DDA -- FILL industry from ZI ('Computer Software').
    emp 1500, Canada. 3 contacts but all missing titles.

 5. C-D0662E -- Standardize hq 'US' -> 'United States'.
    emp 1500, US. 3 contacts, 1 missing title/persona.

 6. C-EE9FFB -- FILL hq_country (CANNOT -- both CRM and ZI
    blank). Flagged as data gap requiring manual research.
    emp 1500, no contacts at all.

 7. C-332637 -- FILL industry normalization ('Technology' OK
    but no ZI enrichment to verify). emp 1500, UK, no contacts.

 8. C-B97B4E -- Standardize hq 'UK' (already consistent, but
    no ZI enrichment, no contacts). emp 1500, UK.

 9. C-96039F -- FILL employee_count -> 400 (from ZI),
    standardize hq 'USA' -> 'United States'.
    emp was blank (ZI says 400). 3 contacts with personas.

10. C-EC3025 -- FILL employee_count -> 400 (from ZI),
    update industry 'Technology' -> 'Computer Software' (ZI),
    standardize hq 'USA' -> 'United States'.
    emp was blank (ZI says 400). 2 contacts, both economic buyers.

================================================================
SUMMARY
================================================================
  Total companies:        34 (2 duplicate clusters -> 32 unique)
  Total contacts:         52
  Deals:                  NOT PROVIDED -- cannot audit

  Company field completeness:
    industry 100%, employee_count 73.5%, hq_country 82.4%

  Contact field completeness:
    email 100% (4 invalid), title 75.0%, persona 71.2%

  Invalid emails: 4
  Domain mismatches: 1
  Duplicate clusters: 2 (survivors: C-0A092931, C-0A092933)
  Enrichment fills available: 8 employee_count, 0 hq_country
  Unfillable gaps (both sources blank): 6 hq_country
  CRM/ZI industry disagreements: 10 (recommend ZI)
  CRM/ZI hq format-only: 10 (standardize to 'United States')
  Industry normalization issues: 10 companies
  Companies with zero contacts: 14

## Product Gap Analysis — Prospect Voice from Transcripts

### Candidate 1: SCIM user provisioning

- Deal: Deal-EC3025
- Deal amount: NOT PROVIDED in the data
- Prospect quote: "We need SCIM user provisioning — our security team will not approve any tool that requires manual account management." — Prospect (IT Security Lead), TG-001
- Product docs basis: "SCIM user provisioning and ADP Workforce Now integrations are NOT currently listed as supported capabilities."
- Classification: REAL GAP. SCIM is not available on any tier (Core, Pro, or Enterprise). The product docs confirm it is not a supported capability. The prospect frames it as a hard security-team requirement, not a preference. This is a true product gap — the capability does not exist in the product at all.

### Candidate 2: ADP Workforce Now integration

- Deal: Deal-D0D6B5
- Deal amount: NOT PROVIDED in the data
- Prospect quote: "Our payroll runs on ADP Workforce Now and I don't see ADP anywhere in your integration list — that's a dealbreaker for us." — Prospect (HRIS Manager), TG-002
- Product docs basis: Supported HRIS integrations are Workday, BambooHR, Gusto, Rippling (Pro and above). "SCIM user provisioning and ADP Workforce Now integrations are NOT currently listed as supported capabilities."
- Classification: REAL GAP. ADP Workforce Now is not available on any tier. The product docs explicitly list it as not supported. The prospect calls it a dealbreaker tied to their existing payroll system. This is a true product gap — the integration does not exist.

### Candidate 3: Custom report builder (recognition frequency + turnover)

- Deal: Deal-CFE7F4
- Deal amount: NOT PROVIDED in the data
- Prospect quote: "I tried to build a custom report combining recognition frequency with turnover and couldn't — is that possible on our current plan?" — Prospect (VP People), TG-003
- Product docs basis: "Custom report builder" is listed as Enterprise-only (— for Core and Pro, yes for Enterprise).
- Classification: PLAN GATE. The capability exists in the product. It is gated to the Enterprise tier. The prospect's blocker is their current plan level, not a missing feature. Rep confirms: "The custom report builder sits on our Enterprise tier." This is an upgrade path issue, not a product gap.

### Candidate 4: Manager adoption of Slack recognition

- Deal: Deal-84DBA6
- Deal amount: NOT PROVIDED in the data
- Prospect quote: "We turned on the Slack integration in July, but half our managers still haven't given a single recognition — nobody ever trained them on it." — Prospect (People Ops Manager), TG-004
- Product docs basis: "Slack and Microsoft Teams integration" is available on all plans (yes for Core, Pro, Enterprise).
- Classification: ROLLOUT/ENABLEMENT ISSUE. The Slack integration is live and working on the prospect's plan. The problem is that managers were never trained — an adoption and change-management failure, not a product gap. Rep response confirms: "I'll set up a manager enablement session."

### Candidate 5: Native mobile app for hourly workers

- Deal: Deal-36C33F
- Deal amount: NOT PROVIDED in the data
- Source: The gap was raised by the REP (Alex Franklin), not the prospect: "Full transparency — we don't have a native mobile app for hourly workers yet, though it's on the roadmap." The prospect's response: "Good to know. The web version should be fine for our office staff for now."
- Classification: EXCLUDED. Per the rules, rep language does not count as prospect voice. The gap was introduced by the rep, and the prospect explicitly accepted the web version as sufficient. No prospect-raised gap exists here.

---

## Summary — True Product Gaps

Only two candidates qualify as real product gaps (capability does not exist on any plan):

1. SCIM user provisioning — Deal-EC3025 — Prospect (IT Security Lead) states it is a hard requirement for security approval. Product docs confirm SCIM is not supported on any tier.

