We agree on the questions, data and review schedule with your team.
Three ways to work with us
Choose your starting point.
A
Start simple
Useful reporting from your existing files.
Review your Excel or CSV files and their quality.
Build a reusable report around your questions.
Update the files, then refresh the report.
Includes an initial walkthrough and update guide. Further reviews can be arranged.
B
Go deeper
Regular business analysis and reviews with your team.
Bring agreed files, documents and supported systems together.
Recurring analysis, findings and team reviews.
Agree on actions and review progress together.
Data refreshes and analyst reviews run on separate schedules.
C
Go beyond
Business analysis with market and competitor context.
Everything in Go deeper.
Agreed market and competitor research.
A weekly or monthly research brief, as agreed.
Research questions, sources and coverage are agreed together.
Data checks, clear findings and agreed next steps are part of every option.
Scope and updates
Timing. It depends on the scope, data readiness and access. We agree on the schedule before work begins, and review it as your needs change.
Supported connections. Files, documents and systems within the agreed scope, with scheduled refreshes where a system supports them. Reports show when the data was last refreshed.
Research coverage. Public and industry sources, competitor and market monitoring, and customer opportunities, with the questions, sources and coverage agreed together.
Separate schedules. Data updates and analyst reviews are agreed separately. A daily data refresh does not include a daily written analysis or meeting.
Optional specialist work. Forecasting, scenario planning, detailed pricing analysis, surveys and prospect research can be added by agreement.
Compare the three options
Features and support across the three options
Every option starts with understanding your business and agreeing on priorities. On a small screen, scroll the table sideways; the feature column stays in view.
Feature
A · Start simpleUseful reporting from your files
B · Go deeperRegular analysis and reviews
C · Go beyondAnalysis with market context
01Information we work with
Excel and CSV files
Agreed files, documents and supported systems
Business sources plus agreed public and industry sources
02Data-quality checks
Checks on agreed files
Checks across business sources
Checks across business and external sources
03Reporting and customer analysis
Reusable report; buying patterns where records allow
Business and customer analysis with recurring findings
Business analysis with market and customer opportunity context
04Updates, reviews and next steps
File refresh, initial walkthrough and next steps
Agreed refreshes, team reviews and action tracking
Business and research updates, reviews and action tracking
05Market and competitor research
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—
Monitoring and a weekly or monthly brief, as agreed
06What you receive
Report, data notes and update guide
Reporting, findings and action reviews
Business reporting, research briefs and opportunity reviews
Sources, comparisons, update frequency and review time are agreed together. Data updates and analyst reviews have separate schedules. — means not included as standard.
Examples
Explore examples of our work
These are freely accessible examples: a sample business and public-data reports on Cebu. Tailored support is built around your own questions and records.
How are sales moving, and what needs review?
See sales, unpaid balances and stock items to review.
Tell us about your business and the question you’re working through. We’ll agree on a starting point and any information needed for a closer review. The first conversation is free.