QMD Query Playbook

High-value cross-domain queries across Ada's 27 data collections — 1M+ documents, one unified search.

27
Collections
1M+
Documents
10
Query Categories
40+
Ready-to-Run Queries
🤝

A. Deal Intelligence

Combine Copper CRM emails, Gong call transcripts, and Slack threads for 360° deal context. Individual sources show fragments — an email thread reveals negotiation terms, a Gong call shows verbal commitment, and Slack surfaces internal team reactions. Only cross-domain search assembles the full picture of deal health, blockers, and next steps.

1. Full Deal Dossier — Everything on a Specific Opportunity

copper-emailsgongslackemails-inboxcalendar
qmd search "Sanofi Patient Finder contract" -c copper-emails,gong,slack,emails-inbox,calendar

Business Question

What is the complete narrative of the Sanofi deal — from first outreach through current negotiation status?

Cross-Domain Value

Copper shows deal stage and dollar value. Gong reveals what the champion said verbally about budget approval. Slack shows your team's internal confidence level. Calendar reveals meeting cadence (accelerating = good). Emails show the actual contract redlines. No single source has this full arc.

2. Champion Engagement Signals

gongemails-inboxcalendar
qmd search "Sarah Chen VP Clinical Operations" -c gong,emails-inbox,calendar,slack

Business Question

How engaged is our champion? Are they actively driving the deal internally, or have they gone silent?

Cross-Domain Value

Calendar shows meeting frequency over time — 3 meetings/week dropping to 1/month is a red flag. Gong shows what the champion actually says about internal dynamics. Email shows response latency. Slack reveals whether our team is concerned. A single-source view might show "active deal" when the champion has actually disengaged.

3. Procurement & Legal Blockers

emails-inboxslackgongconfluence
qmd search "procurement legal review security questionnaire" -c emails-inbox,slack,gong,confluence

Business Question

Where are deals getting stuck in procurement or legal review, and what security/compliance questions keep recurring?

Cross-Domain Value

Emails contain the actual procurement requirements. Gong calls mention timeline hints ("our legal team needs 6 weeks"). Slack shows your team discussing workarounds. Confluence may have previously-completed security questionnaire templates. Combining these lets you preemptively address legal blockers on new deals using patterns from closed ones.

4. Multi-Threading Analysis

gongcalendaremails-inbox
qmd search "Novartis" -c gong,calendar,emails-inbox,copper-emails

Business Question

How many distinct contacts at Novartis are we engaged with? Are we single-threaded (risky) or multi-threaded (resilient)?

Cross-Domain Value

Calendar shows who attends meetings. Gong shows who speaks on calls. Emails show who's on threads. Cross-referencing reveals whether you're talking to 1 person or 5 — and whether the economic buyer has ever been in a conversation. Single-threaded deals are the #1 reason qualified deals die.

5. Verbal vs. Written Commitment Gap

gongemails-inboxcopper-emails
qmd search "we're ready to move forward commit sign" -c gong,emails-inbox,copper-emails

Business Question

Did a prospect verbally commit on a call but never follow up in writing? Where is the gap between spoken intent and documented action?

Cross-Domain Value

Gong captures verbal commitments in real-time ("we'll sign by end of quarter"). Emails show whether that commitment materialized into a signature request or went silent. Copper shows the deal stage — if Gong says "committed" but Copper says "negotiation," someone's being optimistic. This catches pipeline inflation before it hits the forecast.

⚔️

B. Competitive Intelligence

Competitors surface in different contexts — SEC filings reveal their financials and strategy, earnings calls reveal their roadmap, Gong calls reveal what prospects compare you against, and internal Slack/email shows how your team is reacting. Cross-domain search builds a living competitive brief that no analyst could maintain manually across this many sources.

1. Competitor Win/Loss Pattern

gongslackemails-inboxcopper-emails
qmd search "Veeva compared alternative chose competitor" -c gong,slack,emails-inbox,copper-emails

Business Question

When prospects mention Veeva (or choose them), what are the specific reasons? What features, pricing, or relationships tip the scale?

Cross-Domain Value

Gong captures the prospect's exact words ("we like Veeva's integration with our existing stack"). Emails reveal whether the comparison was brought up early or late (late = they're already leaning elsewhere). Slack shows your team's reaction and proposed counter-positioning. Without cross-domain, you'd need to manually correlate call notes with email threads and Slack — across dozens of deals.

