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GTM Health Overview
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Pipeline ?
ICP Win Rate ?
CAC ?
MRR ?
GTM Health Score ?
ICP Alignment
Pipeline Velocity
Rev. Efficiency
Mktg Quality
Growth Momentum
✦ This week's AI signal
Your first GTM signal will appear here after your data is connected and your first weekly report runs.
Priority Actions
Actions from your GTM Pack will appear here.
GTM Health Score — Trend
● Health Score ● ICP Win Rate
Total Pipeline
ICP Deals
Deal Count
open deals
Avg Velocity
days avg
Stale Deals
>14 days no activity
Pipeline by Stage
Connect your CRM to see stage breakdown.
ICP vs Non-ICP
Recent Deals
DealStageValueICP FitMethod ScoreDays OpenStatus
Connect your CRM to see deals.
MRR
ARR Run Rate
Churn Rate
ARPU
MRR Trend
New vs Expansion vs Churn
Revenue vs 90-Day Target
90-day target
MRR Forecast — 8 Weeks PRO
Linear regression · 12 weeks of data
Current MRR
Forecast 4w
Forecast 8w
Weekly Growth
avg rate
Top Customers by MRR
CustomerMRRARRStatus
Connect Stripe to see customer revenue data.
Sessions
Total Leads
ICP-Fit Leads
Lead Conversion
Traffic by Source
Channel Performance
ChannelSessionsNew UsersBounceAvg TimeShare
Connect GA4 to see channel data.
Lead Volume & ICP Quality — 8 Weeks
This Week's Notes PRO
Private · not shared with anyone
✓ Saved

Your first insight report is on its way

Connect your tools and your first GTM health score and AI analysis will appear here after the first weekly run (every Monday morning).

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Integrations
ICP Definition
Billing
Your Launchpad
Business Profile
Integrations
CRM
HubSpot
+ Connect →
Salesforce
+ Connect →
Pipedrive
+ Connect →
Revenue & Analytics
Stripe
+ Connect →
Google Analytics
+ Connect →
Marketing
Mailchimp
+ Connect →
Alerts PRO

Weekly insight summaries are posted automatically to whichever channels you configure below. You can connect both.

💬 Slack Incoming Webhook

How to create a Slack webhook ↗

🟦 Microsoft Teams Incoming Webhook

Teams → channel → Manage channel → Connectors → Incoming Webhook → Configure.  Setup guide ↗

PSA / MSP

Pull ticket volumes, client MRR, SLA health, and renewal dates into abi. for a complete GTM picture.

Autotask
+ Connect →
ConnectWise
+ Connect →
Halo PSA
+ Connect →
Choose Your Framework

Scores are generated weekly by Claude AI using your HubSpot deal data. You can request an on-demand re-score at any time — it typically takes 60–90 seconds.

Deal Scores — BANT

No scores yet

Connect HubSpot and request your first deal score. Claude will analyse each deal against your chosen framework and return a score with per-criterion breakdown and guidance.

Framework Reference
Platform
Getting Started
Metrics Explained
AI Insights
Product Guides
Pulse FREE
GTM Launchpad £97
SIGNAL from £97/yr
abi. Starter £149/mo
abi. Pro £497/mo
Integrations
All Integrations
Legal
Terms of Service
Support
FAQ

Getting Started

abi. is your GTM intelligence layer — it connects your tools, tracks what matters, and delivers weekly AI analysis so you always know where to focus. Follow these steps to be fully set up in under 15 minutes.

Step 1 — Connect HubSpot

abi. pulls your live pipeline data from HubSpot CRM using a Private App token (read-only). Go to Settings → Integrations and click Connect HubSpot.

  • Takes about 2 minutes to set up
  • Only needs read access — we never write to your CRM
  • Data refreshes every Monday at 07:00 BST

Step 2 — Define your ICP

Your Ideal Customer Profile tells abi. which deals and leads matter most. Go to Settings → ICP Definition and fill in your target company profile. abi. uses it to automatically score every deal in your pipeline.

  • Edit it any time — changes take effect on the next Monday report
  • The more specific your ICP, the more accurate your ICP win rate metric

Step 3 — Wait for your first report

Every Monday at 07:00 BST, Claude analyses your week's data and generates a GTM Health Score, a delta report, and 3 priority actions. Your first report appears in the AI Insights tab and arrives in your inbox.

