Your transactions, daily labor, daily sales, and product-level data are required to start. This can come from your POS system, accounting software, payroll provider, or simple workbooks we provide.
Step 1 - 15-Minute Kickoff Call
We walk through your business, the platforms you use, and where your data lives. By the end of the call you'll know exactly what to send us.
Step 2 - Share Your Data
Send your transactions, daily labor and sales, and product-level data. We accept CSV, Excel, or exports from common platforms, and provide pre-built workbooks if you need them.
Step 3 - We Build Your Intelligence Profile
We analyze where money is leaking, which products carry your revenue, when you're overstaffed, and where your biggest opportunities are hiding.
Step 4 - Receive Your First Report
A branded PDF arrives in your inbox with your Health Score, watchdog alerts, product performance, scheduling insights, and Top 5 Recommendations to act on.
Step 5 - Ongoing Monthly Delivery
Send updated data each month. By the 5th, you get a fresh report with new findings, trend tracking, and cumulative savings since you started.
Step 6 - Pause or Cancel Anytime
This service is billed monthly at $129/month plus a $100 one-time setup fee. Cancel anytime at least 48 hours before your next billing date to stop the following month.
