Perch Insights
For the CRO

Stop managing last week's results. Start acting on today's signals.

By the time your team pulls the data, builds the analysis, and presents the findings, the quarter has already moved. Perch tells you exactly where leads are falling off and why, by source, agent, and funnel stage, before the window closes. Your Mission Control for revenue. Always analyzing. Always ready with an answer.

See How It Works
The Challenge

Every revenue leader knows this moment.

You know something is wrong. You just cannot prove it fast enough.

Conversion shifted. Lead quality dropped. Something in the funnel moved. You feel it before the data confirms it. And by the time the analysis arrives, the decision window has closed and the problem has compounded.

Every answer requires a meeting.

A simple question, why did conversion drop this week, becomes a ticket, a wait, a slide deck, and a Thursday. Your competitors are adjusting their campaigns and coaching their agents while you are still scheduling the debrief.

You get told what happened. Never why.

Dashboards show the number moved. They do not tell you which source, which agent, which funnel stage, or what to do about it. That work still falls on humans who are already stretched.

Mission Control for Revenue

Where leads fall off. Why conversion dropped. Which agents are closing the gap. Before you ask.

The Guide · Revenue
Monday · 7:14 AM
SURFACED · OVER WEEKEND
Lead quality from paid search declined 18% this week. Three agents account for 60% of the conversion gap. Contact strategy adherence dropped below 70% in the West region.
Lead Quality · Paid Search
Vendor B · 7-day rolling
−18%
Conversion Gap · 3 agents
Bottom quintile · West
60%
Contact Strategy · West
Benchmark 92%
68%
Paid Search · Qualified Lead Rate · 14d
−18%
shift detected
Direction · Pause Vendor B spend pending source-level requalification. Pull martinez, lee, chen into focused coaching today.
Open threadNotify owners
Before you ask

The signal finds you.

Perch monitors your entire revenue funnel around the clock. The moment something moves outside expected range, it surfaces the signal, identifies the driver, and tells you where to look. You walk into Monday morning already knowing what changed over the weekend.

The Guide · Ask
Live session
Why did conversion drop in Q1?
Conversion fell 2.3 points in Q1. Three drivers, in order of impact:
1
Lead quality40% of decline
Vendor B paid-search leads degraded after their February model change. Contact rate fell 9.4% and qualified-lead rate fell 6.1%.
EVIDENCE · CRM · Marketing · 14d
2
Agent execution35% of decline
Three agents in the bottom quintile account for 60% of the residual gap. Coaching backlog from January was not cleared before Q1 ramp.
EVIDENCE · Dialer · WFM · 30d
3
Campaign mix shift25% of decline
Win-back campaign ran 11% over plan, shifting volume to a lower-converting cohort. Within target this week.
EVIDENCE · Marketing · CRM · QTD
Direction · Requalify Vendor B at source level. Clear coaching backlog this week. Reset win-back pacing to plan.
Ask a follow-up · "show lead quality by source"Send
The moment you ask

An answer. Not a chart.

When you have a question, type it in plain language. Perch has already done the analysis. The answer comes back in seconds with cited evidence, root cause by segment, and a clear direction for action. Not a chart. Not a deck. An answer.

Results

A for-profit education provider. $750M in revenue. Fragmented data across marketing, CRM, dialer, and voice systems.

+23%
Conversion Rate
−17%
CAC
+19%
Prospect Engagement
+30pt
Agent Performance Gap Improvement
“We finally have consistent execution. Follow-up gaps disappeared, and agent performance tightened fast.”
Revenue Operations Leader · For-Profit Education Provider

Contact strategy adherence rose from under 50% to 90%. The performance gap between the top and bottom agent quintiles collapsed from 42 points to 12 in a single quarter.

What You Get

The full revenue picture. Updated continuously.

01

Lead Quality by Source

Know which campaigns are generating leads that actually convert, not just leads that look good on a cost-per-lead report. Perch connects marketing inputs to sales outcomes across every source system.

02

Conversion by Agent and Funnel Stage

See exactly where prospects fall out of the funnel and which agents are driving or dragging the number. No more aggregate reports that hide the variance.

03

Contact Strategy Compliance

Know whether your team is executing the contact cadence you built. Missed follow-ups and stalled leads surface automatically before they age out.

04

Campaign to Revenue Attribution

Connect every marketing dollar to downstream conversion and retention outcomes. Know which spend is generating profitable customers, not just activity.

For the CRO

See what Perch would surface in your revenue funnel.

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