2. Competitor Financial Moves

edgarearningsslackgdrive
qmd search "IQVIA revenue growth real world evidence strategy" -c edgar,earnings,slack,gdrive

Business Question

What is IQVIA investing in, and how does their strategic direction overlap with or diverge from ours?

Cross-Domain Value

EDGAR filings show actual R&D spend and acquisition targets. Earnings transcripts reveal CEO strategic narrative. Internal Slack/GDrive shows how your team has already analyzed these moves. Combining public filings with internal analysis surfaces strategic overlap faster than sequential research ever could.

3. Competitive Battlecard Source Material

gongconfluenceslackemails
qmd search "objection handle competitor differentiation why us" -c gong,confluence,slack,emails

Business Question

What are the most effective competitive responses our reps have used? What actually works in the field vs. what's in the battlecard?

Cross-Domain Value

Gong shows real-time competitive handling — which responses made prospects lean forward. Confluence has the official battlecard (often stale). Slack captures informal tips reps share with each other. Cross-referencing shows the gap between official positioning and field reality, driving better enablement.

4. Competitor Hiring & Product Signals

slackemails-inboxedgarearnings
qmd search "Medidata hiring launch new product RWE platform" -c slack,emails-inbox,edgar,earnings

Business Question

Is Medidata building something that competes directly with Patient Finder? What signals indicate a new product launch?

Cross-Domain Value

Earnings calls drop hints about upcoming products. EDGAR filings mention acquisitions. Internal emails may contain competitive intel from prospects who are evaluating Medidata. Slack threads capture real-time team discussion about competitive threats. The signal is distributed — no single source gives you the picture.

🧬

C. Clinical Strategy

Clinical strategy queries bridge the gap between public medical data (ClinicalTrials.gov, PubMed) and your internal knowledge of what pharma companies are actually doing, saying, and buying. This is where Ada's unique advantage lives — connecting what's happening in the lab with what's happening in sales conversations.

1. Drug Target Validation — Public + Internal

clinicaltrialspubmedgongemails-inbox
qmd search "GLP-1 receptor agonist obesity phase 3" -c clinicaltrials,pubmed,gong,emails-inbox

Business Question

Which pharma companies are running GLP-1 obesity trials, and have any of them talked to us about patient identification for these programs?

Cross-Domain Value

ClinicalTrials shows which companies have active GLP-1 programs and what phase they're in. PubMed shows the science. Gong reveals whether these companies have mentioned enrollment challenges on calls. Emails show any inbound interest from these trial sponsors. This turns a clinical landscape into a sales pipeline — you can proactively reach out to sponsors of struggling trials.

2. Enrollment Difficulty Signals

clinicaltrialsgongslackemails-inbox
qmd search "enrollment challenges recruitment slow patient identification rare disease" -c clinicaltrials,gong,slack,emails-inbox

Business Question

Which therapeutic areas and specific trials are struggling with enrollment, and do we have relationships with those sponsors?

Cross-Domain Value

ClinicalTrials.gov flags trials that have been recruiting for unusually long periods (signal of difficulty). Gong calls surface sponsors who explicitly mention recruitment pain. Slack captures internal discussions about which disease areas have the highest Patient Finder demand. Together, you identify the intersection of unmet need and existing relationship — the highest-probability deals.

3. Therapeutic Area Opportunity Sizing

clinicaltrialspubmedpatient-finderconfluence
qmd search "NASH nonalcoholic steatohepatitis prevalence undiagnosed" -c clinicaltrials,pubmed,patient-finder,confluence

Business Question

How big is the NASH patient identification opportunity? How many active trials exist, what does the literature say about undiagnosed rates, and do we have existing capabilities?

Cross-Domain Value

ClinicalTrials counts active NASH programs. PubMed provides undiagnosed prevalence data. Patient Finder docs show whether we've built NASH-specific algorithms. Confluence shows internal strategy docs on this therapeutic area. Combining these four sources answers "should we invest here?" with data, not intuition.

4. Investigator Network Intelligence

clinicaltrialscalendaremails-inboxgong
qmd search "principal investigator KOL site network oncology" -c clinicaltrials,calendar,emails-inbox,gong

Business Question

Which key opinion leaders or principal investigators have we engaged with, and what trials are they running?

