From your first message to finished dashboard — here's every step, and who does what.
A relaxed 20–30 minute call where we learn about your business, what data you have, and what decisions you're struggling to make. No jargon, no sales pitch.
You send us whatever data you have — a spreadsheet, a till export, a Shopify report, a QuickBooks file. It doesn't have to be tidy. That's our job.
We clean the data, run the analysis, and build your dashboard or report. We'll send you a quick update midway so nothing comes as a surprise.
A short call where we walk you through what we found and what we recommend — in plain English. We'll tell you the three most important things to act on first.
On a monthly retainer, we refresh your dashboard, send a plain-English report, and jump on a quick call to talk through it. You're never left staring at numbers alone.
Step 1 is just a free chat. No commitment, no jargon, no pressure.