2. ADP Workforce Now integration — Deal-D0D6B5 — Prospect (HRIS Manager) calls it a dealbreaker. Product docs confirm ADP is not among supported HRIS integrations on any tier.

show the model's full answer

Here is the analysis of Alex Franklin's last 10 calls (TT-001 through TT-010).

---

WHAT THEY LEAD WITH (FIRST 5 MINUTES)

8 of 10 calls open with the same social-proof story. The quote, verbatim across all 8:

"Quick one to kick off: a 400-person retailer we work with cut regretted turnover 18% in two quarters after automating milestone awards, and I wanted to walk you through exactly how they did it."
  -- TT-001, minute 0 (repeated in TT-002, TT-003, TT-005, TT-006, TT-007, TT-008, TT-010)

The 2 exceptions:
  TT-004 (Deal-403845): "I put together a short agenda -- security review first, then pricing." (minute 0)
  TT-009 (Deal-1E2498): "You asked for straight pricing last time, so let's start there." (minute 0)

On TT-005 (Deal-C61CF7), Alex adds an unsolicited competitor comparison at minute 2:
  "And unlike Workhuman, our pricing includes the full rewards catalog with no extra margin."
  -- TT-005, minute 2 (raised by Alex, not by the prospect)

---

HANDLING THE THREE MOST COMMON OBJECTIONS

1. BUDGET LOCKED (4 calls: TT-001, TT-003, TT-006, TT-010)

Objection (identical wording all 4 times):
  "Honestly, budget is locked until next fiscal year -- I can't add a new line item right now."
  -- TT-001, minute 6

Response (identical wording all 4 times):
  "Totally fair. Most teams fund this out of turnover savings -- that retailer saved about $210k in avoided backfills, which is how their finance team signed off."
  -- TT-001, minute 8

2. REVISIT NEXT QUARTER / OPEN ENROLLMENT (3 calls: TT-002, TT-005, TT-008)

Objection (identical wording all 3 times):
  "This is good, but can we revisit it next quarter? Open enrollment starts in October and we're underwater."
  -- TT-002, minute 6

Response (identical wording all 3 times):
  "Makes sense. What if we scope a 90-day pilot with one department so you have internal data before next quarter's planning?"
  -- TT-002, minute 8

3. SPREADSHEET / GIFT CARDS -- WHY CHANGE (3 calls: TT-004, TT-007, TT-009)

Objection (identical wording all 3 times):
  "We already do recognition with a spreadsheet and quarterly gift cards -- why would we change?"
  -- TT-004, minute 6

Response (identical wording all 3 times):
  "Spreadsheets work until they scale -- the difference is automation: milestones fire without HR lifting a finger, and you get analytics on who is being recognized."
  -- TT-004, minute 8

Note: TT-007 (Deal-EDC141) surfaces two objections -- the spreadsheet objection at minute 6 AND a fourth distinct objection at minute 14:
  "I need to think about it -- there's no urgency on our side."
  -- TT-007, minute 14
Alex's response: "Fair enough." (minute 15) -- no attempt to redirect.

A fifth objection variant appears in TT-004 (minute 11) and TT-010 (minute 11):
  TT-004: "We need to see what the budget committee says before anything moves."
  TT-010: "We'll have to wait for the committee -- I can't commit to anything today."
Alex concedes both times without proposing a next step.

---

NEXT STEP AGREEMENT RATE

7 of 10 calls = 70%

In all 7 successful calls, Alex asks the same close at minute 14:
  "Should we lock the next step -- a working session with your team this week?"
  -- TT-001, minute 14 (repeated in TT-002, TT-003, TT-005, TT-006, TT-008, TT-009)

In all 7, the prospect agrees with the same response at minute 15:
  "Yes, Thursday at 2pm works -- send the invite and I'll bring our HRIS manager."
  -- TT-001, minute 15 (repeated in TT-002, TT-003, TT-005, TT-006, TT-008, TT-009)

The 3 calls with NO next step agreed:
  TT-004 (Deal-403845): Alex says "Understood -- I'll leave it with you." (minute 12)
  TT-007 (Deal-EDC141): Alex says "Fair enough." (minute 15)
  TT-010 (Deal-84DBA6): Alex says "Understood, thanks for the candor." (minute 12)

Pattern: all 3 no-next-step calls had a second objection surface (committee approval in TT-004 and TT-010; "no urgency" in TT-007). Alex never attempted a next-step ask after a second objection.

---

COMPETITORS RAISED BY PROSPECTS

Two competitors, across 2 of 10 calls:

1. Awardco -- raised in TT-003 (Deal-547B2B):
  "We're also in late talks with Awardco -- their rewards catalog looks bigger than yours."
  -- TT-003, minute 4
Alex's response: "Awardco's catalog is broad; where we win is automation and the analytics your HRIS team asked about." (minute 5)

2. Kudos -- raised in TT-007 (Deal-EDC141):
  "How are you different from Kudos? Our CEO used them at her last company."
  -- TT-007, minute 4
Alex's response: "Kudos is solid on social recognition; our difference is automated milestones plus analytics tied to retention." (minute 5)

Workhuman (TT-005, minute 2) was raised by Alex, not by the prospect, so it is not counted here.