Cross-Domain Value

ClinicalTrials lists investigators and their sites. Calendar/email shows whether we've ever met with them. Gong might capture calls where a pharma sponsor mentioned specific investigators. This creates a KOL engagement map — critical for site-level patient identification partnerships.

5. Regulatory Milestone Impact

clinicaltrialspubmedearningsslack
qmd search "FDA approval breakthrough therapy designation accelerated" -c clinicaltrials,pubmed,earnings,slack

Business Question

Which recent regulatory milestones (breakthrough therapy designations, approvals) create urgency for patient identification in follow-on trials?

Cross-Domain Value

Approvals in one indication often trigger expanded trials in adjacent indications. ClinicalTrials shows the new trial registrations. Earnings calls reveal company plans to expand programs. Slack captures internal discussion about the commercial opportunity. Cross-domain search catches the moment of maximum leverage — right when a company is scaling up and needs patients fast.

🕸️

D. Relationship Mapping

Relationships are distributed across calendars, emails, Slack, and call recordings. No single source shows the full picture of who talks to whom, how often, and with what sentiment. Cross-domain search turns fragmented interaction data into a relationship graph that reveals warm paths, fading connections, and untapped networks.

1. Person-Centric Relationship Timeline

calendaremails-inboxgongslack
qmd search "Dr. Jennifer Walsh Pfizer" -c calendar,emails-inbox,gong,slack,copper-emails

Business Question

What is the complete history of our relationship with Dr. Jennifer Walsh at Pfizer — every meeting, email, call, and internal mention?

Cross-Domain Value

Calendar shows 12 meetings over 8 months. Emails show she responded within hours (highly engaged). Gong shows she asked about pricing twice. Slack shows your team considers her the "real decision maker." None of these sources alone tells you she's the champion with urgency — together, the signal is unmistakable.

2. Meeting Cadence Trend Analysis

calendaremails-inboxslack
qmd search "Roche weekly sync standup recurring" -c calendar,emails-inbox,slack

Business Question

Is meeting cadence with Roche accelerating (deal progressing) or decelerating (deal stalling)?

Cross-Domain Value

Calendar shows meeting frequency over time. Emails show whether meetings are being rescheduled or cancelled. Slack reveals whether your team is concerned about the slowdown. The trend — not any single data point — tells you whether intervention is needed now or if the deal is naturally progressing.

3. Internal Stakeholder Mapping

slackemailsconfluencejira
qmd search "AstraZeneca integration requirements custom" -c slack,emails,confluence,jira

Business Question

Who internally has been involved in the AstraZeneca deal — engineering, product, legal, executive? Who has context?

Cross-Domain Value

Slack shows who's been in deal-related channels. Emails show who's been CC'd on customer threads. Confluence shows who authored the proposal docs. Jira shows which engineers built custom features. Before a QBR, you instantly know everyone with tribal knowledge about this account — preventing the dreaded "who knows about AZ?" email chain.

4. Warm Introduction Pathways

emails-inboxcalendargongslack
qmd search "Merck VP head of clinical data analytics" -c emails-inbox,calendar,gong,slack

Business Question

Do we know anyone at Merck's clinical data analytics team? Who on our team has an existing connection?

Cross-Domain Value

Emails show direct correspondence. Calendar shows past meetings with Merck attendees. Gong transcripts may name-drop specific Merck contacts. Slack might mention a former colleague who moved to Merck. Cross-domain search surfaces warm introduction paths that would otherwise require asking every team member individually — a process that usually surfaces maybe 20% of actual connections.

🔬

E. Objection Forensics

Objections don't live in one place. They emerge on calls (Gong), get discussed internally (Slack), prompt follow-up materials (email), and sometimes drive product changes (Jira). Cross-domain forensics reveals the full lifecycle of an objection — from first utterance to resolution — and whether your team's response actually worked.

1. Objection-to-Resolution Lifecycle

gongemails-inboxslackconfluence
qmd search "concern about data accuracy false positive rate validation" -c gong,emails-inbox,slack,confluence

Business Question

When prospects raise concerns about data accuracy/false positive rates, how does our team respond, and does that response close the objection?

