Section 2 · Qualification & Opportunity Scoring

2.5Multi-service detection

Built in the POC

What DMA asked for · Decision Book p.12

Notice when someone asking about SEO is really a PPC + SEO + reputation opportunity.

Why it matters to DMA: Surfacing the whole opportunity, not just the entry point, raises the average deal size.

In our words, from DMA's Product Decision Book v3, page 12.

Every account and every chat is tagged with the DMA services that fit, from DMA's list: SEO, local search, paid search, reputation, social, web development, marketing automation, enterprise.
The tags come from three places: the products on past Nutshell deals, the AI's reading of the notes (kept only when it is confident), and, in the website chat, what the visitor says about their needs.
Fitting two or more core services raises the fit part of the score and shows as "fits several services" in the reasons, so the team sees the bigger opportunity at a glance.
It stays a recommendation (L2): it shapes the brief, the next step and the proposal draft, and a person decides what to offer. Proposals can only use services on DMA's approved rate card.

It plays on its own while it's on screen; hover or use the controls to pause or step through.

Step 1 of 4

Clues from the past

Northside once bought SEO; that deal's product maps to the SEO service.

The same six stages on every page. Nothing reaches Nutshell except through the write gate.

1Deals, notes, chats
Source
Products on past deals, the notes, the visitor's words.
2Sync
Copies Nutshell changes into the bridge database
Brings deal products from Nutshell.
3Bridge database
A copy of the CRM data, plus what the AI works out
The service tags per account and per chat, with the evidence.
4AI
Claude models, only through DMA's own gateway
Tags services from the notes and chats; only confident tags are kept.
5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
The services go onto the lead's AI fields.
6Nutshell
The system of record
The team sees which services fit.

Drawn from the POC's database catalogue: structure only, no data.

PK primary keyFK reference the database enforces (solid line)ID reference kept by id (dashed line)

Table	What it holds	Columns
tax.classifications	Service tags on each record, with the evidence and confidence.	19
ai.scores	The fit reason and its points.	20
tax.nodes	DMA's list of services, with a margin weight per service.	13

How the tables connect (5)

Column	Points to	Kept by
tax.classifications.node_id	tax.nodes	The database (foreign key)
tax.classifications.prompt_id	agent.prompts	The application (by id)
ai.scores.prompt_id	agent.prompts	The application (by id)
tax.nodes.dimension	tax.taxonomy_versions	The database (foreign key)
tax.nodes.version	tax.taxonomy_versions	The database (foreign key)

Synthetic demo data: every name, business and number is made up.

1 / 3

What you see

1.The facts behind the tags

Account 360 shows the notes the services were read from.

localhost:13301/accounts

What happens in the system

Bridge databasecrm.leads
A past SEO deal: its product maps to the SEO service.
AI agentreactivation analyst
Reads the notes; tags local search from "all three offices" and local calls.
Bridge databasetax.classifications
Each tag with its source and confidence; weak tags are dropped.

Three synthetic records from the demo data, with the services the prototype tagged.

Account	Came in for	Services that fit	Why
Northside Dental Group	SEO	SEO, local search	A past SEO deal; "all three offices" and local calls in the notes
Keller Law Group	Paid search	Paid search, SEO	A PPC deal; notes about weak organic traffic
Summit HVAC	Local search	Local search, paid search	3 locations; paid search in the notes about the busy season

localhost:13301/accounts

1 / 3Account 360: the facts the services were read from.

Dashboard · Accounts, Northside Dental Group open. Captured from the running POC on September 25, 2026; synthetic data.

Opens the exact screen in the running POC, in a new tab.

Open	Where	What to try
Accounts	DMA AI dashboard	Open an account: facts and services that fit.

Built in the POC

Built in the POC. This capability runs in the POC today, on synthetic data, end to end.