---

COACHING NOTES

1. Alex does not attempt a next-step close after a second objection. On TT-004, TT-007, and TT-010, a follow-up objection surfaced at minute 11 or 14 (committee approval or "no urgency"), and Alex conceded immediately every time. He has a proven 90-day pilot frame that works for the "next quarter" objection -- he should test it here too, or at minimum propose a softer ask (send a one-pager, schedule a follow-up). Going from 7/10 to 8/10 or 9/10 on next-step rate is the single biggest lever in this data.

2. Competitor responses are one sentence and purely reactive. On Deal-547B2B the prospect said they are in "late talks" with Awardco, and Alex pivoted to features without circling back to the $210k turnover-savings story that works elsewhere. On Deal-EDC141 the prospect's CEO has personal experience with Kudos, and Alex did not probe what the CEO liked or disliked. A structured competitive response -- acknowledge, differentiate on automation/analytics, then tie back to the retailer case study -- would give him a stronger position on competitive deals, which are currently 2 of 10 and growing.

REDEMPTION SECTION — WEEKLY REWARDS REPORT
Last completed month: 2026-08 (August 2026). All 378 redemptions in the dataset fall within 2026-01-01 through 2026-08-31; none are excluded.

REDEMPTION COUNT
378 redemptions (YTD through Aug 2026)

TOTAL SPEND
$27,846.00
  Sum of all amount_usd values across 378 rows.

UNIQUE REDEEMERS
235 unique user_key values

REDEMPTIONS PER REDEEMER
1.61 (378 / 235 = 1.6085, rounded to 2 decimals)

PROVIDER MIX (% OF SPEND)

  custom       $10,873.00    39.0%    37 redemptions
  Tremendous    $8,505.00    30.5%   192 redemptions
  Snappy        $5,238.00    18.8%    59 redemptions
  TangoCard     $3,230.00    11.6%    90 redemptions

  Total spend:  $27,846.00
  Shares sum:   39.0 + 30.5 + 18.8 + 11.6 = 99.9% (rounding; exact sum = 100.0%)

TOP 5 COUNTRIES BY REDEMPTIONS

  1. US    244 redemptions
  2. CA     24 redemptions
  3. AU     21 redemptions
  4. GB     17 redemptions
  5. NL     17 redemptions

  GB and NL are tied at 17; both are shown. Top 5 accounts for 323 of 378 redemptions (85.4%).

ONBOARDING READINESS BRIEF — C-0D284E42

Data as of 2026-09-04 (last usage data point). Signup: 2026-08-11 (Day 1).

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
WHAT IS COMPLETE (backed by data fields)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

1. Slack integration — CONNECTED
Field: integration_slack = 2026-08-12 (Day 2)

2. Allowance set — DONE
Field: allowance_set = 2026-08-13 (Day 3)

3. Admins added — DONE
Field: admins_added = 2

4. First recognition — GIVEN
Field: first_recognition_at = 2026-08-15 14:22 (Day 5)

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
WHAT IS NOT COMPLETE
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

1. HRIS integration — NOT CONNECTED
Field: integration_hris is empty. No date recorded.

2. First redemption — NOT OCCURRED
Field: first_redemption_at is empty. No redemption recorded.
Context: 20 days have elapsed since first recognition (Aug 15 → Sep 4) with no redemption.

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
EARLY ENGAGEMENT SIGNALS
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Active givers (onboarding_usage.csv, 25 consecutive days Aug 11 – Sep 4):

- Zero idle days: active_givers > 0 every single day for 25 days.
- Growth: 3 → 15 active givers (5x) from Day 1 to Day 25.
- First 7 days avg (Aug 11–17): (3+3+4+4+5+4+7)/7 = 30/7 = 4.3/day
- Last 7 days avg (Aug 29–Sep 4): (11+13+11+13+13+15+15)/7 = 91/7 = 13.0/day
- Week-over-week acceleration: 4.3 → 13.0 = 3.0x
- Peak: 15 active givers (Sep 3, Sep 4) — the two most recent days
- Days with 10+ active givers: 7 (all in the last 10 days: Aug 26, 29, 30, Sep 1–4)
- Trend is consistently upward; no sustained dropback below prior-week levels after Week 1.

Summary: Adoption is accelerating, not plateauing. Giver base has tripled in the last two weeks and hit a new high in the most recent two days.

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
THREE THINGS TO COVER ON THE CALL
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

1. HRIS INTEGRATION — the missing structural piece
Slack is live but HRIS is not connected. Without HRIS, user provisioning, deprovisioning, and allowance syncing are manual. With active givers already at 15 and growing, manual management will not scale. Ask: what is blocking HRIS, what system are they on, and what is the realistic timeline to connect. Offer to bring in integration support if needed.

2. FIRST REDEMPTION — the engagement gap
Recognition is flowing (first recognition on Day 5, 20 days of sustained giving), but no employee has redeemed yet. This is the critical gap between activity and perceived value. Possible causes to probe: catalog not configured or too limited, employees do not have enough accumulated points, awareness gap (employees don't know how to redeem), or a cultural hesitation around claiming rewards. Ask the champion to test a redemption themselves before the call or walk through the catalog live.

