Reports nobody read, written by people who hated writing them.
A five-person sales team was assembling complicated PowerPoint updates and emailing them up the chain. The decks arrived late, read badly, and broke formatting every week. So leadership stopped reading them — and once reps noticed, they stopped putting effort in. Both sides lost sight of live projects.
The fix wasn't "more reporting discipline." It was making the report almost free to file and worth reading. The name? North America's smallest falcon hovers, watches, and doesn't waste a move. That was the spec.
- Reps talk instead of type. A two-minute voice check-in with an AI agent replaces the weekly deck. The transcript becomes the update.
- Numbers come from the system. Figures come straight from the CRM — Salesforce in production, Salesforce-shaped sample data in the demo — so nobody re-keys totals or argues about whose number is right.
- Leadership gets one view. An executive hub compares reps and projects side by side, with an AI-drafted weekly brief that links back to its sources.