graded checks: avoids_stale_deals · avoids_unpopulated_live · uses_cohort_summary · succeeded_filter · no_giver_deletion_filter · returns_sql

Model's actual answer

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```sql
-- Using COMPANY_COHORT_SUMMARY for first calendar month metrics per company
-- Using DEPRECATED_RECOGNITION.REDEMPTION_RECORDS_V2 for redemption counts (STATE = 'succeeded')
WITH first_month_companies AS (
-- COMPANY_COHORT_SUMMARY contains M1 (first month) metrics per company
SELECT
-- Company identifier (assuming there's a company_id column; if not, this needs adjustment)
-- Based on the catalog, we need to join to get company identifiers
-- The catalog doesn't explicitly list company_id in COMPANY_COHORT_SUMMARY, but it's implied
-- We'll need to get company info from another table
-- Actually, the catalog doesn't provide a clear company table. We need to work with what's available.
-- The COMPANY_COHORT_SUMMARY has one row per self-serve company, so we can use it directly
-- But we need to identify the company. The catalog doesn't specify the company identifier column.
-- Looking at other tables, we see HS_COMPANY_ID in GONG_HUBSPOT_MAP
-- But COMPANY_COHORT_SUMMARY doesn't mention its columns beyond the metrics
-- This is a problem - we don't have a clear company identifier in the catalog for COMPANY_COHORT_SUMMARY
-- Let me re-read: "One row per self-serve company: SIGNUP_DATE, ACTIVATED_DATE, FIRST_SUB_PAYMENT_DATE..."
-- It doesn't list the company ID column name. This is a gap in the catalog.
-- However, for the purpose of this query, we need to return per customer company.
-- The only table with explicit company metrics is COMPANY_COHORT_SUMMARY with M1_GIVES, M1_REDEMPTIONS
-- And DEPRECATED_RECOGNITION.REDEMPTION_RECORDS_V2 for redemptions
-- But we need to connect companies to these metrics.
-- The catalog is incomplete for this task. We cannot reliably write the query without knowing:
-- 1. The company identifier column in COMPANY_COHORT_SUMMARY
-- 2. How to join COMPANY_COHORT_SUMMARY to DEPRECATED_RECOGNITION.REDEMPTION_RECORDS_V2
-- 3. How to get unique givers per company for first month
-- The M1_GIVES in COMPANY_COHORT_SUMMARY likely represents recognition count for first month
-- M1_REDEMPTIONS likely represents redemption count for first month
-- But we still need unique givers count
-- The catalog mentions "excluding deleted givers" filter exists but must NOT be applied
-- But we don't have a givers table identified in the catalog
-- This appears to be impossible with the given catalog information
)
-- Cannot complete due to missing table/column information in catalog
```

I cannot complete this query. The catalog does not provide:
1. A table containing giver data to count unique givers per company
2. The company identifier column name in `COMPANY_COHORT_SUMMARY`
3. How to join recognition/redemption data to companies for first-month calculations

The `COMPANY_COHORT_SUMMARY` table has `M1_GIVES` and `M1_REDEMPTIONS` which likely correspond to recognition count and redemption count for first month, but unique givers cannot be derived from the documented tables.

crm-completeness-enrichmentPASS 1.00

? The Question

Audit the CRM extract for completeness and propose fixes. Deals need owner, stage, amount, close date, why-buys; companies need industry, employee count, HQ country; contacts need email, title, persona. Report completeness percent per field. Identify duplicate company clusters (name variants, shared domain) with a survivor per cluster. List invalid emails and domain mismatches. Fill missing company fields only where the enrichment export has a matching row; where CRM and enrichment disagree list both and recommend a source. Never invent a value. End with the 10 fixes with the most pipeline amount at stake.

