with account A.
From customer history
to accountable action.
Construction & Industrial Distribution
Distribution · Sales · Leadership
Intelligence
Retain. Recover. Expand.
follow-up.
with the account.
next offer.
Earn the second purchase.
Within 60 days
One action. Clear ownership.
Illustrative workflow
with account A.
Documented use.
Uplift still unproven.
Historical answer evaluation
August 22–September 3, 2026
Clean pass
251 turnsNeeds review
65 turnsClear failure
13 turnsProve value. Then scale.
Proposed pilot
Prioritized follow-up
Usual sales process
Define groups before launch. Complete the full 60-day observation window.
Evidence, sources & scope
Basis: anonymized internal commercial intelligence project records reviewed for this showcase. This is a TAG AI Solutions use case, prepared September 2026. The 22.35% baseline and ≥30% target are project-record figures; the target is not an achieved result.
- docs/GOAL.md (August 21, 2026): 78 of 349 qualifying new customers made a second purchase within 60 days; target ≥30% within two quarters of the pilot. The plan calls for a four-week pilot with a comparison group.
- README.md (status September 9, 2026): implemented commercial capabilities, intentional trial shutdown, and July 31, 2026 data cutoff.
- asistente/docs/CAPABILITY-VERIFICATION.md (August 27, 2026): action ownership, customer context, outcome verification, coaching, exports, and external data boundaries.
- Historical conversation evaluation (September 9, 2026): historical review of 329 human turns; 251 clean passes, 65 review cases, 13 failures. Voice quality was a historical weakness. The evaluation is not a test of the September 9 release, and its independent judge could not recompute every business fact.
Measurement limits: no causal revenue lift, retention improvement, productivity gain, or realized return on investment is claimed. Recommendations indicate potential opportunity; verified outcome records do not by themselves establish causation. The comparison-group design above is the proposed route to stronger evidence.
Scope: product and operating-model showcase. No private customer transaction records, customer identities, credentials, or client endorsements are embedded. Diagram labels describe implemented workflows or explicitly proposed measurement steps.