Most service firms find their next opportunity through existing client relationships. But when delivery insights depend on someone’s memory, valuable sales opportunities often get missed.
Project notes, tickets, call records, and delivery learnings are managed across different tools and teams. Important account details get overlooked without a system in place.
When only a few people in the management team know each client’s history and next needs, new sales opportunities wait on their time.
New decision-makers, growing teams, and recurring project issues can signal new needs. Miss them, and another provider may step in first.
Your GenAI, agent development, data analytics solutions, or a product idea may be ready to sell, but existing clients are not always considered or suitable for them(and this gets paid for in bench time).
When a project manager or account lead leaves a company, valuable client history or the rapport often leaves with them, along with potential sales opportunities.
Existing client relationships often hold more opportunities than the sales team can see. Delivery2Deals reviews delivered scope, deferred requirements, open tickets, and known limitations to suggest 3 to 7 relevant next opportunities for each account.
Finding new prospects that match your strongest client relationships takes more than industry filters. Delivery2Deals compares companies by industry, size, business model, geography, and maturity, then scores them based on how closely they match your past clients.
A prospect is easier to approach when there’s relevant work to back the conversation. Delivery2Deals connects lookalike opportunities with similar projects you’ve delivered, anonymising client references wherever NDA restrictions apply.
Knowing when to approach a prospect matters as much as knowing whom to approach. Delivery2Deals tracks website activity, LinkedIn updates, hiring, funding and M&A, technology stack, leadership changes, and reviews to identify timely sales opportunities.
Reaching the right company is not enough if the pitch lands with the wrong person. Delivery2Deals maps each opportunity to relevant departments and stakeholders based on existing relationships and their business priorities.
Researching an opportunity is only half the work. Delivery2Deals prepares an outreach email, discovery call script, and proposal outline for every approved idea, with messaging that reflects the prospect and client relationship.
Share project documents, case studies, and ticket exports for the accounts you choose, under NDA. You can redact any information before sharing.
Our team organises what was delivered, deferred, and raised across each account. The engine adds seven live public signals to complete the account picture.
The engine identifies next-best projects for existing accounts and finds lookalike prospects based on your past clients. Every opportunity comes with supporting evidence and a confidence level.
Review each opportunity in one place and mark it as ‘Would Land’, ‘Uncertain’, or ‘Would Not Land’. Your rejection reasons help improve the next run.
Use the drafted email, discovery call script, and proposal outline for approved ideas. Track every conversation to see how each opportunity progresses and what results it brings.
Discover the impact of Delivery2Deals from DataToBiz for delivery and client support teams.
Purpose, access permissions, and data retention terms are agreed in writing before any files are shared.
Documents are deleted within 30 days of the engagement ending and are never used to train models.
Start with a free review based only on two of your published case studies.
No. of founding partner seats
Weeks to work across 5 to 10 accounts
Hrs total time required from your team
| The Partnership | The Value You Get |
|---|---|
| Project documents, case studies, and ticket exports for 5 accounts | All data entry and engine runs handled by our team |
| A 45-minute kick-off and a short weekly review | Evidence-backed opportunities for every account |
| Action on your best approved ideas | Lookalike prospects with reference-led pitches |
| An honest exit conversation | Drafted emails, call scripts, and proposal outlines |
| Your time and feedback across the engagement | Before-and-after results and founding-partner pricing |