If you sign up mid-week, your first report will arrive the following Monday.

Step 4 — Explore SIGNAL Academy

Go to the Academy tab to access SIGNAL — the 6-stage AI-first sales methodology that powers abi.'s deal scoring. Module 1 is free for all users. Unlock all 6 modules with a SIGNAL or abi. subscription.

Metrics Explained

Every metric in abi. is defined below — what it means, how it's calculated, and what a healthy number looks like for a B2B SaaS/services company.

Pipeline

Total Pipeline Value

The combined value of all open deals in your CRM. A healthy rule of thumb is to maintain 3–4× your revenue target in pipeline coverage. Pulled from HubSpot weekly.

ICP Win Rate

ICP-Fit Win Rate

The % of deals that match your Ideal Customer Profile that you close as won. A healthy ICP win rate is 25–40%. If yours is lower, your ICP definition may need refining or your sales process is losing ICP deals at a specific stage.

CAC

Customer Acquisition Cost

Total sales and marketing spend divided by number of new customers won. For B2B SaaS, a healthy LTV:CAC ratio is 3:1 or higher. High CAC relative to your deal size is a sign of inefficient targeting or too-long sales cycles.

MRR

Monthly Recurring Revenue

Total active subscription revenue per month. Pulled from Stripe. abi. also tracks New MRR (new customers), Expansion MRR (upsells), and Churned MRR separately so you can see what's really driving growth.

ARR

Annual Run Rate

MRR × 12. A forward-looking indicator — not the same as contracted ARR. Useful for benchmarking and investor conversations.

Pipeline Velocity

Average Days to Close

The average number of days a deal spends in your pipeline before closing (won or lost). Shortening velocity without sacrificing win rate is a key GTM efficiency lever. Stale deals (14+ days with no activity) are flagged separately.

GTM Health Score

Composite Health Score (0–10)

Generated by Claude every Monday. A weighted composite of five dimensions: ICP Alignment (how well your pipeline matches your ICP), Pipeline Velocity (deal speed vs target), Revenue Efficiency (LTV:CAC), Marketing Quality (ICP-fit lead %) and Growth Momentum (MRR growth + pipeline coverage). A score above 7 is healthy. Below 5 means at least two dimensions need urgent attention.

Conversion Rate

Lead to Close Rate

The % of inbound leads that convert to closed-won deals. Healthy range varies by channel and deal size but for outbound B2B, 2–5% is typical. Below 1% usually indicates ICP mismatch, not a closing problem.

How AI Insights Work

Every Monday morning, Claude analyses your week's data and produces three outputs. Here's exactly what gets generated and how.

1. GTM Health Score

A 0–10 composite score across five dimensions. Claude compares this week's metrics to last week and calculates whether each dimension improved or declined. The overall score is a weighted average — pipeline velocity and ICP alignment carry the highest weight.

  • ICP Alignment — % of pipeline value from ICP-fit deals
  • Pipeline Velocity — average days to close vs your target
  • Revenue Efficiency — LTV:CAC ratio
  • Marketing Quality — % of inbound leads that are ICP-fit
  • Growth Momentum — week-over-week MRR growth + pipeline coverage

2. Delta Report

A structured summary of what improved, what needs attention, and 3 priority actions. Claude is instructed to be specific and actionable — observations tied to your actual numbers, not generic GTM advice.

3. Opportunity Cards

2–4 flagged insights categorised as Opportunities (green), Alerts (red), Warnings (amber), or Info (blue). Each card has a specific call to action tied to the insight — e.g. "You have 3 ICP-fit deals stalled at Proposal for 14+ days. Follow up today."

What Claude can and can't see

  • Can see: your metric snapshots, ICP definition, 12-week trend history, integration status
  • Cannot see: individual deal names, contact details, email content, or payment information
  • Data is aggregated before being sent to Claude — only numbers, not records
Reports are generated by Claude Sonnet via the Anthropic API. OurIdea.ai does not store your data on Anthropic's infrastructure — data is sent at report time and not retained.

Pulse — Free AI Readiness Assessment

Pulse is a free, anonymous AI readiness assessment that takes 3 minutes. It scores your go-to-market across 8 dimensions and gives you a prioritised list of what to fix first.

