Geoffroy Bablon

Canopy Storm (Homeowners MGA)

InsurTech / MGA
#5QUALIFIED

Call

Call 1Feb 05

Diagnostic Scorecard

Pain

3

Surface

Future

4

Strong

Credibility

5

Locked

Biz Case

3

Surface

Friction

3

Surface

Buyer

4

Strong

Status Quo

3

Surface

Root Cause Analysis

Deferred Revenue

Close Path

Primary Blocker

Timing. Geoffroy won't need Magiq operationally until October. Risk: 8 months of free consulting before any revenue. The "tail end" pricing strategy means Giancarlo does the work first, negotiates price later — from a weaker position.

Next Action

Set a pricing milestone NOW: "Consulting phase is $X/month. Platform phase starts when you go operational in October at $Y/month." Don't wait for the tail end.

Close Probability

MEDIUM-HIGH — Strongest pull signal in corpus ("super attractive"). But months away and pricing is deferred. Revenue at risk of being $0 for the entire engagement.

Notes

Best sales conversation. Prospect said "super attractive." Concrete next steps. Risk: 8 months free work, pricing deferred to "tail end."