Take Action: growth decisions, agent activation, and unlock

What this row is

Sales is where Verinode reads how you win work: what a job actually sells for, how many leads turn into signed jobs, what it costs you to land one, and how all of that stacks up against operators like you. The Take Action row is the row on that page where Verinode stops describing your numbers and starts telling you what to do about them.

Take Action is a horizontal-scrolling shelf of tiles, and every tile in it is a real, personalized decision Verinode is recommending you act on. The section's entry points live one row up, in the Apps row that sits between the hero and Take Action on every section (see the Apps row on every section): a Growth Review app that leads the row, a Talk to IQ tile that opens a conversation with your Chief Data Officer, and an Unlock tile that tells you exactly what to send in next. This article covers all of it: how the decision tiles are built and sorted, what every number and control on them means, and what the three Apps tiles above them do.

Verinode does not decide anything for you here. It reads your data, benchmarks it against operators your size, and recommends. Whether you act, park it, or ignore it is always your call.

Where to find it

Open the sidebar under Revenue and click Sales (iq.verinode.ai/growth). The page opens on a hero panel with your Average Job Value, Close Rate, Cost / Job, and Lead Volume, and if you have any pending decisions, the hero carries a small pill reading "N Decision(s) Ready." That pill is powered by the exact same decision count as the row below it, so if the hero says "3 Decisions Ready," the Take Action row is where those three live.

Right under the hero, the Apps row runs left to right, and the Take Action row runs directly below it. You can drag either with the mouse, scroll it with a trackpad swipe, or use the left/right arrow buttons that fade in when you hover the row, they scroll about three tiles at a time. Below Take Action sits a separate Pipeline row (once leads have started flowing in) and an Explore row of benchmark tiles, both out of scope for this article.

The Apps row: Growth Review, Talk to IQ, and Unlock

The Apps row leads with Growth Review ("Where revenue leaks between a lead and a won job"), the section's analyst app. It reads your close rate and where it breaks down by source, the quotes that went cold without follow-up, and your pricing at the point of sale, then returns a saved finding you can revisit and export, showing where revenue is leaking between a lead arriving and a job being won. It works best once your leads and quotes are on file: send your pipeline or quote history from your CRM (JobNimbus, Albi, or your estimating tool), and Verinode reads how leads become jobs. See what an analyst app is for how these apps behave platform-wide.

Talk to IQ

Next in the Apps row comes the agent-activation tile, a full copper "album cover" tile (416px wide, matching two standard tiles side by side) with the Sales glyph watermarked faintly in the background and an Ask IQ chip in the corner. It reads:

• Start here (small eyebrow)
• Talk to IQ (headline)
• "I watch how you win work: what a job costs you to land, your close rate, where your leads come from, and how all of it compares to operators like you." (thesis line)

Click anywhere on the tile and two things happen at once: the right-hand IQ panel opens, and it's pre-loaded with this first message from IQ, so you never open the panel to a blank box:

"I'm IQ. On the sales and marketing side I track the economics of winning work: your average job value, what you spend on marketing as a share of revenue, your cost to land a job, and your return on every marketing dollar. As more operators your size join, I hold each against the peer median so you know whether a number is good or just normal-for-you. The fastest way to wake me up here: forward your P&L or connect your books so I can read your marketing spend, and keep your won jobs flowing in so I can size the rest. The lead-by-lead view (close rate by source, referral share, which channel pays for itself) fills in as your inquiry data lands. What's most on your mind right now, whether you're spending the right amount to grow, or where your best jobs are actually coming from?"

That single click is both the activation moment and your first IU-spend gesture in the section, IQ is now working from your reply.

When the tile disappears. This tile is an onboarding nudge, not permanent furniture. It retires the moment any of the following is true:

• You've clicked it once (stored in this browser only, so it can resurface once on a new device).
• You already have a conversation with IQ going on the Growth route, even if you never clicked the tile.
• Verinode's server-side check finds you've already engaged with this section's agent before.

If that server check fails (a network hiccup, say), the tile stays visible rather than risk hiding your one entry point. Nothing here is gated by tier, it's the same first-touch invitation for every account.

Unlock Sales

Right after the Talk to IQ tile, every section's Apps row has a slot for an Unlock tile: a compact card (416px wide, matching two standard tiles) that names the exact exports still missing and what each one turns on, so "add data" is never a vague ask.

It works in three states:

• Cold (nothing present): headline reads "Upload Your Data To Switch It On," with a one-line promise of what the section becomes once you do.
• Partial (some inputs present): headline reads "N Of M Sources In. Add The Rest.," with a checklist: a filled green check and "· in" next to whatever you've already sent, an open copper-ringed dot and the source tool next to whatever's still missing.
• Complete (every listed input present): the tile retires and stops rendering.

Every row in the checklist carries a tooltip on hover naming exactly what that one input unlocks. The button at the bottom reads Add Data (cold) or Add What's Missing (partial), and opens the same capture modal as the header's Send Data button.

On Sales, the tile tracks three inputs. The checklist reads Profit & Loss (a QuickBooks P&L export, unlocking your marketing spend as a share of revenue and the return on it), Sold Jobs (a job export from WorkCenter or your job management tool, unlocking your average sold job value and cost per job won), and Leads (a lead export from your CRM or job management tool, unlocking which sources actually turn into signed work). Once all three are in, the tile retires.