What Pulse measures

Pulse uses OurIdea.ai's GTM Health Scorecard. It assesses 8 dimensions of your GTM engine:

  • Strategy Clarity — Is your GTM strategy documented and specific?
  • ICP Definition — Do you know exactly who you're selling to and why?
  • Go-to-Market Channels — Are your channels generating qualified pipeline?
  • Narrative & Positioning — Does your messaging resonate with your ICP?
  • Acquisition Engine — Is your top-of-funnel consistent and scalable?
  • Lead Conversion — Are you converting pipeline efficiently?
  • Pricing Power — Is your pricing strategy working?
  • AI Readiness — Are you using AI to accelerate GTM?

Reading your Pulse score

Each dimension is scored Red (0–3), Amber (4–6), or Green (7–10). The overall score is an average across all 8. Your report highlights the 3 lowest-scoring dimensions as priority areas — these are the highest-leverage places to focus.

  • Score 7–10: Healthy — maintain and optimise
  • Score 4–6: At risk — address within 30 days
  • Score 0–3: Critical — address immediately

What happens after your Pulse

Your results are emailed to you immediately. If you want to go deeper — with a full AI-generated GTM strategy, messaging framework, and ICP analysis — the GTM Launchpad (£97) builds on your Pulse results and delivers a complete, personalised GTM plan.

Access your Pulse

The Pulse tool is on the public OurIdea.ai website. You can also access it from the GTM Launchpad tab inside the platform if you want to retake your assessment after implementing changes.

GTM Launchpad Guide

The GTM Launchpad is a one-time AI-generated GTM strategy report (£97). It turns your answers into a complete, actionable go-to-market plan — ICP, positioning, channel strategy, messaging, and 90-day action plan — in minutes, not weeks.

What you get

  • Full ICP analysis with firmographic and psychographic profile
  • Positioning statement and messaging framework
  • Channel-by-channel go-to-market strategy
  • GTM Health Scorecard — baseline measurement across 8 GTM dimensions
  • 90-day action plan with prioritised initiatives
  • AI report generated within 2–3 minutes of completing the intake form

How to access your Launchpad

After purchase, your GTM Launchpad report renders directly in the GTM Launchpad tab in the platform.

  • Open the GTM Launchpad tab to view your full report
  • Your scorecard, market research, strategy, and 90-day plan are all displayed in the dashboard
  • Click ↓ Download PDF to save a copy anytime

Understanding your GTM Health Scorecard

Your report includes a GTM Health Scorecard — a baseline assessment of your GTM engine across 8 dimensions. Each dimension is scored 0–10 based on your intake answers.

  • Use the scorecard to prioritise which GTM problems to solve first
  • The lowest-scoring dimensions represent your highest-leverage opportunities
  • Retake Pulse after implementing changes to track improvement
The scorecard ratings in your Launchpad are a static snapshot based on your intake answers. abi. Starter tracks live changes over time using real CRM and revenue data.

What to do with your Launchpad

Your report is a strategy document, not a to-do list. The recommended approach:

  • Read the full ICP section first — everything else flows from a precise ICP
  • Use the messaging framework in your next sales deck, email, or LinkedIn content
  • Pick the top 3 actions from the 90-day plan and schedule them this week
  • Share the GTM Health Scorecard with your team and use it in your next GTM review

Lost your report link?

Email adam@ouridea.ai with the email address you used at purchase and we'll resend it within a few hours.

SIGNAL Methodology Guide

SIGNAL is OurIdea.ai's native AI-first deal qualification and sales execution methodology — six stages that take a rep from first signal to closed-won and expansion. It's taught in SIGNAL Academy and used to score live deals inside abi. Pro, alongside BANT, MEDDIC, MEDDPICC, SPICED and SCOTSMAN. Available standalone (£97–£597/year) or included in all abi. subscriptions.

The 6 SIGNAL stages

Every deal moves through six stages. Each one has a clear gate — a question that has to be answered before the deal is genuinely ready to move forward.

  • S — Scan — Signal-led targeting & qualification: who is most likely to buy, right now, and why?
  • I — Investigate — AI-powered context research: what is the true business problem, and who has the power to solve it?
  • G — Gap — Discovery that quantifies: what is the cost of the gap between current state and desired state?
  • N — Narrate — The AI-era Challenger: how do I teach, reframe, and connect our solution to their commercial reality?
  • A — Align — Buying committee orchestration: have all stakeholders committed to a shared outcome and a clear path to close?
  • L — Land & Expand — Close, transition & compound growth: how do we close cleanly, deliver fast value, and build the path to expansion?