3. SUSTAIN AND BROADEN ADOPTION
Active givers grew 5x (3 → 15) with no signs of plateau, but only 2 admins are managing the program. Recommend: (a) add 1–2 more admins to match the growing user base, (b) identify the 15 active givers and ask them to nominate or invite non-participants, (c) set a 30-day target — e.g., 25 active givers and at least 5 redemptions by Oct 4 — so there is a measurable next milestone. The momentum is strong; the risk is that it stays concentrated among early adopters without structural support to broaden it.

renewal-risk-conflicting-datesPASS 1.00

? The Question

Produce a 90-day renewal risk brief. Two systems hold renewal dates and disagree on some accounts; decide which to trust per account and say why (multi-year contracts are known to be wrong in ChurnZero). For every renewal: company, CSM, ARR, date used, seat utilization, 3-month usage trend, risk rating with one sentence of evidence. Flag every disagreement. Close with total ARR renewing and ARR at risk.

cost $0.1647 · 452s · in 20,014 / out 12,662 tok

✓ total_renewing✓ arr_at_risk✓ disagreements_flagged✓ trust_rule

✓ Correct Answer (ground truth)

snapshot_date: 2026-09-05
window: 2026-09-05 to 2026-12-04
trust_rule: multi-year contracts: Chargebee is authoritative (ChurnZero known wrong); otherwise systems agree or Chargebee wins
accounts: 20 items — e.g. account_alias=C-0B144C78; csm=Cole Ingram; arr=30899.00; trusted_renewal_date=2026-11-02; trusted_source_why=systems agree (annual term); in_90d_window=True; dates_disagree=False; seat_utilization_pct=75.4; usage_3m_ratio=1.03; risk=low; evidence=3-month usage ratio 1.03 (last3 avg 103 vs prior3 100), seat utilization 75% | account_alias=C-0B20DB64; csm=Dana Mercer; arr=21770.00; trusted_renewal_date=2026-10-07; trusted_source_why=systems agree (annual term); in_90d_window=True; dates_disagree=False; seat_utilization_pct=56.6; usage_3m_ratio=1.0; risk=medium; evidence=3-month usage ratio 1.00 (last3 avg 295 vs prior3 295), seat utilization 57% | account_alias=C-0B344485; csm=Elena Sinclair; arr=64384.00; trusted_renewal_date=2026-11-16; trusted_source_why=systems agree (annual term); in_90d_window=True; dates_disagree=False; seat_utilization_pct=78.0; usage_3m_ratio=1.04; risk=low; evidence=3-month usage ratio 1.04 (last3 avg 241 vs prior3 231), seat utilization 78% | account_alias=C-0B369871; csm=Dana Mercer; arr=85128.00; trusted_renewal_date=2026-10-29; trusted_source_why=systems agree (annual term); in_90d_window=True; dates_disagree=False; seat_utilization_pct=75.1; usage_3m_ratio=1.04; risk=low; evidence=3-month usage ratio 1.04 (last3 avg 330 vs prior3 316), seat utilization 75%
disagreements: account_alias=C-0B7D2C30; cz_renewal_date=2026-09-10; cb_renewal_date=2026-09-15; is_multi_year=True; trusted=2026-09-15 | account_alias=C-0BBE3E60; cz_renewal_date=2027-09-26; cb_renewal_date=2026-09-26; is_multi_year=True; trusted=2026-09-26 | account_alias=C-0BCDB8C2; cz_renewal_date=2027-09-18; cb_renewal_date=2026-09-18; is_multi_year=True; trusted=2026-09-18 | account_alias=C-0D2AB865; cz_renewal_date=2026-09-10; cb_renewal_date=2026-09-22; is_multi_year=True; trusted=2026-09-22 | account_alias=C-0F5D2323; cz_renewal_date=2026-09-10; cb_renewal_date=2026-09-29; is_multi_year=True; trusted=2026-09-29
n_disagreements: 5
total_arr_renewing_90d: 1048715.00
arr_at_risk_90d: 359409.00
n_accounts: 20
graded checks: total_renewing · arr_at_risk · disagreements_flagged · trust_rule

Model's actual answer

show the model's full answer

90-DAY RENEWAL RISK BRIEF
Reporting period: Sep 9 - Dec 9, 2026 | 20 accounts | Data as of Aug 2026

===================================================================
DATE DISAGREEMENTS (5 of 20 accounts)
===================================================================
All 5 disagreements are multi-year contracts. Per the known rule, CZ
renewal dates are wrong for multi-year accounts; Chargebee is trusted.
The 15 non-multi-year accounts agree across both systems.

  C-0B7D2C30  CZ 2026-09-10  CB 2026-09-15  -> Using CB (multi-year, 36mo)
  C-0BCDB8C2  CZ 2027-09-18  CB 2026-09-18  -> Using CB (multi-year, 36mo)
               CZ is a FULL YEAR off (2027 vs 2026)
  C-0D2AB865  CZ 2026-09-10  CB 2026-09-22  -> Using CB (multi-year, 24mo)
  C-0BBE3E60  CZ 2027-09-26  CB 2026-09-26  -> Using CB (multi-year, 24mo)
               CZ is a FULL YEAR off (2027 vs 2026)
  C-0F5D2323  CZ 2026-09-10  CB 2026-09-29  -> Using CB (multi-year, 24mo)

===================================================================
PER-ACCOUNT RENEWAL DETAIL
===================================================================
Seat util = seats_used / seats. 3-mo trend = Jun->Jul->Aug 2026
active users, with % change Jun-to-Aug.

1. C-0B7D2C30  | Dana Mercer          | ARR $65,901  | Renewal 2026-09-15 (CB)
   Seat util: 57.6% (274/476) | Trend: 97->94->84 (-13.4%) declining
   RISK: HIGH -- Usage down 13% over 3 months and only 58% of seats
   in use; multi-year contract masks engagement decay.

2. C-0BCDB8C2  | Cole Ingram  | ARR $54,427  | Renewal 2026-09-18 (CB)
   Seat util: 54.7% (232/424) | Trend: 127->118->110 (-13.4%) declining
   RISK: HIGH -- Active users falling 13% with barely half of seats
   utilized; CZ date was a full year wrong, risking missed prep.

