Propense.ai analyses a professional services firm’s client base to predict which service each client is likely to need next. Accounting, legal and consulting firms hold multi-service portfolios where cross-selling is left to whichever partner happens to notice an opening — a process with no coverage guarantee.
The model works from client attributes and engagement history to rank opportunities, giving partners a prioritised list instead of intuition. That reframes cross-selling as a pipeline exercise, which is how the rest of the revenue function already runs.
Predictions are only as good as the firm’s own client data, so evaluation should cover data quality and how the model handles small partner-level samples. Pricing is quoted per firm after a scoping conversation.
