Build your system.
Configure the platform, records, templates, connections, and playbooks around your team.
- Workflow and source mapping
- Records and file organization
- Account and tool connections
- Templates and first-work review
Service and pricing
We agree the work first. Your proposal sets out the setup, monthly service, deliverables, and responsibilities.
Configure the platform, records, templates, connections, and playbooks around your team.
The agreed research, campaigns, documents, and support, run around your team’s priorities.
Sources, data access, tenant brief, and geographic coverage.
The volume and frequency of research, campaigns, and documents.
Tools, connections, templates, review steps, and team needs.
Yes. Bring the job that matters most. We can scope the service around one workflow and expand it with your team.
We quote after understanding the work. Your proposal shows the setup fee, monthly fee, included deliverables, and agreed costs.
No. We review your current tools and agree the connections before setup.
Bring your workflow and priorities. We’ll discuss the setup and monthly service.