3. C-0D2AB865  | Elena Sinclair      | ARR $38,022  | Renewal 2026-09-22 (CB)
   Seat util: 61.4% (250/407) | Trend: 125->117->109 (-12.8%) declining
   RISK: HIGH -- Consistent monthly usage decline (-13% over 3 months)
   despite moderate seat fill; downward trajectory is unbroken.

4. C-0BBE3E60  | Dana Mercer         | ARR $30,993  | Renewal 2026-09-26 (CB)
   Seat util: 64.9% (74/114)  | Trend: 39->35->33 (-15.4%) declining
   RISK: HIGH -- Steepest 3-month decline in the book (-15%) on a
   small account; low absolute active-user count (33) leaves little
   buffer before disengagement.

5. C-0F5D2323  | Cole Ingram | ARR $90,647  | Renewal 2026-09-29 (CB)
   Seat util: 28.5% (111/390) | Trend: 20->21->18 (-10.0%) declining
   RISK: HIGH -- Largest ARR in the September cohort at $90.6K with
   only 28.5% seat utilization and 18 active users on 390 seats;
   severe over-provisioning signals low perceived value.

6. C-0EC6999D | Elena Sinclair      | ARR $79,419  | Renewal 2026-10-03 (both agree)
   Seat util: 27.7% (31/112)  | Trend: 17->16->15 (-11.8%) declining
   RISK: HIGH -- Second-lowest seat utilization in the book (27.7%)
   with active users declining 12%; $79K ARR on 112 seats with only
   31 in use is a contraction candidate.

7. C-0B20DB64 | Dana Mercer         | ARR $21,770  | Renewal 2026-10-07 (both agree)
   Seat util: 56.6% (214/378) | Trend: 294->298->294 (+0.0%) stable
   RISK: MEDIUM -- Usage is flat and healthy in absolute terms (294
   active users) but only 57% of provisioned seats are used; modest
   ARR limits downside but seat waste invites downsizing.

8. C-0BBC4E7A | Cole Ingram | ARR $56,374  | Renewal 2026-10-10 (both agree)
   Seat util: 67.7% (228/337) | Trend: 142->141->139 (-2.1%) stable
   RISK: MEDIUM -- Usage is essentially flat but drifting down
   slightly; 68% seat utilization is adequate but not strong enough
   to rule out a downgrade at renewal.

9. C-0FD551AB | Elena Sinclair      | ARR $48,815  | Renewal 2026-10-14 (both agree)
   Seat util: 55.9% (210/376) | Trend: 123->122->126 (+2.4%) stable
   RISK: MEDIUM -- Usage ticked up slightly in August but seat
   utilization is below 60%; the uptick is too small to confirm
   recovery.

10. C-0F9F8F13 | Dana Mercer        | ARR $46,230  | Renewal 2026-10-18 (both agree)
   Seat util: 56.5% (199/352) | Trend: 185->185->182 (-1.6%) stable
   RISK: MEDIUM -- Active-user count is high relative to seats used
   (182 of 199 seats used have active users) but total seat
   utilization is only 57%; flat trend suggests no momentum.

11. C-0BC34584 | Cole Ingram| ARR $16,740  | Renewal 2026-10-22 (both agree)
   Seat util: 66.2% (327/494) | Trend: 104->104->106 (+1.9%) stable
   RISK: MEDIUM -- Active users (106) are far below seats used (327),
   suggesting many "used" seats are inactive; low ARR ($16.7K) limits
   financial risk but the utilization gap is a downgrade signal.

12. C-0B7A7546 | Elena Sinclair     | ARR $35,062  | Renewal 2026-10-25 (both agree)
   Seat util: 88.8% (182/205) | Trend: 64->65->63 (-1.6%) stable
   RISK: LOW -- Highest seat utilization in the book (88.8%) with
   stable usage; account is well-adopted relative to its footprint.

13. C-0B369871 | Dana Mercer        | ARR $85,128  | Renewal 2026-10-29 (both agree)
   Seat util: 75.1% (317/422) | Trend: 326->330->333 (+2.1%) stable
   RISK: LOW -- Strong absolute usage (333 active users, growing
   modestly) with 75% seat utilization; largest healthy-account ARR
   in the October cohort.

14. C-0B144C78 | Cole Ingram| ARR $30,899  | Renewal 2026-11-02 (both agree)
   Seat util: 75.4% (169/224) | Trend: 101->101->106 (+5.0%) growing
   RISK: LOW -- Only account with a clear growth signal (+5% over
   3 months) and solid 75% seat utilization; momentum is positive.

15. C-0FC4DBB8 | Elena Sinclair     | ARR $94,732  | Renewal 2026-11-05 (both agree)
   Seat util: 76.7% (356/464) | Trend: 189->191->193 (+2.1%) stable
   RISK: LOW -- Largest ARR in the entire book ($94.7K) with stable,
   slightly growing usage and 77% seat utilization; core account.

16. C-0D5BBE3A | Dana Mercer        | ARR $39,740  | Renewal 2026-11-09 (both agree)
   Seat util: 83.3% (85/102)  | Trend: 88->90->91 (+3.4%) growing
   RISK: LOW -- High seat utilization (83%) with growing active users
   (+3.4%); small but well-adopted account with positive trajectory.

17. C-0FB9D5AF | Cole Ingram| ARR $63,158 | Renewal 2026-11-13 (both agree)
   Seat util: 72.4% (144/199) | Trend: 173->173->176 (+1.7%) stable
   RISK: LOW -- Stable usage above 72% seat utilization; active-user
   count (176) exceeds seats used (144), indicating strong daily
   engagement among provisioned users.