cost $0.0431 · 97s · in 22,380 / out 15,268 tok

✓ dup_clusters✓ invalid_emails✓ survivor_language✓ completeness_pct✓ no_invent

✓ Correct Answer (ground truth)

n_companies: 34
n_contacts: 52
company_missing: industry=0; employee_count=9; hq_country=6
invalid_email_count: 4
invalid_emails: CT-0010, CT-0080, CT-0081, CT-0192
domain_mismatch_count: 1
domain_mismatches: CT-0011
duplicate_clusters: ['C-0A092931', 'C-0A092932'], ['C-0A092933', 'C-0A092934']
n_dup_clusters: 2
enrichment_matches: 25
graded checks: dup_clusters · invalid_emails · survivor_language · completeness_pct · no_invent

Model's actual answer

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=== COMPLETENESS PERCENT ===

Companies:
  industry: 100.0% (34/34)
  employee_count: 73.5% (25/34)
  hq_country: 82.4% (28/34)

Contacts:
  email: 100.0% (52/52)
  title: 75.0% (39/52)
  persona: 71.2% (37/52)

=== DUPLICATE COMPANY CLUSTERS ===

Domain: acme-corp.com
  C-0A092931: industry=Technology, employees=500, country=US
  C-0A092932: industry=tech, employees=510, country=USA
  -> Survivor: C-0A092931

Domain: globex.io
  C-0A092933: industry=SaaS, employees=200, country=US
  C-0A092934: industry=Technology, employees=200, country=US
  -> Survivor: C-0A092933

=== INVALID EMAILS ===
  CT-0010 (C-66D1FC): 'user0@'
  CT-0080 (C-92D97D): 'user0@'
  CT-0081 (C-92D97D): 'user1@'
  CT-0192 (C-425E2A): 'user2@'

=== DOMAIN MISMATCHES ===
  CT-0010 (C-66D1FC): email domain '' != contact domain '66d1fc.com'
  CT-0011 (C-66D1FC): email domain 'other-domain.com' != contact domain '66d1fc.com'
  CT-0080 (C-92D97D): email domain '' != contact domain '92d97d.com'
  CT-0081 (C-92D97D): email domain '' != contact domain '92d97d.com'
  CT-0192 (C-425E2A): email domain '' != contact domain '425e2a.com'

=== CRM vs ENRICHMENT MISMATCHES ===
  C-66D1FC (66d1fc.com): industry CRM='tech' vs ZoomInfo='Computer Software' -> Recommend ZoomInfo
  C-66D1FC (66d1fc.com): hq_country CRM='US' vs ZoomInfo='United States' -> Recommend ZoomInfo
  C-950043 (950043.com): hq_country CRM='US' vs ZoomInfo='United States' -> Recommend ZoomInfo
  C-EC3025 (ec3025.com): industry CRM='Technology' vs ZoomInfo='Computer Software' -> Recommend ZoomInfo
  C-EC3025 (ec3025.com): hq_country CRM='USA' vs ZoomInfo='United States' -> Recommend ZoomInfo
  C-96039F (96039f.com): hq_country CRM='USA' vs ZoomInfo='United States' -> Recommend ZoomInfo
  C-44EA29 (44ea29.com): industry CRM='tech' vs ZoomInfo='Computer Software' -> Recommend ZoomInfo
  C-92D97D (92d97d.com): industry CRM='Technology' vs ZoomInfo='Computer Software' -> Recommend ZoomInfo
  C-D04904 (d04904.com): industry CRM='Technology' vs ZoomInfo='Computer Software' -> Recommend ZoomInfo
  C-77A95A (77a95a.com): industry CRM='Technology' vs ZoomInfo='Computer Software' -> Recommend ZoomInfo
  C-77A95A (77a95a.com): hq_country CRM='US' vs ZoomInfo='United States' -> Recommend ZoomInfo
  C-AA8DDA (aa8dda.com): industry CRM='Technology' vs ZoomInfo='Computer Software' -> Recommend ZoomInfo
  C-B23205 (b23205.com): hq_country CRM='US' vs ZoomInfo='United States' -> Recommend ZoomInfo
  C-D0662E (d0662e.com): hq_country CRM='US' vs ZoomInfo='United States' -> Recommend ZoomInfo
  C-B25F40 (b25f40.com): industry CRM='Technology' vs ZoomInfo='Computer Software' -> Recommend ZoomInfo
  C-60C75F (60c75f.com): industry CRM='tech' vs ZoomInfo='Computer Software' -> Recommend ZoomInfo
  C-425E2A (425e2a.com): industry CRM='Tech' vs ZoomInfo='Computer Software' -> Recommend ZoomInfo
  C-425E2A (425e2a.com): hq_country CRM='USA' vs ZoomInfo='United States' -> Recommend ZoomInfo

=== MISSING CRM FIELDS WITH ENRICHMENT DATA ===
  C-EC3025 (ec3025.com): fill employee_count with '400'
  C-96039F (96039f.com): fill employee_count with '400'
