Answer what did we agree in May.
What the team knows about a client becomes searchable, and every answer names where it came from.
- Step 01
Ask in plain language
Type the question the way you would ask a colleague: what did we agree with Halcyon in May. No query language, no digging through folders.
Example dataWhy did qualified leads jump in late July?
Trade-press coverage of the range tests landed in week 23. Lead volume doubled within three weeks of it and has held above the pre-coverage level since.
Sources
Radar*form category reportnorthwind · week 23 · coverageCampaign weekly seriescmp-nw-q3 · weeks 19-32 - Step 02
Read the sources, not just the answer
The answer names its sources: the signed amendment and the change log entry, with locators precise enough to open the document and check.
Example dataWhy did qualified leads jump in late July?
Trade-press coverage of the range tests landed in week 23. Lead volume doubled within three weeks of it and has held above the pre-coverage level since.
Sources
Radar*form category reportnorthwind · week 23 · coverageCampaign weekly seriescmp-nw-q3 · weeks 19-32 - Step 03
Trust it because you can check it
A grounded answer with visible sources goes straight into a client conversation or an internal decision, without a verification detour.
Example dataWhy did qualified leads jump in late July?
Trade-press coverage of the range tests landed in week 23. Lead volume doubled within three weeks of it and has held above the pre-coverage level since.
Sources
Radar*form category reportnorthwind · week 23 · coverageCampaign weekly seriescmp-nw-q3 · weeks 19-32 - Step 04
See the research behind the numbers
The signals that feed the answer carry the same disclosure: each finding names where it came from, and the coverage limits are published.
Example data- Margin crossed below zeroThe onboarding rebuild's margin went negative in week 4; burned hours passed the fee's break-even point.Alert
- Lead inflection heldQualified leads have stayed at or above 25 for six consecutive weeks after the week-23 coverage.Watch
- Press kit approvals completeAll launch claims but two are cleared by legal; the kit shipped with the cleared seven.Note
- Claim wording changedTwo retail groups tightened green-claim wording in Q3; the monitoring brief needs a section update.Watch
- Scope requests continueThree change requests arrived after the May amendment; none are approved and none are in the fee.Watch