CONNEX
Book a 30-min audit
Decision Intelligence Infrastructure

Turn inbound chaos into commercial intelligence.

CONNEX is the AI infrastructure that reads every inquiry, structures the data, scores fit and risk, flags what's missing, and hands your team a decision-ready brief.

See it work → Book a 30-min audit
Before
60+minper inquiry
8hrssenior time / wk
1×conversion baseline
After
4.2sper inquiry
~1hrsenior time / wk
5×conversion lift

Raw inbox

14:02 · web form
Hi, we're exploring your service. Can we book a call to see if we qualify? Need to understand process and documents.
14:18 · email
Following up — also asked a colleague to reach out. Budget ~€40k. Timeline flexible.
14:41 · linkedin
(missing context · no decision-maker confirmed · no scope)

Decision-ready brief

PR-2871 generated · 4.2s

Qualified · route to senior team

Score 0.82
Fit High commercial fit 0.92
Risk 3 missing fields ⚠
Next Discovery call · 14 days →
Delivery CRM · senior team ✓
№01 The Problem · Why qualification is expensive

Team time, eaten by inquiries that should never have reached them.

Inbound prospects arrive incomplete, unstructured, and hard to judge — short messages, missing context, scattered files. Senior team members spend hours triaging, asking the same questions, and chasing the same documents. Most of it ends in disqualification.

The cost is operational: utilization collapses. The cost is commercial: serious prospects walk before they get the right attention. The cost is replicable: every business with complex qualification pays it.

Industry benchmarks · avg.
31%
Senior team billable utilization. Pre-qualification is the leading drag.
Observed · per team member / week
8 hrs
Manual triage calls and follow-ups. Mostly disqualifications.
Annualized · per organization
€80k+
Senior-rate cost of unqualified prospect handling.
№02 The CONNEX Factory · Four layers, one core

We don't sell point tools. We build the production line behind your qualification.

Every engagement instantiates the same four-layer architecture, configured against your business — its inquiry surface, its data, its team workflow.

Intake Scoring Reports Delivery
L01 · Capture

Intake Systems

Capture surfaces — forms, classifiers, routers — that structure prospect intent before a human looks at it.

  • Multi-channel inquiry capture
  • Intent & type classification
  • Routing & SLA rules
Output
Structured prospect record
L02 · Scoring

Qualification & Scoring

Rule bases and scoring models calibrated against your closed work, producing a decision-grade verdict with confidence.

  • Fit · readiness · urgency · risk
  • Per-business scoring calibration
  • Missing-data & contradiction detection
Output
Verdict + score + confidence
L03 · Reason

Decision Reports

Structured outputs — recommendation, scoring breakdown, risk flags, next action — written for your team to act on.

  • Structured prospect brief
  • Risk & missing-data flags
  • Suggested next action
Output
Decision report + machine payload
L04 · Deliver

Routing & Delivery

The output drops into your existing operating system — CRM, ticketing, partner brand. No migration. No new logins.

  • Webhook · REST · signed payloads
  • Direct CRM integrations
  • Team routing & partner white-label
Output
Right prospect → right team

Same core. Configured per business. One engagement at a time.

№03 The Output · What clients get

Every prospect arrives as a decision-grade brief.

Below: an anonymized real output from a live deployment. Score, eligibility verdict, scoring breakdown, risk flags, next action — and the machine-readable payload that gets posted to the firm's CRM.

PR-2871 · DECISION REPORT · v2026.Q2 connex.factory / reports / pr-2871-decision
0.82 confidence
Recommendation Qualified · senior team High commercial fit · 1 sequential bottleneck · 3 missing fields
Scoring breakdown
Commercial fit
0.92
Readiness signal
0.88
Data completeness
0.68
Timeline feasibility
0.71
Complexity (inverse)
0.58
Risk flags & next action
  • Decision-maker confirmed · authority validated
  • Data completeness 68% · 3 fields missing: budget, scope, deadline.
  • Complexity flagged · senior team routing recommended.
  • Next action · schedule discovery call within 14 days · CRM record created.

Same artifact, every prospect. Reviewed by partners, never drafted by them.

№04 Operating Principles · How we engage

Selectivity is the product.

Four constraints we operate under — written into every engagement letter, not into a marketing page.

P01

Three engagements per quarter. No exceptions.

Each engagement is founder-led. There is a hard ceiling on how many firms one person can be physically inside at once. We turn down most audits we run.

P02

No fee during the 60-day pilot.

If intake-to-engagement conversion doesn't move materially during the pilot, no invoice is issued. This is in the engagement letter, not in the marketing copy.

P03

Per-firm scoring calibration before go-live.

The factory's scoring layer is calibrated against the firm's last 50 closed matters before a single prospect reaches it. Generic models don't ship.

P04

EU data residency. The firm owns the data.

All prospect data sits in EU infrastructure. Engagement letters specify the firm retains ownership in perpetuity, including post-termination.

№05 Authority · Who operates the factory

"The factory ships when one operator can stand behind every decision report it produces. So we ship slowly, by design."

CONNEX Advisory is founder-led from Lisbon. Built by an operator who lived the qualification problem at scale — across cross-border services, advisory, and operational consulting — before turning it into a product.

Engineering is small, deliberate, and senior. Operations and content support are distributed across three working partners. We don't scale headcount before we scale outcomes.

Read the full team page → antonio@connexadvisory.com

№ 06 · Next step

A 30-minute audit. An honest answer.

I diagnose your intake against the factory. I tell you whether CONNEX fits — or that you'd be better served by something else.

Book a 30-min audit →