Cross-Domain Value

Gong captures the raw objection and the rep's response in real-time. Email shows the follow-up materials sent (white papers, validation data). Slack shows the internal scramble ("does anyone have the latest accuracy benchmarks?"). Confluence shows the official validation documentation. Tracing this lifecycle reveals whether we have a systemic gap (everyone scrambles for the same data) or a training gap (some reps handle it smoothly, others don't).

2. Pricing Objection Patterns

gongemails-inboxslackcopper-emails
qmd search "too expensive price budget cost ROI justify" -c gong,emails-inbox,slack,copper-emails

Business Question

How often is price the stated objection vs. the real objection? What pricing handles actually work?

Cross-Domain Value

Gong shows the moment price is raised and the immediate reaction. Copper emails show whether the deal ultimately closed despite the objection (price wasn't really the blocker) or died (it was). Slack reveals internal debate about whether to discount. This pattern analysis across dozens of deals reveals your true price sensitivity — far more reliably than any single deal's outcome.

3. "We're Not Ready" Timing Analysis

gongcalendaremails-inbox
qmd search "not ready timing next quarter revisit later priority" -c gong,calendar,emails-inbox

Business Question

When prospects say "not now," do they actually come back? What's the real conversion rate on "revisit next quarter" commitments?

Cross-Domain Value

Gong captures the timing objection with context (budget cycle? competing initiative? genuine lack of need?). Calendar shows whether a follow-up meeting was actually booked. Emails show whether the conversation continued or went completely cold. Cross-referencing reveals that "revisit next quarter" converts at maybe 15% — but with specific patterns (budget-cycle delays convert at 40%, "not a priority" converts at 5%).

4. Feature-Gap Objections Driving Product Roadmap

gongjiraslackconfluence
qmd search "need feature integration missing capability requirement EHR" -c gong,jira,slack,confluence

Business Question

Which missing features are actually losing us deals, and are any of them already on the roadmap?

Cross-Domain Value

Gong captures the feature request with emotional weight ("this is a dealbreaker"). Jira shows if it's already in the backlog (and its priority). Confluence has the product roadmap. Slack shows internal product/sales debates about prioritization. Cross-domain search lets product teams see the revenue impact of feature gaps — "this missing EHR integration was mentioned in 7 lost deals worth $2.4M combined."

📊

F. Market Intelligence

Market intelligence requires synthesizing public data (SEC filings, earnings calls) with internal strategy discussions. EDGAR and earnings transcripts show what pharma companies tell Wall Street. Internal docs show what we think it means. Cross-domain search connects the macro market picture to your micro strategic decisions.

1. Pharma R&D Investment Trends

edgarearningsgdriveconfluence
qmd search "R&D spending increase clinical development investment digital health" -c edgar,earnings,gdrive,confluence

Business Question

Which pharma companies are increasing R&D spend on digital health and clinical trial optimization — signaling potential Patient Finder demand?

Cross-Domain Value

EDGAR 10-K filings reveal actual R&D spend numbers and strategic mentions of digital transformation. Earnings transcripts capture CEO/CFO commentary about investment priorities. GDrive/Confluence may have internal market analysis that contextualizes these moves. A pharma CFO saying "we're investing heavily in trial acceleration" on an earnings call + rising R&D spend in EDGAR = hot prospect for Patient Finder.

2. M&A Impact Assessment

edgarearningsslackemails-inbox
qmd search "acquisition merger deal close integrate pipeline" -c edgar,earnings,slack,emails-inbox

Business Question

When pharma companies merge, what happens to our deals and relationships? How should we respond?

Cross-Domain Value

EDGAR shows the deal terms and which entities survive. Earnings explains the strategic rationale. Slack captures your team's immediate reaction ("do we lose the AbbVie contact?"). Emails reveal whether your champion at the acquired company is still engaged. M&A events either kill deals or create massive new ones — cross-domain search tells you which, fast.

3. Regulatory Environment Shifts

edgarpubmedconfluenceslack
qmd search "FDA guidance decentralized trial real world data regulatory" -c edgar,pubmed,confluence,slack

Business Question

How are regulatory shifts (e.g., FDA embracing real-world data) affecting pharma's willingness to adopt tools like Patient Finder?