SIGNAL deal scoring inside abi. Pro

abi. Pro can score every deal in your connected CRM against SIGNAL (or BANT, MEDDIC, MEDDPICC, SPICED, SCOTSMAN) using Claude AI. Scores refresh weekly, and you can request an on-demand re-score at any time.

For each deal, abi. shows which SIGNAL stage it's genuinely at — not just which stage your CRM says it's in — and exactly what's missing before it can move forward.

SIGNAL Academy

SIGNAL Academy is a 6-module interactive course that teaches the methodology in depth: audio lessons, an interactive branching scenario, and a scored quiz (80%+ to pass) per module. Modules unlock sequentially as you pass each quiz.

  • Module 1 — Scan — Free for all users
  • Module 2 — Investigate — SIGNAL or abi. subscription required
  • Module 3 — Gap — SIGNAL or abi. subscription required
  • Module 4 — Narrate — SIGNAL or abi. subscription required
  • Module 5 — Align — SIGNAL or abi. subscription required
  • Module 6 — Land & Expand — SIGNAL or abi. subscription required

Certification tiers

Certifications are performance-based, not just completion-based, and are earned in sequence:

  • Tier 1 — Practitioner: complete all 6 modules and pass every quiz at 80%+
  • Tier 2 — Certified Seller: Tier 1, plus the best outcome in all 6 interactive scenarios, plus an 85%+ average quiz score
  • Tier 3 — Sales Leader: Tier 2, plus 3 completed Deal Audits against real pipeline, plus a 90%+ average quiz score

Use the Deal Audit tool inside the Academy to run a real, live deal through every SIGNAL gate and get a pipeline health score — the same analysis abi. Pro performs automatically.

Team tiers: Solo (£97/yr, 1 seat), Team (£297/yr, up to 10 seats), Scale (£597/yr, unlimited seats + team reporting).

abi. Starter Guide

abi. Starter (£149/month) is your live GTM intelligence dashboard. It connects HubSpot, tracks your most important metrics, delivers weekly AI reports, and includes full SIGNAL Academy access.

Setup checklist

  • Connect HubSpot (Settings → Integrations → Connect HubSpot)
  • Define your ICP (Settings → ICP Definition)
  • Set your revenue targets (Settings → Targets)
  • Complete SIGNAL Module 1 in the Academy tab
  • Wait for your first Monday report
HubSpot must be connected before your first Monday report runs or no data will be available. Connect it within your first week.

Dashboard overview

The dashboard tab shows your key metrics at a glance:

  • KPI cards — Pipeline, ICP Win Rate, MRR, CAC at the top
  • GTM Health Score — composite score with dimension breakdown
  • Opportunity cards — AI-flagged insights from your latest report
  • Trend chart — 12-week history of your key metric

Weekly reports

Every Monday at 07:00 BST, abi. runs a full analysis cycle:

  • Pulls fresh data from HubSpot
  • Calculates all metrics and compares to prior week
  • Sends aggregated data to Claude for analysis
  • Generates Health Score, delta report, and opportunity cards
  • Emails the report summary to your registered email

What's included in Starter

  • Live dashboard with 7 core metrics
  • Weekly AI-generated GTM health report
  • HubSpot CRM integration (read-only)
  • ICP deal scoring
  • SIGNAL Academy — all 6 modules
  • GTM Launchpad access (if purchased)
  • 1 user seat
  • Email support
Stripe, GA4, deal scoring, and additional seats are available in abi. Pro (£497/month).

abi. Pro Guide

abi. Pro (£497/month) includes everything in Starter plus Stripe revenue data, Google Analytics 4 integration, AI deal scoring, and unlimited team seats — giving you a complete picture of your entire GTM engine.

What's added in Pro

  • Stripe integration — MRR, ARR, New MRR, Churned MRR, Expansion MRR tracked automatically
  • GA4 integration — marketing channel performance, session-to-lead conversion rates
  • AI deal scoring — every open deal gets an ICP-fit score and a close probability
  • Unlimited team seats — everyone on your revenue team can access the platform
  • Monthly strategic report — in addition to weekly digests, a deeper monthly analysis

Setting up Stripe

Stripe data is pulled via a Make.com integration set up by OurIdea.ai as part of your Pro onboarding. You'll receive a setup email within 24 hours of subscribing with instructions to connect your Stripe account.