  C-44EA29 (44ea29.com): fill employee_count with '400'
  C-D04904 (d04904.com): fill employee_count with '400'
  C-B23205 (b23205.com): fill employee_count with '400'
  C-60C75F (60c75f.com): fill employee_count with '400'
  C-7BBDFA (7bbdfa.com): fill employee_count with '400'
  C-50D386 (50d386.com): fill employee_count with '400'

=== TOP 10 FIXES BY COMPANY SIZE (PROXY) ===
No deals file provided. Cannot rank by pipeline amount. Using company size as proxy:

  1. C-66D1FC (66d1fc.com): ~900 employees, 3 issues (2 field mismatches + 1 invalid email + 1 domain mismatch)
  2. C-0A092931 (acme-corp.com): ~500 employees, merge duplicate
  3. C-0A092932 (acme-corp.com): ~510 employees, merge duplicate
  4. C-EC3025 (ec3025.com): ~400 employees, fill employee_count + 2 field mismatches
  5. C-96039F (96039f.com): ~400 employees, fill employee_count + 1 field mismatch
  6. C-44EA29 (44ea29.com): ~400 employees, fill employee_count + 1 field mismatch
  7. C-D04904 (d04904.com): ~400 employees, fill employee_count + 1 field mismatch
  8. C-B23205 (b23205.com): ~400 employees, fill employee_count + 1 field mismatch
  9. C-60C75F (60c75f.com): ~400 employees, fill employee_count + 1 field mismatch
  10. C-7BBDFA (7bbdfa.com): ~400 employees, fill employee_count

I need to analyze the transcripts and product docs to identify true product gaps. Let me break this down:

**Deal-EC3025**: Prospect states "We need SCIM user provisioning — our security team will not approve any tool that requires manual account management." Product docs confirm SCIM is NOT currently supported. This is a **real gap**.

**Deal-D0D6B5**: Prospect states "Our payroll runs on ADP Workforce Now and I don't see ADP anywhere in your integration list — that's a dealbreaker for us." Product docs confirm ADP Workforce Now is NOT currently supported. This is a **real gap**.

**Deal-CFE7F4**: Prospect asks "I tried to build a custom report combining recognition frequency with turnover and couldn't — is that possible on our current plan?" Product docs show custom report builder is Enterprise-only. This is a **plan gate** (feature exists but not on their tier).

**Deal-84DBA6**: Prospect states "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." This is a **rollout/enablement issue** (feature exists, training missing).

**Deal-36C33F**: Alex states "we don't have a native mobile app for hourly workers yet" and prospect responds it's fine for now. This is a **real gap** but prospect isn't blocking on it.

---

**Summary of true product gaps:**

1. **Deal-EC3025**: "We need SCIM user provisioning — our security team will not approve any tool that requires manual account management." — **Real gap** (SCIM not supported per product docs)

show the model's full answer

Lead-in: 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.

Objection - budget locked: 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.
Objection - timing/next quarter: Makes sense. What if we scope a 90-day pilot with one department so you have internal data before next quarter's planning?
Objection - spreadsheet status quo: 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.

Next-step rate: 7/10 = 70%.

Competitors raised: Awardco, Workhuman, Kudos.

Coaching: Use a second value hook beyond turnover; budget objection appears 4x — prep a one-pager on ROI.

Last completed month: 2026-08

Redemption count: 268
Spend: $15,828.00
Unique redeemers: 137
Redemptions per redeemer: 1.96

Provider mix:
TangoCard: 38.8%
Tremendous: 42.4%
Snappy: 15.4%
custom: 3.4%

Top 5 countries by redemptions:
1. US: 186
2. AU: 21
3. CA: 19
4. GB: 17
5. DE: 9

Analyzing the ticket text (ignoring tags), I identify 7 themes by grouping similar issues. Then I calculate ARR exposure per theme, distinct accounts, and counts.

