CEO Brief
The executive summary — top patterns, strategic risks, and the three things to act on this month.
The engagement
From first conversation to a full intelligence suite — here's exactly how a Moat engagement works.
①
We learn about your business, your market, and what questions you need answered. If it's a fit, we sign a mutual NDA and research your company context — competitors, positioning, market dynamics — so we know what to listen for. Your data is protected before a single file changes hands. See our privacy commitment.
②
You export your call transcripts from whatever tools you use — PDF from Zoho, .docx from Granola, .xlsx from Fireflies, .txt from Gong or Otter, or any other format. We accept them all. Share the files directly with us. We process everything on our own machine — your transcripts never touch a server. See our export guides.
③
We filter noise first — in a typical dataset, 50%+ of recordings are voicemails and dead calls. Then we read every qualifying conversation together, not one at a time, and cross-reference your entire archive. Patterns, contradictions, competitive signals, and blind spots emerge that are invisible in any single call. The result: a 9-report intelligence suite. Turnaround: 72 hours. See why this matters.
④
We don't just send you a PDF. We walk you through the findings live — with audience-specific reports for every leader on your team: a CEO Brief for you, Sales Intelligence for your VP Sales, Voice of Customer for your marketing team, and six more. Each report is tailored to the decisions that person actually makes.
The pipeline
┌──────────────┐ ┌──────────────┐ ┌──────────────┐
│ 2,270 calls │ ──► │ Quality Gate │ ──► │ 1,117 calls │
│ (.pdf .docx │ │ Filter noise │ │ Pure signal │
│ .txt .xlsx) │ │ 51% removed │ │ │
└──────────────┘ └──────────────┘ └──────┬───────┘
│
┌────────────────────────────┘
▼
┌───────────────────────┐
│ Cross-conversation │
│ evidence compilation │
│ 20 threads · 10 │
│ contradictions │
└───────────┬───────────┘
│
┌────────────┼────────────┐
▼ ▼ ▼
┌──────────┐ ┌──────────┐ ┌──────────┐
│ CEO Brief│ │ Sales │ │ Voice of │
│ │ │ Intel │ │ Customer │
└──────────┘ └──────────┘ └──────────┘
... 9 reports total
"In our most recent engagement, we analyzed 2,270 calls. 51% were voicemails, wrong numbers, and dead air. Our quality filter removed them before analysis — so every pattern in the report is backed by real conversations, not noise."
What you receive
The executive summary — top patterns, strategic risks, and the three things to act on this month.
Win/loss patterns, objection clusters, and competitive positioning your sales team can use tomorrow.
Eight dimensions scored and backed by evidence — product-market fit, pricing power, founder dependency, and more.
How your team actually sells — talk ratios, discovery depth, and where calls go off the rails.
Feature requests, friction points, and unmet needs — extracted from what customers actually say, not what they submit in tickets.
Churn risk signals, expansion opportunities, and sentiment shifts hiding in your conversation data.
What your customers say about competitors, market shifts, and buying criteria — straight from their words.
The language your customers use to describe their problems — ready for your marketing team to use in copy and positioning.
Commitments your team made on calls, unresolved issues, and anything that could become a problem if left unaddressed.