18. C-0B344485 | Elena Sinclair     | ARR $64,384  | Renewal 2026-11-16 (both agree)
   Seat util: 78.0% (224/287) | Trend: 238->240->244 (+2.5%) stable
   RISK: LOW -- Consistent upward drift in active users (+2.5%) with
   78% seat utilization; healthy adoption profile.

19. C-0CB2C1B4 | Dana Mercer        | ARR $40,628  | Renewal 2026-11-20 (both agree)
   Seat util: 81.6% (386/473) | Trend: 47->48->49 (+4.3%) growing
   RISK: LOW -- High seat utilization (82%) with growing usage (+4.3%);
   active-user count (49) is low in absolute terms but trending up
   on a large seat base.

20. C-22170CA1 | Cole Ingram| ARR $45,646 | Renewal 2026-11-24 (both agree)
   Seat util: 85.4% (251/294) | Trend: 143->148->146 (+2.1%) stable
   RISK: LOW -- Strong seat utilization (85%) with stable usage; well
   adopted with minimal churn risk.

===================================================================
SUMMARY
===================================================================

  Total ARR renewing (90 days):  $1,048,715
  ARR at risk (HIGH + MEDIUM):   $549,338  (52.4% of total)
    HIGH risk:    $359,409  (6 accounts, 34.3%)
    MEDIUM risk:  $189,929  (5 accounts, 18.1%)
    LOW risk:     $499,377  (9 accounts, 47.6%)

  Date disagreements: 5 accounts (all multi-year, all resolved to
  Chargebee). 2 of those (C-0BCDB8C2, C-0BBE3E60) had CZ dates a
  full year later than Chargebee -- high risk of missed renewal
  prep if CZ had been trusted.

  CSM exposure:
    Dana Mercer:          4 HIGH, 2 MEDIUM, 3 LOW  -> $282K at risk
    Cole Ingram:  2 HIGH, 2 MEDIUM, 3 LOW  -> $194K at risk
    Elena Sinclair:       2 HIGH, 2 MEDIUM, 3 LOW  -> $206K at risk

  Arithmetic check:
    HIGH:   65,901 + 54,427 + 38,022 + 30,993 + 90,647 + 79,419
            = 359,409
    MEDIUM: 21,770 + 56,374 + 48,815 + 46,230 + 16,740
            = 189,929
    LOW:    35,062 + 85,128 + 30,899 + 94,732 + 39,740 + 63,158
            + 64,384 + 40,628 + 45,646 = 499,377
    Total:  359,409 + 189,929 + 499,377 = 1,048,715

===================================================================
METHODOLOGY NOTES
===================================================================
- Date source: Chargebee for all multi-year (is_multi_year=true)
  accounts because CZ is known to be wrong for multi-year contracts.
  ChurnZero for all other accounts. 15 of 20 accounts agree across
  both systems.
- Seat utilization: seats_used / seats from ChurnZero.
- 3-month trend: active_users for Jun, Jul, Aug 2026 from usage_12m.
  % change = (Aug - Jun) / Jun. Declining = < -3%, Growing = > +3%,
  Stable = within +/-3%.
- Risk rating: HIGH = declining trend with seat util < 80%, or seat
  util < 30% regardless of trend. MEDIUM = stable trend with seat
  util < 70%, or declining trend with seat util >= 80%. LOW = stable
  or growing trend with seat util >= 70%.
- No data was available on NPS, support ticket volume, executive
  sponsor changes, or payment history; risk ratings reflect usage
  and utilization signals only.

ticket-theme-synthesisPASS 1.00

? The Question

Synthesize the quarter's support tickets into 4 to 7 themes. Do not trust existing tags; read the text. Per theme: name, count, share, distinct accounts, ARR affected, two ticket ids, one-line recommendation. Separate broad patterns from single-account noise and rank by ARR exposure, not volume.

cost $0.1376 · 567s · in 6,158 / out 14,950 tok

✓ theme_count_range✓ counts_verifiable✓ single_account_flagged✓ arr_ranked✓ ticket_ids

✓ Correct Answer (ground truth)

quarter_window: 2026-06-01 through 2026-08-31
total_tickets: 80
themes: {"points_not_posting": {"count": 20, "share_pct": 25.0, "distinct_accounts": 9, "arr_affected": "31100.00", "example_ticket_ids": ["IC-460001", "IC-460002"], "single_account": false}, "slack_sync": {"
ranking_by_arr_exposure: hris_provisioning, redemption_failures, billing_dispute, points_not_posting, slack_sync
single_account_noise_theme: billing_dispute
note: existing tags are noisy/unreliable; classify by text
sample_ticket_ids: 80 items — e.g. IC-460004, IC-460016, IC-460001, IC-460041
graded checks: theme_count_range · counts_verifiable · single_account_flagged · arr_ranked · ticket_ids

Model's actual answer

show the model's full answer

Q2 2026 Support Ticket Synthesis — 80 tickets, 5 themes

Ranked by distinct-account ARR exposure. All 80 tickets classified (80/80).

---

THEME 1: HRIS Provisioning Failures (broad pattern)
  Count: 12 (15.0% of tickets)
  Distinct accounts: 3 (C-0B2213A9, C-0DDFC9A7, C-0F6C0F34)
  ARR affected: $114,000
  Sample IDs: IC-460059, IC-460062
  Distinct body texts: 3 — "HRIS provisioning is not creating accounts for new hires this month," "HRIS sync skipped 12 new hires; provisioning log shows no errors," "New employees are not being provisioned from our HRIS sync"
  Recommendation: Escalate to engineering — the provisioning log silently reporting no errors while skipping new hires is a systemic sync defect affecting all three accounts' onboarding workflows.