If you haven't received your Stripe setup email within 24 hours, check spam or email adam@ouridea.ai.

Setting up GA4

GA4 data is connected via Google OAuth. Go to Settings → Integrations and click Connect GA4. You'll need to sign in with the Google account that has access to your GA4 property.

  • Required Google Analytics scope: read-only access to your property
  • abi. pulls sessions, channel source data, and goal completions
  • Data appears in your dashboard after the next Monday sync

AI deal scoring

Every open deal in your HubSpot pipeline receives two scores updated weekly:

  • ICP Fit Score (0–100) — how well the deal's company matches your ICP definition
  • Close Probability (%) — AI estimate based on deal stage, age, activity, and ICP fit

Deals with high ICP fit but low close probability are flagged as high-priority follow-up targets in your weekly report.

Managing team seats

Go to Settings → Team to invite team members. All invited users get full read access to the dashboard and reports. Role options:

  • Learner — Academy access only
  • Manager — Dashboard view + team progress
  • Admin — Full access including settings

Integrations

abi. connects to your tools to pull data automatically. Here's how each integration works and how to set it up.

HubSpot Starter Pro

abi. connects directly to HubSpot using a Private App token with read-only CRM scopes.

  1. Go to HubSpot → Settings → Integrations → Private Apps
  2. Click Create a private app — name it "abi."
  3. Under Scopes, enable: crm.objects.deals.read, crm.objects.contacts.read, crm.objects.companies.read
  4. Click Create app, then copy the access token
  5. In abi., go to Settings → Integrations → Connect HubSpot and paste the token
Never share your Private App token. It's stored encrypted and only used for scheduled data pulls — we never write to your CRM.

Stripe Pro

Revenue data (MRR, ARR, new/churned/expansion MRR) is pulled from Stripe via a Make.com automation that runs every Monday. This is set up by OurIdea.ai as part of your Pro onboarding — no action required on your end beyond the initial OAuth connection.

  • You'll receive a setup email within 24 hours of your Pro subscription starting
  • Revenue data appears in your dashboard after the first Monday following connection
  • Contact adam@ouridea.ai if revenue data isn't showing after your first report

Google Analytics 4 Pro

Marketing performance data is pulled from GA4 via Google OAuth. Connect from Settings → Integrations → Connect GA4.

  • Sign in with the Google account that has access to your GA4 property
  • Grant read-only access when prompted
  • abi. pulls: sessions by channel, conversion events, bounce rate
  • Data refreshes every Monday alongside your other metrics

Salesforce Pro

Connect Salesforce as your CRM source instead of or alongside HubSpot. abi. uses a connected app with OAuth 2.0 to pull your Salesforce pipeline data.

  1. Go to Settings → Integrations → Connect Salesforce
  2. Click Authorise with Salesforce — you'll be redirected to Salesforce OAuth
  3. Sign in and approve read access for Opportunities, Contacts, and Accounts
  4. You'll be redirected back to abi. automatically on success
Salesforce requires Salesforce Professional Edition or above. Contact adam@ouridea.ai to enable Salesforce integration on your account.

Pipedrive Pro

Connect Pipedrive as your CRM source. abi. uses a Pipedrive API token to pull deal and contact data.

  1. In Pipedrive, go to Account → Personal Preferences → API
  2. Copy your personal API token
  3. In abi., go to Settings → Integrations → Connect Pipedrive and paste the token
Contact adam@ouridea.ai to enable Pipedrive integration on your account.

Mailchimp Pro

Connect Mailchimp to pull email marketing performance into your weekly GTM report. abi. tracks open rates, click rates, and list growth.

  1. In Mailchimp, go to Account → Extras → API Keys
  2. Click Create A Key and copy the generated key
  3. In abi., go to Settings → Integrations → Connect Mailchimp and paste the key

Autotask PSA Pro

Connect Autotask to pull MSP/service desk data into abi. — ticket volumes, contract values, and recurring revenue tracking.