Cross-Domain Value

EDGAR filings mention regulatory risk factors. PubMed tracks academic discussion of regulatory changes. Confluence may have internal strategy docs analyzing the impact. Slack shows real-time team discussion about how to message regulatory tailwinds. When the FDA signals openness to RWD, that's a selling moment — but only if your team knows about it across all channels simultaneously.

🎯

G. Product-Market Fit

Product-market fit evidence is scattered across customer calls, engineering tickets, product specs, and usage analytics. Cross-domain search reveals whether what you're building matches what customers actually need — and where the gaps create churn risk or expansion opportunities.

1. Feature Request to Implementation Pipeline

gongjiraconfluenceslack
qmd search "customer asked request feature need want ability to" -c gong,jira,confluence,slack

Business Question

What are customers requesting most frequently, and how does that map to our current engineering priorities?

Cross-Domain Value

Gong surfaces organic feature requests with emotional weight. Jira shows what's actually being built and when. Confluence has the product roadmap and prioritization framework. Slack captures product/sales alignment (or misalignment) discussions. This closes the loop between "what customers say they want" and "what we're actually building" — the core PMF feedback loop.

2. Bug Impact on Customer Sentiment

jiraslackemails-inboxgong
qmd search "bug issue problem not working broken error report" -c jira,slack,emails-inbox,gong

Business Question

Which bugs are customer-facing and actively damaging relationships vs. internal-only?

Cross-Domain Value

Jira tracks bugs as tickets. But which bugs have customers actually noticed? Gong captures "we've been having issues with X." Emails show formal complaints. Slack shows internal urgency (or lack thereof). A P3 bug in Jira might be a deal-killer if the prospect mentioned it on their last call — cross-domain search catches this mismatch.

3. Use Case Expansion Signals

gongemails-inboxconfluencepatient-finder
qmd search "also use for other use case expand beyond additional application" -c gong,emails-inbox,confluence,patient-finder

Business Question

Are customers using Patient Finder for use cases we didn't originally design for? What adjacent needs are emerging?

Cross-Domain Value

Gong captures organic mentions of unplanned use cases. Emails may contain requests that don't fit the current product scope. Patient Finder docs show the designed use cases. Confluence captures product vision. The delta between "designed for" and "used for" is where the next product expansion lives — and it's only visible across sources.

⚠️

H. Pipeline Risk Detection

The most dangerous pipeline risks are invisible in any single system. CRM says the deal is "on track." But email has gone quiet, the champion hasn't been on a call in 3 weeks, and Slack shows the AE is worried. Cross-domain risk detection catches deals that are dying before CRM reflects it.

1. Communication Gap Detection

copper-emailscalendargongslack
qmd search "follow up no response waiting heard back" -c copper-emails,calendar,gong,slack,emails-inbox

Business Question

Which active deals have gone silent? Where is the last touchpoint, and how long has the gap been?

Cross-Domain Value

Copper shows deal stage (says "negotiation"). But cross-domain search reveals: no meetings in 3 weeks (calendar), last email was our follow-up with no reply (emails), last call was 4 weeks ago (Gong), and the AE posted in Slack "worried about this one." Any single source might look fine — together, the pattern screams "at risk." This is the #1 reason cross-domain search exists for sales teams.

2. Stakeholder Departure Risk

emails-inboxcalendarslackgong
qmd search "new role transition leaving moving on replacement" -c emails-inbox,calendar,slack,gong

Business Question

Has our champion or key stakeholder left their role, putting the deal at risk?

Cross-Domain Value

Emails might mention "I'm transitioning to a new role." Calendar shows meetings being cancelled or transferred to new attendees. Gong might capture a new voice on calls. Slack captures internal team alerts ("heads up, our contact at BMS just left"). Champion departure is the silent deal-killer — often not updated in CRM for weeks. Cross-domain search catches it in real-time.

3. Competitive Displacement Warning

gongemails-inboxslack
qmd search "also evaluating looking at other options alternative vendor RFP" -c gong,emails-inbox,slack

Business Question

Which deals are at risk of competitive displacement? Where has a competitor entered an active deal?

Cross-Domain Value

Gong captures the moment a prospect says "we're also looking at..." — often casually mentioned and easily missed. Emails might include RFP documents that name competitors. Slack shows internal competitive intelligence sharing. Early detection of competitive threats in active deals — before the formal "bake-off" — gives you time to control the narrative.