THEME 2: Redemption / Checkout Failures (broad pattern)
  Count: 18 (22.5% of tickets)
  Distinct accounts: 7 (C-0B0F1BAB, C-0B827671, C-0CEF69FD, C-0D9CA315, C-0F876796, C-0FCCD2DF, C-14264ABD)
  ARR affected: $68,800
  Sample IDs: IC-460025, IC-460035
  Distinct body texts: 4 — "Checkout spins forever and then the redemption fails," "Gift card order errored out but the points were still deducted," "Redemption failed at checkout and the gift card code never arrived," "Redemption failed twice today; gift card email never showed up"
  Recommendation: Prioritize the checkout/gift-card fulfillment pipeline — the "errored out but points still deducted" variant indicates a non-atomic transaction that silently double-charges users, creating trust erosion on top of the failed fulfillment.

THEME 3: Recurring Invoice / Billing Errors (single-account noise)
  Count: 16 (20.0% of tickets)
  Distinct accounts: 1 (C-0E9C27D1 only)
  ARR affected: $52,000
  Sample IDs: IC-460071, IC-460069
  Distinct body texts: 4 — "Third invoice in a row with the same seat-count error," "Invoice discrepancy - charged for 200 seats but we license 150," "Our invoice shows a seat count we never approved," "Billing charged the annual renewal at the wrong tier price"
  NOTE: All 16 tickets are from one account (C-0E9C27D1, $52K ARR) across June–August. This is not a platform-wide billing bug — it is a single-customer entitlement/billing configuration problem that has gone unresolved for an entire quarter. The 200-vs-150 seat discrepancy and wrong-tier renewal charge suggest a contract amendment was never reflected in the billing system.
  Recommendation: Assign a dedicated CSM/billing ops specialist to C-0E9C27D1 immediately — 16 tickets over 90 days with no resolution is a churn risk at $52K ARR; reconcile the seat-count entitlement and reissue corrected invoices.

THEME 4: Points Not Posting / Missing Points (broad pattern)
  Count: 20 (25.0% of tickets)
  Distinct accounts: 9 (C-0B2895EF, C-0BE96399, C-0BF20542, C-0D0B047C, C-0D284E42, C-0D3278C7, C-0D6CC8E3, C-0DD0626C, C-21FEBCBB)
  ARR affected: $31,100
  Sample IDs: IC-460004, IC-460016
  Distinct body texts: 4 — "Two recognitions I sent show as delivered but the points never arrived," "Points not posting for our whole team after the weekend," "Points from last week's recognition are still not posting to my balance," "Missing points - my balance has not updated since Tuesday"
  Recommendation: Investigate the points-posting async job — the "delivered but points never arrived" pattern (recognition event succeeds, balance update silently drops) points to a decoupled write path with no reconciliation; add a balance-audit job to detect and auto-reconcile dropped postings.

THEME 5: Slack Integration Breakage (broad pattern)
  Count: 14 (17.5% of tickets)
  Distinct accounts: 4 (C-0B843542, C-0BA71F12, C-10A56B0F, C-8C2E8F00)
  ARR affected: $18,900
  Sample IDs: IC-460041, IC-460047
  Distinct body texts: 4 — "Slack integration stopped syncing recognitions to our channel this week," "Recognitions no longer post to Slack; the sync toggle resets itself," "The Slack app disconnected and re-auth does not stick," "Slack slash command returns an error for everyone on our team"
  Recommendation: Check Slack OAuth token refresh logic — "re-auth does not stick" and "sync toggle resets itself" are classic symptoms of token persistence failure; the slash-command errors suggest a secondary API regression, possibly from a Slack platform deprecation.

---

Summary by ARR exposure:

  1. HRIS Provisioning       $114,000   3 accounts   12 tickets   BROAD
  2. Redemption/Checkout      $68,800   7 accounts   18 tickets   BROAD
  3. Billing/Invoice          $52,000   1 account    16 tickets   SINGLE-ACCOUNT
  4. Points Not Posting       $31,100   9 accounts   20 tickets   BROAD
  5. Slack Integration       $18,900   4 accounts   14 tickets   BROAD

Total distinct-account ARR across all themes: $284,800

Note: Themes do not double-count ARR — each account's ARR is counted once per theme it appears in. C-0E9C27D1 ($52K) appears only in billing; no account appears in multiple themes.

WEEKLY MARKETING GOALS UPDATE — Q3-2026 (Week ending ~Sep 5, 2026)
Days elapsed: 66 of 92 | Expected pace: 66/92 = 71.7%

METRIC-BY-METRIC

1. SQMs (Sales Qualified Meetings)
   QTD actual: 230 | Target: 300 | Delta: -70
   Achievement: 230/300 = 76.7% | Pace: AHEAD (76.7% > 71.7% expected)
   On track to finish ~312 at current run rate.

2. SQOs (Sales Qualified Opportunities)
   QTD actual: 84 | Target: 120 | Delta: -36
   Achievement: 84/120 = 70.0% | Pace: BEHIND (70.0% < 71.7% expected)
   Projected finish at current rate: ~117. Slipping.

3. DS2s (Discovery Stage 2)
   QTD actual: 40 | Target: 75 | Delta: -35
   Achievement: 40/75 = 53.3% | Pace: BEHIND (53.3% < 71.7% expected)
   Largest gap relative to target. Projected finish: ~56. Significant risk.

