Find where your pipeline is quietly leaking revenue.
Map how sales really works, find where deals slow down, and reveal CRM gaps, missed follow-ups, and revenue leaks from the people closest to the deals.
Your CRM shows you what was recorded. ClearTeam reveals what actually happened: the follow-up that didn't go out, the handoff that lost momentum, the tool nobody is using, and the qualification that slipped.
What it solves
The questions leaders can't answer without it
Deals stalling after demos without a clear reason
The pipeline looks healthy until it doesn't. ClearTeam interviews your sales team to map exactly where and why qualified deals lose momentum, not in retrospect, but as a pattern across the team.
CRM data that doesn't reflect reality
Reps know what actually matters. The CRM shows what someone typed in after the call. ClearTeam surfaces the gap between the two: which fields are wrong, which stages are skipped, which signals are missing.
Handoff friction between Sales and Customer Success
Revenue leaks after signature too. ClearTeam maps the Sales-to-CS handoff: missing context, duplicated conversations, unclear ownership, and the onboarding friction that drives early churn.
Process inconsistency across reps and regions
Your top reps follow a different process than the rest of the team, and nobody has documented the difference. ClearTeam makes the high-performing patterns visible and transferable.
Typical outcomes
What leadership gets at the end
3–6
Pipeline friction points identified
Each with a decision card and first corrective action
72h
Full sales process map delivered
Based on aggregated signal from your team, not guesswork
100%
Anonymous participation
Reps share the truth because responses are never attributed individually
How it works
From launch to board-ready insight in 72 hours
Set your revenue objective
Focus on a specific funnel stage, a recent drop in conversion, a new market, or a cross-team handoff issue. ClearTeam generates a tailored question plan.
AI interviews the people closest to deals
Sales reps, SDRs, AEs, and CS managers each get a short anonymous AI voice interview. They describe their process, their tools, and where things break.
ClearTeam finds the patterns
Responses are semantically clustered: recurring friction points, tool gaps, qualification inconsistencies, handoff failures, and CRM discrepancies surface as structured findings.
Leadership gets a revenue operations report
The report includes a deal-flow map, top revenue leak points with business consequence, cross-team friction edges, and a prioritized 30/60/90-day action plan for the revenue team.
Sample findings
The kind of answers you'll get
- Qualified deals that receive a follow-up within 4 hours close at 2× the rate, but 60% of follow-ups are sent the next business day due to CRM friction and competing priorities.
- The Sales-to-CS handoff is missing key technical context in 4 out of 5 enterprise deals, causing the same discovery questions to be asked twice and extending onboarding by 2–3 weeks.
- 3 reps are consistently skipping the 'next step confirmed' stage in HubSpot, creating a false sense of pipeline health and inflating the 30-day forecast.
- Demo qualification is inconsistent: 40% of demos are run without confirming budget authority, and the team has no documented criteria for when to qualify out.
- Revenue operations overhead (manual CRM updates, pipeline reviews, status reporting) consumes an average of 6 hours per rep per week, a recoverable 15% of selling time.
All findings are based on aggregated responses. We analyze work, not workers.
Privacy-first by design
We analyze work, not workers.
ClearTeam never scores individuals, infers emotions, or stores raw transcripts by default. Every report is built on aggregated, anonymized signals (EU AI Act compliant, GDPR-ready).
Ready to run your first diagnostic?
Set up a diagnostic, select participants, and get a board-ready report in under 10 minutes of your time.
Map your sales process