30-day beta proof

Pilot Proof Dashboard

A board-ready outcome report showing whether DepositLeads is creating accountable banker activity, booked meetings, opened relationships, deposit growth, treasury wins, loan production, and source-level ROI.

Open full ROI report Match review Board PDF
Pilot Conversion Command

Turn the demo into a 30-day buying motion.

In one 30-day pilot, show 5 banker touches, 3 meetings/proposals, 3 opened relationships, $705,000 attributed deposits, and the procurement proof needed for an annual decision.

CBO next move
Clear blocked attribution and banker-activity gates before positioning the pilot as annual-contract ready.
Vendor-risk packet Board PDF Truth audit
Tracked event: pilot_conversion_command_reviewed
Pilot readiness
58
Needs proof
Ready tasks
4/6
Passing gates
3/6

Annual Decision Path

1. Kickoff
What exactly will this pilot prove in 30 days?
Activation checklist, success gates, counties, users, and Friday readout schedule.
2. Week 1 adoption
Are bankers using this every morning?
Logged touches, Action Center usage, bad-number rate, and role queue activity.
3. Midpoint trust review
Can we trust the records and outreach language?
Truth Audit, suppression proof, contact QA, source liveness, and export logs.
4. Money loop
Can opened accounts and balances be attributed?
Webhook/manual match review, actual vs estimated deposits, product line attribution.
5. Annual decision
Do we buy, expand, or stop?
Board PDF, ROI by source/county/banker/product, procurement packet, and next-90-day forecast.
Leads contacted
5
1 bad-number outcomes
Meetings booked
3
Appointments and proposals
Deposits won
$705,000
3 accounts opened
Estimated ROI
732%
$37,460 modeled value
Treasury products sold
2
Loans originated
1
Bad-number rate
20%
Webhook attribution
67%

Board-Ready Pilot Narrative

3 accounts opened in the last 30 days, with $705,000 in attributed deposits and $37,460 in modeled annual value. 2 opened outcomes were tied directly to the core banking account-opened webhook.
5 leads contacted; 3 meetings or proposals booked.
3 opened relationships; 67% tied to account-opened webhook notes.
87% of deposit dollars are actual balances; the remainder is clearly labeled estimated until the core posts actual amounts.
2 treasury products sold and 1 loan relationship originated.

Account-Opened Attribution Proof

Core webhook wins
2
Manual wins
1
Actual deposits
$610,000
Estimated deposits
$95,000
Actual dollar coverage
87%
Beta cost model
$4,500

Activation Checklist

ReadyCBO · Before kickoff
Confirm pilot counties, users, weekly huddle owner, and the exact deposit/treasury goal the pilot must prove.
Pilot scope appears in the readout and weekly scorecard before kickoff.
ReadyCompliance · Before kickoff
Upload suppression/DNC/customer exclusions and verify suppressed records stay out of queues and exports.
Suppression center and Truth Audit show exclusions before banker outreach.
Needs proofDeposit team lead · Week 1
Invite pilot bankers, assign territories, and require daily Action Center use for the first full week.
5 logged pilot touches in the current 30-day proof window.
Needs proofBank admin · Week 1
Activate account-opened attribution by webhook or manual match review so wins tie back to DepositLeads.
67% of opened accounts are tied to webhook attribution in the pilot proof window.
ReadyTreasury lead · Friday readout
Tag treasury products sold or proposed so the readout is not limited to deposit balances.
2 treasury products sold in current proof.
ReadyDepositLeads · Friday readout
Deliver vendor-risk packet, source proof, data handling posture, security controls, and board-ready pilot readout.
Evidence Room, vendor-risk PDF, Truth Audit PDF, and Board Deposit Intelligence PDF are linked from the readout.

Success Gates

Banker activity
Blocked
Target
100 logged touches or bank-approved smaller-team target
Current proof
5 touches
The pilot only converts if bankers actually use it in the morning workflow.
Meetings / proposals
Watch
Target
10 meetings or proposals
Current proof
3 meetings/proposals
Shows DepositLeads is creating conversations, not just list views.
Opened relationships
Passing
Target
3 opened relationships or verified near-term wins
Current proof
3 opened
Turns the pilot from activity reporting into budget justification.
Deposits won
Passing
Target
$500K attributed deposits
Current proof
$705,000
Gives the CBO a number that matters to ALCO and the board.
Account-opened attribution
Watch
Target
70% webhook or reviewed attribution
Current proof
67% attributed
Closes the money loop before renewal and prevents attribution arguments.
Trust gate
Passing
Target
0 P0 truth-audit findings
Current proof
0 P0 in latest demo deploy gate
Makes procurement and compliance comfortable enough to keep the buying process moving.

Buyer Stakeholder Briefs

CBO
Why they care

Owns the growth story, banker accountability, and whether the pilot creates measurable relationship value.

Proof artifact

Pilot Proof Dashboard + Board Deposit Intelligence PDF

Approve kickoff scope, banker owners, and Friday readout date.
CFO
Why they care

Needs ROI, cost-of-funds discipline, and defensible value before budget conversion.

Proof artifact

Pricing/ROI sheet + account-opened attribution proof

Confirm the deposit value assumptions and annual subscription decision threshold.
Chief Deposit Officer
Why they care

Needs DDA retention, low-cost operating balances, rate discipline, and daily morning adoption.

Proof artifact

Deposit Morning Brief + ALCO Deposit Defense PDF

Approve the daily deposit-team operating cadence.
Treasury lead
Why they care

Needs warm treasury targets, product fit, and implementation follow-through.

Proof artifact

Relationship Switch Kit + treasury product attribution

Confirm ACH/RDC/positive-pay/sweep product tagging for pilot wins.
Compliance
Why they care

Needs suppression, source proof, contact confidence, and banker-safe language.

Proof artifact

Truth & Source Audit + Evidence Room

Approve outreach guardrails before banker kickoff.
Operations
Why they care

Needs no-SQL setup, territory/user activation, extract QA, and account-opened attribution path.

Proof artifact

Core Activation Readiness + match review queue

Confirm the lightest viable attribution path for the pilot.

ROI by source

SegmentContactedMeetingsOpenedWebhook winsDeposits wonTreasury soldLoans originated
Arkansas SOS2111$425,00010
License approval1011$185,00010
UCC filing1110$95,00001
Market intelligence1100$000

ROI by county

SegmentContactedMeetingsOpenedWebhook winsDeposits wonTreasury soldLoans originated
Pulaski2211$425,00010
Faulkner1011$185,00010
Saline1110$95,00001
Benton1000$000

ROI by banker

SegmentContactedMeetingsOpenedWebhook winsDeposits wonTreasury soldLoans originated
Avery Brooks2211$425,00010
Morgan Lee2011$185,00010
Blake Carter1110$95,00001

ROI by product line

SegmentContactedMeetingsOpenedWebhook winsDeposits wonTreasury soldLoans originated
Business DDA + ACH payroll1111$425,00010
Remote deposit capture1011$185,00010
Equipment loan1110$95,00001
Hospitality1100$000
Professional services1000$000