  1. In Autotask, create an API user: Admin → Resources → + New Resource
  2. Set the security level to "API User (System)" and note the API username
  3. Generate an API secret from the user's profile → API Tracking Identifier
  4. In abi., go to Settings → Integrations → Connect Autotask
  5. Enter your API Username, Zone (e.g. webservices2), and API Secret
Only the last 4 characters of your API secret are stored. The full secret is only used to verify the connection at setup time.

ConnectWise PSA Pro

Connect ConnectWise Manage to pull PSA data. abi. uses ConnectWise's REST API with Basic authentication.

  1. In ConnectWise, go to System → Members → API Members → New
  2. Create an API member with read-only access
  3. Generate a public/private key pair from the member's profile
  4. In abi., go to Settings → Integrations → Connect ConnectWise
  5. Enter your Company ID (e.g. mycompany), Site (e.g. na.myconnectwise.net), and your public/private key pair
Authentication format: Basic companyId+publicKey:privateKey. abi. constructs this automatically from your inputs.

HaloPSA Pro

Connect HaloPSA using OAuth 2.0 client credentials. You'll need a HaloPSA API application set up in your instance.

  1. In HaloPSA, go to Configuration → Integrations → HaloPSA API
  2. Create a new application — set grant type to Client Credentials
  3. Set the Agent to a read-only API agent
  4. Copy the Client ID and Client Secret
  5. In abi., go to Settings → Integrations → Connect HaloPSA
  6. Enter your Tenant URL (e.g. https://yourcompany.halopsa.com), Client ID, and Client Secret
HaloPSA uses OAuth 2.0 client_credentials flow. abi. requests an access token at connection time to verify credentials before saving.

Terms of Service

Last updated: June 2026  ·  Effective date: 1 June 2026  ·  Governing law: England and Wales

1. Who we are

OurIdea.ai is a trading name operated by OurIdea Ltd ("OurIdea", "we", "us", "our"). These Terms of Service ("Terms") govern your access to and use of all OurIdea.ai products and services, including Pulse, GTM Launchpad, SIGNAL, abi. Starter, and abi. Pro (collectively the "Services").

By creating an account or making a purchase you agree to these Terms. If you're accepting on behalf of a company, you represent that you have authority to bind that company.

2. Services and plans

OurIdea.ai offers the following products:

  • Pulse — A free AI readiness assessment tool. No account required. Results are emailed to you; we retain anonymised aggregate data for product improvement.
  • GTM Launchpad — A one-time purchase (£97) that generates an AI-produced GTM strategy report, accessible in-app with a PDF download. No ongoing subscription.
  • SIGNAL — An annual subscription providing access to the SIGNAL Academy and methodology content. Plans: Solo (£97/yr), Team (£297/yr), Scale (£597/yr).
  • abi. Starter — A monthly subscription (£149/month) providing a live GTM intelligence dashboard, HubSpot integration, weekly AI reports, and SIGNAL Academy access.
  • abi. Pro — A monthly subscription (£497/month) providing all Starter features plus Stripe and GA4 integrations, AI deal scoring, and unlimited team seats.

Features and pricing may change. We'll provide at least 30 days' notice of any price changes that affect your existing subscription.

3. Acceptable use

You agree not to:

  • Use the Services for any unlawful purpose or in a way that violates any applicable law or regulation
  • Attempt to circumvent security measures, authentication, or access controls
  • Reverse engineer, decompile, or attempt to extract source code from the Services
  • Share your account credentials with others (team seats require additional seat licences)
  • Use the Services to generate content that is harmful, misleading, or used to manipulate or defraud others
  • Attempt to access data belonging to other users

We reserve the right to suspend or terminate accounts that violate these restrictions without refund.

4. Your data and privacy

Your use of the Services is also governed by our Privacy Policy. Key commitments:

  • Your integration data (CRM, Stripe, GA4) is used solely to generate your reports and insights — it is not sold, shared, or used for any other purpose
  • Only aggregated metrics (not individual records) are sent to the AI models used to generate your reports
  • Data is stored on Supabase infrastructure in the EU with row-level security — only your authenticated account can access your data
  • Integration credentials (API keys, OAuth tokens) are stored encrypted and are not readable by OurIdea.ai staff
  • You can request deletion of your data at any time by emailing adam@ouridea.ai

5. Payment and billing

All prices are in GBP and exclude VAT where applicable. VAT will be added at checkout for UK customers.

