ClearInsightsAI is a data intelligence company that transforms how mid-market businesses extract actionable insights from their existing transaction data. We have sophisticated AI agents that analyze customer and product data to identify hidden sales and profit growth opportunities and relationship risks without requiring additional data sources or complex system integrations.

We focus on mid-market B2B companies with:

• $30M-$750M in annual revenue
• 50-1,000 employees (especially with 10-200 employees in sales, account management, or pricing roles)
• 500-10,000+ active B2B customers
• High-frequency repeat purchasing models
• 500-5,000 SKUs across multiple item groups

Unlike traditional analytics that require massive data overhauls or generic AI that can't handle operational complexity, we:

• Work with just 12 data points you already have
• Deliver actionable results in 7 days, not months
• Provide specific, AI assisted actions to take, not just insights
• Focus on Fortune 500 capabilities at Main Street prices
• Require no new systems, dashboards, or process changes

We work with just 12 data points from your existing systems:

1. What was sold (product ID)
2. When (transaction date)
3. To whom (customer ID)
4. For how much (price)
5. How many (quantity)
6. COGS (cost of goods sold)
7. Item Group
8. Item Type
9. Sales Rep
10. Customer Segment
11. Geography
12. Wildcard (price level, loyalty program, etc.)

We prefer 2 years of transaction history to establish reliable baselines and identify meaningful patterns. However, we can work with as little as 18 months of data, though with slightly reduced accuracy in trend analysis.

Yes. We implement enterprise-grade security measures including data encryption, secure transfer protocols, and strict access controls. We can work with anonymized data and delete all information after analysis if required.

Our approach is designed to work with your existing systems without disrupting them. We don't require new dashboards, quoting tools, or process changes. Insights can be delivered through your preferred communication channels (email, CRM, etc.) or through our SaaS platform.

Our AI Agents are specialized algorithms that focus on specific business challenges. Rather than generic analysis, each agent is designed to solve particular problems like customer churn, pricing inconsistencies, or cross-sell opportunities.

Customer CPR (Customer Pulse and Retention) identifies at-risk customers 60-90 days before traditional metrics show warning signs. It creates customer-specific baselines and detects subtle changes in purchasing patterns that indicate relationship deterioration.

The Canary Item Agent detects when customers stop purchasing specific products while continuing to buy others. This often signals competitive infiltration or product dissatisfaction before overall relationship decline becomes visible.

This agent analyzes purchasing patterns to identify which products each customer should be buying but isn't. It maps natural product adoption pathways and predicts the next logical purchases for each customer.

The Vampire Agent identifies products that appear profitable but actually lose money when all costs are considered. It goes beyond basic COGS to estimate handling, shipping, and overhead costs based on transaction patterns.

Our Pricing Intelligence Suite includes:

• Pricing Outlier Agent: Identifies unjustified price variations
• Entitlement Drift Agent: Spots customers receiving unearned discounts
• Cost-to-Serve Analysis: Evaluates true profitability including service costs
• Margin Leakage Cascade: Tracks how pricing issues spread

We deliver initial insights within 7 days of receiving your data. Implementation of recommendations can begin immediately, with measurable impact typically visible within 30-60 days.

Typical outcomes include:

• 2-5% margin improvement through pricing optimization
• 10-20% additional revenue from improved customer development
• 20-40% reduction in unexpected customer churn
• 15-25% increase in cross-sell conversion rates
• 15x minimum cash-on-cash return on investment

No. Our approach is designed to work within your existing processes. We provide specific recommendations that your team can implement using current systems and workflows.

We provide:

• Detailed implementation guidance for each recommendation
• Templates for customer communications
• Training on interpreting and acting on insights
• Ongoing support to ensure successful execution

Traditional BI tools show you what happened. Our AI Agents predict what's about to happen and tell you exactly what to do about it. Instead of generic dashboards, you get specific, prioritized action items.

CRM AI features typically focus on lead scoring and pipeline management. Our agents analyze transaction patterns to find hidden opportunities and risks in your existing customer relationships—insights your CRM can't provide.

Generic language models can chat about your business but can't process millions of transactions to spot vampire products or predict customer churn with mathematical precision. They're great for conversation, terrible for the complex pattern recognition that drives margin improvement.

Enterprise solutions are designed for large companies with dedicated data teams and massive budgets. We provide similar analytical power but designed specifically for mid-market companies with simpler data environments and faster implementation needs.

Our pricing is designed to deliver a minimum 15x cash-on-cash return. Specific investment levels depend on company size and complexity, but we structure engagements to ensure rapid payback through identified opportunities.

We typically work with companies on an initial project basis to demonstrate value before any long-term commitments. This allows you to see concrete results before making larger investments.

While we can't guarantee specific outcomes, our track record shows consistent value delivery. We typically identify opportunities worth 5-10% of annual revenue within the first analysis, providing substantial return even with partial implementation.

The process is simple:

1. Initial Consultation: 30-minute call to understand your challenges
2. Data Assessment: Review of your available data to confirm fit
3. Pilot Analysis: a free analysis of your transaction data
4. Results Presentation: Detailed review of findings and recommendations
5. Implementation Planning: Development of action plan for capturing opportunities

We specialize in working with imperfect data. Our preprocessing capabilities handle common issues like inconsistent customer names, varying product codes, and data quality problems. Most "messy data" situations are actually quite workable.

No. We handle all the complex analytics and deliver insights in plain English with specific action steps. Your team focuses on execution, not analysis.

Our approach is designed for rapid value demonstration. If the initial analysis doesn't reveal actionable opportunities worth significantly more than our fee, we won’t move forward with engagement.

Yes. Our Customer Acquisition Value Predictor identifies characteristics of high-value prospects based on your existing customer patterns, improving acquisition ROI by 15-25%.

Our Competitive Vulnerability Assessment identifies patterns suggesting competitive threats and opportunities to win back partially lost customers, often detecting issues 3-5 months before they become visible.

Our Margin Seasonality Agent identifies cyclical patterns in pricing, volume, and margin, enabling proactive seasonal strategies that typically improve annual margins by 3-5%.

We work across multiple B2B industries including:

• Manufacturing, distribution, consumer packaged goods, industrial products
• Private equity
• CPA firms
• Turnaround/distressed assets

While our core methodology applies across industries, we tailor our analysis to recognize industry-specific patterns and challenges. Our agents learn your business's unique characteristics rather than applying generic templates.

After initial implementation, we offer:

• Quarterly data refreshes to identify new opportunities
• Performance tracking of implemented recommendations
• Additional analysis as your business evolves

Training for new team members

Absolutely. We complement internal analytics capabilities by providing specialized AI agents your team may not have time or expertise to develop. We can work collaboratively or provide analysis for your team to implement.

Our approach adapts to business evolution. As you add products, enter new markets, or change strategies, our agents can be reconfigured to reflect your new reality.

Contact us for a no-obligation consultation:

• Email: info@clearinsights.ai
• Phone: 571.228.6812
• Website: clearinsights.ai

Come ready to discuss:

• Your current challenges with customer retention and growth
• The systems you use for transaction data
• Your goals for margin improvement and revenue growth
• Any previous experiences with business analytics

Yes, we can connect you with similar companies who have implemented our solutions, though we respect client confidentiality and will only make introductions with permission.