Process
From inquiry to bound report — how engagements run
Every project follows the same calibrated sequence. Timelines vary by engagement type, but the stages remain consistent so you know what happens next.
Scope call
30-minute conversation to confirm engagement type, CRM system, reporting period, and delivery deadline. We send a written scope summary within one business day.
Deposit & data receipt
50% deposit confirms the engagement. You provide a CRM export via secure link along with stage definition documentation and any prior forecast notes.
Mapping validation
Analyst reviews field mappings with your sales ops contact. Ambiguous stages or missing close dates are flagged before analysis begins—preventing garbage-in readings.
Analysis & chart production
Senior analyst produces pipeline charts, conversion matrices, and narrative interpretation. Visualization specialist formats the bound report layout.
Draft review
Draft charts and executive summary shared for one revision round. You confirm factual accuracy; we adjust segmentation or emphasis as needed.
Final delivery & walkthrough
Bound PDF delivered. Remaining 50% invoiced. Walkthrough scheduled at Busan office or via video. Recording shared within 48 hours.
What to prepare before kickoff
- CRM export covering at least four completed quarters (for reviews)
- Written stage definitions currently in use
- Prior quarter forecast commits and actuals
- Name of sales ops contact for mapping questions
- Preferred walkthrough date and attendee list