Reads the signals. Ranks the portfolio. Shows the gaps.
Spotting cross-sell opportunities across a portfolio often depends on professionals remembering which clients, relationships, and capabilities might fit, leaving less obvious opportunities undiscovered.
Celeste scores every client against service whitespace, intent signals buried in notes and correspondence, and recent engagement momentum, then combines all three into one ranked score. The report shows exactly which clients are worth a conversation now and why.
You get a ranked shortlist, not a guessing game.