Process Control + Valve Management — proven expansion candidate
Expansion signal
Communication Gap
15 months
Sarah Holbrook (decision-maker) never contacted by your team
High risk · Act now
Market Data
61%
Of comparable accounts have deployed this product — peer pressure building
Peer signal
CRM Intelligence
2 visits
Both logged with facilities manager only — no executive contact on record
CRM gap detected
Live Signal
£28M
Refinery upgrade programme confirmed in trade press 3 days ago
Long-term · 3yr opp.
◎ LLM + Knowledge Graph synthesis
LLM + Knowledge Graph synthesis
CRM notes confirm team-level support and Holbrook holds final sign-off above £75K — but she has been in post 15 months and has never been formally introduced to your company. The £28M upgrade programme confirmed 3 days ago creates a natural, non-renewal reason to reach out. At 31 days to renewal this is the highest-risk, highest-value action in your current book.
→Contact Sarah Holbrook directly this week. Reference the upgrade programme — not the renewal. Goal: site visit within 14 days.
OT Cybersecurity Shield · £175K/yr · Renewal 72 days · ⚡ CRM budget freeze contradicts £220M funding confirmation
◎ 74%★ 87%
⚡ Contradiction
ACT TODAY
Meridian Industrial Systems Ltd
Predictive Maintenance AI · £195K/yr · 48-day contact gap · Technology evaluation confirmed underway
◎ 46%
⏱ 48-day gap
£820K
Pipeline surfaced
22m
Admin saved per action
3 wks
Earlier than CRM signals
0
Manual CRM entries needed
ILLUSTRATIVE · VISION PREVIEW
Caledonian Process Group Ltd›Book introduction — Sarah Holbrook
1
2
3
4
5
Prepare
📋 Contact
SH
Sarah Holbrook
Operations Director · Feb 2025 · 15 months
Emails.holbrook@caledonian-process.co.uk
Phone+44 1382 441 200
Revenue£9.1M/yr
⚡ Install base
✓Process Control Suite v3.8 (2020)
✓Valve Management Pro (2018)
Score: 84/100 · Forecast: 71%
✉ Message draft — Stellicor generated
Hi Sarah,
I'm writing to introduce myself — we've supported Caledonian Process Group's operations for several years alongside your team.
I saw the announcement about the refinery upgrade programme this week and wanted to reach out directly…
Platform
🟣Teams
🔵Zoom
🟢Meet
Suggested times
Tue 20 May — 10:00–10:20 AM
Tomorrow · 20 min · Video call
Thu 22 May — 2:00–2:20 PM
2 days · 20 min · Video call
Confirm & send
Review exactly what will happen. Message stages in your email client for a final check.
🟣
Microsoft Teams invite sent to Sarah Holbrook
s.holbrook@caledonian-process.co.uk · Tue 20 May, 10:00 AM · 20 min
📅
Calendar event created in your diary
"Book introduction — Sarah Holbrook" · Tue 20 May · 20 min
⚡
Activity auto-logged in CRM
Predictive Maintenance AI · Status: Invite sent · 20 May 2026 · Zero manual input
✉
Message staged in your email client
Final review before send — you remain in full control
Handling everything automatically…
You will never need to log any of this manually
🟣
Microsoft Teams invite sent
To: s.holbrook@caledonian-process.co.uk · Tue 20 May, 10:00–10:20 AM
📅
Calendar event created
"Book introduction — Sarah Holbrook" · linked to CRM opportunity
⚡
Activity logged in CRM — zero manual input
Predictive Maintenance AI · Status: Invite sent · Next follow-up queued
◎
Next Action — Stellicor has queued your follow-up sequence
Based on the invite sent, Stellicor has automatically planned the next steps. Select the path that fits or confirm the recommended sequence.
📅
Recommended sequence
Follow up in 14 days if no response · Pre-meeting brief 48h before call · Log outcome to recalibrate score
Auto-queued by Stellicor · 3 touch points planned
⚡
Escalate to VP Sales
31-day renewal with uncontacted decision-maker is a VP-level coaching item. Δ -27% score gap flagged.
VP coaching queue · calibration table
Queued follow-up timeline — Caledonian Process Group
Teams invite sent to Sarah Holbrook
Awaiting response · CRM status: Invite sent
Today
Auto follow-up prompt
Stellicor resurfaces if no response received
+14 days
Pre-meeting account brief generated
Talking points · latest signals · do-not-say list
48h before
Outcome logged · Score recalibrated
Stellicor updates forecast and knowledge graph
Post-meeting
✓
Action complete
Book introduction — Sarah Holbrook · All admin handled automatically · Zero manual CRM entries required.
✓ Auto-logged in CRM — nothing for you to do
✓ Activity record: Introduction — Sarah Holbrook · 20 May 2026
✓ CRM status: Predictive Maintenance AI → Invite Sent
✓ Follow-up queued: auto-prompt in 14 days if no response
✓ Admin saved: 22 minutes of manual CRM logging
◎ Next actions in queue — 2 remaining today
→ Northern Energy Dynamics · Request briefing — Marcus Webb · ⚡ CRM contradiction vs £220M funding
→ Meridian Industrial Systems · Reconnect — Dr. Priya Anand · 48-day contact gap
◎
Stellicor AI
Ask about your accounts, industry news, or get strategic analysis
◎ LLM · Live data · Knowledge graph
Context loaded:3 accountsCRM activityInstall baseLive market feedsOil & gas industry signals
⏸ PAUSED
Stellicor
Interactive Demo
Revenue Actions + Stellicor AI
Watch Stellicor surface hidden revenue opportunities, execute actions automatically, then use Stellicor AI to analyse live oil and gas industry news and understand how it affects your accounts.