---

**1. Billing/Invoice Seat-Count & Tier Errors**
count=10, share=10/80=12.5%, distinct accounts=1 (C-0E9C27D1), ARR affected=$520,000
ticket_ids: IC-460071, IC-460069
recommendation: Audit C-0E9C27D1 contract and invoice generation logic; flag for finance review.

---

**2. HRIS Provisioning Failures (New Hires Not Created)**
count=9, share=11.25%, distinct accounts=4 (C-0B2213A9, C-0DDFC9A7, C-0F6C0F34, C-0E9C27D1), ARR affected=$172,000
ticket_ids: IC-460059, IC-460062
recommendation: Investigate HRIS webhook/logs for silent failures; prioritize C-0B2213A9 ($36k ARR).

---
**3. Redemption/Checkout Failures (Gift Card)**
count=12, share=15.0%, distinct accounts=5 (C-0CEF69FD, C-0B827671, C-0F876796, C-14264ABD, C-0FCCD2DF), ARR affected=$49,900
ticket_ids: IC-460025, IC-460030
recommendation: Fix checkout flow and gift card delivery; refund affected users.

---
**4. Points Not Posting (Balance Updates)**
count=14, share=17.5%, distinct accounts=7 (C-0D3278C7, C-0BF20542, C-0D0B047C, C-0BE96399, C-0D284E42, C-0D6CC8E3, C-0DD0626C), ARR affected=$25,400
ticket_ids: IC-460004, IC-460016
recommendation: Audit points ledger and event processing pipeline.

---
**5. Slack Integration Sync Issues**
count=12, share=15.0%, distinct accounts=4 (C-0B843542, C-10A56B0F, C-0BA71F12, C-8C2E8F00), ARR affected=$19,200
ticket_ids: IC-460041, IC-460047
recommendation: Re-auth and validate Slack OAuth scopes; check for rate limits.

---
**6. Slack Slash Command Errors**
count=4, share=5.0%, distinct accounts=3 (C-0BA71F12, C-8C2E8F00, C-10A56B0F), ARR affected=$14,700
ticket_ids: IC-460046, IC-460051
recommendation: Debug slash command handler; test with fresh token.

---
**7. Gift Card Points Deducted but Order Failed**
count=4, share=5.0%, distinct accounts=3 (C-0FCCD2DF, C-0F876796, C-0D9CA315), ARR affected=$28,300
ticket_ids: IC-460024, IC-460023
recommendation: Implement idempotency and rollback for failed gift card orders.

---
**Ranked by ARR exposure:**
1. Billing/Invoice Seat-Count & Tier Errors — $520,000
2. HRIS Provisioning Failures — $172,000
3. Redemption/Checkout Failures — $49,900
4. Gift Card Points Deducted but Order Failed — $28,300
5. Points Not Posting — $25,400
6. Slack Integration Sync Issues — $19,200
7. Slack Slash Command Errors — $14,700

SQMs: QTD actual=230, target=300, delta=-70, pace=ahead
SQOs: QTD actual=84, target=120, delta=-36, pace=behind
DS2s: QTD actual=40, target=75, delta=-35, pace=behind
closed-lost MIA rate: QTD actual=0.20, target=0.10, delta=+0.10, pace=behind
same-quarter close count: QTD actual=10, target=20, delta=-10, pace=behind
active pipeline coverage against target: QTD actual=$3,000,000, target=$4,000,000, delta=-$1,000,000, pace=ahead

This week: SQMs and active pipeline coverage are tracking ahead of pace, while SQOs, DS2s, closed-lost MIA rate, and same-quarter close count are behind pace.

Q1: Yes, AES-256. [P1]
Q2: Yes, TLS 1.2+. [P1]
Q3: Yes, SOC 2 Type II, available under NDA. [P2]
Q4: 90 days. [P3]
Q5: trust.bonusly.com; 30 days notice. [P4]
Q6: Yes, SAML 2.0 on Enterprise. [P5]
Q7: Daily; 35 days. [P6]
Q8: Unanswerable; requires policy document.
Q9: Unanswerable; requires policy document.
Q10: Unanswerable; requires policy document.

NDA-1: GREEN — standard mutual NDA with full carve-outs and Delaware governing law.

NDA-2: YELLOW — "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."

NDA-3: RED — "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." and "No confidentiality carve-outs are stated in this Agreement." and governing law Republic of Ireland.