The decision tiles

Every tile in Take Action is a real decision, personalized to your data, built by the same decision engine every section on the platform uses (the decision workspace covers that engine in full). On Sales these load client-side: the row fetches your Sales decisions as soon as the page mounts, showing nothing (no skeleton) until the fetch resolves, and up to 10 can appear here.

Where a decision comes from

Verinode merges two engines into one decision:

• Findings: the causal read of your Sales numbers against the peer cohort, whether your close rate is slipping, your marketing spend is under- or over-invested, your cost per job is running high, or a lead source is underperforming.
• Action Recommendations: the concrete deliverable attached to a finding, a draft email, a comparison, a specific next step, when one exists.

When both exist for the same issue, they're merged into a single tile. When only a finding exists, the tile still gets a generic action ("Forward more data to unlock this insight," pointing at Connect) so nothing dead-ends.

Sort order

Decisions with a declining trend surface first. Within that, they're ranked by monthly dollar impact, largest first. A finding that's actively getting worse always outranks a bigger dollar figure that's holding steady.

What's on each tile

Every decision tile is the same wide format (416px, matching two standard tiles), with a solid copper rail down the left edge and a small icon next to the label, the visual signature of every Take Action tile platform-wide:

• Label. Always reads Recommended. Every decision that reaches Take Action is fully actionable, there's no separate "just FYI" posture here.
• Headline. If the decision carries a dollar impact, the headline is that dollar figure in large type, formatted as an exact amount under $1,000, "$X.Xk" in the thousands, or "$X.XM" in the millions, followed by a small period suffix: /mo for a monthly loss, /yr for an annual one, one-time for a pool that only clears once (never mislabeled as a monthly or yearly rate), /wk or /job for the rarer cases. If there's no dollar figure yet, the headline is the metric's plain name instead, for example Close Rate Below Peers, High Cost per Job, Unworked Leads, or Slow First Response, never a raw database key.
• Sub-line. Appears only under a dollar headline, and names the subject so a number like "$908/mo" never floats without context. It reads as a short topic sentence that shifts with the trend, for example "Your close rate is slipping against peers" when declining, "Your close rate is gaining on peers" when improving, or "Your close rate vs peers" when the trend is flat or unknown. When the finding is tied to a specific entity (a carrier, a channel) the entity name leads the sentence instead of "Your."
• The right-hand evidence column. A vertical strip on the right, divided from the text by a hairline: a small round logo or initial badge for the entity the decision concerns (falls back to "Portfolio" for portfolio-wide findings with no single entity), the entity name underneath, then a row of four lifecycle dots, Flagged → Planned → Acting → Resolved, with the current stage lit. Every decision you see in Take Action sits at Flagged, since only decisions still awaiting your call show up here (more on that below). Under the dots, when a trend is known, a small arrow and label: ↑ Improving (green), ↓ Declining (red), or → Stable (muted).
• Trailing chevron. A plain "›" in the bottom-right, hinting the tile opens something.

Clicking a tile

A click opens the canonical decision workspace as a glass-card overlay sliding on top of Growth, you never leave the section. That overlay carries the full case: the causal chain behind the finding, the confidence and effort labels, a realization timeline, the concrete action steps, and the Act / Not now / Why controls. This article is about the Take Action row itself; the decision workspace covers everything inside that overlay in detail.

Why a tile disappears once you act

Take Action only shows decisions still waiting on you, statuses pending or snoozed. The moment you click Act (or Not now, or the decision resolves), it graduates out of this row and moves to the full history in /decisions, where its plan, outcome, and what you learned from it live on. Take Action staying a clean to-do list rather than turning into a scrolling log of things you already handled is the whole point.

Empty state

If Sales has no pending decisions yet, the row shows this exact line and nothing else:

"No sales decisions yet. They appear as your data builds and peers contribute."

This isn't a placeholder waiting on you to click a button, it's an honest statement: Verinode hasn't found anything worth recommending against your Sales data yet. As your P&L, job data, and lead data flow in, and as more operators your size join the cohort, decisions start appearing here on their own.

Best-practice example

Say you open Sales and the hero reads "2 Decisions Ready." The Apps row shows Growth Review, and because you've talked to IQ before and your P&L, jobs, and leads are all in, neither the activation tile nor the Unlock tile appears after it. In Take Action, the first decision tile reads $1.4k/mo, with the sub-line "Your close rate is slipping against peers," a declining ↓ arrow under the lifecycle dots, and the "Portfolio" badge since the finding isn't tied to one carrier or channel. The second reads High Cost per Job with no dollar yet, a flat metric-name headline because Verinode hasn't sized the dollar impact of that one. You click the first tile. The overlay opens on top of the page with the full evidence: your close rate against the peer median, the causal read on why it's slipping, and Act / Not now / Why. You click Act. Back on Growth, that tile is gone from Take Action, one decision left, its full plan and outcome now live under /decisions.

Related reading

• Understanding your margin
• The decision workspace
• Benchmarks overview
• Reading a benchmark
• Connecting your data
• Forwarding documents

Data sources