ShipsAt launchWave 2Wave 3Wave 4
Guidance in every tool

Most of your company will never log into Beacon. That's the point.

A system only steers what it reaches. Beacon puts the target, the guardrail and the next step into the tools your company already works in — so the decision is made with the number in the room.

The problem

Three good calls. Every one made without the number.

The deal desk

Tuesday, 4:51pm. An 18% discount closes the quarter's biggest deal.

Never checked
The margin target it broke lived in a January board slide.
The campaign builder

The spring campaign has run three weeks — on budget, on schedule.

Never saw
The segment it targets has never converted profitably. Not once.
The renewal

The CSM quoted the renewal flat and got the signature early.

Never knew
Usage said the account was ready to pay for more.
The report came after.All three were knowable. The number just wasn't in the tool where the call was made.
The decision moment

Nobody asked. The guidance showed up anyway.

Every connected tool. Every customer moment — the deal, the campaign, the renewal, the plan. Whoever's deciding, the math arrives while the move is still a draft. Here it is on one deal.

Your CRM · Deal · Meridian Analytics$86,000 ACV
StageContract drafted
Discount18%
16:42Email · Quote v3 sent to procurement
Task from Beacon · 16:51
The margin math, before signature

At 18% off, margin lands at 60.9% — under your 62% target. 15% clears it, still inside the buyer's range.

BILLING + CRM · TODAYIllustrative

Nobody opened Beacon. The math was on the deal while the discount was still a draft.

Ask Beacon answers when you ask. This is Beacon speaking first — while you can still act.

The moments that matter

Not another inbox. The tool you're already in.

You just watched the deal desk. The same arrival, three more places.

Slack · #customer-success
B
Beacon APP · 9:12
Renewal risk forming on Brightline Health — usage down 22% in 60 days, renewal Nov 3. A defence plan is drafted on the account.
PRODUCT + CRM · TODAY

The renewal: risk becomes a nudge months before the notice.

Campaign builder · Audience
Mid-market ops teamsBeacon: pays back in 11 months
SMB self-serveBeacon: has never reached payback

The campaign: each audience's real economics, before budget commits.

Planning board · Q4
Card from Beacon
12 accounts ready to expand
Worth $410K against the Q4 target. List and next steps attached.

The upsell: the plan starts from the paths, not a hunch.

Every department

Whoever's deciding, guided in the tool they already use.

SalesThe CRMDeal math and margin checks on the record, before the signature.
MarketingCampaign builderEach audience's real economics, before the budget commits.
Customer successSlackThe CRMRenewal risk as a task, months before the notice.
FinancePlanning boardEmailForecast drift and cash signals, before the close.
LeadershipThe board packThe whole company's motion against one agreed aim.
The payoff

Company targets are reached. Every day.

Targets stop being a January slide. Set once, cut to teams, guarded at every decision — so the number is met on the way, not explained afterwards.

Sealed in the plan
$12.0M ARR
On plan

The December target. Met because every decision below it steers toward it.

Cut to each team
$340K
Owned

This quarter's slice of new ARR — tracked daily where the team works.

Guarded on the way
62% margin
Holding

Checked at every discount, before the signature.

Watched ahead
108% NRR
Trending up

Risk surfaces months early, as a task where the CSM works.

What travels

Four things ride along. Here's what they look like when they land.

Targets
$12.0M ARR by DecemberIllustrative
New business — Sales$6.8M
Expansion — Customer success$3.2M
Renewals — Customer success$2.0M

The company number, split into owned slices — each visible where that team works, tracked daily.

Guardrails
MarginGross margin stays ≥ 62% — checked on every quote.
DiscountsPast 15%, the deal needs a yes before it moves.
SpendCampaign spend stays inside the plan — checked at launch.

Checked at the decision. The consequence shows before you commit — never after the signature.

Guidance
Task from Beacon
Next on Halston Media

Quote the renewal at +18% — six months of expansion signals, usage up 41%.

PRODUCT + BILLING · TODAYIllustrative

The direction you committed, turned into each record's concrete next step.

Paths
Today $86K today $96K · March
ActualForecastMeridian Analytics · Illustrative

Where each deal, account and cohort is heading — shown on the record it belongs to.

A task, a flag, a note — in each tool's own language, or in Slack or email where it can't. Inside each person's access, origin attached. How that's held →

And the AI you run

It reaches machines the same way.

Beacon agents work from the same targets and guardrails — every change held for your yes. And the AI you run elsewhere reads the same numbers, so your copilots act on the plan your people do.

support-renewalsAI agent · runs outside Beaconreads Beacon · live
TaskSave the Meridian Analytics renewal — the customer asked about pricing.
Asks BeaconHow far can I go on discount?
BeaconMax discount 15% — margin target 62%. The same numbers your deal desk sees.
ResultOffer drafted at 15% — inside the guardrail.
Guidance in every tool

Put the number in the room where the decision happens.

Free at any size, no card. You approve the rules once — then it arrives on its own.