MEDDPICC scorecard
Generates a MEDDPICC deal qualification scorecard per account, scoring 0–3 for each element with evidence citations
4 sources HandoffPrepare for customer
Synthesizes account health, recent activity, stakeholder dynamics, and open risks into a pre-meeting prep brief
5 sources HandoffScore MEDDPICC
Evaluates each MEDDPICC element against available account data, scoring deal readiness and surfacing gaps
5 sources OnboardBuild success plan
Generates a structured success plan with goals, KPIs, milestones, and mutual commitments
6 sources OnboardCheck onboarding status
Summarizes onboarding milestone completion, active blockers, and time-to-value trajectory
5 sources OnboardOnboarding laggard
Identifies customers behind on onboarding by comparing WAU adoption to expected benchmarks for their stage and tier
1 source ActivateFeature mention
Detects if a specific feature was discussed in calls, emails, or tickets
3 sources ActivateLow engagement warning
Flags customers showing low engagement — no recent meetings, support contact, or outreach response.
2 sources ActivateMulti-product activation
Tracks multi-feature adoption and platform engagement across key products
1 source ActivateRoadmap match
Checks if customer feature requests align with a provided roadmap
2 sources ActivateUnfulfilled feature requests
Identifies customers who have requested features not yet fulfilled
1 source ActivateUsage trend
Tracks whether product usage is growing, stable, or declining vs. the prior 90-day period
1 source MonitorBad call
Detects customers with poor eCSAT scores (less than 4) in the last 2 weeks
1 source MonitorBuild VoC report
Synthesizes themes from calls, tickets, and sentiment data into a Voice of Customer artifact for product teams
3 sources MonitorCall count (90d)
Tallies the total number of meetings held in the last 90 days
1 source MonitorCompetitor mentions
Identifies customers who have mentioned competitors in recent communications
2 sources MonitorCustomer health brief
Synthesizes health signals, risks, and opportunities into a 1-page executive brief with three prioritized next steps
5 sources MonitorDiagnose account issues
Surfaces and prioritizes everything going wrong at an account with root cause analysis and a recovery plan
5 sources MonitorEscalation risk
Detects active escalations — repeated unresolved issues or executive involvement
3 sources MonitorFlag issue trends
Surfaces recurring bugs, escalations, and issue patterns tied to a specific product area across accounts
3 sources MonitorFlag sentiment declines
Surfaces accounts with deteriorating sentiment over the past 90 days, ranked by severity of decline
4 sources MonitorHours spent
Estimates total hours invested in a customer across meetings and emails over the last 6 months
2 sources MonitorLast call date
Finds the date of the most recent meeting or call
1 source MonitorPre-call brief
Creates a comprehensive executive brief for upcoming customer calls
6 sources MonitorRank feature requests
Aggregates and ranks feature requests by frequency, ARR impact, and account tier
2 sources MonitorSentiment trend
Tracks whether customer sentiment is improving, stable, or declining across recent interactions
3 sources MonitorSummarize post-call
Extracts key takeaways, risks, commitments, and next steps from a customer call transcript
3 sources RenewBuild churn save plan
Diagnoses churn risk drivers and generates a structured save plan with prioritized actions, owners, and timelines
5 sources RenewBuild QBR deck
Generates a customer-facing QBR slide deck grounded in data gathered across all account signals
7 sources RenewBuild QBR prep
Compiles a quarter-in-review with usage trends, wins, risks, and strategic recommendations into a QBR prep brief
6 sources RenewDraft escalation brief
Synthesizes escalation history, business impact, and a recommended resolution path into a single-page brief
3 sources RenewFlag at-risk renewals
Surfaces accounts with low health scores and upcoming or recently expired renewals, ranked by ARR-at-risk impact
4 sources RenewForecast renewals
Projects renewal outcomes for all accounts in the upcoming window, classified as On Track / Needs Attention / At Risk
5 sources RenewRenewal intent
Analyzes recent communications for explicit churn or non-renewal signals, classified by severity
3 sources RenewRenewal play
Classifies renewal strategy per account as auto-renew, risk: human touch required, or upsell: human touch required
5 sources ExpandExecutive departures
Tracks C-suite and VP-level leadership changes via web search (past 6 months)
1 source ExpandExpansion opportunities
Classifies per-account expansion readiness based on usage growth and interest in unpurchased features
4 sources ExpandFind expansion opportunities
Surfaces upsell, cross-sell, and seat-expansion signals grounded in usage trends and feature requests
5 sources ExpandFunding announcements
Tracks funding rounds, IPOs, and acquisitions via web search (past 12 months)
1 source ExpandLayoff check
Monitors layoff announcements and workforce reductions via web search (past 120 days)
1 source ExpandM&A activity
Monitors merger and acquisition activity involving a customer via web search
1 source ContactsBuying intent
Identifies contacts who have expressed interest in trying a new feature or product
2 sources ContactsCareer snapshot
Builds a one-line career snapshot: current title, last promoted date, and date joined the company
1 source ContactsChampion status
Classifies a contact as champion, detractor, or neutral based on recent communications and behavior
2 sources ContactsEconomic buyer
Determines if a contact is an economic buyer based on email and meeting history
2 sources ContactsG2 review candidate
Flags contacts with strong positive sentiment as candidates for G2 review outreach
2 sources ContactsJob title lookup
Finds the contact's current job title
1 source ContactsLinkedIn lookup
Finds the contact's LinkedIn profile URL
1 source ContactsRecent public mention
Finds a recent public mention of the contact in news or notable posts
1 source ContactsRecently departed
Identifies contacts who have recently left the company based on LinkedIn data
1 source ContactsRecently promoted
Identifies contacts who have recently received a promotion based on LinkedIn data
1 sourceNew prompts ship regularly — or run any of these on autopilot inside Sonora.