4. Budget/Timing Risk Signals

gongemails-inboxearningsslack
qmd search "budget freeze restructuring layoffs cost cutting prioritize" -c gong,emails-inbox,earnings,slack

Business Question

Are any of our prospects' companies going through budget freezes or restructuring that could kill active deals?

Cross-Domain Value

Earnings calls announce cost-cutting measures publicly. Gong calls might reveal informal budget concerns ("our CFO is tightening everything"). Emails show delayed approvals. Slack captures team discussion about macro risk. When Eli Lilly's earnings call mentions "operational efficiency review," that's an early warning for every active deal in their pipeline — but only if you cross-reference public filings with active deal communications.

👤

I. Pharma Contact Intelligence

The most valuable intelligence is often about a single person — what they've said, what they care about, how they make decisions. Cross-domain search builds a comprehensive profile from every touchpoint: calls, emails, meetings, internal discussions, and public data. This is the "executive briefing" use case.

1. Complete Contact Dossier

emails-inboxgongcalendarslackcopper-emailsclinicaltrials
qmd search "Dr. Michael Torres AstraZeneca" -c emails-inbox,gong,calendar,slack,copper-emails,clinicaltrials

Business Question

Give me everything we know about Dr. Michael Torres at AstraZeneca before my meeting with him tomorrow.

Cross-Domain Value

Emails show conversation history and tone. Gong reveals what he cares about most (mentioned "patient diversity" 4 times on the last call). Calendar shows we've met 6 times. Slack reveals our team's assessment ("he's technical, wants validation data"). ClinicalTrials shows he's PI on 3 active oncology studies. No single source creates this executive briefing — cross-domain search does it in one query.

2. Decision-Maker Behavior Profile

gongemails-inboxcalendar
qmd search "VP SVP head of chief decision budget authority sign" -c gong,emails-inbox,calendar

Business Question

What do we know about how senior decision-makers at pharma companies evaluate and approve purchases like ours?

Cross-Domain Value

Gong captures decision-makers' stated priorities on calls. Emails show their communication patterns (terse = busy executive, detailed = hands-on evaluator). Calendar shows whether they attend early calls or only join at the end (buying signal vs. oversight). This behavioral intelligence helps reps tailor their approach to each buyer persona with real data, not assumptions.

3. Cross-Company Contact Tracking

emails-inboxcalendargongcopper-emails
qmd search "previously at formerly worked at moved from joined" -c emails-inbox,calendar,gong,copper-emails,slack

Business Question

Which of our contacts have moved to new companies, creating warm introduction opportunities?

Cross-Domain Value

Emails might reference job changes. Gong calls mention "I just joined from Novartis." Calendar shows meetings with new email domains from familiar names. Slack captures team excitement about a champion landing at a new target account. Every champion job change is potentially a new deal — but only if you catch it across all the sources where it might surface.

💰

J. Revenue Model Validation

Revenue model assumptions need validation from multiple angles — internal pricing discussions, what competitors charge (from EDGAR/earnings), what customers are willing to pay (from Gong/email negotiations), and what the market can support. Cross-domain search stress-tests pricing and revenue models against real data.

1. Internal Pricing Discussion History

slackemailsconfluencegdrive
qmd search "pricing model per patient per site subscription license fee" -c slack,emails,confluence,gdrive

Business Question

What pricing models have we discussed internally, and which ones have we tested with customers?

Cross-Domain Value

Slack captures informal pricing debates between sales, product, and leadership. Emails show actual price quotes sent to customers. Confluence has formal pricing documentation. GDrive may have pricing analysis spreadsheets. Together, this reveals the full history of pricing evolution — critical for understanding why current pricing is what it is and whether it's working.

2. Competitor Pricing Intelligence

gongemails-inboxedgarearnings
qmd search "they charge price cost per patient competitor pricing Veeva IQVIA" -c gong,emails-inbox,edgar,earnings

Business Question

What do we know about competitor pricing from any source — customer mentions, public filings, or internal research?

Cross-Domain Value

Gong captures prospects revealing competitor pricing ("Veeva quoted us $X per site"). Emails might contain competitive proposals prospects forwarded. EDGAR filings mention revenue-per-customer metrics. Earnings transcripts discuss pricing strategy. Cross-domain search aggregates competitor pricing intelligence that would otherwise be scattered across dozens of conversations and documents.

