1

Kickoff call

Week 1 · 30 minutes

We identify the decisions, metrics and workflows that matter most.

2

Connect your data

Week 1

You grant read-only access or send a weekly export; we clean and combine it.

3

Review the solution

Week 2

You review it with your real data: dashboards, insights, alerts or workflows.

4

Launch and improve

Week 3

We launch, monitor it, and keep improving it as your business changes.

What we need from you · about 2 hours in total

  • A 30-minute kickoff call with the owner or manager who will use the solution
  • Read-only access to your point-of-sale, scheduling, CRM or accounting tool, or a weekly export
  • The few numbers you want to see, or the repetitive tasks you’d like off your plate
  • One person who can answer questions about your data during setup

Questions, answered

Most businesses are live in about three weeks: a kickoff call and data connection in week 1, a review of the solution in week 2, and launch in week 3. Larger or more complex projects take longer, and we’ll tell you up front.

About two hours in the first two weeks: a 30-minute kickoff call, read-only access or a weekly export, the numbers or tasks you most want help with, and one person who can answer questions about your data.

No. Forecasts are estimates. They extend your recent trend and show a likely range, and they don’t account for holidays, weather or one-off events.

We use read-only connections where available and limit access to the systems your solution needs. Storage, retention and access are documented during setup, and you can end access at any time.

Yes. After the three-month minimum, you can cancel with 30 days’ notice.

Ready to see what your data is telling you?

In 30 minutes, we’ll identify where your data lives, what you’d like to understand better, and one task or workflow that could potentially be automated.

Book a 30-minute assessment