  • Payments are processed by Stripe. We do not store payment card details.
  • Monthly subscriptions (abi. Starter, abi. Pro) are billed on the same date each month.
  • Annual subscriptions (SIGNAL) are billed annually on the renewal date.
  • Failed payments result in a grace period of 7 days before access is suspended.
  • GTM Launchpad is a one-time charge with no recurring billing.

6. Cancellation and refunds

  • Monthly subscriptions (abi. Starter / abi. Pro): Cancel any time via Settings → Billing. Access continues until the end of the current billing period. No partial refunds for unused time.
  • Annual subscriptions (SIGNAL): Cancel any time. Access continues until the end of the annual period. No partial refunds, except where required by law.
  • GTM Launchpad: Due to immediate digital delivery, GTM Launchpad purchases are non-refundable once the report has been generated and delivered. If the report was not delivered due to a technical error on our end, contact us within 7 days for a full refund or re-generation.
  • Faulty or missing service: nothing here affects your statutory rights under the Consumer Rights Act 2015 — if a Service is faulty, materially incomplete, or not as described, we'll fix it, re-perform it, or refund you as appropriate.

Full details: Refund & Cancellation Policy.

7. Intellectual property

  • The Services, SIGNAL methodology, and all platform content are owned by OurIdea Ltd and protected by applicable IP law.
  • The AI-generated reports produced from your data (GTM Launchpad, weekly abi. reports) are licensed to you for business use. You may share them internally and with clients.
  • You retain ownership of the data you provide (CRM data, company information). You grant us a limited licence to process that data to provide the Services.
  • You may not resell, redistribute, or sub-licence access to the Services or their outputs without written permission.

8. Confidentiality

In the course of using the Services, both you and OurIdea may share information that is not public. This section sets out how that information is protected — it applies regardless of which Service (Pulse, GTM Launchpad, SIGNAL, abi. Starter, or abi. Pro) you use.

8.1 Our confidential information. The Services, the SIGNAL methodology and Academy content, our prompts, AI workflows, product roadmap, pricing, and any non-public features or materials we share with you (collectively, "OurIdea Confidential Information") are confidential. You agree not to disclose, copy, publish, or share OurIdea Confidential Information with anyone outside your organisation, and not to use it for any purpose other than using the Services, without our prior written consent. This is in addition to the restrictions in section 3 (Acceptable use).

8.2 Your confidential information. Any non-public business information you submit to us — including intake form answers, ICP and strategy data, connected CRM/billing/analytics metrics, and draft reports — ("Your Confidential Information") is treated as confidential. We will only use it to provide and improve the Services for you, and won't disclose it to third parties except as described in our Privacy Policy (e.g. to the sub-processors listed there) or where required by law.

8.3 Standard exclusions. Neither party's confidentiality obligations apply to information that: was already lawfully known to the receiving party without restriction; is or becomes publicly available through no fault of the receiving party; is received lawfully from a third party without a duty of confidentiality; or is independently developed without reference to the other party's confidential information.

8.4 How long this applies. These confidentiality obligations apply for as long as you have an account with us and continue for 3 years after your account is closed. Information that constitutes a trade secret (such as our source code or underlying methodology) remains protected for as long as it stays a trade secret.

This section doesn't replace, and works alongside, our Privacy Policy and (for abi. Starter/Pro customers) our Data Processing Agreement, which govern personal data specifically.

9. Limitation of liability

The Services are provided for informational and strategic assistance purposes. The AI-generated analysis and recommendations are not a substitute for professional business, financial, or legal advice.

  • OurIdea Ltd's total liability for any claim arising from use of the Services is limited to the amount you paid in the 12 months preceding the claim.
  • We are not liable for indirect, consequential, or speculative losses including lost profits, lost revenue, or business decisions made based on platform data.
  • We do not guarantee uninterrupted or error-free service — we aim for 99% uptime but cannot guarantee it.
  • Nothing in these Terms limits liability for death, personal injury, fraud, or any matter that cannot be excluded by law.

10. Governing law and disputes

These Terms are governed by the laws of England and Wales. Any dispute arising from these Terms will be subject to the exclusive jurisdiction of the courts of England and Wales.

Before raising a formal dispute, please contact us at adam@ouridea.ai — most issues can be resolved quickly and informally.

