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How we work

What happens from your first message to the measured result, step by step, followed through one example.

ExampleA company that wants a clear financial dashboard
1First contactMessage

You tell us what's going on, in a few lines.

A message about the problem is enough to start.

You
Send a message about the problem.
Us
Reply and book a video call.
You get
A video call booked for the diagnosis.
Example

Pick the problem closest to yours

Your message to us

Pick a problem above to see the message you would send us, and our reply.

2DiagnosisVideo call

On a video call, you explain how your company works today. We map it, step by step.

We ask questions until we can draw how your numbers move today, and mark where time is lost and where numbers don't match.

You
Join the call, explain your situation and show the files you use.
Us
Ask questions and map the process.
You get
A map of where the problem is.
Example

What we ask

How the numbers move today

3PresentationFollow-up video call

We show what we can do, the price, and what we need from you.

A presentation made for your company, built on the map from the diagnosis.

You
Go through it with us and ask anything.
Us
Prepare it and present it on the call.
You get
The solution, its price and the list of what we need, before any commitment.
See a financial dashboard working →
Example
The solution One dashboard with your sales, costs, profit and cash, updated every week.
Sales$48.2k+6%
Costs$31.9k+3%
Profit$16.3k+12%
Cash$92kcovers 7 weeks of costs
  • Totals don't match the bank→Every total checked against the bank
  • Profit seen too late→Last week's profit, every Monday
  • No list of who owes→Unpaid invoices, with days late
4AgreementFollow-up video call

Together we set the dates, how we measure, and how you pay.

Everything is written down before the work starts.

You
Agree the dates, the numbers that define success and the payment.
Us
Commit to the delivery date.
Payment
Two payments: 50% on the day the work starts, 50% on delivery, on the agreed date.
Example

Dates and payments

Payment 150%Mon 2 Nov · when we start
Payment 250%Fri 27 Nov · on delivery

How we will measure it

  • Hours spent closing the monthtoday 12 h
  • When you see your profittoday 5 weeks after the month
  • Differences between bank and Exceltoday 9 / month

Taken from the problems marked on the map in step 2.

YouUs
5Execution and resultsDirect line

We build it, deliver on the date, and measure what changed.

After delivery we measure the same numbers agreed in step 4.

You
Give us what was listed in the presentation, and test it with us.
Us
Build, deliver on the agreed date, then measure.
You get
The dashboard working, and the result in numbers.
Contact
From the day we start: straight to us on WhatsApp or email, whichever you prefer, and a video call whenever you want one.
Example

The work

WEEK 1Bank connected, read-only
WEEK 2Invoices and spreadsheets in
WEEK 3Every total checked against the bank
FRI 27 NOVDelivered
Your direct line to us

Updates arrive here as the work moves.

After delivery: the numbers from step 4

  • Hours closing the month12 h→…
  • When you see your profit5 weeks after the month→…
  • Bank vs Excel differences9→…

It starts with step 1: a message.

Tell us your problem →