





Automation Package
Our Automation Package is built for those who are ready to eliminate manual effort and streamline recurring workflows. From reporting to marketing to lifestyle management, we design, build, and manage the automation of your dataflow for efficiency and scale. This package begins with an introductory meeting and a kick-off strategy call. In these two meetings, we will identify the data or functions your organization hopes to optimize and finalize our roadmap. Together we will key in on what you or your organization values, your goals, your struggles, and our strategic path forward.
Each month, as part of your Automation Package, you will receive the following features:
Automation of a selected business process
Discounted Analysis Requests (via our Products add-ons)
Monthly Performance Call with Insights Deliverables
One Data Visualization
Private Site Access
Our Automation Package is built for those who are ready to eliminate manual effort and streamline recurring workflows. From reporting to marketing to lifestyle management, we design, build, and manage the automation of your dataflow for efficiency and scale. This package begins with an introductory meeting and a kick-off strategy call. In these two meetings, we will identify the data or functions your organization hopes to optimize and finalize our roadmap. Together we will key in on what you or your organization values, your goals, your struggles, and our strategic path forward.
Each month, as part of your Automation Package, you will receive the following features:
Automation of a selected business process
Discounted Analysis Requests (via our Products add-ons)
Monthly Performance Call with Insights Deliverables
One Data Visualization
Private Site Access
Our Automation Package is built for those who are ready to eliminate manual effort and streamline recurring workflows. From reporting to marketing to lifestyle management, we design, build, and manage the automation of your dataflow for efficiency and scale. This package begins with an introductory meeting and a kick-off strategy call. In these two meetings, we will identify the data or functions your organization hopes to optimize and finalize our roadmap. Together we will key in on what you or your organization values, your goals, your struggles, and our strategic path forward.
Each month, as part of your Automation Package, you will receive the following features:
Automation of a selected business process
Discounted Analysis Requests (via our Products add-ons)
Monthly Performance Call with Insights Deliverables
One Data Visualization
Private Site Access
Automation Package
Automation of an otherwise manual or hybrid data processing model business process
Discounted Analysis Requests (via our Products add-ons)
Monthly Performance Call with Insights Deliverables (to support your evolving business goals with strategic recommendations)
One Data Visualization highlighting your main KPIs
Private Site Access for status updates and Scheduling