11. Changes to these Terms

We may update these Terms from time to time. We'll notify you by email at least 14 days before material changes take effect. Continued use of the Services after that date constitutes acceptance of the updated Terms.

Contact

OurIdea Ltd  ·  Registered in England and Wales
Email: adam@ouridea.ai
For data/privacy matters, use the same address with subject line "Data Request".

Frequently Asked Questions

When does data refresh?
HubSpot data refreshes immediately when you trigger a manual sync in Settings. Stripe and GA4 data refreshes every Monday at 06:00 BST via the automated pipeline. Your AI Insight report is generated at 07:00 BST Monday after the data pull completes.
Is my data secure?
Yes. abi. uses Supabase with row-level security — your data is only accessible to your authenticated account. Integration tokens are stored encrypted and are not accessible to OurIdea staff. The app enforces a Content Security Policy that restricts all network requests to known trusted domains. Sessions auto-expire after 30 minutes of inactivity. Only aggregated metrics (never individual records) are sent to Claude for analysis.
Why is my Health Score lower than I expected?
The most common reasons: (1) more than 30% of your pipeline is non-ICP, (2) stale deals are dragging down pipeline velocity, (3) MRR growth has slowed or is flat. Check the five breakdown bars — whichever dimension is lowest is where to focus first. If ICP Alignment is low, check your ICP definition in Settings — it may be too broad.
Can I change my ICP definition?
Yes — go to Settings → ICP Definition and update at any time. Changes take effect on the next Monday report. Note that changing your ICP will affect deal scoring retroactively, so your ICP win rate and pipeline fit % may shift significantly after the change.
What CRMs does abi. support?
HubSpot is fully supported on all plans. Salesforce and Pipedrive are available on abi. Pro — contact adam@ouridea.ai to enable them on your account. ConnectWise, Autotask, and HaloPSA are available for MSP customers on Pro. If you use a different CRM, email us — we regularly add new integrations based on customer need.
What's the difference between Pulse, SIGNAL, and abi.?
Pulse is a free, one-time AI readiness assessment using our GTM Health Scorecard — a snapshot of where you are today. SIGNAL is our 6-stage sales methodology with an Academy, interactive scenarios, and certification — you learn the framework and apply it to real deals manually. abi. is a live platform that applies SIGNAL automatically to score your real CRM deal data every week, tracking progress over time. Think of it as: Pulse = diagnosis, SIGNAL = sales execution, abi. = ongoing intelligence.
What's the difference between abi. Starter and abi. Pro?
Starter (£149/month) includes: HubSpot integration, live dashboard, weekly AI reports, ICP deal scoring, and SIGNAL Academy access. Pro (£497/month) adds: Stripe revenue tracking, GA4 marketing data, AI deal close probability scoring, unlimited team seats, and a monthly strategic report. If you only have HubSpot and don't need Stripe/GA4 data, Starter is the right choice.
How do I add a team member?
Go to Settings → Team and click Invite Member. Enter their name, email, and role. They'll receive an invite email with a link to create their account. Pro users get unlimited seats. Starter users can add seats at £49/seat/month — email adam@ouridea.ai to arrange this.
How do I access my GTM Launchpad report?
Your report lives in the GTM Launchpad tab inside the platform — it's generated automatically, usually within 2–3 minutes of submitting your intake form. There's no email delivery; just open the GTM Launchpad tab. If it's been longer than that and nothing's showing, email adam@ouridea.ai with the email address you used to purchase and we'll look into it.
How do I cancel?
Cancel any time from Settings → Billing → Manage Billing (Stripe customer portal). No notice period, no questions asked. Your access continues until the end of the current billing period. Your data is retained for 90 days after cancellation — email us if you want it deleted sooner or if you want to reactivate.
What if I have a technical problem?
Email adam@ouridea.ai with a description of the issue and your account email. For integration problems, include which integration is affected and any error message you saw. We aim to respond within 24 hours on weekdays.
Does abi. work for MSPs and IT service businesses?
Yes — abi. Pro includes native PSA integrations for Autotask, ConnectWise, and HaloPSA. MSPs can track recurring contract value, ticket-to-revenue ratios, and ICP-fit client scoring alongside their standard GTM metrics. SIGNAL has a dedicated MSP scoring rubric that accounts for the differences between MSP and SaaS go-to-market models.
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