Perch Insights
For the COO

Something is always moving in the wrong direction. Perch tells you what, why, and what to do before the window closes.

You are running a complex operation across multiple systems, teams, and vendors. By the time a problem surfaces through the normal reporting cycle, it has already compounded. Perch is Mission Control for your operation. It monitors everything, surfaces what matters, and answers any question before the moment to act has passed.

See How It Works
The Challenge

Running an operation blind is not a strategy.

You are always one step behind the signal.

Something shifts in agent performance, vendor execution, or operational throughput. By the time it shows up in a weekly report, the problem has compounded and the cost has already been paid. You need to know the moment it moves, not seven days later.

Your data lives in too many places to trust.

CRM, dialer, WFM, CCaaS, billing. Each system tells a different story. Reconciling them takes days and still produces numbers that people argue about in the meeting instead of acting on.

The knowledge walks out the door.

Your best operators understand the business deeply. They know the patterns, the seasonal shifts, the vendor quirks. When they leave, that understanding leaves with them. There is no system that holds it, and no way to replace it quickly.

Mission Control for Operations

Every operational signal. Surfaced automatically. Answered in seconds.

The Guide · Operations
Monday · 7:14 AM
SURFACED · OVER WEEKEND
Schedule adherence dropped 11 points in the East region this week. Two supervisors account for the majority of the gap. Staffing coverage during peak hours fell below threshold on three of five days.
Schedule Adherence · East
WFM · 7-day rolling
−11 pts
Supervisor Variance
@nguyen · @rivera
2 of 14
Peak Coverage · Mon–Wed
Below threshold days
3 of 5
East Region · Schedule Adherence · 14d
−11 pts
shift detected
Direction · Pull nguyen and rivera into adherence coaching today. Reset peak-hour staffing model before Monday.
Open threadNotify owners
Before you ask

The signal finds you.

Perch monitors your entire operation around the clock. Agent performance variance, routing failures, schedule adherence gaps, vendor execution gaps. The moment something moves outside expected range, Perch surfaces it with the driver identified. You do not have to hunt for the problem. Mission Control finds it for you.

The Guide · Ask
Live session
Which vendors are underperforming and why?
One vendor is materially behind plan. Vendor B is converting at 4.1% versus a 7.2% portfolio benchmark. Driver breakdown:
1
Lead quality55% of gap
Source-level qualified-rate fell 6.1 points after their Feb model change. Contact rate also down 9.4%.
EVIDENCE · Vendor feed · CRM · 14d
2
Agent execution30% of gap
Vendor B leads are routed to a lower-tenure pool. Coaching backlog from January was not cleared before Q1 ramp.
EVIDENCE · Dialer · WFM · 30d
3
Contact mix15% of gap
Win-back share of dialed volume ran 11% over plan, shifting effort to a lower-converting cohort.
EVIDENCE · Dialer · CRM · QTD
Quarter-to-date revenue impact
Versus a return to portfolio benchmark
−$1.4M
Direction · Pause Vendor B scaling until source-level requalification. Reroute volume to tenured pool. Reset win-back pacing to plan.
Ask a follow-up · "show contact rate by tenure"Send
The moment you ask

Three days of debrief in thirty seconds.

When you have a question about any part of the operation, type it in plain language. Perch has already connected the data across every system. The answer comes back in seconds with root cause, supporting evidence, and a clear direction. The operational debrief that used to take three days now takes thirty seconds.

Results

A for-profit education provider. Complex operation across marketing, CRM, dialer, and voice systems. No visibility into agent execution or contact strategy compliance.

<50→90%
Contact Strategy Adherence
42→12
Agent Performance Gap
+23%
Conversion Rate
−17%
CAC
“We finally have consistent execution. Follow-up gaps disappeared, and agent performance tightened fast.”
Revenue Operations Leader · For-Profit Education Provider

The performance spread between the top and bottom agent quintiles collapsed from 42 points to 12 in a single quarter. Operational execution went from inconsistent to measurable and manageable. Conversion lifted 23% and CAC fell 17% as a downstream consequence.

What You Get

The full operational picture. Updated continuously.

01

Agent Performance Variance

Know which agents and teams are driving your performance spread, and which supervisors are closing the gap through coaching. Stop managing averages and start managing the outliers that move the number.

02

Vendor and Channel Execution

Monitor every vendor and channel against expected performance benchmarks in real time. When a vendor underperforms, Perch isolates whether the cause is lead quality, execution, or mix before anyone has to ask.

03

Schedule Adherence and Staffing Gaps

Surface the adherence gaps, routing failures, and staffing misalignments that are costing you throughput every day. Know where the operation is leaking before the weekly report arrives.

04

Cross-Functional Operational Intelligence

Connect data across CRM, dialer, WFM, CCaaS, and billing into one governed source of truth. One number, one answer, no more reconciliation meetings before the actual decision can be made.

For the COO

See what Perch would surface in your operation.

Thirty minutes. Your data. Your questions. Real answers.