3. Deal Size and Contract Pattern Analysis

copper-emailsemails-inboxgongslack
qmd search "contract value deal size ACV annual pilot expand" -c copper-emails,emails-inbox,gong,slack

Business Question

What patterns exist in our deal sizes? Do pilots convert to larger contracts? What's the typical expansion trajectory?

Cross-Domain Value

Copper emails link to specific deal values. Emails show contract terms and expansion discussions. Gong captures verbal commitments about future spend. Slack shows internal forecasting discussions. Mapping pilot-to-expansion across all channels reveals whether your land-and-expand model actually works — and where it breaks.

4. Revenue Concentration Risk

copper-emailsgongslackearnings
qmd search "renewal churn risk satisfied unhappy concern contract end" -c copper-emails,gong,slack,earnings,emails-inbox

Business Question

Are our largest accounts at retention risk? What signals indicate potential churn in top-revenue customers?

Cross-Domain Value

Copper shows contract renewal dates. Gong captures satisfaction signals (or lack thereof). Slack captures CSM concerns. Earnings transcripts might reveal a key customer's strategic shift away from your category. If your top 3 accounts represent 60% of revenue and one is showing churn signals across multiple channels, that's an existential risk — visible only through cross-domain analysis.

🔗 Compound Queries — Building Intelligence Briefs

The real power of QMD isn't single queries — it's chaining them to build comprehensive intelligence briefs. Each query's output informs the next, narrowing from broad landscape to specific actionable intelligence. Here are three compound query workflows.

Workflow 1: Pre-Meeting Executive Brief

Goal: Walk into a meeting with Regeneron knowing everything — their pipeline, our history, their competitive landscape, and your champion's priorities.

1

Company Landscape

Establish what Regeneron is doing strategically, publicly.

qmd search "Regeneron pipeline strategy therapeutic focus" -c edgar,earnings,clinicaltrials
2

Relationship History

Surface every interaction we've had with Regeneron — meetings, calls, emails.

qmd search "Regeneron" -c calendar,gong,emails-inbox,copper-emails
3

Champion Deep-Dive

Using the champion name from Step 2 results, build a person profile.

qmd search "Dr. [Champion Name] Regeneron" -c gong,emails-inbox,slack,clinicaltrials
4

Objection History

What concerns has Regeneron raised before? What follow-ups were sent?

qmd search "Regeneron concern question objection requirement" -c gong,emails-inbox,slack
5

Competitive Context

Are they evaluating alternatives? What do they use today?

qmd search "Regeneron vendor partner current solution data platform" -c gong,emails-inbox,slack

Workflow 2: Therapeutic Area Opportunity Assessment

Goal: Should we invest in building Patient Finder capabilities for a new therapeutic area (e.g., Alzheimer's)?

1

Clinical Landscape

How many active trials exist? What phase? Who's sponsoring?

qmd search "Alzheimer's disease amyloid tau phase 2 phase 3" -c clinicaltrials,pubmed
2

Enrollment Pain

Are Alzheimer's trials struggling with enrollment?

qmd search "Alzheimer enrollment recruitment challenge diversity cognitive screening" -c clinicaltrials,gong,emails-inbox
3

Market Spend

Are sponsors investing heavily in this space?

qmd search "Alzheimer Biogen Eisai Lilly investment R&D neuroscience" -c edgar,earnings
4

Internal Readiness

Do we have existing capabilities or discussions about Alzheimer's?

qmd search "Alzheimer neurodegenerative cognitive impairment" -c confluence,patient-finder,jira,slack

Workflow 3: Competitive Threat Response

Goal: A competitor just announced a new product. Understand the threat and craft a response within hours.

1

Public Intelligence

What did they announce? What's in their filings?

qmd search "TriNetX product launch real world evidence analytics" -c edgar,earnings,pubmed
2

Customer Exposure

Which of our prospects or customers have mentioned this competitor?

qmd search "TriNetX" -c gong,emails-inbox,slack
3

Internal Response

What competitive materials do we already have? What's our current positioning?

qmd search "TriNetX competitive differentiation comparison" -c confluence,gdrive,slack
4

Affected Deals

Which active deals are most vulnerable to this competitor?

qmd search "TriNetX evaluate alternative RFP" -c copper-emails,gong,emails-inbox