4. Closed-Lost MIA Rate
   QTD actual: 5 MIA / 25 total closed-lost = 20.0% | Target: 10.0% | Delta: +10pp (worse)
   Direction: lower_better | Pace: BEHIND (20% already double the 10% target with 71.7% of quarter gone)

5. Same-Quarter Closes
   QTD actual: 10 | Target: 20 | Delta: -10
   Achievement: 10/20 = 50.0% | Pace: BEHIND (50.0% < 71.7% expected)
   Projected finish: ~14. Half the target with under a third of the quarter left.

6. Active Pipeline Coverage
   QTD actual: $3,000,000 | Target: $4,000,000 | Delta: -$1,000,000
   Achievement: 75.0% | Pace: AHEAD (75.0% > 71.7% expected)
   Projected finish: ~$4.17M at current rate. Closest to target of all metrics.

SUMMARY TABLE

Metric            Actual    Target    Delta     % of Target  Pace
SQMs              230       300       -70       76.7%        AHEAD
SQOs              84        120       -36       70.0%        BEHIND
DS2s              40        75        -35       53.3%        BEHIND
CL MIA Rate       20.0%     10.0%     +10pp     n/a          BEHIND
Same-Qtr Closes   10        20        -10       50.0%        BEHIND
Active Pipeline   $3.0M     $4.0M     -$1.0M    75.0%        AHEAD

WHAT MOVED THIS WEEK

Week-over-week movement cannot be determined from the data provided — the files contain only QTD cumulative figures with no prior-period snapshot to delta against. What the current position shows: top-of-funnel (SQMs) and pipeline volume are the bright spots, both tracking ahead of proportional pace and projecting to meet or exceed target at current run rates. The conversion stages downstream are deteriorating — SQOs are marginally behind pace, but DS2s are severely behind at 53.3% of target versus 71.7% expected, indicating a bottleneck between qualification and deeper discovery. Same-quarter closes at 50% of target with only 26 days remaining is the most acute gap; closing 10 more deals in 26 days requires roughly doubling the close velocity seen in the first 66 days. The closed-lost MIA rate at 20% is double target, suggesting post-loss follow-up discipline is degrading. If DS2 throughput does not improve, same-quarter closes will not close the gap regardless of pipeline volume.

Here are the answers to each questionnaire item, based solely on the provided policy excerpts.

---

**Q1: Is customer data encrypted at rest? If so, how?**

Yes. Customer data is encrypted at rest using AES-256. [P1]

---

**Q2: Is data encrypted in transit?**

Yes. Data in transit is encrypted with TLS 1.2 or higher. [P1]

---

**Q3: Do you hold a SOC 2 report, and can we obtain a copy?**

Yes. Bonusly maintains a SOC 2 Type II report, renewed annually. The report is available to prospects under NDA. [P2]

---

**Q4: How long is customer data retained after contract termination?**

Customer data is retained for the duration of the contract plus 90 days, after which it is deleted from production systems. [P3]

---

**Q5: Where is your subprocessor list published and how are changes notified?**

A current list of subprocessors is maintained at trust.bonusly.com. Customers receive 30 days' notice before a new subprocessor is added. [P4]

---

**Q6: Do you support SAML single sign-on?**

Yes. SAML 2.0 single sign-on is available on the Enterprise plan. (SCIM user provisioning is also available on that plan.) [P5]

---

**Q7: What is your production backup schedule and retention?**

Production databases are backed up daily. Backups are encrypted and retained for 35 days. [P6]

---

**Q8: Do you hold an ISO 27001 certification?**

Unanswerable from the provided excerpts. None of the eight excerpts reference ISO 27001. This would be answered by Bonusly's ISO 27001 certificate or a compliance/certifications summary document from the Trust portal.

---

**Q9: What is your contractual uptime SLA percentage?**

Unanswerable from the provided excerpts. No SLA percentage appears in any excerpt. This would be answered by the Master Services Agreement (MSA) or a dedicated SLA addendum.

---

**Q10: Will you sign a HIPAA Business Associate Agreement?**

Unanswerable from the provided excerpts. No mention of HIPAA or a BAA appears in any excerpt. This would be answered by Bonusly's legal/BAA policy or the Trust portal's compliance documentation.

---

show the model's full answer

NDA-1 — [PARTY A] and Bonusly: GREEN
Reasoning: Standard mutual NDA with full carve-outs, Delaware governing law, no embedded non-solicit or non-compete, and 2-year term with 3-year survival is market-typical.

NDA-2 — [PARTY B] and Bonusly: YELLOW
Reasoning: Embedded non-solicitation clause — "During the term of this Agreement and for eighteen (18) months thereafter, neither party shall solicit for employment or hire any employee of the other party with whom it came into contact under this Agreement" — an 18-month post-term restriction is above the typical 12-month norm and should be reviewed by counsel for enforceability and scope, though it is at least limited to employees contacted under the agreement.

NDA-3 — [PARTY C] and Bonusly: RED
Reasoning: Multiple red flags — (1) "No confidentiality carve-outs are stated in this Agreement" strips standard protections (publicly available, prior knowledge, independent development); (2) broad non-compete: "For a period of three (3) years following the Effective Date, Recipient shall not, directly or indirectly, engage in or provide services to any business that competes with Discloser's business" — 3-year, unrestricted-scope non-compete embedded in an NDA; (3) one-way confidentiality in favor of [PARTY C] with an unusually long 5-year term; (4) "governed by and construed in accordance with the laws of the Republic of Ireland, and the parties submit to the exclusive jurisdiction of its courts" — foreign governing law and exclusive Irish court jurisdiction creates litigation risk for Bonusly. Requires full legal review.