Good inputs.
Clear expectations.
Know what to send, what happens next, and what you will receive.
Supply up to three monthly data exports containing current and prior-month revenue, orders, traffic and costs, with explanations of any unusual definitions or missing periods.
Receive a KPI comparison and three observations based on the supplied figures, with gaps or limitations identified instead of treated as established explanations.
Review the findings and next-month action list, check any source discrepancies and use the report to guide your own follow-up questions and business decisions.
Your input checklist
Current and prior-month revenue, orders, traffic and costs
Include your audience, preferred style, approved facts and the outcome you need. Flag anything that must stay unchanged.
Download the intake worksheet ↓Delivery you can review.
- KPI comparison
- three observations
- next-month action list
Download the completed package from your private workspace. The target is five business days after verified payment and complete source material. If the brief needs clarification, we will ask before relying on an assumption.
Room for one refinement.
Send one consolidated revision request within seven days of delivery. Point to the item, explain the change, and include the correct source facts. Requests beyond the agreed scope need a separate agreement.
Outside this package: Account access, investment advice and unsupported causal claims.
Your private workspace
Create an account with your email and password, save your brief, then review the scope before paying securely through Stripe. Keep the recovery code shown at signup; it is needed if you forget your password.
You can upload up to five source files, each up to 3 MB, in XLSX, PPTX, DOCX, PDF, CSV or TXT format. Send only material you have permission to share. Remove passwords and sensitive personal details.
Use the brief to share your source text and links, with supporting files if useful. You review the final work before using, publishing or importing it.
Need to clarify your brief with a person? Contact support. We can bring the business owner into the conversation when human input is needed.